Auto FX for Salesforce by Bringing Solutions Ltd (Currencies)
One of the major problems with forecasting revenues is caused by opportunities being transacted in different currencies. Salesforce lets you set up and manage currencies for your organisation so that you can see the “converted amount” for the opportunity in your own currency. But where do these rates come from? Until now they had to be updated by your system administrator by looking at exchange rate websites and updating the currencies manually. Now these rates can be fed directly from multiple data sources into your Salesforce account so your forecast revenues reflect the current exchange rate. There is no room for typing errors or inaccurate rates.
Top keywords
- currencies3×2.83%
- rates3×2.83%
- exchange2×1.89%
- exchange rate2×1.89%
- now2×1.89%
- rate2×1.89%
- revenues2×1.89%
- salesforce2×1.89%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
- accounting2×1.31%
- accounts2×1.31%
- accounts receivable2×1.31%
- balances2×1.31%
