Summer '24 Configuration Changes

Overview 

The Summer ’24 release includes configuration changes that can be performed by existing Accounting Seed customers.

Configuration Changes

• Add Configuration for Copilot
• Add the On Hold checkbox to the Payable object
• AP Automation Customers with Payment Services Configuration Changes
• Add the Default Payment Processor field to the Ledger and Account pages
• Verify that the Related Ledger field is Read-Only

Add Configuration for Copilot

For existing Accounting Seed customers, complete the steps below to configure Copilot.

1. Click the Gear icon and select Setup.
2. From the Quick Find textbox in the left navigation panel, enter Trusted.
3. Select Trusted URLs.
4. Click Edit on the https://*.commandbar.com URL. Then, select the Active checkbox.
   Note: In order to view all available content on the Accounting Home page, the Active checkbox should also be selected on the https://*.accountingseed.com URL.
5. Click Save.

Accounting Seed Copilot unable to load

If the “Accounting Seed Copilot unable to load” message displays after the installation, the below steps to add the AcctSeed.Binding metadata type should correct that issue.

1. Click the Gear icon and select Setup.
2. From the Quick Find textbox in the left navigation panel, enter Permission Sets. Then, select Permission Sets.
3. Click New.
4. From the Label textbox, enter Accounting Seed Copilot. Then, click in the API Name field to display the name. 
5. Click Save.
6. Scroll down and click Custom Metadata Types.
7. Click Edit.
8. From the Available Custom Metadata Types listing, select AcctSeed.Binding.
9. Click Add.
10. Click Save.
11. Assign the Accounting Seed Copilot permission set to all affected users.

Resolve an issue with Accounting Seed Copilot not displaying

If the Book icon for the Accounting Seed Copilot does not display or Copilot does not load, Enable Lightning Web Security in Salesforce. 

Important: Before enabling this setting in a production environment, Salesforce strongly recommends first testing this setting in a sandbox. 

Note: After enabling this setting, be sure to clear the cache in your browser. 

Add the On Hold checkbox to the Payable object

For existing Accounting Seed customers who want to be able to put a Payable on-hold for any reason will need to add the On Hold checkbox to the page layout on the Payable object.

1. Display a Payable record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Account Payable page layout.
4. Drag and drop the On Hold field onto the page layout in the Payee Information section.
5. Click Save.

AP Automation Customers with Payment Services Configuration Changes

Add the AP Vendor Email field to the Payment Services section on the Account object. 

1. Display a Vendor Account record.  
2. Click the Gear icon and select Edit Object.  
3. From the left navigation panel, click Page Layouts. Then, select the Account (Accounting) page layout.  
4. Drag and drop the AP Remittance Email field and the AP Vendor Emails field onto the page layout in the Payment Services section. 
5. Click Save. 

If you have individuals set up as Vendors, add the Individual checkbox field to the Payment Services section the Account object. 

1. Display a Vendor Account record.  
2. Click the Gear icon and select Edit Object.  
3. From the left navigation panel, click Page Layouts. Then, select the Account (Accounting) page layout.  
4. Drag and drop the Individual field onto the page layout in the Payment Services section.  
5. Click Save. 

If you use Payment Services to pay your Vendors with ACH payments, use the steps below to add these values to the Payment Method object.

1. Click the Gear icon and select Setup.  
2. Click the Object Manager tab. Then, from the Quick Find textbox search for Payment Method and select it.   
3. From the left navigational panel, click Fields & Relationships.  
4. Scroll down to select Verification Status.  
5. Under Values, click New.  
6. Add ACTIVE and PENDING as new values.
   Note: The API Name for both values must be in all uppercase letters. 
7. Click Save.  

Add the Default Payment Processor field to the Ledger and Account pages

For existing Accounting Seed customers with Cardknox and/or Stripe, if you are not using the standard (out of the box) Lightning pages for the Ledger and Account records, use the steps below to add the Default Payment Processor onto the Ledger page. After completing the steps below for the Ledger, follow similar steps to add the field onto the Account page. 

1. Display a Ledger record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Ledger page layout.
4. Drag and drop the Default Payment Processor field onto the page layout directly below the Description field.
5. Click Save.
6. Click Lightning Record Pages, and select the Ledger Record Home page.
7. Click Edit.
8. From the left navigation panel, click the Fields tab.
9. Drag and drop the Default Payment Processor field onto the Ledger page directly below the Description component.
10. Click Save.
11. Click Activate.
12. Click Assign as Org Default.
13. Click Next.
14. Click Save.
15. Follow the steps above to add the Default Payment Processor field onto the Account page. 

Verify that the Related Ledger field is Read-Only 

For existing Accounting Seed customers who select Accrual and Cash Basis, if you are not using the standard (out of the box) Lightning Ledger Record Home page, you will need to verify that the Related Ledger field is set to “Read-Only.” Use the steps below to check this field.

1. Display a Ledger record.
2. Click the Gear icon and select Edit Page.
3. On the Ledger page, click the Related Ledger component.
4. From the right navigation panel, verify that the Read-Only radio button is selected for this component. If it is not, select the Read-Only radio button.
5. Click Save.
6. Click Activate.
7. Click Assign as Org Default.
8. Click Next.
9. Click Save.

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Summer '24 Release

Release Notes and Schedule

This article was new with the Summer 24 release.