I am looking for solution to link Manager to my e-commerce so all goes hand in hand and do you offer such solutions?
The answer is probably no, depending on exactly what you mean by “link Manager to my e-commerce.” But you can, for example, import statements as though they were bank statements from services like PayPal. You need to ask more specific questions to get useful answers.
If I am more specific I would say I can get my invoices going automatically from the E-commerce. Meaning the invoices will be generated from manager seamlessly. Or alternatively could I upload the invoices from the e-commerce platform to manager at once (end of the day, week, or month…)
No and no. Manager neither does anything automatically nor allows outside access, primarily because of security concerns. And you cannot perform bulk uploads of sales invoices. Sales invoices require customers to be defined in advance, posting accounts to be specified, Manager-specific tax codes to be applied, and on and on. The outside system isn’t going to have the necessary information.
It’s also doubtful you need sales invoices for e-commerce. Sales invoices are for selling on credit. Importing transactions, as I mentioned in my December response to you, is a common practice among Manager users, though. They end up as receipts, not sales invoices, which would require additional entries for receipt of payment.
Thanks for your answer,
You mean I would have to use the bank statement as imported data. and use this information to convert into sales receipt.
That solution would work though for end-users. Businesses would require a full VATTED invoice. Any suggestion?
No, I don’t mean that. When you import a bank statement, the entries automatically become bank transactions in Manager, either payments or receipts. You don’t “use this information” to do anything. The import process does it for you.
Have you actually tried a bank statement import to see how it works?
Edit extensively if you are going to import bank statements. Tax codes must be applied on a line item basis. So if someone purchases three items from your e-commerce site, you need three line items, each posted to the appropriate account with applicable tax codes applied. The entry in the bank statement is just going to be a single number, either paid or received.
Possibly, depending on your e-commerce setup, taxes will be separated into separate transactions for you. Then you’ve got to apply 100% tax custom tax codes.
Regardless of what you do, however, no bank transaction is going to be converted into a sales or purchase invoice. Those transactions do not involve the bank. They debit or credit Accounts receivable or Accounts payable.
I do import bank statement on a weekly basis and you are saying what I am saying. But I do not get this part :
Which import are you exactly talking about?
If you reread the December post referenced by the 5-day old post you quoted, you would see that I was referring to importing statements from services like PayPal, as though they were bank statements. Some platforms support that. Some might not.