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...