FinancialForce has introduced persona-based workspaces in its Summer Edition. The software company this week said it had utilized Lightning Web Components to embed intelligence in the design to bring daily tasks into one place.

The first of these tools is the collections workspace which provides a role-specific environment so users can understand next steps. It highlights lists of transactions that require the most attention from the collections agent, such as “Unmatched Cash Transactions” or “Accounts on Hold,” . The second workspace focuses on project management, which consolidates each project manager’s most important activities in one place. More workspaces will be introduced in the fall release. The summer offering also introduces a Concur-to-PSA connector and integration with Asperato for customer payment processing. A forecasts comparison dashboard has been added in PSA analytics, which can show current and previous forecasts side-by-side. Users can also now add custom fields fromFinancialForce transaction objects to a reporting engine via an Q&A wizard. In addition, desktop Financial Management Analytics dashboards are available on Android and iOS devices. 

Last modified on Wednesday, 17 July 2019
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