Accounting Link for MYOB EXO

The new MYOB EXO addon for ACT! offers larger organisations a more comprehensive workflow solution for streamlining sales, marketing and accounting information.

ACT! + the Xact MYOB EXO addon combines sales and marketing data about your prospects and customers with important account information – LIVE. No synchronisation, no delays. The result is a centralised database that offers a complete view of your contacts, accounts, activities, sales opportunities and overall business performance. And, because MYOB EXO data is pulled into ACT! in real-time you can be sure that your sales team will always be equipped with the most accurate and up-to-date information.

Such intuitive integration eliminates errors, delays, manual intervention and additional paperwork typically associated with multiple databases, allowing your staff to focus on what is important – building relationships and getting results.


Current features list:

All the benefits of the ACT! Contact Manager PLUS...

  • Live integration to EXO Business. Learn more...
  • Import existing MYOB EXO debtor contacts into ACT!
  • Link one or multiple ACT! contacts to a MYOB EXO debtor contact
  • Create debtor accounts and debtor contacts from within ACT!
  • Update debtor contact details from ACT!
  • View account summary statistics, and choose which MYOB EXO fields to display
  • View quotes, orders, invoices and payments from ACT!
  • Raise and edit quotes from ACT!
  • Convert an ACT! Opportunity to a MYOB EXO Quote
  • Access the MYOB EXO stock list direct from the ACT! Opportunities view
  • Email or print any type of Order or Opportunity using highly customisable templates
  • Works with MYOB EXO pricing rules and policies

Product Roadmap:

Future development for the product is listed below; please note this is subject to change:

  • User access model
  • Full access to transactional process
  • Item sales history
  • Reporting functionality

The MYOB EXO integration with ACT! is continuously evolving to meet the specific needs of its users. We consider all feedback about how this product can be improved and will continue to add functionality incrementally throughout the life of the product.

Videos

Introducing the Xact Link for ACT! and MYOB EXO
See the world's #1 contact manager - Sage ACT!, integrating with MYOB EXO Business.

Screenshots

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