Integration with Microsoft Office Accounting Professional 2008

 

TriSys has a set of new queries which enable financial information held in Microsoft Office Accounting Professional 2008 to be retrieved and displayed in TriSys company records.

 

Invoices, credit notes and payment history are all available allowing recruiters to more accurately understand their business relationships with their customers.

 

When configured, the financial information is available from within the company form on a new tab entitled ‘Invoices/Payments’:

 

 

In the ‘Invoices/Credit Notes’ grid, all invoices or credit notes raised against the customer are displayed with totals (with and without VAT).

 

The ‘Payments’ grid shows all payments which have been received and entered into the accounting system.

 

In order to provide a summary of this information, additional total fields can be added to the company form:

 

These fields show the total amount paid by the customer and the amount which has been invoiced. If the customer has outstanding unpaid invoices, the amount is shown in a red box to warn the consultant.