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Financial Period Closure

Allows your finance team to close out a financial period with the certainty that transactions or transaction lines are locked putting the checks and balances needed for audits in place.

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Lockbox/Payment Applicator

Lockbox/Payment Applicator allows for organizations to streamline the application of payments within their Salesforce instance. Within the lockbox object, staff has the ability to upload, validate and apply payments for multiple orders quickly. These files are uploaded in an excel file (.csv format)