The Benefits of Using Accounting Integration
ServiceSight can link to several accounts systems and will import your customers and send back your sales invoices as you raise them. This can save many hours of manual re-keying not to mention preventing costly mistakes when manually creating invoices in another system.
ServiceSight includes links to:
- Xero https://www.xero.com/uk/
- QuickBooks https://quickbooks.intuit.com/uk/
- Sage 50cloud https://www.sage.com/en-gb/products/sage-50cloud/
Benefits of Linking ServiceSight to your Account System
- Eliminate duplicate data entry
We import the customers into ServiceSight. This eliminates double-entry of contact information (which saves time and avoids a difference in data-entry between systems).
Additionally, it automatically establishes a link between the two. If you have customers in ServiceSight that aren’t in your accounting software they will be created in your accounts system to match. This way your data is always accurate.
A lack of duplicates in your data raises employees’ confidence that they are accessing the correct version of the information they are looking for.
As well as account information Sales Invoices are posted into your accounts system automatically thus eliminating any rekeying or duplicate entry.
- Get a 360 degree view of the current customer situation
By linking ServiceSight to your accounts system you can view a snapshot of the customer’s status. View balance due information and know whether the customer is in good standing, as well as the credit limit & if they are on stop. Get credit limit & on stop warnings within ServiceSight seamlessly. No more ‘on stop’ lists
- Increase productivity
Using an accounting link increases your staff productivity. Contact & Customer data only needs to be entered once into ServiceSight since the data is transferred to your accounting package. All vital accounting information is available to sales staff who would otherwise have to ask accounts people for credit history.
Additionally, users save time by not having to continuously switch between the accounting and ServiceSight systems.
- Take action using real-time information
With information current in both databases and the ability to view complete customer information, you can take immediate action. While you’re on the phone with a customer, you can easily create an quote, job, or invoice in ServiceSight. These transactions will be sent to your accounts system whenever you sync the systems.
- Business intelligence
Detailed transaction data is sent to your accounts systems Sales & Nominal Ledgers to provide full reporting within the accounts system itself. This can help users gain insight about past trends and help them create a more accurate forecast for the future.
- Cost savings
By implementing an accounting link, you save money on the expense of additional accounting software licenses and implementation costs. No extra installation is required as the link is part of the client application and is available to all ServiceSight users without purchasing extra licences.
- Streamlined account setup
In most businesses the customer appears in the CRM first (it’s a lead or opportunity) and then at some stage (either when an account is requested or the first sale made) it needs to be sent to the accounting system. By linking systems, the transfer can be automated – no waiting for accounts and no need to give the sales team access to your accounting software.