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INFOtrac For BusinessVision Accounting

Since 1987 BusinessVision has been dedicated to providing the finest real-time business management and accounting solutions. BusinessVision software offers superior integration, flexibility, performance and ease of use, all at an attractive price. Though designed primarily for small and medium sized enterprises, BusinessVision's solutions are robust enough to handle transactions involving an unlimited number of customers, suppliers and inventory items. With sophisticated tools previously only available to large corporations, BusinessVision systems are powerful enough to support companies with up to $1 billion a year in sales. Now in their 15th year, BusinessVision continues to bring high caliber, top-tier business solutions to over 120,000 satisfied users.

Through thousands of hours of development, INFOtrac has been deeply connected to the BusinessVision Accounting system. This connection, and the ability to share information between the two software environments, enables the creation of powerful solutions for small and mid-sized businesses.

The combination of INFOtrac and BusinessVision, enables the type of information management systems previously reserved for large corporate enterprises. The unique product partnership between INFOtrac and BusinessVision, allows you to synchronize, reference and process data between the two systems. The result is accurate information, less data entry and data management, and the automation of your business processes.

INFOtrac is one of BusinessVision’s first Certified Vertical Solution applications.

Data Synchronization

Key to the INFOtrac-BusinessVision connection is the synchronization of data between both solutions, so that once information is entered into one; the other will inherit the data automatically.

This synchronization includes customers, suppliers and sales reps to begin with. Changes and additions are synchronized between both systems so that you do not have to enter the same information twice, or face a situation where information in one system is different from that found in the other. With INFOtrac’s Quotes and Orders module, this synchronization extends to include the inventory listings from BusinessVision; and allows for the connection of quotations and orders between the two solutions.

Data Referencing

Another key element to the INFOtrac-BusinessVision connection is the ability to reference accounting data in INFOtrac. Data that is stored within your accounting environment can be referenced in set fields in ‘real time’; and once this data is in INFOtrac, you can build business processes around accounting centric information.

The power of such a system is virtually limitless when you consider the flexibility provided by INFOtrac’s “Profile” and “Scripting” tools. With these features, you can build truly automated solutions that can control aspects of your business processes in the most efficient, accurate and trouble free ways.

Consider, for example, the types of automated business processes INFOtrac enables by its referencing of account balances found within BusinessVision. Imagine that you are using INFOtrac to manage your customer service desk. If you chose, you can automatically restrict INFOtrac’s ability to schedule service if the accounts receivable balance for a particular customer at 60 days is greater than a certain amount. Such functionality combines your account collection process with your service delivery and, in this example, will prompt payment to be obtained prior to the delivery of service. In this scenario, and in many others, tying in accounting data to your business processes can provide you with a level of operational control that was previously not possible.

INFOtrac can also be used as a ‘front end’ for processing data into BusinessVision. With this aspect of the INFOtrac-BusinessVision connection, you can automate business processes a level that greatly exceeds that possible by each application on its own.

Quotations To Orders

Consider, as an example, the ability to enter a quotation in INFOtrac and have it become a ‘live order’ within BusinessVision once a deal has been closed. Even better, if such a sale is to a new customer whose information has not yet been entered into BusinessVision, INFOtrac will detect this; add the customer into BusinessVision; assign them an account number; and synchronize all the information between both applications. INFOtrac can then populate the order into BusinessVision, without any human interaction, following the conversion of the final quotation into an order.

Service and Special Orders

You can also use INFOtrac’s “Profile” system to perform specific business processes, such as the management of service orders (or any other form of product or service delivery). You can, for example, have an INFOtrac service order populate a BusinessVision order automatically upon its completion, and include the details required to invoice the transaction without any additional data entry.

Subscription & Recurring Billing

The INFOtrac-BusinessVision integration transcends into the ability to incorporate subscription and recurring billing features within INFOtrac, and populate BusinessVision with data automatically. This allows BusinessVision to process hundreds of invoices automatically with a single command. The best part of this function is that such a process can be totally customized to automate the exact billing processes you require.

Custom Connections

INFOtrac’s immensely flexible “Profiles” and “Scripting” tools, enable the deployment of incredibly customized INFOtrac-BusinessVision solutions. You can build custom connections between INFOtrac and BusinessVision that can further automate your business processes, add a new dimension of computerization to your operations, and pass information between both systems in the exact way you require.