Accounts Receivables in Certinia: Ensuring Greater Visibility & Better Account Management
- May 17, 2023 - 1:00 PM
Manage the entire order-to-cash process with Certinia (formerly FinancialForce) Account Receivables & Collections. In Salesforce, you can create and send invoices, record payments, and track customer balances.
The Accounts Receivable in Certinia Accounting assists users in managing payments, customer invoicing, and collections. It offers a centralized view of all accounts receivable information, such as customer balances, payment status, and aging data. Accounts Receivable includes cash processing, which is organized and accurate, using the same customer record as Salesforce CRM, keeping you, your sales teams, and your customers on the same page.
Hear our Certinia expert, Murali Puttaparthi, where we will go over the fundamentals of Accounts Receivables and how you can configure it to leverage information stored in Salesforce CRM. So, you can generate invoices automatically and bridge the gap between CRM & legacy ERP systems and give your sales teams the visibility they need to assist with collections.
Key takeaways:
- Accounts Receivable – Process Overview
- How to Create and Amend Invoices
- Recurring Invoices
- Background Posting Scheduler
- Editing and Issuing Sales Credit Note
- How to Transmit and Monitor Invoices
- As of Aging
- Collection Plus
Who Should Attend
- Executive Directors
- Chief Executive Officers (CEOs)
- Chief Marketing Officers (CMOs)
- Chief Technology Officers (CTOs)
- Chief Information Officers (CIOs)
- Chief Financial Officers (CFOs)
- IT Directors
- FinancialForce Superusers
- FinancialForce Administrators
- Database Specialists
- Marketing Directors
- Membership Directors
Speakers
Murali Puttaparthi, AVP, AblyPro
Connect on LinkedIn
Murali is the AVP – Certinia at AblyPro with 12+ years of experience in handling complex Certinia and Salesforce applications, implementations, configurations, and customizations. At AblyPro, he has been the pillar of all the Certinia PSA and ERP project deliverables, ranging from design to implementation, project management, and resource management. With years of practical knowledge and expertise in this industry, Murali supports the sales team in strategizing customer solutions to meet the actual business needs of the clients. Murali is a dynamic and experienced professional with multiple Certinia and Salesforce certifications, helping businesses to technically strive in this ever-changing landscape.
About AblyPro
AblyPro is a registered FinancialForce Implementation and Managed Services partner. We pride ourselves on having the right set of skills, expertise, and experience to empower your business to digitally strive in this ever-changing landscape. With 300+ certified experts handling custom business requirements across multiple industries, we are fully equipped to elevate your business growth by building reliable, sensible, and usable PSA and ERP solutions specific to your needs. Schedule a free 1:1 meeting with one of our FinancialForce Experts
