- The business required customization of the accounting seed package to meet their requirements.
- Struggled with increased manual tasks and reduced operational efficiency.
- They needed functionality to export/import financial statements and generate PDF reports.
- Sought to automate the LEIP registration process to streamline compliance procedures.
We created a strategic Salesforce solution to streamline and automate business operations.
Developed an automated process to generate invoices and cash receipts upon payment processing.
Created automated Accounts Payable records to track refunds in Bank Reconciliation.
Implemented custom data import functionality allows users to upload financial budgets into Salesforce.
Deployed the facility to export financial reports and extraction of financial reports in PDF format.
Created Lightning component for LEIP registration form to automate notifications and opportunity updates upon submission.
Financial Report Export
The Client can now export financial reports into PDF format.
PDF Statement Access
Access to PDF statements of the transactions.
Simplified Refund Tracking
Easy tracking of refund transactions and easy data (budget) import.
