Skip to main content
Intacct customer balance widget
Written by Raymond Carrel
Updated over a week ago

Intacct integration users will see the "Customer Intacct Balances" widget on the left side of the screen, when viewing a customer record.

If your instance of the Layer is synced to an Intacct account with multiple Sage companies, the widget will display the default one. You can view synced details for another Sage company by selecting it from the drop-down menu that appears.

The cloud icon can be used to store the Intacct On-Hold and Credit Limit values in The Layer against the customer record.

Did this answer your question?