Sales Invoicing
Sales orders
Purchase Orders
Purchase Invoices
Expenses
Time Sheets
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Faster Lead-2-Cash Process
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 Quickly convert opportunities to orders or invoices, send pa -yment reminders, monthly sta -tements and allocate
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payments to your bank account from within Salesforce.
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Avoid Duplacate Data Entry
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 A single set of data for sales, ordering, billing and finance means information flows fast er to the people
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who need it, without the need to manage multiple systems.
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A Single Data View
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 Blend sales and finance data in the same screens your user use today and create custom reports or dashboards.
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to view real-time analytics of your key per-formance metrics.
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All The Tools Your Business Needs for Accounting in Salesforce CRM
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Familiar Salesforce user interface
Purchase Orders and Purchase Invoice Processing
General Ledger and Accounting Transactions
Time Sheet Recording
Expense Claim Management
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Built 100% Native on the Force.com Platform
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Familiar Salesforce user interface
Access From Any Web Browser
All Your Data in Salesforce
Access From Any Web Browser
Customise layouts and screens
Salesforce Chatter Ready
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Secure Online Accounting
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Access your accounts from within Salesforce, customise your chart of accounts, manage your financial ledgers, perform transactions with customers and suppliers.
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Bank Accounts
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Manage multiple bank accounts, transfer funds between accounts, receive payments from customers or pay suppliers. View balances in reports and dashboards.
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Reminders and Statements
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Schedule automated email reminders for
overdue invoices. Send customers monthly account statements to ease your cash collection process.
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Purchase Orders
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Raise purchase orders against suppliers, approve using workflow rules and email to vendors. Confirm goods have been received and approve purchase orders
for payment.
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Purchase Invoice Processing
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Convert purchase orders to supplier invoices or enter new supplier invoices. Attach copies of the supplier invoice image to the record.
Once your happy goods have been received
approve the supplier invoice for payment.
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Expense Claims
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Manage business expenses and reimburse employees. Attach images of receipts to expense claims. Approve expense claims and generate PDFs of claims. Track expenses against accounts and opportunities in Salesforce.
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Time Sheets
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Help your employees track time with time sheets. Allocate time against opportunities. Approve tim
-e sheets or use salesforce workflow for approvals.
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Reporting
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A range of standard reports are available to you including Profit & Loss, Balance Sheet and Trial Balance as well as a range of other reports to help you get an insight into your business. Use the powerful Salesforce report writer to create your own custom reports.
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VAT Returns
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Your VAT returns are automatically generated, saving you hours of work. Save VAT returns and reconcile VAT transactions. Produce a VAT report to help you complete your VAT submission to HMRC.
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Financial Dashboards
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You Instantly see your bank balances, Profit &Loss statement, aged debtors, creditors or any type of data in your dashboards. Create custom dashboards to include your key performance indicators.
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Mobile Device Support
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Access your data from any device at any time including iPhone, Blackberry, Windows Mobile and iPad.
