How to View and Sync the Income vs. Cost Module in Followup CRM

1. Access the Income vs Cost Module

• Navigate to the project page in Sage Intacct.

• Locate the income versus cost module at the bottom of the page.

2. Sync the Financial Data 

• If the module is blank, click the 'Sync' button.

• This action will pull the most up-to-date summary of income versus cost.

3. View Detailed Financial Information 

• Click on 'View Details' to expand the figures.

• Review the profit and additional financial figures related to the project.

4. Locate Project Summary in Sage Intacct 

• Switch to the Sage Intacct interface.

• Click on 'Project Summary' to view the source of the figures.

5. Real-Time Updates

• Each time the project is opened in Follow-Up, scroll to the bottom for real-time updates.

• Use the sync button to refresh the data for any updates since the last review.

Cautionary Notes

• Ensure you have the necessary permissions to access and sync the financial data.

• Be cautious when interpreting financial figures; always cross-reference with other reports if needed.

Tips for Efficiency

• Regularly check the income versus cost module to stay updated on project financials.

• Schedule a routine sync (e.g., daily or weekly) to ensure data is current before project meetings.