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Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems

This article outlines how to access a customer account within a cloud accounting/inventory management system via the CRM.

Updated over 3 weeks ago

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.ย 

Prerequisites

  • Cloud accounting/inventory management systems only e.g. Unleashed, Xero etc. ย 

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.

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