Within the CRM, you can access a customer's account within the integrated cloud accounting/inventory management system. If, for any reason, a user needs to view the customer account within the accounting/inventory management system, then this functionality provides seamless integration.
Prerequisites
Cloud accounting/inventory management systems only e.g. Unleashed, Xero etc.
Step 1: Go to a Company
To access the link to a customer's account, navigate to a Company and click on the 'Default Sales Ledger' button within the Accounts Summary section.
Step 2: Open in Accounts/ERP
Once you've clicked the Sales Ledger button, the main Details page will open and you'll see the 'Open in Accounts/ERP System' link. In the example below, the Company is connected to an Unleashed system, so by clicking the link, the customer's account within Unleashed will open.
