Overview 

This release includes configuration changes that can be performed by existing Accounting Seed customers.

Configuration Changes

• AR Automation: Add “Merchant Download” picklist value to the Source field on JE
• AR Automation: Add Cash Receipt lookup to the JEL page layout
• Sola Transaction Import Fields
• AP Automation: Add the Invoice Capture Pages field to the Payable page layout
• Automated Jobs Results: Delete custom tab
• Multi-currency users: Add a Rounding GL Account for foreign currency JEs
• Remote Site Settings: Activate LED and sync settings
• Delete Deprecated VF page

AR Automation: Add “Merchant Download” picklist value to the Source field on JE

Existing AR Automation customers who process ACH payments need to follow these steps to add a new picklist value:

1. Display a Journal Entry.
2. Click the Gear icon and select Edit Object.
3. Click Fields & Relationships.
4. Scroll down to the Source field and click it.
5. Scroll to the Values section and click New.
6. Add  Merchant Download as a new value.
7. Click Save.
8. If the Merchant Download job previously failed due to this reason, re-run it.

AR Automation: Add Cash Receipt lookup to the JEL page layout

This configuration change is recommended for existing Accounting Seed AR Automation customers who also use the Split Journal Entry Lines (JEL) setting. This change displays the related Cash Receipt on the JEL.  

To add this field:

1. Click the Gear icon and select  Setup.
2. Click the Object Manager tab.
3. Search for and select the Journal Entry Line object.
4. Select Page Layouts, then select the Journal Entry Line layout.
5. Drag and drop the Merchant Cash Receipt field to the page layout. 
6. Click Save.

AR Automation - Sola Transaction Import Fields 

For AR Automation customers, this release includes additional information from Sola to help resolve any Transaction Import Errors.

On the Transaction Import Errors page layout, we recommend creating a new section named Error Details and adding the following fields to it:

• Left Column
  • Billing Name
  • Billing Street
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Country
• Right Column
  • Bill First Name
  • Bill Last Name
  • Bill Email address
  • Bill Phone Number
  • Invoice
  • PO Number
  • Description

See Edit Standard Page Layouts Manually for details on how to make changes to page layouts.

AP Automation: Add the Invoice Capture Pages field to the Payable page layout

For more information, refer to the Invoice Capture Pages section in the AI Invoice Capture article.

1. Click the Gear icon and select  Setup.
2. Click the Object Manager tab.
3. Search for and select the Payable object. 
4. Click Page Layouts and select the Account Payable Layout.
5. Drag and drop the Invoice Capture Pages field to the Information section, directly below the Invoice Capture Status field.
6. Click Save.

Automated Jobs Results: Delete custom tab

An Automated Job Results tab has been added in this release. If you use a custom Automated Job Results tab, it must be deleted to successfully install the Summer ‘25 release.

1. Click the Gear icon and select  Setup.
2. Type Tabs In the Quick Find search box.
3. Click Tabs in the search results.
4. Find Automated Job Results, then click Del.

Multi-currency users: Add a Rounding GL Account for foreign currency JEs

This configuration change is recommended for Multi-currency users who have foreign currency Journal Entries. Use the Rounding GL Account field in the General Ledger section on the Default GL Accounts page to adjust small discrepancies caused by rounding during currency conversion, ensuring debits and credits remain balanced.

1. Create and populate the Rounding GL Account:
   The system does not automatically create this account. The user must manually create a GL Account to be used for rounding adjustments.
2. Once the GL Account is created, use the App Launcher to navigate to the Default GL Accounts page. Populate this Rounding GL Account in the Rounding GL Account field in the General Ledger section.
3. Posting Process: Any Journal Entries posted after setting up the Rounding GL Account automatically posts any rounding variance to the GL Account just created.
   Note: If there are existing journal entries that need correction, the user should unpost, then repost those entries to ensure rounding differences are handled correctly.

Remote Site Settings: Activate LED and sync settings

On your intermediate posting screens, if you see a warning message that begins with “An issue has been identified with Accounting Seed’s configuration in this org that requires attention...”, follow the steps in this article to sync your settings and remove the warning messages.

Delete Deprecated VF page

Accounting Seed Orders & Inventory users can remove this deprecated Visualforce page: SalesOrderFromOpportunityConfirmation. See Remove Deprecated Elements for details on how to remove it.