Good afternoon. I would like to link Cetec to Excel and be able to update data in Excel to current numbers. For example, after we input invoices into accounts payable, I could update Excel and the cash forecast report would be updated.
Hi @mbeasley ,
Thank you for your question! We provide a number of reports that can be exported as Excel or CSV.. with the correct selection of reports you should have enough data that Excel can produce the report you’re trying to make.
If you you would like up to date BI with live access to your ERP data we do have a dedicated system for that. Please check out our BI Platform add on below.
Here is a walk through on what you can do with our BI Reporting Platform.
Thanks!
CetecERP Support