Beyond the core package

Enabling multiple currencies
Multiple currencies can be used, but must first be enabled in the Salesforce org. Some payment service providers may also require you to contact them to ena...
Tue, 30 Apr, 2019 at 12:43 PM
Linking Payments and Authorisations to other Salesforce Objects
Custom fields can be created on any of the objects included with the package, including Payment and Authorisation. This functionality can be used to link pa...
Thu, 14 Feb, 2019 at 3:31 PM
Automation in Salesforce
Automation is a big topic, and not one that can be covered in any great level of detail within this documentation. If you are not comfortable with the autom...
Thu, 14 Feb, 2019 at 3:34 PM
Packaged Reports and Dashboard
Packaged Reports and Dashboard In our previous 2.19 release, we created some packaged dynamic dashboards.  In our 2.20 release, we have moved those to a s...
Fri, 3 May, 2024 at 9:48 AM