Winter ‘25 Configuration Changes

Overview 

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

Configuration Changes

• Identify Billings and Payables that need to be unposted and reposted
• Activate the Salt Edge Remote Site and Trusted URL Settings
• Resolve an issue with Accounting Seed Copilot not displaying
• Add the Error field onto the Bank Reconciliation object
• Add the Delete BCR button
• Add the Delete BCRs button
• Add the Bank Disbursement field
• Add the Void button and Void Information Section
• Update Void fields on the Cash Receipt object for Custom Permission Sets
• Add the Payment Date to the Payment Activity object
• Add Void as a picklist value to the Payment Activity object

Identify Billings and Payables that need to be unposted and reposted

Currency Conversion Rate software correction for Multi-currency Customers

Important: The information in this section is only applicable if you are using Multi-currency.

On Multi-currency orgs, when a Currency Conversion Rate with more than two decimal places (for example, 0.878550) was being used, the posted transactions were generated using a rounded conversion rate. This issue has been resolved so that posted transactions generate using the actual user-defined Currency Conversion Rate.

In order to locate Billings and Payables that will need to be unposted and reposted because the amounts are incorrect due to rounding on the conversion rate, follow the steps below.  

1. Navigate to Accounting Home and verify that you are on the Winter ’25 release, Version 3.304 by hovering over the Winter ’25 Release icon. 
   Important: Do not unpost or repost records unless you are on Version 3.304.
   
   Note: Click here to view the above image in full screen. 

2. Run a Transactions Report. This report is accessible from Accounting Home | Run Reports | Management Reports.
3. Click New Report.
4. Enter Transactions in the Select a Report Type search.
5. Click Start Report.
6. From New Transactions Report in the upper left portion of the screen, click the Pencil icon to edit the report name. Then, enter a new name, such as “Billings after 12/7/24.”
7. In the Group Rows section, click Add group and select Billing.
   Note: If your Post Settings is Line Level Post in the Post Settings screen, select Billing Lines.
   
   
   
   
8. Click Filters.
9. Click Show Me, and select All transactions.
10. Click Add filter. Select the following filters:
    
    1. Field = Billing, Operator = not equal to, leave the Use relative value blank. Click Appy.
       Note: If your Post Settings is Line Level Post in the Post Settings screen, select Billing Lines.
    2. Field = Ledger, Operator = equals, Use relative value = select the appropriate Ledger, such as the one for your country’s currency. For example, Actual CAD. Click Appy.
    3. Field = Foreign Currency, Operator = not equal, Use relative value = in order to see only the foreign currency information, enter your country’s currency code, such as CAD. Click Appy.
    4. Field = Transactions Created Date, Operator = greater than, Use relative value = click the Calendar icon and select 12/7/24 as the date. Click Appy.
       
       
       
       
11. At the bottom of the report, turn off Subtotals and Totals, so that only Detail Rows is selected.
    
    
12. Click Save & Run. The Save Report dialog box displays.
    Note: To save the report in a specific location, click Select Folder. Then, select a location.
13. Click Save to view the report.
    
    
    
14. Unpost and repost the list of records that were included on the report. 
15. To run the same report for your Payables, click Edit.
16. Click the down arrow that displays to the right of Save, and select Save As.
17. Change the Report Name to something such as, Payables after 12/7/24.
18. Click Save.
19. From the Group Rows section, click X to delete Billing.
20. From the Add group, select Payable.
    Note: If your Post Settings is Line Level Post in the Post Settings screen, select Payable Lines.
21. Click Filters, and delete the Billings not equal to.
22. Click Add filters, and select Field = Payable, Operator = not equal to, leave the User relative value blank. Click Apply.
    Note: If your Post Settings is Line Level Post in the Post Settings screen, select Payable Lines.
23. Click Save & Run.
    

    Note: Any Billings and Payables that are posted after the Winter ’25 release, Version 3.304 is installed do not require unposting and reposting.

Activate the Salt Edge Remote Site and Trusted URL Settings

This configuration change is recommended for existing Accounting Seed users in the United Kingdom and EMEA who plan to use Salt Edge as an Aggregation Provider for integration with Bank Direct Connect.

1. Click the Gear icon and select Setup.
2. From the Quick Find textbox, search for and select Remote Site Settings.
3. Scroll down to the Remote Site Name of Salt_Edge_API.
4. Click Edit. Then, select the Active checkbox. 
5. Click Save. 
6. From the Quick Find textbox, search for and select Trusted URLs.
7. From the SaltEdge API Name, click Edit. Then, select the Active checkbox. 
8. Click Save. 

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 Error field onto the Bank Reconciliation object

This configuration change is recommended for all existing Accounting Seed users who are currently using Bank Reconciliation. This field will display any error messages that may be encountered while a Bank Reconciliation is transitioning from an “In Progress” to “Completed” status. Use the steps below to add the Error field onto the page layout on the Bank Reconciliation object. This is related to Bank Reconciliation stuck in “Working” status software correction in this release.

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. From the Quick Find textbox, search for and select Bank Reconciliation.
4. Click Page Layouts and select the Bank Reconciliation Layout.
5. Drag and drop the Error field directly below the Status field in the Additional Information section.
6. Click Save.

Add the Delete BCR button

This is an optional configuration change for existing Accounting Seed users who have the Large Data Optimizer feature enabled. This change will allow you to use a button to delete a Billing Cash Receipt. Use the steps below to add the Delete BCR button onto the page layout on the Billing Cash Receipt object. This is related to the Large Data Optimizer updates (Delete BCR button) changes in this release. For additional information, refer to the Delete a Billing Cash Receipt(s) with LDO Enabled article.

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. From the Quick Find textbox, search for and select Billing Cash Receipt.
4. Click Page Layouts and select the AR Cash Receipt Layout.
5. Click Mobile & Lightning Actions.
6. Drag and drop the Delete BCR button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.
7. Click Save.

Add the Delete BCRs button

This is an optional configuration change for existing Accounting Seed users. If you want to be able to delete multiply Billing Cash Receipts (BCRs) directly from a Cash Receipt, you should add this button. Use the steps below to add the Delete BCRs button onto the page layout on the Cash Receipt object. This is related to the Delete Billing Cash Receipts from a Cash Receipt change in this release.

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. From the Quick Find textbox, search for and select Cash Receipt.
4. Click Page Layouts and select the Cash Receipt Layout.
5. Click Mobile & Lightning Actions.
6. Drag and drop the Delete BCRs button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.
7. Click Save.

The below Custom Permission needs to be added for this button.

1. Create a new Custom Permission with the name of Delete BCRs.
2. Assign the following Permission Sets:
   
   1. AS Full Admin
   2. Accounting Manager
   3. Cash In Accountant.

Add the Bank Disbursement field

This is an optional configuration change for existing Accounting Seed users. Existing Bank Direct Connect and Bank Reconciliation users will find this useful. Use the steps below to add the Bank Disbursement field onto the page layout on the Cash Disbursement and Journal Entry Line objects. This is related to the Bank Disbursements enhancement in the Winter ’25 release.

1. Display a Cash Disbursement record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Cash Disbursement Layout.
4. Drag and drop the Bank Disbursement field onto the page layout directly below the Bank Transaction Date field.
5. Click Save.
6. Click the Object Manager tab. Then, in the Quick Find textbox, search for and select the Journal Entry Line object.
7. From the left navigation panel, click Page Layouts. Then, select the Journal Entry Line Layout.
8. Drag and drop the Bank Disbursement field onto the page layout directly below the Bank Reconciliation Date field.
9. Click Save.

Add the Void button and Void Information Section

This is an optional configuration change for existing Accounting Seed users who plan to void Cash Receipts. Use the steps below to add the new Void button and Void Information section to the Cash Receipt object. For more information, refer to the Void a Cash Receipt article.

1. Display a Cash Receipt record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, 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.

Update Void fields on the Cash Receipt object for Custom Permission Sets

If you have Custom Permission Sets, in order to void a Cash Receipt, you will need to update them by adding Edit access to the Void, Void Date, and Void Description fields on the Cash Receipt object. 

Add the Payment Date to the Payment Activity object

This is an optional configuration change for existing Accounting Seed users to add the Payment Date field to the Payment Activity object. The steps below provide information to add the Payment Date field. This is related to the Payment Activity Status update included in the AR Automation updates. 

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 panel, 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.

Add Void as a picklist value to the Payment Activity object

This is a required configuration change for existing Accounting Seed users to add “Void” as a picklist value to the Status field on the Payment Activity object. This is related to the Payment Activity Status update included in the AR Automation updates.

If you need assistance with adding “Void” as a picklist value to the Status field, refer to the Add a New Picklist Value article.

Important: In order to prevent issues with your automation, "Void" must be added as a picklist value to the Status field on the Payment Activity object.

New Apex Classes

The following Apex Classes were added with the Winter '25 release:

• AcctSeed.DeleteBCRHelper
• AcctSeed.SaltEdgeConnectController
• AcctSeed.SaltEegeConnectionIdController
• AcctSeed.BankDisbursementManager
• AcctSeed.CashReceiptVoidHelper

New Visualforce pages

The following Visualforce pages were added with the Winter '25 release:

• SaltEdgeConnect
• SaltEdgeConnectionId

New SObject Fields

To see the complete list of SObject fields that were added to the Winter '25 release, refer to the Custom Metadata Types and Fields article.  

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Winter '25 Release

Release Notes and Schedule

This article was new with the Winter '25 release.