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Commercial record

Trace

Beta

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

The commercial record: accounts, the revenue recognised against them, and an action queue for the decisions that still need a person. Postings go to Ledger, so the commercial and accounting views share one set of books. Reconciliation runs on a schedule and does not auto-correct anything it cannot prove.

Wha it is for. RODMENA runs its ain commercial record on it, and it is free for personal projects. Speir us aboot commercial use.

Status
Beta
Pairt o
Offerins
Licence
Free for personal uiss
Tags
CRMERPRevenue recognitionReconciliationFree for personal uiss

Whit it dis

  • Ae set o beuks

    Revenue is postit tae Ledger, an Trace keeps nae ledger o its ain.

  • Reconciliation hauden for review

    Missin and unpostit entries are reportit and haudit until a bodie sorts thaim oot. Nocht is pit richt automatically.

  • Operatit bi API

    Ilka chynge is made throu the API and can be reviewed in the browser, sae the full history o the record is keepit.

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