Accounting Tab

The Accounting tab in the Account Detail view displays link information for back office accounting system currently integrated with Infor CRM.

To open the Accounting tab:

1. Open the Account Detail view.
2. Select the Accounting tab. If the tab is not visible, select More Tabs.

This view contains the following columns:

Accounting System

The accounting system to which the account is linked to.

Status

The status of the link.

Shared With

The name of the accounting system that shares the trading account information.

Promoted By

The user who created the link.

Promoted Date

The date the account was promoted.

Understanding Link Status:

The Status column displays the status of the link between the Infor CRM account and the accounting system.

• Linked

  The account is linked to a trading account in the accounting system.

  Shared

  The accounting system is sharing the trading account information with a different linked accounting system. If an accounting system's status is Shared, the system is not available to link. You can only link the parent account for shared systems. For example, the accounting system may be a subsidiary of another linked accounting system and both share the same trading account. The shared account information displays in the Shared With column.