Open topic with navigation

About Customer Accounts

Before you can create sales invoices for the goods and services that you sell, you must set up each customerPerson or company that buys goods or services from your organization. as an accountIn this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. FinancialForce accounts can be any Account Record Type..

Accounts are part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some accounts set up. You can use accounts of any record type with FinancialForce Accounting.

Each customer account must have an appropriate accounts receivable (AR) control account assigned to it.. When the customer account is specified on a document, this GLA is used to create the appropriate posting to the general ledgerCentral repository for all your business transactions. Each transaction is posted to a general ledger account.. To save time, and to avoid potential errors, you may want to set an AR control account to use as a default on accounts. See Account and Account Type Settings for more information.

See "What is an Account?" and related topics in the Salesforce Help for more information.

The sequence of tasks is as follows:

1. Customize the page layout of your Account pages to include selected custom sections, fields and related lists. See "Customizing Page Layouts" in Getting Started with FinancialForce Accounting for more information.
2. Create or edit your customer account details.
3. Click Save to save your unvalidated customer account.
4. Click Validate Customer on the account detail page.
5. Click Back to Account and, if necessary, correct any reported errors.
6. [Optional] Repeat the validation until you get a success message.
7. [Optional] Click Validate Billing Address and Validate Shipping Address if your org is enabled for external tax calculation and you want to verify that the addresses are valid (typically only US and Canadian addresses are recognized). See Validating Addresses for External Tax Calculation for more information.
8. Click Save.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation