Vision Commerce has multiple options to connect to different finance systems.
It works best if fully connected to the finance system, the options available or coming soon are:
Application | Version | Conectivity | Link to Configuration Document |
|---|---|---|---|
Sage 50c | Desktop | API for posting | No longer available |
Sage 200 | Desktop | CSV for Posting | No longer available. |
Xero Accounts | Cloud | API | What we will need from you
|
Quickbooks | Cloud | API | What we will need from you
|
Sage 50c | Cloud | API | What we will need from you
|
CSV Only | Cloud | CSV File | Document coming soon with the formats we export as part of the CSV file output. |
What we send to the finance system
new customers and amendments to customers
new suppliers and amendments to suppliers
purchase invoices for stock
purchase invoices for freight for stock purchases (if you choose to post these)
sales invoices and credit notes for all invoices raised.
What can you see in Commerce from your finance system
whether customers and suppliers are setup
purchase ledger account transactions
sales ledger account transactions.
sales ledger customer information
A user of commerce would not need access to the finance system if they need to check how much a customer owes or what they have / have not paid.