Client improves productivity and accuracy of its credit report team by providing them quick and easy access to all data through a 360-degree Dashboard
About the Client
The client is a well-established nonprofit organization in US, Brazil, and Canada that supports the fight against drugged driving, underage drinking, etc.
- Created a Visualforce page to generate each credit and debit report.
- Able to generate CSV file for all Fees of ledger entries with custom filters.
- Customized the accounting seed records for each transaction carried out.
- Potential to generate Credit, Debit, Credit Fee and debit fee reports under one single system.
- Increased accuracy and data fulfillment for each report of a ledger entry.
- 90% decrease in Error Reporting across all transactions.
Salesforce: Sales cloud
Technologies: Credit and debit report, Accounting seed records customization, Nonprofit, 360-degree Dashboard