Accounting functionality within Tradepoint is structured so as
transactions ( Invoices, Orders, Purchase Orders, Bills, etc.) happen within the
Receivables and Payables section within a Contact's account directly. Tradepoint
will automatically perform the correct function according to the Accounting
preferences you have established within your Company Settings to the correct
account in your Company's General Ledger.
that have integrated Accounting functionality include Leads, Customers,
Resellers and Suppliers. The General Ledger is also directly accessible from the
Home Tab Tool bar.
Accounting functionality available within Tradepoint will be relevant to the type
Example, below is a view of the Leads tool bar with the available Accounting
Once a Lead
becomes a Customer the available Accounting functionality increases within the
Contact's file. Every time a Customer purchases goods or services from your
Company you will be able to create, edit(based on User Access Settings), and
track the financial data relevant to this Customer's Account directly from their
Access Settings will allow or restrict access to this functionality based on
your work flow process.
example, a Company may only want their sales staff to see and Quotes and Orders
but no Invoices or Account information(Credit Card information, recurring
billing structures, etc.). Tradepoint makes this possible by adjusting a Security
Settings profile accessible through the Security icon in the Tools Tab Tool
Another example of this would be to enable production personnel to
create Purchase Orders for items used in a manufacturing process and either
Supervisory staff or the Purchasing Agent could Approve the Purchase Order
before it would be issued.