Send the AR Aging Report to Aptean CRM

Aptean CRM  •  Article  •  4/3/2023  • 

Follow these steps to send the AR aging report details to the Aptean CRM Application:

  1. Open the Aptean CRM AR Aging Details list page.
  2. On the action bar, On the action bar, select Actions > Send AR Aging Details to send the report to the Aptean CRM application.
    A dialog box shows the sync result: AR Aging records sent to Aptean CRM.
  3. Click OK.