Edit Page Layouts Manually

The Accounting Seed package comes with pre-defined Page Layouts for shared standard Salesforce objects.  In most cases, if you are using Salesforce or these objects for the first time, these predefined Page Layouts can be assigned to specific Profiles.  (See Edit Page Layouts via User Profiles).  In cases where you have defined a customized layout which you do not wish to override with Accounting Seed’s predefined Page Layout, then your pre-existing Page Layouts must be edited manually.  

 This task is normally done by a trained Salesforce administrator. To learn how to navigate Salesforce CRM, visit the Trailhead learning resource in the Help section of your Salesforce account. A useful module to review for this might be “Customize Record Details with Page Layouts.” Accounting Seed training modules and support materials are based upon the latest versions of Salesforce. For this reason, we recommend updating your page layouts before beginning to use Accounting Seed.

 The following items are part of the Accounting Seed application(s) and are automatically included in the package installation. They simply need to be added to the page layout(s).

 

Account Object

 Add the following buttons to the Account Page List View:

    • Create Outstanding Statements
    • Update Statement Status

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Add the following Fields to the Account Page Layout:

  • We recommend using the existing section called Account Detail and adding the following Fields there:
    • Statement Needed
    • Last Statement Sent

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  • We recommend creating a new section called Accounting Information and adding the following Fields there:
    • Accounting Active*
    • Accounting Type*
    • GL Variable 1
    • GL Variable 2
    • GL Variable 3
    • GL Variable 4

* Required Field

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  • We recommend creating a new section called Billing Information and adding the following group of Fields there:
    • Billing Terms Name
    • Billing Days Due
    • Billing Discount Days Due
    • Billing Discount %
    • Billing Format*
    • Outstanding Statement Format
    • Activity Statement Format
    • Stripe Customer ID

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  • We recommend creating a new section called Payable Information and adding the following group of Fields there:
    • Payable Days Due*
    • Payable Discount Day Due
    • Payable Discount %
    • File Import Match Name
    • Default Expense GL Account
    • 1099 Vendor
    • Default 1099 Box
    • Taxpayer Identification Number

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Add the following Buttons to the Account Page Layout:

    • Create Statement
    • Create Payment
    • Manage Payment Methods

We recommend adding the following Related Lists to the Account Page Layout:

    • Billings
    • Cash Receipts
    • Payables
    • Cash Disbursements
    • Projects
    • Payment Methods
    • Taxes
    • Recurring Billings
    • Recurring Payables
    • Files

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If you also purchased the Orders & Inventory Module, add the following Related Lists to the Account Page Layout:

    • Assets
    • Sales Orders
    • Purchase Orders

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 Opportunity Object

Add the following button to the Opportunities Page List View:

    • Create Billings

Screen_Shot_2018-07-18_at_1.39.55_PM.png 

 

Add the following Buttons to the Opportunities Page Layout:

    • Create Billing
    • Create Recurring Billing
    • Create Project

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Add the following Related Lists to the Opportunities Page Layout:

    • Billings
    • Recurring Billings
    • Projects
    • Files

Screen_Shot_2018-07-18_at_1.45.23_PM.png 

If you also purchased the optional Orders & Inventory Module, add the following Button to the Opportunities Page Layout:

    • Create Sales Order

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 Product Object

Add the following Fields to the Product Object Page Layout:

  • We recommend creating a section called Accounting Information and adding the following Fields there:
    • Revenue GL Account*
    • Expense GL Account
    • Inventory GL Account
    • GL Variable 1
    • GL Variable 2
    • GL Variable 3
    • GL Variable 4
    • Tax Type
    • Tax Rate

* Required Field

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  • We recommend creating a section called Product Costing Information and adding the following Fields there:
    • Inventory Product
    • Inventory Type
    • Product Description
    • Unit Cost

Screen_Shot_2018-07-18_at_2.09.51_PM.png

  • We recommend adding the following Related Lists to the Product Page Layout:
    • Product Parts
    • Parent Product
    • Inventory Balance
    • Files

 Screen_Shot_2018-07-19_at_1.48.01_PM.png

If you also purchased the optional Orders & Inventory Module, add the following Fields to the Product Page Layout:

  • We recommend using the previously created section called Accounting Information and adding the following Fields there:
    • Manufacturing Order Template
    • Lead Time
    • Serialized
    • Default Vendor
    • Sales Order Exclude

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  • We recommend using the previously created  section called Product Costing Information and adding the following Fields there:
    • Inventory Asset

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  • We recommend creating a section called Quantity Information and adding the following Fields there:
    • Minimum Order Quantity
    • Product Description
    • Safety Stock Quantity

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Add the following Related Lists to the Product Page Layout:

    • Inventory Balance

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Assets

If you purchased the optional Orders & Inventory Module, add the following Fields to the  Asset Page Layout:

    • Sales Order Inventory Movement
    • Serial Number (Make certain you select the Accounting Seed field, not the Salesforce field.)

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