Update Page Layout Configuration 

For help with editing page layouts, refer to the Edit Standard Page Layouts Manually knowledge article.

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Billing

1. Remove the following:
   
   1. Calc Tax (Accounting Seed Native Tax only) button
   2. Sales Tax (Existing field API name: AcctSeed.Sales_Tax2) field.
      
2. Add the following fields:
   1. Sub-Total
   2. Sales Tax (New field API name: AccSeed.Sales_Tax3)
   3. Total.
      
3. Add the Transactions related list.
   Note: In addition to the above, if you are using Salesforce Lightning, edit the Lightning page to add the Transactions related list. To add this related list, select the “Related List - Single” component. For more information refer to the Add a Single Related List section of the Edit Page to add a Lightning Component article. 
   
4. Modify the Billing Lines related list properties to make sure the following are included:
   Note: Up to ten fields can be selected. Therefore, to add the below fields, you might need to remove some existing fields in the Related List Properties - Billing Lines dialog box. 
   
   1. Tax Group
   2. Sub-Total
   3. Tax Amount
   4. Total.

Billing Line

1. Remove the Transactions related list.
2.  Add the following fields:
   1. Tax Group
   2. Sub-Total
   3. Tax Amount
   4. Total.
3. Edit the following to the MassAddEditRows field set:
   1. Sub-Total
   2. Tax Group
   3. Tax Amount.

After you complete the changes above, the Billing Line related list on the Billing screen should look similar to the below example screen. Also, the Transactions related list should be available.


Note: Click here to view the above image in full screen. 

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Product

1. Remove the following fields:
   1. Tax Type
   2. Tax Rate.
2. Remove the Taxes related list. 
3. Add the Tax Group field.
   

Payable

1. Remove the following:
   1. Calc Tax (AS Native Tax only) button
   2. Purchase Tax (Existing field API name: AcctSeed.Purchase_Tax2) field.
      
2. Add the following fields:
   1. Sub-Total
   2. Purchase Tax (New field API name: AcctSeed.Purchase_Tax3)
   3. Total.
      
3. Add the Transactions related list.
   Note: In addition to the above, if you are using Salesforce Lightning, edit the Lightning page to add the Transactions related list. To add this related list, select the “Related List - Single” component. For more information refer to the Add a Single Related List section of the Edit Page to add a Lightning Component article. 
4. Modify the Payable Lines related list properties to make sure the following are included:
   Note: Up to ten fields can be selected. Therefore, to add the below fields, you might need to remove some existing fields in the Related List Properties - Payable Lines dialog box. 
   
   1. Unit Cost
   2. Sub-Total
   3. Tax Amount
   4. Total.

Payable Line

1. Remove the Transactions related list.
   
2. Add the following fields:
   1. Unit Cost
   2. Sub-Total
   3. Tax Amount
   4. Total (Existing field API name: AcctSeed.Amount).
      Note: This was previously labeled “Amount” and may already be on your page layout as “Total.”
      
3. Edit the MassAddEditRows field set to include the following:
   
   1. Quantity
   2. Unit Cost
   3. Sub-Total
   4. Tax Group
   5. Tax Amount
   6. Total (Existing field API name: AcctSeed.Amount).

After you complete the changes above, the Payable Line related list on the Payable screen should look similar to the below example screen. Also, the Transactions related list should be available.


Note: Click here to view the above image in full screen. 

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Opportunity

1. Add the Calc Tax button.
   Note: This is added for the Opportunity, but it is removed for the Billing and Payable objects. 
2. Add the following fields:
   1. Tax Amount
   2. Total with Tax.
3. Modify the Product related list to add the following: 
   Note: Up to ten fields can be selected. Therefore, to add the below fields, you might need to remove some existing fields. 
   
   1. Sub-Total
   2. (Optional) Discount
   3. (Optional) Total Price
   4. Tax Amount
   5. Total with Tax
   6. Tax Group.

Opportunity Product (line)

1. Add the following fields:
   1. Sub-Total
   2. (Optional) Discount
   3. (Optional) Total Price
   4. Tax Amount
   5. Total with Tax
   6. Tax Group.

Recurring Billing

1. Remove the Sales Tax (Existing field API name: AcctSeed.Sales_Tax) field.
2. Add the following fields:
   1. Sub-Total
   2. Sales Tax 
   3. Total.
3. Modify the Recurring Billing Lines related list to add the following:
   Note: Up to ten fields can be selected. Therefore, to add the below fields, you might need to remove some existing fields. 
   
   1. Sub-Total
   2. Tax Amount
   3. Tax Group.

Recurring Billing Line

1. Add the following fields:
   1. Tax Group
   2. Sub-Total
   3. Tax Amount
   4. Total (Existing field API name: Acct.Total).

After you complete the changes above, the Recurring Billing Line related list on the Recurring Billing screen should look similar to the below example screen.

Note: Click here to view the above image in full screen. 

Recurring Payable

1. Remove the Purchase Tax (Existing field API name: AcctSeed.Purchase_Tax) field.
2. Add the following fields:
   1. Sub-Total
   2. Purchase Tax
   3. Total.
3. Modify the Recurring Payable Lines related list to add the following:
   Note: Up to ten fields can be selected. Therefore, to add the below fields, you might need to remove some existing fields. 
   
   1. Unit Cost
   2. Sub-Total
   3. Tax Amount
   4. Total
   5. Tax Group.

Recurring Payable Line

1. Remove the Transaction's related list. 
   Note: If you are using Salesforce Lightning, the Transaction related list should also be removed from the Lightning record page. 
   
2. Add the following fields:
   1. Unit Cost
   2. Tax Group
   3. Sub-Total
   4. Tax Amount (Existing field API name: AcctSeed.Amount2).

After you complete the changes above, the Recurring Payable Line related list on the Recurring Payable screen should look similar to the below example screen.


Note: Click here to view the above image in full screen. 

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Transaction

1. Add the following fields:
   1. Billing
   2. Payable.