Create an Accounting Records Report

To verify how many Accounting records are used each quarter, you can set up a report for each record type that shows the total number of records created in that quarter. Accounting records are defined as:

• Journal Entries
• Billings
• Cash Receipts
• Cash Disbursements
• Payables
• Amortization Entries
• Purchase Orders
• Sales Orders

Do you want to:

• Create an Accounting Records Report
• View Background Information

Create an Accounting Records Report 

Below is an example of the Billings report. 

1. Navigate to the Salesforce Reports screen and click New Report.
   
   
   
   
2. From the Choose Report Type dialog box, select Billings and click Continue.
   
   
   
   
3. Modify the filters to include all Billings created during the quarter dates. Then, click Apply. 
   
   
   
   
4. From the Outline tab, add a row grouping on the Billing: Created Date field. Then, group the column by Calendar Month.
   
   
   
   
5. Turn off the Detail Rows button. Click Run to view a simple count of the Billings by month.
   
   
   
   
6. Save the report.

Note: The same steps can be performed for the other objects listed above (as applicable to your usage of Accounting Seed).

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Accounting Seed’s pricing includes a number of Accounting records (also referred to as transactions) per quarter. To understand how many of these records you are generating in your instance of Accounting Seed, you can run some very simple reports (as explained above) that will give the data in real-time and allow you to plan for any potential overage costs. Accounting Records are defined as:

• Journal Entries
• Billings
• Cash Receipts
• Cash Disbursements
• Payables
• Amortization Entries
• Purchase Orders
• Sales Orders

The base fee includes a total of 7,500 of the above types of records per quarter. For customers who exceed that amount, the pricing per quarter is explained in the table below and will be billed in arrears.

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