Abstract: Systems, apparatuses, and methods for enabling a user of a multi-tenant cloud-based business data processing platform to define one or more custom transactions having an impact on general ledger transactions. Such custom GL impacting transactions provide the power and flexibility for an ERP module of the platform to satisfy the varying requirements of national/international markets that have and often require additional transaction types to cover aspects of their business activity that have an ERP and/or GL impact, and which have not been supported or anticipated by a developer in the first instance. In this manner, providing a system, apparatus and method for altering existing native transaction types having a GL impact reduce complexities associated with GL bloat, version-lock, vendor-lock, and lack of upgradability.

Abstract: Systems and methods of processing business related data arising from multiple revenue sources (e.g., sales, subscriptions, professional services, vendors, etc.). In some embodiments, the inventive system and methods enable a more flexible and efficient approach to identifying revenue source events (mediation), pricing those events (typically as part of a rating process), and subsequently leveraging those “ratable events” in the billing and revenue recognition subsystems according to configurable rules and schedules. Data regarding those charges or other aspects of a ratable event may then be used and processed by multiple sub-systems that are part of operating a business; such sub-systems may include one or more of ERP, CRM, HCM, financial, accounting, taxation, or other business-related system or function.

Abstract: Methods, systems, and apparatuses for improving the handling and interaction of charge events in a business using services of a multi-tenant computing platform, such as accounting, CRM, ERP, and the like. Embodiments are directed to implementing and using a charge record to enable efficient use of charges originating from multiple sources to generate reports and forecasts for multiple other services and/or recipients. In one embodiment, the charge record defines a single-source of data which enables maintaining critical business information in synchronization through a single repository of data. One aspect is to define a single abstraction, the charge record, which all sources can create. Thus, instead of multiple relationship between multiple sources and multiple processes, a charge record provides a single data point for a charge such that charges sources and processes that utilize data from the charge sources may interact using a single type of data record.

Abstract: A system and methods for allowing a business to create rules and automate the impact of a transaction (such as a sales order) across the various legal entities that are involved. These entities may be located in different jurisdictions, with each subject to differing tax, accounting, safety, consumer protection, or other rules or regulations. The overall transaction processing is relatively difficult in conventional systems, which are separate and typically require complex technical integration, while also being prone to error and fragility. However, because the underlying system/platform used in implementing embodiments of the inventive methods contains data and business logic applicable to both entities involved in each stage of a transaction or service delivery process, those embodiments enable businesses to create rules and automate the impact of executing a transaction or other operation across the various participating entities.

Abstract: Systems and methods for transitioning to a multi-book accounting system involving first and second accounting books, processing real-time transactions received through a network by applying a first set of accounting rules corresponding to the first accounting book to the real-time transactions to produce the first accounting book, and applying a second set of accounting rules corresponding to the second accounting book to the real-time transaction to produce the second accounting book, where the second set of accounting rules differs from the first set of accounting rules. The first and second rules may correspond to first and second sets of attributes such that every transaction includes necessary attributes for causing data to be stored in attribute appropriate books.

Abstract: Systems and methods of processing business related data arising from multiple revenue sources (e.g., sales, subscriptions, professional services, vendors, etc.). In some embodiments, the inventive system and methods enable a more flexible and efficient approach to identifying revenue source events (mediation), pricing those events (typically as part of a rating process), and subsequently leveraging those “ratable events” in the billing and revenue recognition subsystems according to configurable rules and schedules. Data regarding those charges or other aspects of a ratable event may then be used and processed by multiple sub-systems that are part of operating a business; such sub-systems may include one or more of ERP, CRM, HCM, financial, accounting, taxation, or other business-related system or function.

Abstract: A multi-book accounting system capable of immediately updating all secondary books regardless of underlying currency when transactions are entered in the primary book with respect to consolidation and elimination aspects. This may be accomplished by using a consolidated exchange rate database that can serve as a basis for currency exchange rates for any book in a multi-book setting. Thus, users will be able to run consolidated reports via a multi-tenant online accounting service. Consolidated impact of any transaction will be calculated automatically when any consolidated report in any secondary book is invoked similar to the process with respect to any primary book. A separate set of consolidated exchange rates may be applied in the various secondary accounting books. Furthermore, users will be able to run automatic intercompany elimination via a multi-tenant online accounting service for secondary books in the same way as it is possible for primary accounting book.

Abstract: Methods, systems, and apparatuses for improving the handling and interaction of charge events in a business using services of a multi-tenant computing platform, such as accounting, CRM, ERP, and the like. Embodiments are directed to implementing and using a charge record to enable efficient use of charges originating from multiple sources to generate reports and forecasts for multiple other services and/or recipients. In one embodiment, the charge record defines a single-source of data which enables maintaining critical business information in synchronization through a single repository of data. One aspect is to define a single abstraction, the charge record, which all sources can create. Thus, instead of multiple relationship between multiple sources and multiple processes, a charge record provides a single data point for a charge such that charges sources and processes that utilize data from the charge sources may interact using a single type of data record.

Abstract: Systems and methods for enabling a user of a multi-tenant, cloud-based, business-data-processing platform to define one or more custom transactions. Custom transactions provide the power and flexibility for an enterprise resource planning (ERP) system to satisfy varying requirements of national/international markets that have and often require additional transaction types to cover aspects of business activity that have an ERP impact. The systems and methods directed to custom transactions provide a mechanism by which a multi-tenant, business-data-processing platform's core ERP functions and workflow can be extended in a seamless, scalable, sustainable manner to address vertical, international compliance, or customer-specific needs, while maintaining ERP integrity and a business document approach to transactions.

Abstract: Systems and methods are shown for multi-book accounting involving first and second accounting books, processing real-time transactions received through a network by applying a first set of accounting rules corresponding to the first accounting book to the real-time transactions to produce the first accounting book, and applying a second set of accounting rules corresponding to the second accounting book to the real-time transaction to produce the second accounting book, where the second set of accounting rules differs from the first set of accounting rules. A user interface provides real-time access to the first and second accounting books. A user may define the second set of accounting rules and book specific attributes in the general ledger to produce the second accounting book.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.

Abstract: A multiple currency rate consolidator addresses the needs of multi-national companies that do business in different currencies and tax localities. A consolidated view of financial data may be provided in real time. The multiple currency rate consolidator allows each subsidiary within a subsidiary hierarchy to enter and manage transactional data as well as budget/forecast data in a corresponding localized functional currency. The multiple currency rate consolidator allows different consolidation levels to view localized, consolidated values of subsidiary transactions. The multiple currency rate consolidator also accommodates statutory, ad hoc and management reporting consolidation using different subsidiary configurations for the same time periods, as well as the versioning of the subsidiary hierarchy to accommodate structural changes across different time periods.