Introducing our latest features, on the CRM module, which will improve your system experience and usability.

 View General Ledger from CRM module 

We’re excited to introduce features that give you more control over who can access sensitive accounting views directly from the CRM module without needing Accounting Manager access!

⚙️ Functionality

Two new features have been introduced: 

- One controls visibility of the “Filter Accounts” option  users not in this group won’t see the option at       all. 
- The other grants specific access to the General Ledger Report within the CRM module, independent of the Accounting Manager rule.

 These feature help tailor access to sensitive financial data with precision and flexibility.

✨ Value

You can now confidently assign CRM users the ability to view important financial information  like General Ledger reports without giving them full accounting permissions. It enhances control, strengthens data security, and supports cross-departmental collaboration when needed.

 ✅ How to use

1.Go to the CRM module.
2. Open of the any contact From CRM.
3. From Action open the General ledger.

Stay secure, stay in control with smarter management for your accounting insights!