For existing Accounting Seed users, there are a few configuration changes that need to be made for using the new Bank Direct Connect (BDC).
Note: For users who are installing Accounting Seed for the first time with our Jasmine release, these changes will already be available.
Configure the Bank Direct Connect Setup
For help with editing page layouts, refer to the Edit Page Layouts Manually knowledge article.
- Add the Description field to the page layouts on following objects:
Note: With BDC, the Bank Transaction object populates the Description field from our service provider or from a file import. The Description field on a Cash Disbursement, Cash Receipt, and Journal Entry will only be updated from a Bank Transaction if the Description was blank. If a Cash Disbursement, Cash Receipt, or Journal Entry already has a Description, it will not be overwritten by the Description field on the Bank Transaction.
- Cash Disbursement
- Cash Receipt
- Journal Entry
- Add the Check Number field to the page layout on the Transaction object.
Note: The Check Number field on the Transaction object is mapped to the Check Number field on the Cash Disbursement object.
- This article is new with the Jasmine release.