Journal Entry Test Class

Overview

Below is a sample test class for Accounting Seed's Journal Entry object. This class can be used to test whether your code is working as expected:

@IsTest
private class JournalEntryExampleTest {
  @IsTest
  static void createJournalEntry() {

    // —— DATA PREPARATION ——
    // 1 Cash GL-Account
    AcctSeed__GL_Account__c cashGL = new AcctSeed__GL_Account__c(
      Name = '1000-Cash',
      AcctSeed__Active__c = true,
      AcctSeed__Type__c = 'Balance Sheet',
      AcctSeed__Bank__c = true,
      AcctSeed__Sub_Type_1__c = 'Assets',
      AcctSeed__Sub_Type_2__c = 'Cash');
    insert cashGL;
    // insert 6 billing formats
    AcctSeed__Billing_Format__c[] PDFformats = new List<AcctSeed__Billing_Format__c>();
    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Billing Product',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingProductPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Billing',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Billing Service',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Billing',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c (
        Name = 'Billing Outstanding Statement',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingOutstandingStatementPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__ReplyTo_Email__c = 'test@example.com',
        AcctSeed__Type__c = 'Outstanding Statement'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c (
        Name = 'Billing Activity Statement',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingActivityStatementPDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__ReplyTo_Email__c = 'test@example.com',
        AcctSeed__Type__c = 'Activity Statement'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Purchase Order',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Purchase Order',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    PDFformats.add(
      new AcctSeed__Billing_Format__c(
        Name = 'Default Packing Slip',
        AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
        AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
        AcctSeed__Type__c = 'Packing Slip',
        AcctSeed__Sort_Field__c = 'Name'
      )
    );

    insert PDFformats;

    // insert 1 Ledger records
    AcctSeed__Ledger__c ledger = new AcctSeed__Ledger__c(
      Name = 'Actual',
      AcctSeed__Type__c = 'Transactional',
      AcctSeed__Default_Bank_Account__c = cashGL.id,
      AcctSeed__Default_Billing_Format__c = PDFformats[0].Id,
      AcctSeed__Billing_Outstanding_Statement_Format__c = PDFformats[2].Id,
      AcctSeed__Billing_Activity_Statement_Format__c = PDFformats[3].Id,
      AcctSeed__Default_Purchase_Order_Format__c = PDFformats[4].Id,
      AcctSeed__Default_Packing_Slip_Format__c = PDFformats[5].Id);
    insert ledger;

    // insert 1 Accounting Period
    AcctSeed__Accounting_Period__c acctPeriod = new AcctSeed__Accounting_Period__c(
      Name = '2026-10',
      AcctSeed__Start_Date__c = Date.newinstance(2026, 10, 1),
      AcctSeed__End_Date__c = Date.newinstance(2026, 10, 31),
      AcctSeed__Status__c = 'Open');
    insert acctPeriod;

    // —— START HERE ——
    AcctSeed__Journal_Entry__c je = new AcctSeed__Journal_Entry__c(
      Name = 'Test JE',
      AcctSeed__Ledger__c = ledger.Id,
      AcctSeed__Accounting_Period__c = acctPeriod.id
    );

    insert je;
    System.assertEquals(1, [Select count() FROM AcctSeed__Journal_Entry__c WHERE Id = :je.Id]);

  }
}

See also the Journal Entry API.