Introducing accounting and trading

In this significant update, Cameo now offers accounting and trading. Accounting means book-keeping: the ability to record and attribute transactions to different account categories and report on them. Trading means preparing paperwork for invoices, purchase orders and quotations, receipts and expenses, sending them, paying for them and accounting for them afterwards. A new form for merchandise sales will also follow soon. There are lots of new articles about these, summarised here with links:

∙ Book-keeping and reconciliation
∙ Trading documents
∙ New form: invoice
∙ Payment form update
∙ Reporting on fundraising campaigns
∙ Bank statement updates
∙ Inventory and stock
∙ Receipts and expenses claims Read More…

Inventory and stock

Cameo now includes a trading → inventory and stock section where you define merchandise or services for sale. This dove-tails with invoices and quotations and book-keeping, released at the same time.You can: * include stock items in invoices and quotations, which saves retyping the same details repeatedly * include a thumbnail picture as an aide-memoire to the customer * offer them for sale in the forthcoming shopping form. Read More…

New form: invoice

Complementing the introduction of trading documents (invoices, purchase orders and quotations), Cameo now includes a form type, invoice, for customer’s to access those documents using a personalised link. The link is typically emailed as part of sending an invoice quotation or purchase order. The new form type can be used for any or all of these: * See a summary of the document *
Download a PDF of the document for the customer’s records * Pay an invoice (e.g. by credit card) * Mark an invoice as paid, add an interim transaction to account for the payment, and send a notification to that effect * Accept a quotation (and send a notification to let you know) Read More…