{"id":157,"date":"2018-08-10T09:15:45","date_gmt":"2018-08-10T09:15:45","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=157"},"modified":"2022-11-08T09:30:31","modified_gmt":"2022-11-08T09:30:31","slug":"gumu-for-sage-crm-sage-intacct-integration-ar-inquiry-tab","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2018\/08\/10\/gumu-for-sage-crm-sage-intacct-integration-ar-inquiry-tab\/","title":{"rendered":"Integration of Sage CRM and Sage Intacct: GUMU&#x2122; with AR Inquiry tab"},"content":{"rendered":"<p>In our previous blog, we gone through <a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/2018\/06\/30\/sage-intacct-sage-crm-integration-order-inquiry-tab\/\" target=\"_blank\" rel=\"noopener noreferrer\">Order Inquiry<\/a> 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.<\/p>\n<p><em>Check <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct Integration<\/a>:&nbsp;Delivering the best cloud-based integrated solutions for 360\u00b0 Business Approach<\/em><\/p>\n<p>This tab will gets displayed under company context for only promoted customer. This tab also has various filters like invoice date, amount, invoice number.<\/p>\n<p>In this tab, we have displayed AR invoice data of particular company as shown in below image.<\/p>\n<p style=\"text-align: left;\"><strong><em>New&nbsp;Stuff:<\/em><\/strong>&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/2018\/06\/28\/sage-intacct-sage-crm-integration-configuration\/\" target=\"_blank\" rel=\"noopener noreferrer\">GUMU&#x2122; for Sage Intacct \u2013 Sage CRM Integration: Sage CRM Side Configuration<\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2018\/08\/AR-Invoice.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-162\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2018\/08\/AR-Invoice.jpg\" alt=\"\" width=\"1319\" height=\"635\"><\/a>Also, user can drill down further to view additional invoice details like line items (refer below screenshot) by clicking on the invoice number.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2018\/08\/AR-Inv-Details.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-164\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2018\/08\/AR-Inv-Details.jpg\" alt=\"\" width=\"1339\" height=\"619\"><\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> &#8211; 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.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters to a wide range of offerings for Sage Intacct \u2013 a Sage Business Cloud Solution. This include migrations from <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/migrate-qb-sage-erp-to-sage-intacct\">QuickBooks | Sage 50<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-100-integration\">Sage 100<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-300-migration\">Sage 300<\/a> to Sage Intacct. Our unique GUMU&#x2122; integrations include Sage Intacct for <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage CRM<\/a> | Salesforce. We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\">Sage Intacct Development Services<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-consulting-services\">consulting services,<\/a> integrated apps like <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrate-apps-to-sage-intacct\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct<\/a> to Sage business partners, resellers, and Sage PSG worldwide.<\/p>\n<p>For more information on Sage Business Cloud Solutions, please contact us at&nbsp;<a href=\"mailto:sagecloud@greytrix.com\">sagecloud@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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:&nbsp;Delivering\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2018\/08\/10\/gumu-for-sage-crm-sage-intacct-integration-ar-inquiry-tab\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20,60],"tags":[58,55,30,59,23,24,25,45],"class_list":["post-157","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","category-sage-intacct-integration","tag-ar-inquiry-tab","tag-gumu-intacct","tag-gumu-intacct-integration","tag-gumu-real-time","tag-sage-intacct-customization","tag-sage-intacct-development","tag-sage-intacct-integration","tag-sage-intacct-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integration of Sage CRM and Sage Intacct: GUMU&#x2122; 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