GUMU™ for Sage CRM – Sage Intacct Integration : AR Inquiry tab

By | August 10, 2018

In our previous blog, we gone through Order Inquiry tab where it displays list of Sales order from Sage Intacct. Today in this blog, we will discuss about AR Inquiry tab wherein we display AR Invoice data on real time basis in Sage CRM directly from Sage Intacct Account Receivable module.

Check Sage Intacct Integration: Delivering the best cloud-based integrated solutions for 360° Business Approach

This tab will gets displayed under company context for only promoted customer. This tab also has various filters like invoice date, amount, invoice number.

In this tab, we have displayed AR invoice data of particular company as shown in below image.

New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration

Also, user can drill down further to view additional invoice details like line items (refer below screenshot) by clicking on the invoice number.

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Greytrix – a Sage Intacct Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This include migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.

For more information on Sage Business Cloud Solutions, please contact us at sagecloud@greytrix.com. We will be glad to assist you.