Accounting Integration Errors Report

In Reporting > Reports open the report called Accounting Integration Error which summarises all accounting integration issues in one place.

• Click Preview to open the report.
• Click on Add to Favourites to add this to your CRM menu for quick access in future.
• Click on Create Schedule to have the report automatically emailed (as a PDF, .xls or .csv file) to a list of recipients on a set schedule.

Once you open the report you can then click on record numbers in the report which will open the relevant record in a new tab.

Navigating the report