All Transactions In A Single Ledger View

What's the Problem? 

More and more people are using Salesforce to track transactional data with their customers. It's important to get a clear picture of what was charged when, what's outstanding and how a balance is calculated. Out of the box, getting this information in one place can be tricky. With Relatable, you can combine all transactional objects (and their line items) into a single sorted view, highlight overdue records and see a running balance. 

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See More

• Combine transactional records into a single ordered View
• Sort all records by transaction date, letting you see what was added when and in what order
• Include header and line items, so you can get a full breakdown, without navigating away
• Add conditional formatting rules to highlight invoices that have been paid or are overdue
• Colour code columns so it's clear what's money in, and what's money out, see what records have outstanding balances 

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Do More

• Create new records, without navigating elsewhere. Creating more than one at a time
• Make multiple updates to any of the rows quickly with inline or record editing
• Apply some cross object filters, letting you hone in on specific data, all from the same component 
• Export a View into a csv with a click of a button 
• See existing files and attach new ones to records

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TURN THIS….     

     INTO THIS

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