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One is what he described as “math phobia.” “You won’t just crack open your generalledger to a CRM database guy.” What can be customized, though, is the relationship of that accounting data to information stored in other platforms across the enterprise.
A Permanent Audit Trail starts with a transaction or event, which then goes to a source document, then on to the generalledger, which then moves on to a “trial balance tie-out” at month end (this is where we find and fix errors, add accruals and AJEs). When you bill two clients at $4,200 per month, just do the math.
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