Bring all your financial data to Accounting Subledger, including the data stored in custom fields. Choose what to process to generate relevant transaction journal records in a format that's ready to use for your Accounting teams.
- Set Up Accounting Field Mappings
Copy data from your source CRM objects' fields to custom fields on the Transaction Journal object, and choose whether to retain or update the copied value when your source data changes. - Filter Records for Accounting Subledger Jobs
Control which source records to process by setting up filtering criteria on accounting sets. Accounting Subledger jobs apply the criteria on the primary object and evaluate the matching records. - New and Changed Objects
Do more with the new and updated Accounting Subledger objects.