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View your Traverse data in ACT! by Sage Premium!

ACT! by Sage Premium and Traverse

DATAPLUSby HD provides the following data from Traverse into ACT!:

Traverse

    Companies
  • Companies & Divisions Linked
  • Contacts Associated with Companies and Divisions
    Employee
  • Employees
  • Employee Earnings
    Sales Representative
    Accounts Receivable
  • Customers
  • Customer Credit Memo
  • Customer Credit Memo Open
  • Customer Invoice
  • Customer Invoice Open
  • Customer Invoice Detail
  • Customer Payment
  • Customer Payment Detail
  • Customer Project
  • Customer Project Phase
  • Customer Project Task
  • Customer Sales Order
  • Customer Sales Order Open
  • Customer Sales Order Detail
  • Customer Service Contract
  • Customer Service Contract Detail
  • Customer Service Contract Equipment
  • Customer Work Order
  • Customer Work Order Detail
    Accounts Payable
  • Vendors
  • Vendor Invoice
  • Vendor Invoice Open
  • Vendor Invoice Detail
  • Vendor Credit Memo
  • Vendor Payment
  • Vendor Payment Details
  • Vendor Items
    Inventory
    Product List

Traverse Company

  • Company Asset
  • Chart of Accounts
  • GL Account
  • Trial Balance
  • General Journal
  • General Ledger

    Export
  • Export DataPlus views to Excel spread sheet for data manipulation?
    Customization
  • We will build custom views to support your companies specific needs!

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