M
mike
Hi Guys,
I have 3 questions to ask being new to BCM and Accounting pro.
1. Is it possible to create an appointment in the calandar of outlook where
I can extract, merge, or collect the info from to put into a word document in
order to send a hard copy of the appointment to a client? I can only see the
option to print a memo of the details that is not a great way to present the
appointment.
2. All three programs allow for the user to create 'user created fields'.
It is possible that these fields be available in all three programs and not
specific to one only. it would be great to manage these across these programs.
3. In accounting pro and BCM, currently invoices are used to create and
manage billable items and statements are used to show payments and
outstanding amounts. Is it possible to combine both of these forms to
produce a invoice that can also show any payments made to it and a amount due
in addition to showing just the total?
Thanks for you help
mike
I have 3 questions to ask being new to BCM and Accounting pro.
1. Is it possible to create an appointment in the calandar of outlook where
I can extract, merge, or collect the info from to put into a word document in
order to send a hard copy of the appointment to a client? I can only see the
option to print a memo of the details that is not a great way to present the
appointment.
2. All three programs allow for the user to create 'user created fields'.
It is possible that these fields be available in all three programs and not
specific to one only. it would be great to manage these across these programs.
3. In accounting pro and BCM, currently invoices are used to create and
manage billable items and statements are used to show payments and
outstanding amounts. Is it possible to combine both of these forms to
produce a invoice that can also show any payments made to it and a amount due
in addition to showing just the total?
Thanks for you help
mike