This section of the help provides information for developers of Salesforce and Accounting Seed. Accounting Seed uses the Salesforce API which is fully documented at https://developer.salesforce.com/. Accounting Seed extends the Salesforce API with Global Classes for our posting process of billings, accounts payable and journal entries.
Below the required fields for record insertion into Accounting Seed are documented as well as the global classes for each respective area:
- Cash In Integrations - Used for Sales Invoices (Billings), cash receipts, cash applications and revenue recognition.
- Cash Out Integrations - Contains information for Accounts Payable, cash disbursements and revenue recognition.
- Journal Entry Integrations - Allows entries of transactions to the general ledger.
Integrating into Accounting Seed
There are (12) source objects associated with the Accounting Seed General Ledger. All these objects create transaction related records via the posting process. The (12) source objects are the most common integration points into the Accounting Seed Financial Suite. The objects are listed in the table below. Please note that Accounting Seed does not support creating or updating records directly into the transactions table in our application. If there are any updates or insertions directly into the transaction table through custom code, Accounting Seed support will not assist in support for the organization.
The Accounting Seed posting process is accessible through the API in most cases when the transaction does not post automatically. The table below also lists accessibility of the posting and unposting classes through the API.
|Source Object Name||Global Posting/Unposting Class Accessible Via Apex||Rest API for Posting/Unposting|
|Cash Receipt||Yes as of 2.21||No|
|Billing Cash Receipt||No, But posts automatically||No|
|Scheduled Revenue & Expense||Yes as of 2.21||No|
|Time Card Day||No||No|
|Purchase Order Inventory Movement (Part of ERP Package)||No, But posts automatically||No|
|Inbound Inventory Movement (Part of ERP Package)||No, But posts automatically||No|
|Manufacturing Inventory Movement (Part of ERP Package)||No, But posts automatically||No|
|Outbound Inventory Movement (Part of ERP Package)||No, But posts automatically||No|