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Lockbox Assistant for Salesforce

  • Aggiornato: 2021/08/30

    Lockbox Assistant for Salesforce

    Alleviate the manual work of accounts receivable processing, matching, and applying payments with this fully automated, RPA based, Lightning application.

    Automation Anywhere Lockbox Assistant for Salesforce offers customizable integrations with lockbox payments, posting files in various EDI formats such as CSV and Excel to collect and process payment data files for the purposes of automating receivables postings from lockbox deposits to Salesforce Billing Invoices.

    Prerequisites

    Before using Lockbox Assistant, complete the following prerequisites.
    • Ensure that you have completed setup of RPA Bots for Salesforce v3.x in your Salesforce instance.
    • Ensure that you have completed setup of your Automation Anywhere Control Room.

    Lockbox Assistant for Salesforce v1.0 installation and setup

    The Automation Anywhere Lockbox Assistant solution is Salesforce packaged offering with customizable integrations with lockbox payments posting files in various EDI formats such as CSV and Excel today (BAI2, ACH, and other formats on the roadmap) to collect and process payment data files for the purposes of automating receivables postings from lockbox deposits to Salesforce Billing Invoices.

    Feature Dependency

    Encrypted Fields for Password masking.

    Package Dependencies
    Salesforce CPQ 226.8.2+
    Salesforce Billing 226.2

    Setup process

    Lockbox Assistant
    Download and install the Automation Anywhere Lockbox Assistant application from the Salesforce AppExchange.

    Post setup

    File Lockbox
    I record dei file Lockbox consentono l'accesso a viste dettagliate delle pagine dei pagamenti elaborati e degli errori.
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