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Accounting Tab

(Accounting Integration Only) The Accounting tab in the Account Detail view displays link information for accounting systems currently linked to Sage SalesLogix. You can use this tab to manage the links between systems. This view contains the following columns:

• Accounting System - The accounting system 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 linked.

How Do I?

Open the Accounting tab

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

Understand Link Status

The Status column displays the status of the link between the Sage SalesLogix 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. 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.

Link an Account to an Accounting System

Only accounting systems configured on the Accounting Systems tab appear in the list. 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.

1. In the Account Detail view for the account you want to link, click the Accounting tab.
2. Click Promote Account in the Accounting Tasks pane.
3. Complete the screens in the Linking Wizard.

1. In the Account Detail view for the account you want to link, click the Accounting tab.
2. In the grid, click Unlink for the accounting system from which you want to remove the link.
3. Click OK to confirm.

Related Topics

Accounting Tasks Pane