Summer '23 Preview 1 Configuration Changes

Overview

This release includes several optional configuration changes that can be performed by existing and/or new Accounting Seed users, such as add a custom GL Account and add the Payable Days Due field to the page layout on the Contact object.

Configuration Changes

• Add the Soft Close Fields to Accounting Period
• Add a Custom Default GL Account
• Add Payable Days Due to Contact
• Remove "Credit" from Journal Entry Line help text
• Enable Inventory Period History and Remove the Create Inventory History button

Add the Soft Close Fields to Accounting Period

For existing and new Accounting Seed users who want to utilize the Soft Close feature, the following steps need to be performed to add the new fields to the Accounting Period object.  

1. Display an Accounting Period in the Accounting Period screen.
2. Click the Gear icon and select Edit Object.
3. From the left navigation pane, click Page Layouts. Then, select the Accounting Period layout.
4. From the Fields option, select Close AR. Then, drag and drop this field onto the page layout directly under the Currency field. 
5. Repeat step 4 to drag and drop the Close AP and Close Inventory fields onto the page layout directly under the Close AR field.
   Note: The Close Inventory field is only applicable if you have the Orders & Inventory package installed.
6. Click Save.

Add a Custom Default GL Account

Existing and/or new Accounting Seed users can create custom Default GL Accounts that can be populated on the Default GL Accounts screen. Follow the steps below to create a custom Default GL Account(s).

1. Click the Gear icon and select Setup. 
2. Enter Custom in the search textbox. 
3. Select Custom Metadata Types. 
4. Click the GL Account Specification hyperlink.  
5. Click Manage GL Account Specifications.  
6. Click New.  
7. Enter a Label name for the new custom GL Account.  
8. Click the Type drop-down list to select the section of the Default GL Accounts screen where you want this new custom GL Account to display. For example, if you want it to display in the Accounts Receivable section of the Default GL Accounts, select Accounts Receivable from the Type drop-down list.  
9. Click Save.  
10. To add a GL Account to the new custom GL Account, display the Default GL Accounts screen. The new custom GL Account will be available on this screen. Click the Pencil icon to edit the Default GL Accounts screen. Then, search for and select a GL Account to add to the new custom GL Account. 

Add Payable Days Due to Contact

Existing Accounting Seed users who create Payables for Contacts can include the Payable Days Due field on the Contacts page layout.

1. Display a Contact.
2. Click the Gear icon and select Edit Object.
3. From the Fields option, select Payable Days Due. Then, drag and drop this field onto the page layout directly under the Asst. Phone field. 
4. Click Save. 

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Remove “Credit” from Journal Entry Line help text

Existing Accounting Seed users who want to remove the word “Credit” from displaying as part of the help text on a Journal Entry Line for the GL Account will need to perform the steps below.

1. Display a Journal Entry Line.
2. Click the Gear icon and select Edit Object.
3. Click Fields & Relationships.  
4. Scroll down and select GL Account.
5. Click Edit.
6. In the Help Text textbox, remove the word “credit.”
7. Click Save.

Enable Inventory Period History and Remove the Create Inventory History button

Existing users who plan to “Enable Inventory Period History” in the Enablements screen can do so by accessing the Enablements screen from Accounting Home. Then, in the Enablements screen, click the Enable Inventory Period History button to turn "On" this setting. Additionally, to remove the “Create Inventory History” button from the Inventory Quantity Available list view, follow the steps below. 

1. Display the Inventory Quantity Available list view.
2. Click the Gear icon and select Edit Object.
3. Select List View Button Layout.
4. Click the down arrow on the far right, and select Edit. 
5. From Selected Buttons, select Create Inventory History so that it displays highlighted.
6. Click the left arrow to remove it. Create Inventory History will display in Available Buttons.
7. Click Save.

Note: You can also select Search Layouts | Default Layouts, select Edit from the Actions drop-down list and remove the Inventory Available Quantity Name from the Selected Fields.

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Summer ’23 Preview 1 Release

Release Notes and Schedule

• This article is new with the Summer '23 Preview 1 release.