#CLARIFY CRM BOS INSTALL#

Within products, you'd have to create a new block for the general ledgers.They can only be on one at the same time so this can be a simple dropdown. The General Ledgers can be on three sides of your balance sheet, costs, revenue or stock.This is a 'homo economicus' term for 'category', simple as that. I will post my findings hereunder, as a 'part 1' list, meant to be expanded by you: reader! Anyone with experience in the field of accounting, please respond, because I am not experienced or educated in this field so I'd like to setup a basic system to work from.įor the accounting part, I've established we need the following: I've been going through my Exact Online test account to see what they offer, and how they approach the accounting part. Is this real, or just a distorted recollection? Also, any advice on implementation of what I'm describing below on the accounting side would be welcome. Kind of like making the modules dependant of each other.

#CLARIFY CRM BOS INSTALL#

I read somewhere in some documentation (I don't remember where) that it was possible to install a 'chain' of modules. Of course I am an expert developer now, but I could still use a lot of help. My investigation will split into two parts, for which I'm looking for input here: I've taken it upon myself therefor to investigate the possibilities of creating a set of modules (a suite) that fixes this, so that coreBOS can also offer real Accounting features. CoreBOS of course has many advantages over Exact, but there is one in which it lacks: official Accounting possibilities. This brings us into a situation (or at least it has brought me into that situation) where offering the connection could in the end loose a customer.

Any Exact sales person that comes into contact with someone using coreBOS will try to talk that person into moving their entire CRM system to Exact, since they also offer that. I'm working on the last touches of my module that connects coreBOS to Exact Online.

Clarify crm bos