FinancialForce application screenshots

These screenshots give you a quick overview of the processes within FinancialForce Accounting, with explanations of what is happening in each one. For a more in-depth view you can also take our in-depth, interactive Application Tour

You can click on the images shown below to see more detail.

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  1. The Accounting launchpad is a navigation aid to provide an easy to understand view over all of the major functions delivered in FinancialForce Accounting. Clicking on a button drills into the underlying processes that support that main function.

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  2. The Billing launchpad is a navigation aid to provide an easy to understand view over all of the major functions delivered in FinancialForce Billing. Clicking on a button drills into the underlying processes that support that main function.

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  3. The general ledger processes and functions are presented here, providing easy access to several key finance functions, such as journals, accruals and bank reconciliation, it means you don't have to navigate through the tabs at the top to find the function you need, also you can find functions in context of the core process they are supporting.

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  4. Drilling into the Accounting launchpad into the accounts payable processes shows all the functions needed for managing suppliers, receiving invoices and making payments.

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  5. The Cash Management launchpad provides all the necessary functions for managing cash in your business, whether that is receiving cash, making payments, remittances or simply moving cash between different bank accounts.

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  6. The Accounts Receivable launchpad delivers end to end business process support all the way from salesforces CRM application through to core financials.

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  7. All the launchpads provide drill down facilities by clicking on the buttons, selecting the Post and Print Invoices button takes you through to…

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  8. …An invoice selection screen, in here you can choose the invoice you want to view, modify or post using predefined filters or by changing the 'sort' orders on different headers.

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  9. This invoice has been used to create a revenue recognition schedule which is used for deferred income, typically needed for subscription billing processes, revenue recognition is an optional function, you can also have standard invoices or recurring invoices.

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  10. There is a hyperlink on the invoice to the corresponding transaction - this is the ledger posting and shows the debits and credits balancing, as well as the account analysis of all the transaction lines. The posting of balancing debits and credits happens in real time, it is not possible to post a none balancing document to the ledger.

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  11. From the transaction you can link into the account, this provides a 360 degree view of the account, displaying CRM data and Financial data on a single view. This is critical for operational staff who are dealing with customers all the time and need the most up to date information, for example, knowing whether their customer has paid all the latest invoices, this can help when having to make important decisions in the sales cycle.

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  12. Using the standard dashboard features from the salesforce engine we have produced an overview dashboard showing high level information necessary for the CFO to run the business, the level of analysis can be broken down to show where the operating expenses or assets are in the business. The dashboard components allow full drill down into the underlying report and further to the individual transactions being used in the reports. This is an extremely useful feature for accountants to understand the high level numbers

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  13. The AP dashboard provides an insight into payments due and therefore the level of exposure within the business.

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  14. The Cash Management dashboard provides a view of the bank account balances so you can see whether you need to move any funds around based on interest rates, for example. You can see cash inflow and outflow on a month by month basis that can be used for comparison purposes to ensure stable cashflow within the business.

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  15. The AR dashboard allows visibility of the revenue and sales analysis as well as the deferred revenue projection, the customer balances shows your best customers and ranks them alongside others.

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  16. This provides an easy view on how to configure the system.