In our latest Sage Intacct Integration with Sage CRM version, we have incorporated AR and Order Inquiry GUMU™ tabs wherein we display Sales Invoices of Customers, Posted Payments, Advance Payment, Sales Orders data on a real-time basis in Sage CRM directly from Sage Intacct Account Receivable and Order Entry module. User can also filter the data as per Entity wise.

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

AR Inquiry tab – This tab gets displayed under company context for only promoted customer. User can view Customer Invoices, Advance payment and Posted payment with the help of applying filter on Entity. This tab also has various filters like invoice date, amount, invoice number. Refer below screenshot.

Order Inquiry tab – This tab gets displayed under company context for only promoted customer. User can view Customer Orders and Invoices by applying filter on Entity. This tab also has various filters like order date, amount, document number. Refer below screenshot.