Sales Invoice tracking? PeterLandon 6/18/2007 11:11:01 AM Does anybody know if there's a simple way to enter sales invoice details: date, invoice number and total for each customer and then to calculate total sales for each year. Wouldn't mind using Access or Excel if they can be linked appropriately.

Re: Sales Invoice tracking? Luther <enowning[ at ]gmail.com> 6/19/2007 3:21:43 PM On Jun 18, 4:11 am, PeterLandon <PeterLan...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > Does anybody know if there's a simple way to enter sales invoice details: > date, invoice number and total for each customer and then to calculate total > sales for each year. Wouldn't mind using Access or Excel if they can be > linked appropriately. You can manually link customers to Excel files, but the way to track invoices from BCM is to use Office Accounting. I think they're the only accounting application that's integrated with BCM so far.

Re: Sales Invoice tracking? PeterLandon 6/19/2007 4:02:02 PM Thanks for the suggestion. However I'm a UK user and Office Accounting is not an appropriate solution here. I was hoping I could enter an invoice sales history through the opportunity manager, then collate and total for annual periods which would be custom fields. "Luther" wrote: [Quoted Text] > On Jun 18, 4:11 am, PeterLandon > <PeterLan...[ at ]discussions.microsoft.com> wrote: > > Does anybody know if there's a simple way to enter sales invoice details: > > date, invoice number and total for each customer and then to calculate total > > sales for each year. Wouldn't mind using Access or Excel if they can be > > linked appropriately. > > You can manually link customers to Excel files, but the way to track > invoices from BCM is to use Office Accounting. I think they're the > only accounting application that's integrated with BCM so far. > >