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Account Record Subtab?

edited Feb 1, 2024 8:56PM in Ask A Guru 8 comments

We are not a OneWorld implementation. I know OneWorld has Accounting Context to handle localization narrowly intended to solve for different countries statutory reporting.

We have a need in the US because we are owned by a company but our parent is a competitor of our customers. Because of anti-trust regulations our parent company cannot have access to our Customer information.

We do have to provide our parent with our transactional information with data excluded they are not allowed to receive. Today we do this through the ODBC connector and download the results of a query to excel.

Our parent then 'maps' our accounts to their accounts and .csv loads it.

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