Converting an Opportunity Product into a Transaction in Oval Accounting


Within Salesforce new Opportunities can be created which allows Products to be allocated to the opportunity as a potential sale. We have added the ability for the Product to be converted into a transaction once the sale has been finalised.

Create a new opportunity and allocate a pricebook and product:

In the Financial Information section there is a Convert To Transaction checkbox :

By ticking this checkbox and saving a related transaction is created:

If you click on the Transaction link, you are taken to Oval Accounting:

The detail is also displayed including the opportunity it relates to :

You can then click on the Opportunity link, and this takes you back to Opportunities within Salesforce:

Contact us at hello@ovalaccounting to find out more.