Skip to main content

​
Section Overview

This section is where you configure how money is organized, collected, and reported in fusionCore. fusionCore runs inside Salesforce (the CRM that stores your member, order, and payment records) and does not post journal entries itself. Instead, it organizes the financial data that your general-ledger (GL) system imports and posts. If you are setting up a new org, work through the topics roughly in the order below: define your Business Units first (every other accounting record is tagged to one), then connect a payment processor, map your GL Accounts, define Payment Types, and finally close the books with Financial Periods.

​
Key Objects

  • Business Unit (FCORE_PAY__Business_Unit__c) — a single selling entity or financial division inside your org. Every Order, Financial Event, GL Account, and Payment Type is tagged to one, so one org can keep separate “books” for, say, a foundation and an association that reside in your org.
  • Financial Event (FCORE_PAY__Financial_Event__c) — the record of a payment, refund, void, write-off or adjustment. These represent accounting motions made on an Order.
  • Financial Period (FCORE_PAY__Financial_Period__c) — Allows organizations to capture and run reports on all Financial Events within a defined time period, linking them to a single Financial Period. These then can be exported to external accounting system.
  • GL Account (FCORE_PAY__GL_Account__c) — a general-ledger account record that a Financial Event is mapped to. Tied to a single Business Unit.
  • Payment Type(FCORE_PAY__Payment_Type__c) — configuration that tells fusionCore how money can move (Card, Check, Account Credit, and so on), per Business Unit.
  • Wallet Item (FCORE_PAY__Wallet_Item__c) — A stored payment method tied to a Contact that can be reused across different orders for a faster checkout experience.

​
What This Section Covers

This section goes over how you to configure how your accounting systems in fusionCore. fusionCore runs inside Salesforce (the CRM that stores your member, order, and payment records) and does not post journal entries itself. Instead, it organizes the financial data to be exported to a proper accounting system outside of Salesforce. If you are new to fusionCore or setting up a fusionCore org for the first time, it is recommended that you review these topics in the order you see them.

Business Units

Create the financial divisions that every other accounting record is tagged to. Start here.

Payment providers

Understand how fusionCore connects to a payment processor such as Stripe.

General ledger (GL) accounts

Create the GL Accounts that money is mapped to, scoped per Business Unit.

Payment Types

Define which payment methods are available, where they appear, and how refunds behave.

Stripe

Connect, configure, and test the Stripe payment integration end to end.

Multi-currency

Sell, invoice, and report in more than one currency.

​
Close and Report

Financial Periods

Fetch and lock financial data for an accounting timeframe so your GL import stays accurate.

Financial Documents

Generate branded PDF Quotes, Invoices, Receipts, and more from Order and Financial Event records.

Orders and Opportunities

Orders are where payments, refunds, write-offs, and adjustments are actually taken — they create the Financial Events this section organizes.

Financial Events

See how each payment and refund is recorded against an Order.

Taxes

Configure tax products and the default tax product a Business Unit uses when money moves.

Accounts and Contacts

Members and organizations are the records orders and payments are created against.