Do this by entering the name of the preferred FinancialForce Accounting period. If you leave the Period Override field blank, the period is derived from the billing document's document date.

ReportingDefinitionQueriesResource Retrieves all the necessary queries and information to run a specific report. GET

For Certinia developer resources, please visit https://developer.certinia.com/.

Logging into a Certinia application is a two-stage process: Log in to Salesforce. See the Salesforce Help for more information. Select the application that you want to open from the application selection box …

Create and activate a new FinancialForce company. The company record includes information such as the company address and logo. See Creating Companies or Creating Companies (Accounting …

When creating assignments, there are mandatory grouping criteria of Resource Role and Resource for the contents of each assignment. You cannot remove these grouping criteria, but your administrator …

FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.

Here is a description of the fields and buttons on a resource request record. Note: Some of these fields might not be visible or editable at all times, or in all package combinations. If a resource request is …

When FinancialForce Reporting is installed, you must configure access settings and permissions. Access settings and permissions are specified in user profiles and permission sets respectively.

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated …