Credit Memos – Creation

Credit Memos – Creation in Salesforce for Better Billing Management Overview This document will serve as an overview of the functionality available via Credit Memos (CM) to create a Credit Memo in Salesforce for better billing management. Definition: Credit...

Transaction Profiles

Overview: Ascent Financial Platform Transaction Profiles are the “last stop” for obtaining general ledger accounts for Ascent transactions that create journal entries.   The general format is as follows: Transaction Profile Name: this is the name your company has...

Item Groups for AFP

Item Groups serve many purposes in Ascent.  First of all, it is a mandatory field on the item master.  You cannot create an item master record until there’s an item group referenced in that field. However, there’s an Admin Setting that will allow you to circumvent...