… Specifics of their unique elements, tools, supported platforms, customer support, and more are given below to give you a more precise assessment. Through its Xtra login website available to its customers, FinancialForce offers a complete set of online, video tutorials, training and documentation. FinancialForce PSA is built for services teams of 50+ employees. FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP solution. FinancialForce Community Customer Secure Login Page. Cognitive and comprehensive insights on various market elements such as favorable growth beds, untapped opportunities as well as revised policies and framework have also been consciously … The main source of information regarding these objects and fields can be found in the FinancialForce API Reference Guide. FinancialForce (formerly Hulaco) is a company that develops a cloud ERP software designed to assist organizations with the services economy. Further Documentation and References. Ideal number of Users: 10 - 1000+ 1 - 499. You can use permission controls to: Control administrative functions at various levels, including: the resource, RPG or project. I appreciate how PSA links with SalesForce and our customer support modules. FinancialForce PSA offers a single, cloud-based environment for both sales and service teams so they can function seamlessly and together. Any company that has field workers servicing customers remotely can benefit. Hi All - I am currently working with the FinancialForce PSA application for SFDC. API Developer Reference – compatible with FinancialForce PSA v14.x > API Developer Reference – compatible with FinancialForce PSA v11.x > HCM For example, you can contrast monday.com and FinancialForce PSA for their tools and overall scores, namely, 9.8 and 8.6, respectively. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. Maintain system documentation and FinancialForce PSA policies and procedures; Develop and maintain FinancialForce PSA dashboards and reports to support the business; What. When I create a new timecard, it also has this checkbox but it doesn't bring it over to the timecard. As a "superuser" I have all the information that I need at my fingertips. FieldAware is perfectly suited for service businesses of all sizes and industries with a focus on 50-500 techs . FinancialForce PSA and FinancialForce HCM are built and operate exclusively on the Force.com Platform. Senior Solution Consultant, PSA. Meanwhile, for user satisfaction, Atlassian Confluence scored 98%, while FinancialForce PSA scored 97%. ... and Sub-processors” documentation describes the subprocessors and certain other entities material to FinancialForce’s provision of the Core Services. FinancialForce PSA is built for services teams of 50+ employees. ; An iPhone, iPod touch, or iPad running iOS 4 or above, or an Android phone with Android version 4.x. Ideal number of Users: 10 - 1000+ 1 - 999. To use PSA Mobile Timecards you need:. For overall product quality, Atlassian Confluence earned 9.1 points, while FinancialForce PSA earned 8.6 points. All Documentation Learn. FinancialForce PSA is built for services teams of 50+ employees. Offering users with a 360 degree view of their customers, projects, and receivables, this platform allows processes to flow unhindered from sales into service, while maintaining complete visibility for everyone into the entire project life cycle. Hygger platform is a product of Hygger Company but FinancialForce PSA is a solution by FinancialForce Company. If you are an Operations or Admin user, you can set up permission controls for each FinancialForce PSA user. Login to your FinancialForce Community Customer Account. FinancialForce PSA update Timecard object. Professional Service Automation (PSA) by FinancialForce is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. Access to a Salesforce organization with FinancialForce PSA Winter '13 or later installed, licensed and fully configured. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. Teams of 10-100 people managing Marketing, IT, Operations, Software Development, and Professional Services projects. 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