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.
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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.
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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