Proprietary Billing and Financial Exchange Software

February 11, 2011

CoreValue Proprietary Billing and Financial Exchange Software

CoreValue has successfully developed and deployed billing and financial exchange software solutions.

Our billing software enabled employees from multiple offices in different geographical locations to invoice fees, costs, etc. and reconcile received checks against invoices. It is an internet-based solution and can be accessed via an internet browser from anywhere around the globe.

Main features of our billing software:

  • Inbound and Outbound Transactions
  • Integrated G/L
  • Consolidated Reporting
  • Monthly Reconciliations
  • Integration with AccPac from Sage

The billing module of the system was used for handling invoices and line items (processing funds paid to vendors, timekeepers, etc. and making invoices to be sent to clients). The users had the ability to create and modify invoices and line items in a number of ways, make researches, request checks from AccPac ERP for line items.

The cash application module of billing system was used for handling the funds that come from clients as payments for the invoices. Users could create and edit deposits and checks; make checks reconciliation against one or several invoices.

Users could generate various reports on invoices, transactions, cash receipts etc.

Administrators had the authority to restrain the access to the system (or to certain offices) for the time of month summarization.

Tags

Technical

Share


Recent Articles

Get 100% Code Coverage for Salesforce Custom Metadata Based Decisions

January 18, 2018 | Bohdan Dovhan

How to obtain a full coverage for code which uses Custom Metadata for strategy-like decision implementation? Introduction Many applications use configuration data. Configuration data might be relevant to the entire organization, or a subset of user, or even different for each user. For the purposes of this article, we will focus only on global configuration […]

Logging of Exceptions in Salesforce

January 11, 2018 | Mykola Senyk

Unpredicted behaviour in a custom code. Can we eliminate it? The ability to customize your Salesforce org code is not just a “nice to have.”  It greatly increases the capability and flexibility of Salesforce. However, custom code can also be tricky to use. It would be great if we could detect unpredicted behavior in our […]

© Copyright - CoreValue 2018
Salesforce, Sales Cloud, and others are trademarks of salesforce.com, inc., and are used here with permission.
Used with permission from Microsoft.