We’ve made a lot of enhancements to our integration with accounting systems in the past six months, so here’s a quick summary of all the new features.
Firstly, we now link to SageOne, Sage UK‘s online accounting offering. You can see real-time information from Sage One including account balances, sales-to-date and overdue invoices, and view customers’ detailed account transactions. You can also create new customer accounts and invoices in the accounting system.
Secondly, we’ve been busy upgrading our interface to KashFlow. There’s a new set up wizard, easier data import, supplier handling and quote references. Then we added mapping custom fields and invoice emailing.
The integration to both KashFlow and SageOne are included for free in all CRM Editions.