Configuring the Sailfin Accounts Receivable app suite
To configure the user interface for the apps in the Sailfin Accounts Receivable app suite, log in to the Sailfin app environment that your Celonis point of contact (Account Executive or Value Engineer) helped to provision for you in the Salesforce cloud (force.com). If you don’t have the details for this yet, check with them.
The configuration tasks in this topic apply to all of the apps in the Sailfin Accounts Receivable app suite, and most organizations will need to do them:
There are other configuration changes you can make for the apps depending on your organization’s needs. If you need to make any of these changes, or any other behavior changes that aren’t listed here, ask your Celonis point of contact how:
Enable multiple display currencies and currency codes.
Forward customer emails to the apps and categorize them.
Create treatment-related tasks in batch.
Automatically send dunning emails to customers.
Enable dispute resolution and send reminders and escalations for it.
Change user permissions to access objects and fields.
Transfer multiple accounts from one collector to another.
Important
Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.
Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.