3 hours ago, Nogger said:

Had Approval for many years but we dont use the functionality of AM for this.

Which accreditation do you have.

10 hours ago, Nogger said:

I don't use all the functionality of AM I just need to schedule service and maintain contract details and correspondence and interact with field engineers.

 

In that case Clik would be OK but again the real benefit is if you are using Sage for accounting as it fully integrates, if not, you might just as well save your money and run some sort of manual system imho.

Edited November 30, 20169 yr by datadiffusion

23 minutes ago, datadiffusion said:

 

In that case Clik would be OK but again the real benefit is if you are using Sage for accounting as it fully integrates, if not, you might just as well save your money and run some sort of manual system imho.

 

Think Clik now works with Xero now.

Ah right fair enough. And Xero integrate with a lot of online bank statements I think, which is the other handy bit of the puzzle. No idea if sage does that without recourse to downloading CSV statements from your bank direct.

 

Have to say that 'Yodlee' has massively improved the last year and the ability to simply click a button and see your bank statements already in the book-keeping software is a joy...