Accounts Master! Highlights (note: some features may not be in the initial release)
Automated linking of Contacts (Clients and Vendors) in accounts system to Contacts in ACT! - all accounting contacts will be sent to Act! and either linked to current contacts or added.
Automated linking of Products in accounting system to Products in Act! - all accounting products will be sent to Act! and either linked to current products or added.
New accounting contacts/products added to Act!
View Summary of account status in linked Contacts in an Act! Tab
View accounting transactions for linked Contacts and drill down to show detail
Create Invoices in Accounting software from Closed-Won sales opportunities in Act!
Sends back accounting Invoice Number to Sales Opportunity field for tracking
Invoice creation can be automatic or require manual approval by accounts staff (automatic only if contacts/products match)
Allow accounts staff to create contacts/products from Accounts Master! console if not already in accounts software
Updates Sales Opportunity if accounts department modifies invoice
Advanced searching and reporting combining data from Act! and accounts
Licensing security to determine which ACT! users can see accounting data
Works even if Act! and accounting products in defferent locations
Supports remote ACT! users via sync or web without requiring the user to have access to the accounts system
Supports multiple accounts to support hosted solutions of Act! and accounting
Supports international versions of QuickBooks - list of supported versions available on request
Other ERP and accounting products to be supported depending on demand
