Accounts

Foundations uses the Salesforce Account object to record the details of the accounts associated with Certinia documents. Foundations adds a number of buttons and fields to the Account object to enable you to enter the shipping and billing addresses for tax calculation purposes. You can validate these addresses using the Avalara AvaTax tax calculation service. See Tax Calculation using Avalara AvaTax. For more information about the Account object, see the Salesforce Help.

You can specify a parent or head office account as the billing account. This enables you to send invoices for subsidiary accounts to a head office account. If you enter a billing account on an account, the billing address of the parent billing account appears on invoice billing documents belonging to that account.

Foundations includes an Account Extension object that contains additional account fields, such as Tax Exemption Reason and fields used for electronic invoicing. You can specify one account extension record for each account. For more information, see the related topics.