Description :

SugarCRM Tally Integration Module provide tally integration with SugarCRM. SugarCRM integration with tally provides details like Account closing balance and ledger at one place. This SugarCRM Module Support tally erp 9 and other tally versions.

This documents lists all Feature & Benefits of SugarCRM Tally Integration Module or crm erp or erp crm or SugarCRM+Accounting or sugarcrm billing module or sugarcrm billing or crm+Accounting

  1. Create Ledger From SugarCRM Accounts Module

  • There is panel of tally integration configuration after installation of Enjay SugarCRM Tally Connector.
  • You get the variety of fields that already tally have.
  • You need to click on Export Ledger to tally option and Save the account,Ledger Created in tally.

     2. Get Bill By Bill Detail From SugarCRM
  • You can get the Bill Bill Bill Detail of Ledger from CRM itself.This documents lists all Feature & Benefits of SugarCRM Tally Integration Module or crm erp or erp crm

  • User Needs to Click on Bill By Bill Detail Button, Details will open in new page of browser.

    3. Link Ledger From SugarCRM
  • This Option is very useful when User Needs to link up the Existing Account from CRM to Existing Ledger of Tally.
  • On Clicking of Link Ledger will open popup will contains all the list of Ledger Exist in Tally.
  • Just on Clicking on Ledger name from popup,Account and Ledger from tally is Linked up Automatically.

       4. Sync Ledger From SugarCRM

    • User can Sync Ledger from SugarCRM Accounts Modules.
    • Sync Ledger Option will Update Latest Closing Balance in SugarCRM for that particular ledger.

      5. Sync Multiple Accounts Simultaneously from SugarCRM
    • We can Sync Multiple Accounts Closing Balance From List view Of Accounts Module.
    • It Only Update Closing Balance which are already Linked up with tally or Ledger Created from SugarCRM.


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