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7.6.8.1 Set up Account Process Testing (Beta)
7.6.8.1 Set up Account Process Testing (Beta)
In order to run the relevant Accounting Process Testing, your admin will need to add the relevant buttons to the accounting
Legal Entity
- Navigate to the Setup > Object Manager > Legal Entity
- Add the action 'Accounting Record Generation' to the layout under Salesforce Mobile and Lightning Experience Actions
Campaign Item and Invoice Item
Navigate to the Setup > Object Manager > Campaign Item or Invoice Item
Add the action 'Accounting Record (Simulation)' to the layout under Salesforce Mobile and Lightning Experience Actions
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7.6.8 Configure the Accounting Interface
7.6.8 Configure the Accounting Interface
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6.5.1.1 Accounting Rule Hierarchy
6.5.1.1 Accounting Rule Hierarchy
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6.5.3.2 Running Account Record Creation Processes
6.5.3.2 Running Account Record Creation Processes
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6.5.1.3 Accrual Rules
6.5.1.3 Accrual Rules
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7.6.8.2 Feature Settings for the Accounting Interface
7.6.8.2 Feature Settings for the Accounting Interface
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7.6.8.3 Enable New Matching for Accounting Interface
7.6.8.3 Enable New Matching for Accounting Interface
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