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ERP Cloud
Professional Services Cloud
Customer Success Cloud
Release Version
Winter 2025 (Latest Version)
Summer 2024
Spring 2024
Winter 2024
Summer 2023
Spring 2023
Winter 2023
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
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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
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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 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
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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