Zumzum Financials

New Lightning Record Page Templates

New Lightning Record Page Templates

Please visit the Zumzum Financials Releases page to learn about the new Lightning Record Page templates for Sales Invoices, Purchase Invoices and Journals.  Use these templates as inspiration for your own Dynamic Quick Actions to make your pages more interactive for your users.   Zumzum Financials 1.470 Release Schedule Sandbox: Your Sandbox org has been upgraded to Zumzum Financials version 1.470 as of the 1st October 2021.Production: You are planned to receive this automated upgrade to your production org on the 1st of November 2021 starting at [...]

Say Hello To The New Look Zumzum Financials

As part of the latest release of Zumzum Financials, we are delighted to introduce our new look branding and logo for Zumzum Financials. This exciting new design fits perfectly with the Salesforce Lightning Design System and looks terrific in the Salesforce interface, even if we do say so ourselves. Head over to the Zumzum Financials Release Notes to learn about our new look and feel as well as the other improvements we've been making.

Zumzum Financials Release 1.461

What’s New In Zumzum Financials ?

Learn More About Zumzum Financials 1.461  Please visit the Zumzum Financials Releases page to learn about the new functionality coming your way. Among the great improvements we made is the ability to post draft bank transfer via the API and now, you can also post bank transfers in the Lightning user interface. We've upgraded the bank transfer lightning record page to use Dynamic Actions so you will only see the post quick action when the bank transfer is unposted. You should expect to [...]

Accounts Receivable Report For Zumzum Financials

New Accounts Receivable Report For Lightning

Head over to the Zumzum Financials release notes to read all about the great new features we have added to Zumzum Financials 1.459. As part of our continued trend, towards providing more functionality and reporting in the Salesforce Lightning interface, we have added both an Accounts Receivable and Accounts Payable report. Take a look at this short intro video to see how easy it is to reach the financials insights you require in a few clicks. https://youtu.be/Akt3omSfMpo

Zumzum Financials Bank Transfer API

Learn About The Latest Zumzum Financials Release Including A New Bank Transfer API.

Read more about the latest Zumzum Financials Release and some of the great new features we've added including: New Bank Transfer Lightning Record Page available for both desktop and mobile.The VAT Return has new wording on boxes 2, 4, 8 and 9 to meet the HMRC changes required for Postponed VAT Accounting (PVA).Launch of a new Bank Transfer API - A Global class for integration Thank you for your continued feedback to help us make Zumzum Financials even better. ​ The [...]

Mass Post Sales Invoices From Salesforce List View

What’s New In Zumzum Financials ?

Keep up to date on all the Zumzum Financials Releases. We've squashed some bugs and added some new updates. Highlights of this release include: Added a new Lightning Record Page for the Bank Receipt object.The Bank Reconcile screen now supports sorting transactions by Date and Transaction Type.Mass Post Sales Invoices from a Salesforce list view. Check out this video to see this feature in action.  https://youtu.be/KqQfcFRCkA0?rel=0 Thank you for your continued feedback to help us make Zumzum Financials even better. ​ The Zumzum Team

Why Implement Accounting on Salesforce

Why Implement Accounting on Salesforce?

Friday, October 30 2020, 11 AM CST Learn how Zumzum Financials SMB Accounting for Salesforce, helps you unify your Sales, Service, Marketing, Accounting and Finance on the Salesforce App Cloud.  Built 100% native on the Salesforce platform, our solution delivers dramatic increases in productivity and collaboration by eliminating manual tasks and breaking down data silos. Connect your people and gain a 360 degree view of your customer relationship with real-time analytics. Watch our demo to see how easy it is [...]

Zumzum Announced As Gold Sponsor Of InspireEast 2019, Helping People Harness The Power Of Salesforce With Clicks Not Code

Zumzum is excited to be supporting InspireEast, a Salesforce Trailblazer Community event due to be held in Cambridge, United Kingdom, again this year. We are delighted to see the second InspireEast event in the UK this year, after sponsoring the inaugural event last year.  A fabulous time was had by all and a huge amount of learning, sharing and of course, fun, was enjoyed by everyone who attended.  Naturally, we jumped at the chance to support the event again this [...]

SourceForge Accounting For Salesforce Comparison of Costs

Accounting for Salesforce – Zumzum Financials vs. FinancialForce Accounting vs. Sage Live vs. Accounting Seed Comparison Chart

If you have implemented Salesforce or you in the process of implementing Salesforce, perhaps at some stage, you have considered what else Salesforce could do for your business. We hope, like us here at Zumzum, you believe you could use Salesforce to run your entire business. You may already be benefiting by streamlining and automating your lead to opportunity or order processes on Salesforce, while other parts of your business lag behind with paper laden processes, in legacy applications siloed [...]

Zumzum Financials Sales Invoice Lightning Record Page

Salesforce Dynamic Lightning Record Pages To Transform Your User Productivity

There are many reasons why you would wish to migrate your company from Salesforce Classic to Salesforce Lightning, including reducing technical debt, improving user experiences and boosting user productivity. Not only is the Salesforce Lightning user interface a delight to work with, it is also packed with a host of features to help Salesforce Admins accelerate how users get work done in Salesforce. One such capability is “Dynamic Lightning Pages” which let you display and hide components based on field [...]