Module Settings/Accounting - Revision history

J.collier at 21:51, 7 June 2013

2013-06-07T21:51:41Z

J.collier: fixed dead-end page; added link back to Module Settings page

2013-06-07T20:28:23Z

fixed dead-end page; added link back to Module Settings page

J.collier at 15:42, 23 October 2012

2012-10-23T15:42:04Z

J.collier at 15:35, 23 October 2012

2012-10-23T15:35:57Z

J.collier at 15:34, 23 October 2012

2012-10-23T15:34:10Z

J.collier at 15:33, 23 October 2012

2012-10-23T15:33:47Z

J.collier at 15:29, 23 October 2012

2012-10-23T15:29:09Z

Technowrites at 06:46, 21 September 2012

2012-09-21T06:46:05Z

Technowrites: Created page with " 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 syst..."

2012-09-21T06:44:41Z

Created page with " 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 syst..."

New page

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.

← Older revision		Revision as of 21:51, 7 June 2013
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	Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.		Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.

−	Return to [[Module_Settings\|Module Settings]]	+	Return to [[Module_Settings#Accounting_Module_Settings\|Module Settings]]

← Older revision		Revision as of 20:28, 7 June 2013
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	Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.		Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.
		+
		+	Return to [[Module_Settings\|Module Settings]]

← Older revision		Revision as of 15:42, 23 October 2012
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	6. Click '''Save & Close''' when you are done.		6. Click '''Save & Close''' when you are done.

−	Repeat the process to define values for Invoice Status, Order Status, and Locations.	+	Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.

@@ Line 1: / Line 1: @@
 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.
 . Select '''Administration''' from '''Quick Links''' section.
@@ Line 15: / Line 17: @@
 . Click '''Save & Close''' when you are done.

@@ Line 8: / Line 8: @@
 . 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 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 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.
+* To remove a terms field value, select the name from the listing and click the '''Remove''' button.
 . Click '''Save'''.
 . Click '''Save & Close''' when you are done.

@@ Line 1: / Line 1: @@
 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.
-. Select Administration from Quick Links section.
+. Select '''Administration''' from '''Quick Links''' section.
 . Select Module Settings from the Administrator section.
-. Select Activities. The Activities Module Settings screen displays.
+. Select '''Module Settings''' from the '''Administrator''' section.
-. Select Resources from the module settings listing.
-To add a resource field value, enter the resource name in the New Value field, and click the Add Value button.
+. Select '''Accounting'''. ''The Accounting Module Settings screen displays.''
-To edit a resource 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 resource field value, select the name from the listing and click the Remove button.
+. Select '''Terms''' from the module settings listing.
-. Click Save.
+# To add a terms field value, enter the terms name in the '''New Value''' field, and click the '''Add Value''' button.
-. Click Save & Close when you are done.
+# 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.

← Older revision		Revision as of 15:29, 23 October 2012
Line 1:		Line 1:
	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.
		+	2. Select Module Settings from the Administrator section.
		+	3. Select Activities. The Activities Module Settings screen displays.
		+	4. Select Resources from the module settings listing.
		+	To add a resource field value, enter the resource name in the New Value field, and click the Add Value button.
		+	To edit a resource 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 resource field value, select the name from the listing and click the Remove button.
		+	5. Click Save.
		+	6. Click Save & Close when you are done.

← Older revision		Revision as of 06:46, 21 September 2012
Line 1:		Line 1:
−	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.