Admin

Releases

• Iris Release Notes
• Hibiscus Release Notes
• Release Schedule
• Geranium Release Notes
• Fuchsia Release Notes
• Legacy Release Notes

Scheduled Jobs

• Automate Email Billings
• Automate a Recurring Billing
• Automate a Recurring Payable
• Automate a Recurring Journal Entry
• Schedule the Post Job

Entering Opening Balances

• Import Templates
• Creating/Entering 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

• Standard Permission Sets (Tabs)
• Standard Permission Sets (Objects)
• Standard Permission Sets (Pages)
• Button Permissions
• Object Sharing Model Best Practices
• Prevent Posting to Inactive GL Account

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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
• Edit a Field Set

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Application Limits

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

Purging and Archiving Data

• Purge Non-Critical Data
• Archive Transaction Data

Tips and Tricks

• CC Contacts When Sending an Email in Lightning
• Create Custom Billing Numbers
• Create/Update Custom Reports using the 18 digit Salesforce Record ID
• Create a Custom Tab
• Modify Display Fields in a List View
• Mass Approve Records

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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