General Ledger Account Assignment Rules and Related Records

Define rules to assign accurate general ledger accounts to transaction journals and establish criteria for which these rules must apply to. Define multiple journal entry rules for a billing transaction with a specified criteria from a single user interface.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.

List of Billing Transactions or Transaction Types

You can create general ledger account assignment rules or general ledger journal entry rules for these objects.

  • Invoice
  • Invoice Line
  • Invoice Line Tax
  • Credit Memo
  • Credit Memo Line
  • Credit Memo Line Tax
  • Credit Memo Invoice Application
  • Credit Memo Line Invoice Line
  • Payment
  • Payment Line Invoice
  • Payment Line Invoice Line
  • Refund records
  • Refund Line Payment
  • Debit Memo Line