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Commercial record

Trace

Available

CRM and lightweight ERP, operated by API and reviewed in the browser.

Open Trace Contact us

Trace keeps the commercial record of accounts and the revenue recognised against them, and queues the decisions that still need a person. Because postings go to Ledger, the commercial and accounting views share one set of books. Reconciliation runs on a schedule and does not auto-correct anything it cannot prove.

Who it is for. RODMENA runs its own commercial record on Trace. It is free for personal projects. For commercial use, ask us.

Status
Available
Part of
Core platform
Licence
Free for personal use
Product site
trace.rodmena.co.uk
Tags
CRMERPRevenue recognitionReconciliationFree for personal use

What it does

  • One set of books

    Revenue is posted to Ledger, and Trace keeps no ledger of its own.

  • Reconciliation held for review

    Missing and unposted entries are reported and held until a person resolves them, and Trace corrects nothing automatically.

  • Operated by API

    All changes go through the API and can be reviewed in the browser. Trace keeps the full history of the record.

Documentation and access details are on the product site, trace.rodmena.co.uk. For a pilot, an integration or procurement questions, contact us.

Screens

All 24 screens of Trace