Accounting Seed provides a sandbox environment where you can safely test the following updates without affecting your production records. Further, testing now ensures you won’t lose time learning about the new release later while conducting normal business operations in your production environment.
Please test all new features and enhancements in your sandbox environment. Follow the links below to learn more about each update. For more information on best practices with testing sandboxes please see Sandboxes: Staging Environments for Customizing and Testing.
Our Fuchsia release deployed to all sandbox environments on January 13 and will deploy to production environments in phases from March 11 through the end of April. If you would like to start benefitting from Fuchsia in your production environment sooner, please submit a ticket to request the installation link.
Multiple ledgers with different base currencies are now supported in a single Salesforce/Accounting Seed instance. Accounting for multi-national companies is now supported.
Avalara is now integrated into the core Accounting Seed product. You can now use Avalara to estimate sales tax on Opportunities and calculate sales tax on Billings.
ACH Payments via Stripe
It is now also possible to receive customer payments via ACH with Stripe.
Payroll File Import
Payroll files can be imported into Journal Entries quickly and easily with this new tool.
Please note: This feature is enabled only in the Lightning environment.
To use this feature you must enable MyDomain in Salesforce. To learn more, view the Salesforce My Domain knowledge article.
Calculate Tax on Opportunities
You can now calculate sales tax on Opportunities.
Cash Disbursements Apply
You can now apply cash disbursements based on the Contact or Employee, not just the Account.
GL Variables on Expense Reports
Expense report lines can now be tagged to GL Variables.
Expense Report Entry Grid can now be customized
The expense report entry grid can now be customized to add, reorder or remove standard or custom fields.
Multi-Currency Bank Reconciliation
Bank Reconciliation has been extended to support multi-currency.
Pay Batch Screen
The Payable Batch Pay screen now supports custom fields.
Import Financial File has been renamed "Financial File Import."
Bank Deposit now supports 4000 records.
Customizing Accounting Home
Accounting Home now supports custom tab labels.
Delete Financial Report Results
Financial Report results can be deleted directly from the results viewing grid.
The word "Run" has been removed from the Run financial Reports Tab. The Tab label is now "Financial Reports."
The suppress zero is the default option (checked) for the Profit and Loss, Balance Sheet, P&L vs Budget, Custom Reports, Cash Flow Reports, and the Trial Balance report.
Removed the GL Account as a required field on the Ledger Inquiry report.
Credit Memos with Aging History Reporting
Prevents the ability to apply a Credit Memo with a period prior to the Billing or Payable.
Billing Outstanding Statement
Credit Memos with a balance are now listed on the Billing Outstanding Statement.
Cash Receipt Credit GL Account
Prevents setting the AR Control Account as the Credit GL Account on a Cash Receipt.
Void Cash Disbursements
Added the ability to void Cash Disbursements that were created manually (Not sourced from a Payable).
Cash Disbursements Full Check Remittance
Added Check Number field to the Full Remittance.
Projects Account Assignment
Removes the requirement for the Account on the Project and a Billing to be the same.