Admin

Releases

• Spring '23 Release Notes
• Spring '23 Configuration Changes
• Winter ‘23 Release Notes
• Winter ‘23 Configuration Changes
• Summer ’22 Release Notes
• Magnolia - Home Release Notes

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Entering Opening Balances

• Import Templates using the Data Loader App and Data Import Wizard
• Create/Enter Opening Balances Overview
• Step 1. Extract Legacy Data from your Current System
• Step 2. Migrate Open Accounts Receivable
• Step 3. Migrate Open Accounts Payable
• Step 4. Migrate Opening Inventory Balances

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Accounting Entries Overview

• Posting Records Overview
• Debit & Credit Entries Created When Posting

Security

• Enable an Apex Class on a Clone Permission Set
• Standard Permission Sets (Tabs)
• Standard Permission Sets (Objects)
• Standard Permission Sets (Visualforce Pages)
• Standard Permission Sets (AuraEnabled Apex Classes)
• Custom Permissions

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Delete Source Documents

• Delete Archived Source Documents Guidance

Declarative Tools

• Amortization Flow
• Financial Report Flow Action

Customization

• Lightning Record Page Enhancements
• Edit a Page to add a Lightning Component
• Send a Reminder Email on an Unpaid Billing
• Customize Your PDF Visualforce Page
• Create Accounting Seed Apps in Salesforce Classic
• Considerations for Using Accounting Seed in Lightning Community

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Application Limits

• Post/Unpost Limits
• Accounting Seed's Governor Limits

Archive Data

• Archive Transaction Data

Tips and Tricks

• Create a Report to View Undelivered Billing Emails
• Enable/Disable Field History Tracking and Allow Activities
• Create a Salesforce Approval Process
• Add a New Picklist Value
• CC Contacts When Sending an Email in Lightning
• Create Custom Billing Numbers

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Contacting Support

• Customer Support Portal
• Grant Access to Accounting Seed Support
• Locate Your Organization ID
• Cancel Your Subscription
• Uninstall Accounting Seed