Zumzum Financials Knowledge Base

Bank

Cash Management for Zumzum Financials

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Customers

Gain a single 360° view of your customer accounts

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Data Management

Understand the Zumzum Financials entity diagram of custom objects and how they relate to Salesforce standard objects.

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Expenses

Manage expense claims in Zumzum Financials

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Financial Dashboards

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Financial Reports

Run financial reports in Zumzum Financials

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Getting Started

Information to help you setup and configure Zumzum Financials

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Integration

Leverage the Zumzum Financials API to create your own integration

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Journals

Create Manual Accounting Journals To Record Your Financial Transactions

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Multi Company Settings

Manage Multiple Organisations Each With Its Own Company Currency

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Multi Currency Settings

Use multiple currencies for cash, sales and purchasing transactions in Zumzum Financials

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Product Settings

Use Salesforce products in Zumzum Financials Sales and Purchase processing

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Purchasing

Automate Purchase Requisitions, Purchase Orders and Purchase Invoice processing in Zumzum Financials.

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Sales

Automate Sales Order and Sales Invoice processing in Zumzum Financials.

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Setup

Configure Zumzum Financials to suit your business requirements

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Stock Management

Manage inventory for sales and purchase orders in Zumzum Financials

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Suppliers

Complete Supplier Relationship Management in Zumzum Financials

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Timesheet

Manage timesheet entries in Zumzum Financials.

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Transactions

Journal processing and tracking transactions in Zumzum Financials

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VAT Return

Calculate your VAT return in Zumzum Financials.

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Warehouse Management

Create and manage warehouses and locations in Zumzum Financials

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Zumzum Analytics

Get started with the Zumzum Financials Analytics Template for analysing accounting and financials data

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Zumzum Releases

Previous and current releases of all of our Zumzum Financials and Analytics releases.

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Zumzum University

Zumzum Financials Training Materials

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