Users with Sage 200 Integration will see the "Customer Sage Balances" widget on the left side when viewing a customer or order record. Intacct users will see the "Customer Intacct Balances" widget.

If your instance of the Layer is synced to a Sage / 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.

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Author: Raymond Carrel