Winter ‘25 Preview 1 Configuration Changes

Overview 

The Winter ‘25 Preview 1 release includes configuration changes that can be performed by existing Accounting Seed users.

Configuration Changes

• Add the Void button and Void Information Section
• Add the Payment Date to the Payment Activity object

Add the Void button and Void Information Section

Existing Accounting Seed users who plan to void Cash Receipts will need to add the new Void button and Void Information section to the Cash Receipt object.  

1. Display a Cash Receipt record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation pane, click Page Layouts. Then, select the Cash Receipt Layout.
4. Click Mobile & Lightning Actions. Then, drag and drop the Void button to the right of the Clone button in the Salesforce Mobile and Lightning Experience Actions section.
5. Click Fields, then, drag and drop the Section field onto the page layout directly under the Bank Information section.
6. Enter Void Information in the Section Name. Then, click OK.
7. Drag and drop the following three fields into the new Void Information section:
   1. Void
   2. Void Date
   3. Void Description.
8. Click Save.

Add the Payment Date to the Payment Activity object

Existing Accounting Seed users will need to add the Payment Date field to the Payment Activity object, as well as add “Void” as a picklist value to the Status field on the Payment Activity object.

Note: The steps below provide information to add the Payment Date field. If you need assistance with adding “Void” as a picklist value to the Status field, refer to the Add a New Picklist Value article.

1. Click the Gear icon and select Setup. Then, click Object Manager.
2. Enter Payment Activity in the Quick Find textbox. Then, select Payment Activity.  
3. From the left navigation pane, click Page Layouts. Then, select the Payment Activity Layout.
4. Drag and drop the Payment Date field onto the page layout in the Information section directly below the Payment Method Type field.
5. Click Save.

Return to top

____________________

Winter '25 Preview 1 Release

Release Notes and Schedule

• This article is new with the Winter '25 Preview 1 release.