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 Memos are records in Ascent that serve as a framework for giving the customer a credit […]
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Cash Management
Overview – Salesforce Cash Management in Ascent Solutions This document will serve to illustrate the usage of the Cash Management tab for better Salesforce Cash Management. Definition: This versatile routine allows for applying multiple payments/credits across multiple documents. It has search capabilities, also, allowing you to hone in on specific cash/credits and specific invoices. Processes: […]
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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 given to this transaction profile. It is completely user defined. Debit GL Account: this should be the […]
Continue readingMore TagItem 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 this rule. An Admin Setting called “Set This Item […]
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