All invoice data is copied automatically from the quotes and quote line items
Manage all process in a single click
Effortlessly customise your general ledger with clicks-not-code
Quickly adapt to changing business requirements without expensive coding. Use Sub-Categories to create the structure of your financial reports.
Simplify your chart of accounts with Dimensions
Capture the business context of your transactions with user defined dimensions. Easily track performance by profit centre, project, fund and more.
Easily manage Multi-Company and Multi-Currency transactions
Manage the financials for multiple companies, each with its own base currency. You can automate currency conversions and get real-time reports at the click of a button.
Find out how we can help you simplify your general ledger on Salesforce.
Rapidly customise your general ledger, simplify your reporting and gain real-time insights, 100% native on the Salesforce platform.
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