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Accounts Payable

  • Manage Vendors
  • Record and Approve Vendor Invoices
  • Process Vendor Payments
  • Manage Prepaid Expenses
  • Manage Vendor Credits

Accounts Receivable

  • Manage Customers
  • Manage Collections
  • Process Cash Receipts
  • Process Customer Write-Offs
  • Process Customer Credits and Refunds

Cash and Bank Management

  • Manage Bank Accounts
  • Import Bank Statements
  • Reconcile Bank Accounts
  • Manage Lockboxes

Cost Management

  • Define Cost Amortization Methods
  • Generate Cost Schedules
  • Recognize Costs/Expenses

Customer Collaboration

  • Configure Experience Cloud

Customer Engagement

  • Manage Customer Engagement
  • Analyze Profitability
  • Generate Revenue Contracts

Customer Success

  • Drive Positive Outcomes for Customers
  • Define Customer Success Objectives
  • Create Customer Success Playbooks

Expense Management

  • Enter Expenses
  • Approve Expenses

Fixed Assets

  • Manage Fixed Assets
  • Depreciate Fixed Assets
  • Dispose or Sell a Fixed Asset
  • Generate Fixed Assets Reports

General Ledger

  • Maintain Chart of Accounts
  • Process Allocations
  • Process Journal Entries
  • Process Period End Adjustments
  • Post and Reconcile Intercompany Transactions
  • Reconcile General Ledger Accounts
  • Perform Consolidations and Process Eliminations
  • Prepare Trial Balance
  • Management Adjustments
  • Perform Period and Year End Closing

Global Business Management

  • Define Legal Entities
  • Define Consolidation Structure
  • Define Intercompany Relationships
  • Define Currencies and Exchange Rates
  • Define Accounting Books
  • Enable Country-Specific Capabilities
  • Define Fiscal Calendars
  • Country Localizations

Inventory Management

  • Manage Inventory
  • Manage Inventory Network
  • Establish Inventory Controls
  • Execute Production Orders
  • Manage Returns to Vendor
  • Manage Customer Returns
  • Generate Inventory Reports

Multi-Revenue Billing

  • Manage Subscription Contracts and Billing
  • Manage Usage Billing
  • Manage Billing for Professional Services
  • Manage Billing of Inventoried Items
  • Generate Consolidated Invoices
  • Generate and Send Customer Invoices

Opportunity Management

  • Create Projects from Opportunities

Order Fulfillment

  • Manage Order Fulfillment Activities
  • Quote Tangible Goods
  • Create and Approve Sales Orders
  • Fulfill Customer Orders

Planning and Analysis

  • Analyze Financial Performance
  • Analyze Services Performance
  • Generate Financial Budgets
  • Generate Headcount Budgets
  • Generate Reports and Statements
  • Generate Services Revenue Forecasts

Procurement

  • Manage Suppliers
  • Manage Procurement Activities
  • Procure Goods or Services for Internal Consumption
  • Procure Goods or Services for Resale
  • Match Supplier Invoices
  • Source Tangible Goods
  • Manage Subscription Contracts
  • Generate Procurement Reports

Project Management

  • Set up Projects
  • Manage Project Plans
  • Track Project Financials
  • Close Projects
  • Manage Project Templates

Resource Management

  • Manage Resource Records
  • Request Resources
  • Staff Projects
  • Review and Predict Capacity and Demand

Revenue Management

  • Define Revenue Recognition Treatments
  • Recognize Revenue
  • Generate Revenue Schedules
  • Manage Revenue Contracts

Services CPQ

  • Create Estimates
  • Manage Estimate Templates
  • Push Estimates to Opportunities
  • Create a Project from an Estimate
  • Integrate with Other Estimating Tools

Skills Management

  • Manage Skills Taxonomy
  • Manage Resource Skills

Tax Management

  • Manage Tax Codes and Rates
  • Calculate Tax
  • Generate Tax Reports

Time Management

  • Enter Time
  • Approve Time
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