Difference between revisions of "Module Settings/Accounting"
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The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On-Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On-Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems. | The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On-Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On-Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems. | ||
| − | 1. Select Administration from Quick Links section. | + | To establish field value options for '''Terms''': |
| − | 2. Select Module Settings from the Administrator section. | + | |
| − | 3. Select | + | 1. Select '''Administration''' from '''Quick Links''' section. |
| − | 4. Select | + | |
| − | To add a | + | 2. Select '''Module Settings''' from the '''Administrator''' section. |
| − | To edit a | + | |
| − | To remove a | + | 3. Select '''Accounting'''. ''The Accounting Module Settings screen displays.'' |
| − | 5. Click Save. | + | |
| − | 6. Click Save & Close when you are done. | + | 4. Select '''Terms''' from the module settings listing. |
| + | * To add a terms field value, enter the terms name in the '''New Value''' field, and click the '''Add Value''' button. | ||
| + | * To edit a terms field value, select the name from the listing and enter the new name in the '''New Value''' field. Click the '''Edit Value''' button. | ||
| + | * To remove a terms field value, select the name from the listing and click the '''Remove''' button. | ||
| + | |||
| + | 5. Click '''Save'''. | ||
| + | |||
| + | 6. Click '''Save & Close''' when you are done. | ||
| + | |||
| + | Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''. | ||
| + | |||
| + | Return to [[Module_Settings#Accounting_Module_Settings|Module Settings]] | ||
Latest revision as of 21:51, 7 June 2013
The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On-Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On-Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.
To establish field value options for Terms:
1. Select Administration from Quick Links section.
2. Select Module Settings from the Administrator section.
3. Select Accounting. The Accounting Module Settings screen displays.
4. Select Terms from the module settings listing.
- To add a terms field value, enter the terms name in the New Value field, and click the Add Value button.
- To edit a terms field value, select the name from the listing and enter the new name in the New Value field. Click the Edit Value button.
- To remove a terms field value, select the name from the listing and click the Remove button.
5. Click Save.
6. Click Save & Close when you are done.
Repeat the process to define values for Invoice Status, Order Status, and Locations.
Return to Module Settings