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Created by Guest
Created on Aug 26, 2020

Add option to import ledger information from Xero

Some businesses have an ERP system to handle inventory and use Xero for accounting. Due to this set up their ERP system may not have the correct information for sales ledgers, credit limits, and balances. As a consequence of this Prospect may not have information.

It'd be useful in this scenario to have an option that determined what system the accounting information was pulled from.

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  • Guest
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    Dec 15, 2020

    Integration with unleashed doesn't capture sales data invoiced outside of unleashed. Also allows for current account information which is extremely useful.

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