The objectives of this project are to: • Improve efficiency when reconciling income between Salesforce and Xero. • Eliminate the current manual month-end reconciliation process and reduce time spent. • Eliminate/reduce human error instances. • Streamline
Budget: ₹750 – ₹1,250 INR
The objectives of this project are to:
• Improve efficiency when reconciling income between Salesforce and Xero.
• Eliminate the current manual month-end reconciliation process and reduce time spent.
• Eliminate/reduce human error instances.
• Streamline the GAU/Chart of Accounts coding methods. • Create a process for income reconciliation between Xero and Salesforce (for donations
that hit the bank account first) • Provide documentation to support today's users and future users with their day-to-day
activities
More details:
What specific functionalities do you want to be automated between Salesforce and Xero? Income reconciliation, Report generation
Which specific areas in Salesforce need updates to support Zapier-Xero functionality? Custom objects, APIs, Workflows
What types of reports do you want to generate for the reconciliation process? This question was skipped by the user
• Improve efficiency when reconciling income between Salesforce and Xero.
• Eliminate the current manual month-end reconciliation process and reduce time spent.
• Eliminate/reduce human error instances.
• Streamline the GAU/Chart of Accounts coding methods. • Create a process for income reconciliation between Xero and Salesforce (for donations
that hit the bank account first) • Provide documentation to support today's users and future users with their day-to-day
activities
More details:
What specific functionalities do you want to be automated between Salesforce and Xero? Income reconciliation, Report generation
Which specific areas in Salesforce need updates to support Zapier-Xero functionality? Custom objects, APIs, Workflows
What types of reports do you want to generate for the reconciliation process? This question was skipped by the user