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Lockbox Assistant for Salesforce

  • 업데이트: 2021/07/13

    Lockbox Assistant for Salesforce

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

    The Automation Anywhere Lockbox Assistant is a Salesforce packaged offering with 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

    Log in to Salesforce to install the Automation Anywhere App Foundation package. Login and Install

    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

    Lockbox 파일
    Lockbox 파일 레코드는 지급 처리와 실패에 대한 상세 페이지 보기에 액세스할 수 있습니다.
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