Overview 

The Spring ’24 release includes configuration changes that can be performed by existing Accounting Seed users. The “Add the Line Order field” change can be performed by new and existing users.   

Configuration Changes

• Add the Accounting Method field to the Ledger object
• Activate the new Lightning page (ALM Payable Record Home) 
• Add the Line Order field
• Add the Early Pay Date field to the Payable object
• Add the Tax Inclusive fields
• Add Automated Jobs Results Information
• Add the Approved Value to the Posting Status drop-down list
• Convenience Fee Changes (with Custom Permission Sets)

Add the Accounting Method field to the Ledger

The Accounting Method field was added to the Ledger object as part of the Large Data Optimizer (LDO). However, even if you are not using LDO, as an existing Accounting Seed customer, you will need to add this new field onto the Ledger object.

1. Display a Transactional Ledger.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Ledger page layout.
4. Drag and drop the Accounting Method field onto the page layout in the Information section.
5. Click Save.

Important: After adding this field, on the Transactional Ledger record, select Accrual from Accounting Method drop-down list.

Activate the new Lightning page (ALM Payable Record Home) 

Advanced Line Manager (ALM) for the Payable object  

If you are an existing Accounting Seed user who is using your own Lightning Record page for the Payable object, in order to use the Advanced Line Manager (ALM), a new Lightning page must be activated.

1. Display a Payable.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, select Lightning Record Pages.
4. Click the ALM Payable Record Home hyperlink.
5. Click View.
6. Click Activation.
7. Click Assign as Org Default. Then, leave Desktop as the default radio button.
8. Click Next.
9. Click Save.

Add the Line Order field

Advanced Line Manager (ALM) for the Payable object 

If you are a new or an existing Accounting Seed user who plans to use the ALM feature with the Payable object, and you want to see a line number for each Payable Line, complete the steps below.

1. Click the Gear icon and select Edit Object.
2. Click Object Manager.
3. Enter Payable in the Quick Find textbox. Then, select the Payable Line object.
4. Click Fields & Relationships.
5. Click New.
6. Under the Data Type column, select the Number radio button.
7. Click Next.
8. Enter Line Order in the Field Label.
9. Click Next twice.
10. Click Save.
11. Display a Payable.
12. Click the Gear icon and select Edit Page.
13. Click the Payable Lines related list.
14. Copy/paste AcctSeed__Line_Order__c into the Line Order textbox. 
    
    Note: Click here to view the above image in full screen. 
    
15. Click Save.
16. Click Activate.
17. Click Assign as Org Default. The Desktop radio button should be selected.
18. Click Next.
19. Click Save.
20. Click Back in the upper left portion of the screen.
21. Refresh the Payable record. The line number will display for each line on the Payable record.

Add the Early Pay Date field to the Payable object

The Early Pay Date is a formula field that will display a date, which is the Payable’s Issue Date + the Vendor’s Payable Discount Days Due. If you are an existing Accounting Seed customer and you want to see this formula field updated on Payable records, use the steps below to add this field to the page layout.

1. Display a Payable record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Payable page layout.
4. Drag and drop the Early Pay Date field onto the page layout in the Date Information section.
5. Click Save.

Add the Tax Inclusive fields 

If you are an existing Accounting Seed customer who is using Header Level Posting with AS Native Tax, and you want to use the Tax Inclusive calculation, complete the steps below to add the Tax Inclusive fields to the related objects.

1. Display a Billing Line record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts. Then, select the Billing Line page layout.
4. Drag and drop the Combined Tax Rate field onto the page layout directly under the Discount Amount.
5. Drag and drop the Tax Inclusive field onto the page layout directly under the Combined Tax Rate field.
6. Click Save.
7. Repeat the steps above on the following objects:
   1. Payable Line
   2. Recurring Billing Line
   3. Recurring Payable Line
8. Display the Tax Group object, and add the Tax Inclusive field onto the page layout. Then, click Save.
   
   Note: The Combined Tax Rate field should already be on the Tax Group object.

Add Automated Job Results Information

If you are an existing Accounting Seed customer and you would like to have a hyperlink to Automated Job Results on the related Task record, as well as view an Activities related list on Automated Job Result records for the Tasks that were created following an exception post/unpost job, complete the steps below.

1. Click the Gear icon and select Setup.
2. Click Object Manager.
3. Enter Task in the Quick Find textbox. Then, select the Task object.
4. From the left navigation panel, click Page Layouts. Then, select the Task page layout.
5. Drag and drop the Automated Job Result field into the Task Information section.
6. Click Save.
7. Click Object Manager.
8. Enter Automated Job Result in the Quick Find textbox. Then, select the Automated Job Result object.
9. From the left navigation panel, click Page Layouts. Then, select the Automated Job Result page layout.
10. Click Related Lists in the submenu above the page layout.
11. Drag and drop the Activities related list into the Related Lists section.
12. Click Save.

Add the Approved Value to the Posting Status drop-down list

For existing Accounting Seed customers, after installing the Spring '24 release, if the "Approved" value is missing as an option in the Posting Status drop-down list on the Cash Receipt and Cash Disbursement screens, use the steps below to add this value as an option. 

1. Display a Cash Receipt.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Fields and Relationships.  
4. Scroll to the Posting Status field and click that field name. 
5. Scroll to Values, and then click New. 
6. Add Approved in the textbox. 
7. Click Save.
8. Click Reorder to reorder the listing. 
9. Click the Approved valued. Then, use the up arrow to move Approved to the top of the list. 
10. Click Save. 
11. (Optional) To make Approved the default value in the list, click Edit and then select the Make this value the default for the master picklist checkbox. 
12. Click Save. 
13. Refresh the Cash Receipt. Approved should now display in the Posting Status drop-down list. 
14. Complete these same steps for the Cash Disbursement object. 

Convenience Fee Changes (with Custom Permission Sets)

If you have custom permission sets, and plan to use Convenience Fees, new fields have been added to the following objects.

Payment Processor

• Enable Convenience Fees
• Convenience Fess GL Account
• Convenience Fee Mapping
• Original Amount Mapping
• Credit Card Convenience Fee Type
• CC Flat Fee
• CC Percent
• ACH Convenience Fee Type
• ACH Flat Fee
• ACH Percent

Cash Receipt

• Convenience Fees
• Convenience Fees Ledger Amount

Payment Activity

• Convenience Fee

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Spring '24 Release

Release Notes and Schedule

This article was new with the Spring '24 release.