Legrand CRM is a customer relationship management system that helps you to understand and grow the profitability of your business no matter what size
your business is. At Reboot Ltd, we offer you expert technical and marketing advice to get the most from your Legrand CRM system.
   

 

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Reboot Ltd

 

ACCOUNTING INTERFACES

The financial relationship with Customers is an important facet of any business relationship.

Legrand CRM links with various accounting systems, thereby enabling all CRM users to have current information about the accounting status of every customer.

By having key financial summaries on each Customer available in the CRM database, your front office staff can see at a glance what each Customer's accounting status is and can better respond to any enquiry without needing full access to the accounting system. For instance, if a Customer rings in to enquire why his/her shipment hasn't arrived you could tell immediately from Legrand CRM that the Customer's order is on hold because payment is overdue.

Depending on your accounting system, some or all of the following features are available in the accounting link:

  • Import financial summaries from the accounting system
  • Import Customer accounts from the accounting system into Legrand CRM
  • Create new Customer accounts in the accounting system from Legrand CRM
  • Update Customer address details in the accounting system from Legrand CRM
  • Update Customer address details in Legrand CRM from the accounting system
  • 'Live' access to the list of Customer sales, with drill-down into invoices (Quickbooks only)

To bring in the latest financial summaries from the accounting system, simply access the 'Import Accounting Data' command from the File menu. Of course, the financial summaries that are stored in Legrand CRM are current as at the last time the accounting import was executed.

Accounting Data

 

Accounting Links

The following accounting links are available:
  • Quickbooks PRO, Premier and Enterprise (US, CA, AUS and UK editions)
  • FinancePlus Software
  • JD Edwards
  • MYOB Accounting 15 or MYOB Premier 9
  • Pastel
  • Sybiz
  • Advanced Business Manager

CSV import - you can also use the import wizard to import current financial information from a CSV text file.