Commercial record
Trace
AvailableCRM an licht ERP, wirkt throu API an owersicht in the browser.
Trace keeps the commercial record o accounts an the revenue recognised agin them, an queues the decisions that still needs a bodie. Acause postings gangs tae Ledger, the commercial an accounting views shares the ane set o buiks. Reconciliation rins on a schedule an disna auto-correct ocht it canna pruve.
Wha it is for. RODMENA rins its ain commercial record on Trace. It is free fer personal projects. Fer commercial uiss, speir at us.
- Status
- Available
- Pairt o
- Core platform
- Licence
- Free fur personal uise
- Product site
- trace.rodmena.co.uk
- Tags
- CRMERPRevenue recognitionReconciliationFree fur personal uise
Whit it daes
-
Ae set o books
Revenue is postit tae Ledger, an Trace hauds nae ledger o its ain.
-
Reconciliation haudit for review
Missin an unpostit entries is reportit an held till a bodie redds them up, an Trace disna sort ocht automatically.
-
Operatit bi API
Aal cheenges gangs throu the API an can be leukit ower i the browser. Trace keeps the hale historie o the record.
Documentation an access details is on the product site, trace.rodmena.co.uk. For a pilot, an integration or procurement questions, contact us.
Screens
Aw 24 screens o Trace
Accounts Trace screenshot 
New account Trace screenshot 
Actin queue Trace screenshot 
Pairtners Trace screenshot 
Contacts Trace screenshot 
Opportunities Trace screenshot 
Tasks Trace screenshot 
Quotes Trace screenshot 
Quotes issued athoot approval Trace screenshot 
New delivery plan Trace screenshot 
Plan schedule Trace screenshot 
Plan tasks Trace screenshot 
Schedule runs Trace screenshot 
Plan revisions Trace screenshot 
Generated plan source Trace screenshot 
Time agin a plan Trace screenshot 
Plannin resources Trace screenshot 
Resource an leave Trace screenshot 
Calendars Trace screenshot 
Invoices Trace screenshot 
Reconciliation Trace screenshot 
Members Trace screenshot 
Integrations Trace screenshot 
API scopes Trace screenshot