Spring ’25 Configuration Changes

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Overview

The Spring '25 release includes configuration changes that can be performed by existing Accounting Seed customers.

Configuration Changes

Master Billings - Add the Create Master Billing button
Master Billings - Add the Master Billing Field
Master Billings – Add the Master Billing Sort Field
AR Automation - Split JELs Update
AR Automation - Change Cardknox to Sola as a picklist value
AP Automation - Vendor Payment Services Type field
AP Automation - Block & Return Funds Update
Multi-book Accounting - Set a Default Value for the Accrual and/or Cash field
Salt Edge – Raw Payload
Accounting Periods Update

Master Billings - Add the Create Master Billing button

This configuration change is recommended for existing Accounting Seed customers who want to use Master Billings, and be able to create a Master Billing from the Billings list view.

Display a Billing.
Click the Gear icon and select Edit Object.
Scroll down to the List View Button Layout and select it.
From the right side of the screen, click the drop-down arrow and select Edit.
From the Available Buttons, select Create Master Billing. Then, click the right arrow to add it to the Selected Buttons.
Click Save.

Master Billings - Add the Master Billing Field

This configuration change is recommended for existing Accounting Seed customers who want to use Master Billings, and have a lookup field to the related Master Billing from a Billing record.

Display a Billing.
Click the Gear icon and select Edit Object.
Select Page Layouts, and then select the Billing layout.
Drag and drop the Master Billing field into the Customer Information section directly below Opportunity.
Click Save.

Master Billings - Add the Master Billing Sort Field

This configuration change is recommended for existing Accounting Seed customers who want to use Master Billings, and sort the PDF file based upon the Master Billing Sort Field. This field will need to be added to the PDF Format page layout.

Click the Gear icon and select Setup.
Click the Object Manager tab.
From the Quick Find textbox, search for and select PDF Format.
Click Page Layouts and select the Billing Format layout.
Drag and drop the Master Billing Sort Field directly above the existing Sort Field in the page layout.
Click Save.

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AR Automation - Split JELs Update

This configuration change is recommended for existing Accounting Seed users who are currently using AR Automation, and you want the Merchant Download Automation job to split the Journal Entry Lines (JELs). Adding this field and selecting it on the Payment Processor screen provides the ability to have one JEL per transaction that post to the Merchant GL Account. Each JEL will be populated with the associated customer name in the Account field. Additionally, if you have convenience fees enabled, this provides the ability to split the Journal Entry Lines (one JEL, per transaction) that posts to the Unapplied A/R GL Account. And again, each JEL will be populated with the associated customer name in the Account field.

Display a Sola Payment Processor record.
Click the Gear icon and select Edit Page.
From the left navigation panel, click the Fields tab.
From the Details page in the middle of the screen, click directly below the Default Ledger to insert a field.
From the left navigation panel, scroll down and select Split Merchant JELs. Drag and drop this field onto the page into the insertion point.
Click Save.

AR Automation - Change Cardknox to Sola as a picklist value

This configuration change is recommended for existing Accounting Seed AR Automation customers who want to see Sola as a picklist value in the Type drop-down list on the Payment Processor screen.

Click the Gear icon and select Setup.
Click the Object Manager tab.
From the Quick Find textbox, enter Payment Processor. Then, select it.
From the left panel, select Fields & Relationships.
Scroll down and select Type. Then, click Edit.
Scroll down to Values, and click Edit.
Change the Cardknox Label to Sola.
Click Save.

AP Automation - Vendor Payment Services Type field

This configuration change is recommended for existing Accounting Seed users who are currently using AP Automation with Payment Services. This field will be the Payment Services Type on the associated Vendor. Information in this field will determine how the Vendor will be paid when Payment Services displays in the Type field on a Cash Disbursement.

Click the Gear icon and select Setup.
Click the Object Manager tab.
From the Quick Find textbox, search for and select Cash Disbursement.
Click Page Layouts and select the Cash Disbursement Layout.
Drag and drop the Vendor Payment Services Type field directly below the Payment Services Id field in the Payment Services section.
Click Save.

AP Automation - Block & Return Funds Update

This configuration change is recommended for existing Accounting Seed users who are currently using AP Automation, and would like to Block and Return Funds on Virtual Card payments. A part of the Block and Return Funds process includes the automatic creation of a negative Cash Disbursement (CD). The steps below provide a change to a validation rule to accomplish creating a negative CD, as well as steps to add additional required fields. Steps are also included to update the Block and Return Funds and Void buttons to display dynamically, which means instead of being static or always displaying, these two buttons will only display under certain conditions. For more information, refer to the Cash Disbursement – Block and Return Virtual Card Funds section in the Payment Services article.

Display a Cash Disbursement.
Click the Setup icon and select Edit Object.
From the left navigation panel, select Validation Rules.
Select the Cash_Disbursement_must_be_positive rule.
Click Edit.
De-select the Active checkbox.
Click Save.
From the left navigation panel, select Page Layout. Then, click the Cash Disbursement Layout.
Click Mobile & Lightning Actions.
Drag and drop the Block and Return Funds button onto the page layout in the Salesforce Mobile and Lightning Experience Actions section.
Click Save.
Return to the Cash Disbursement record.
Click the Gear icon, and select Edit Page to display the Lightning Record page.
Click the Highlights panel (top middle panel).

Note: Click here to view the above image in full screen.
From the right navigation panel, scroll down the Actions section, and click Add Action.
Search for and select the Block and Return Funds button. Then, click Done.
From the right navigation panel, click the Block and Return Funds button.
Click Add Filter. The Filter Type defaults to Record Field. Add the following:
1. Field = Show Block and Return Button, Operator = Equal, Value = True.
Click Done.
From the right navigation panel, click the Void button.
Click Add Filter. The Filter Type defaults to Record Field. Add the following:
1. Field = Show Void Button, Operator = Equal, Value = True.
Click Done.
Click Save.

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Multi-book Accounting - Set a Default Value for the Accrual and/or Cash field

This configuration change is recommended for existing Accounting Seed users who are currently using Multi-book Accounting, and you want to set a default option for the Accrual and/or Cash drop-down list on the Revenue/Expense Amortization wizard. Adding the steps below will allow the default to automatically display in the drop-down list when the Accounting Method on the Ledger is set to Accrual & Cash.

Click the Gear icon and select Setup.
Click the Object Manager tab.
From the Quick Find textbox, enter Amortization Entry. Then, select it.
From the left navigation panel, click Fields & Relationships.
Select the Accrual and/or Cash field.
Scroll down to the Values section.
Edit the Value that you want to set as the default.
Select the Make this value the default for the master picklist checkbox.
Click Save.

Salt Edge - Raw Payload

This configuration change is recommended for existing Accounting Seed Salt Edge customers who want to see Payload information on Bank Transaction records. The Payload field provides the ability to accommodate the extra fields that are included with transmitted data on Bank Transactions.

Click the App Launcher.
Search for and select Bank Transactions.
From the Bank Transactions list view, click the Gear icon and select Edit Object.
Click Page Layouts and select Bank Transaction layout.
Drag and drop the Payload field in the Information section, directly below the Base Type field.
Click Save.

Accounting Periods Update

All existing Accounting Seed users can add the Create Accounting Periods button onto the page layout on the Accounting Period object so that you will be able to add multiple Accounting Periods at the same time. Additionally, if you are using a traditional fiscal year, the Refresh Accounting Periods button should also be added so that you can have the system automatically populate the Quarter and Year fields. This will allow you to create quarterly and yearly financial reports in an upcoming release.

Click the Gear icon and select Setup.
Click the Object Manager tab.
From the Label column, select the Accounting Period object.
From the left navigation panel, scroll down to List View Button Layout.
From the Custom Buttons section, select the Create Accounting Periods. Then, click the right arrow to add it under Selected Buttons.
If you are using a traditional fiscal year, click the Refresh Accounting Periods button. Then, click the right arrow to add it under Selected Buttons.
Click Save.