fusion3 St John Ambulance

MYOB Advanced & Integration

Business Efficiencies | 9

Finance and Inventory

The inner most ring of fusion 3 is the ‘enterprise management planner’.

Feature highlight

This is a back office layer that manages financial transactions, inventories, and is the source of truth for the organisation’s financial position. It is connected to, and communicates with, the other layers but financial operations are strictly partitioned to guarantee financial robustness. Data for each state is segregated for organisational privacy.

Fusion3 - One Touch Invoicing

Opportunity

Single touch invoicing: • The sales order/ booking is entered into Salesforce. Once the course is held, this triggers sending information to MYOB to raise an invoice • This fully integrated

• MYOB Advanced receives the sale transaction from Salesforce, produces and sends an invoice to the customer. • Customer becomes a debtor on the books until payment.

• Account customer books a course via the website or by phoning. • The booking is recorded in Salesforce.

• Salesforce holds the booking as an

‘opportunity’ until the day of the course.

• Then, and after an optional verification

tick by the trainer, it is converted to a ‘sale’ and sent to MYOB Advanced.

Course booking

Invoice

solution streamlines your invoicing process

• A fully integrated solution: • Automated invoicing • Automated stock control • Intrinsic financial reporting • Robust transaction control

FEATURES

Powered byMYOB Advanced (optional)

The Enterprise Resource Planning (ERP) of choice for the St John enterprise system is MYOB Advanced, a powerful accounting system. The use of MYOB Advanced is optional, which means you can use your existing system. However, you would need to customise the application programming interface to Salesforce. Integration is key: The high level of automation reduces risk of human error or fraudulent actions.