What would it mean if your accounting package and your job management system were to work together? Would you have more spare time? Errors are kept to a minimum? Better structure?
There are various software systems for managing invoicing, payments, and transactions, but few enable you to integrate accounting software. Integration is crucial when it comes to finding the ideal synchronised pair to run the company from beginning to end, and Finance Integration Software makes it possible.
Why Your Company Should Us A Job Management System That Can Integrate Your Accounting Software Package
Reduce System Stack
You reduce the number of systems you use to run your company when you use a system that integrates with your accounting package. It enables employees to operate more effectively. It also helps you to save money by cutting the amount you spend on various systems, and the resources you need to run them.
Streamline and Structure
Integration – particularly with your Job Management System and Accounting Package – creates a flow between your company's systems allowing employees to follow a sequence of steps. When a job is approved and submitted for invoicing, for example, the administrative team will see the invoice that needs to be sent straight away.
Once your Accounting Package is synced, the account management team will easily email the invoice to the customer. The status will sync back when the payment has been made and recorded in your accounting package. This provides a step-by-step guide for the employees, indicating which steps have been completed and which still need to be completed.
Synchronised Information
Because multiple systems are being used, when new information is captured, such as a new supplier or customer, all of the systems must be manually updated. When new information is introduced, the synchronicity of integration ensures that all systems are updated at the click of a button. This ensures that the correct data is captured from the onset and that employees further down the line are not trying to locate the relevant data they need.
Access Control
We all know what might happen if invoices and payments end up in the wrong hands, which is why using a system with built-in access control ensures that only a select few have access to and control over what comes in and goes out. Since the job management and accounting systems are integrated, essential documents can be transferred around in such a way that every movement is monitored, allowing you to see who worked on it last. This would reduce the risk of loss and ensure that invoicing, purchases, and credits are completed correctly the first time.
From start to end, Eworks Managers Business Integration Software guarantees seamless company operations. With our integration with Sage, Xero, and Quickbooks, you'll be able to sync:
- Accounts
- Tax rates
- Products
- Customers
- Suppliers
- Invoices
- Purchase orders
- Credit notes
This ensures you won't have to manually check the status of invoices, purchase orders, or credit notes once they've been synced to your accounting package from Eworks Manager. In an all-in-one system, payments and records can be easily monitored and managed. Visit our website and find out more about how you can integrate your accounting software package with our system.
