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Articles tagged "financial" returned 20 results.
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Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
Exchequer Integration Overview
...all areas of your financial management from within your Gold-Vision instance. Exchequer Integration for Gold-Vision CRM If you already use Exchequer software to manage your accounting and finances, then this...
Eventbrite Integration Overview
...campaigns, and your event with ROI analysis and financial reporting. Collaboration – Gold-Vision allows your event planning to be collaborative, with visibility across the board and information at your fingertips...
Custom Integrations Overview
...an industry-specific financial system, maintaining the correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up a Custom integration...
Using the QuickBooks Online integration
...the specific quote. 5. Viewing Quickbooks Online Financial data in Gold-Vision Transaction History To view Transaction History in Gold-Vision access the Account and go to the Transaction History Section. Here...
Configuring Custom Integrations
...when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with an industry-specific financial system, maintaining the...
Price Lists
...set up new currencies please see ‘Financial Entities’. Once you have saved your Price List you will not be able to change the Parent Currency. Editing A Price List Price...
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
Gallery
...for files (for example against a project one gallery could be created for “Site Photos” and another gallery created for “Financial Documents” ). Galleries help keep files organised against items...
Creating Sales Target Charts
...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...
