Accounting Links for Act!
When we set out to develop our accounting links we did so to overcome the following issues:
Eliminate dual entry of data - update contact information once.
Improve office workflow experience - encouraging a natural flow to handling data entry and retrieval
Eliminate the need to move between different software applications to do simple tasks.
Provide controlled access to information for your sales staff, enabling them to access important sales data without compromise to business accounting integrity.
Thus Xact accounting links were created, connecting Act! CRM and your favourite accounting system making it easier for your staff to work, accessing the information they need to work efficiently and intelligently.
Why choose an Xact Live Link?
Up-to-the-minute - accounting history you view through an Xact Live Link in Act! is current - no overnight processing delays.
Accuracy, what you see is how it is! - when a customer calls looking for credit approval, your sales staff can rely on the accounts receivable information viewed in the accounting tab in Act! as accurate. Our sync free design ensures that.
True workflow - CRM and accounting information all in one place- no swapping between Act! and your accounting screen. Other, old-style, links for Act! rely on opening accounting software installed on your PC just to create transactions or even simply to link an Act! record with an accounting record.
No flicking between Act! and accounting software views. Xact Live Links do the heavy lifting. No waiting on accounting software to load just to create an invoice on closing that sale. Everything is available in Act! - one view.
Anytime availability for all users - business accounting software often limits the number of simultaneous user connections. Because the Xact Live Link uses smart channel-sharing technology you have unimpeded access to accounting for all your sales staff irrespective of the number of accounting licenses held.
No intensive 'catch up processing'. Xact Live Links do not add load to your back-office systems to synchronize data each night. No need to move all the daily transaction history, invoices, estimates, etc from accounting into Act!
Savings on license costs- Why pay twice? Older link products simply import data, storing a copy of accounting history in Act! but incapable of creating transactions or even linking records without the expense of additional accounting software on your PC. The Xact Live Link works directly and safely with your accounting data - no need to buy additional accounting software license