COMING IN 14 SP1
Corporations built-in with QuickBooks On-line can now create salespersons instantly inside Acctivate.
Beforehand, Acctivate synced the worker checklist from QuickBooks On-line and used it because the salesperson checklist. Nonetheless, salesperson roles and their relationships with your enterprise will be extra complicated. For instance, your gross sales workforce would possibly embody inside gross sales, exterior gross sales, and even referral providers.
With Acctivate model 14 SP1, now you can create the salesperson checklist by navigating to the Salesperson part of the Configuration Supervisor and manually enter a Salesperson ID and Title.
Salespersons in Acctivate vs QuickBooks On-line
Acctivate contains options and performance designed to increase and complement QuickBooks On-line.
Whereas QuickBooks On-line helps customized fields to trace salespersons on invoices, Acctivate supplies a extra strong and built-in expertise, supplying you with higher management over the way you observe and report gross sales by salesperson.
Acctivate’s salesperson options embody:
- Assigning salespersons to customers and controlling entry primarily based on the assigned salesperson
- Assigning salespersons to clients and invoices
- Mapping revenue and COGS accounts by salesperson
- Mapping QuickBooks Courses to salespersons
- Producing varied salesperson-oriented stories
