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Status Shipped
Created by Dan Bryant
Created on Dec 13, 2017

Allow creation of sales ledgers

The CRM should allow for sales ledgers to be created directly with the background integration elements being responsible for pushing them into the accounting systems. 

This could be done quickly with only the most basic information provided by the user however in order to make this more compatible with v6, it should have more accounting system specific fields or a wider set of standard fields on the sales ledger.

  • ADMIN RESPONSE
    Mar 21, 2019

    An update has been released to allow sales ledgers to be created from the CRM and we will be rolling this functionality our to customers over the next few weeks.

    This is supported for all of our out-of-the-box integrations (Unleashed, Xero, Exchequer, Access Dimensions, Sage 50 and Pegasus Opera).

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    Oct 31, 2018

    I have had a phone call with Marlow, who have just switched to web who have asked if this is something that will be coming back.

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