Accounting Ideas

Sales user

Accountant's and business owners would like to setup a user class just to create Sales invoices and record receipts of those invoices. If possible by the mobile app or a simplified website. Currently they need to give access to bank in order to create receipts so they can see the bank balances and giving access to customer contacts, they can see customer balances.. At the moment they would need a separate CRM system for their sales staff.

  • Guest
  • Dec 15 2019
  • One For The Future
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  • Guest commented
    24 Dec, 2020 10:37am

    A user needs to be set up as a System Manager and therefore have full access to all the data via the app. Need the ability to restrict certain areas of the app to mobile app users.