Integration

Integration brings together Financial data from various modules like CRM,

Figure 8.1.1 Integration Details

Integration

     

    Viewing a Integration

  • You can view integration list by clicking the 'Integration' option on the rightside menu
  • The list appears as shown in Figure 8.1.1 Showing the module and the various Narratives and Accounts in which the account details belong to.
  • To view the details of a particular module

    • click on the plus sign on the left corner of the module.

    Printing Integration list

  • Click on the print icon,a dropdown menu appears with two options.

      • Pdf

    • This option prints/generates a Pdf document

      • Xls

    • This option prints/generates an Excel/Spreadsheet document