As an accountant I really like postbooks
http://sourceforge.net/projects/postbooks/
But if you want to use that with something like SugarCRM you will have
to write some fairly minor midleware.
On Wed, May 11, 2011 at 9:19 AM, Stephen <
cryptworks@gmail.com> wrote:
> that almost looks like you need some CRM as well as accounting. the
> listed suggestions above are pretty good.
>
> On Wed, May 11, 2011 at 8:25 AM, Bryan O'Neal
> <Bryan.ONeal@theonealandassociates.com> wrote:
>> Postbooks by xtuple
>>
>> On 5/11/11, Mark Phillips <mark@phillipsmarketing.biz> wrote:
>>> Stephen,
>>>
>>> Thanks for your replay. I have been reading and playing with it, and it
>>> seems that it might be over kill for what I need. I should have started this
>>> thread with what I need to get some suggestions, so I will hijack my own
>>> thread and start again....
>>>
>>> I have the following requirements to track the business operations for my
>>> non-profit company:
>>> 1. track donors and donations by donor. Don't need a complex relationship
>>> management application - just track how much each person has donated for end
>>> of the year reports.
>>> 2. inventory - small, maybe 100 items at most
>>> 3. sales
>>> 4. a/r
>>> 5 a/p
>>> 6. asset tracking - we run on a cash basis, so everything is expensed when
>>> purchased. I just need a way to know which volunteer has which asset to keep
>>> track of them. No depreciation or write-offs. Could probably do this in the
>>> inventory.
>>> 7. generate an end of the year income statement and balance sheet for the
>>> IRS.
>>> 8. reconcile against my bank statements
>>>
>>> I have been doing all this with spreadsheets, but it is cumbersome. I have
>>> tried gnucash, but it does not have inventory management. Also, I have
>>> several times messed up my debits and credits, so I am spending too much
>>> time learning accounting fundamentals for it to be useful.
>>>
>>> Thanks for any suggestions you may have.
>>>
>>> Thanks,
>>>
>>> Mark
>>>
>>> On Tue, May 10, 2011 at 10:04 PM, Stephen <cryptworks@gmail.com> wrote:
>>>
>>>> I looked at it and liked it. Bit as o was doing just a technical
>>>> evaluation
>>>> i didn't use it for very long
>>>> On May 10, 2011 9:53 PM, "Mark Phillips" <mark@phillipsmarketing.biz>
>>>> wrote:
>>>> > Does anyone have any experience with OpenERP? I am considering using it
>>>> for
>>>> > a non-profit company, and wanted to get some users' feedback on it.
>>>> >
>>>> > Thanks,
>>>> >
>>>> > Mark
>>>>
>>>> ---------------------------------------------------
>>>> PLUG-discuss mailing list - PLUG-discuss@lists.plug.phoenix.az.us
>>>> To subscribe, unsubscribe, or to change your mail settings:
>>>> http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss
>>>>
>>>
>>
>> --
>> Sent from my mobile device
>> ---------------------------------------------------
>> PLUG-discuss mailing list - PLUG-discuss@lists.plug.phoenix.az.us
>> To subscribe, unsubscribe, or to change your mail settings:
>> http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss
>>
>
>
>
> --
> A mouse trap, placed on top of your alarm clock, will prevent you from
> rolling over and going back to sleep after you hit the snooze button.
>
> Stephen
> ---------------------------------------------------
> PLUG-discuss mailing list - PLUG-discuss@lists.plug.phoenix.az.us
> To subscribe, unsubscribe, or to change your mail settings:
> http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss
>
---------------------------------------------------
PLUG-discuss mailing list -
PLUG-discuss@lists.plug.phoenix.az.us
To subscribe, unsubscribe, or to change your mail settings:
http://lists.PLUG.phoenix.az.us/mailman/listinfo/plug-discuss