Module Settings/Accounting

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.