If you are using the Classic UI, switch to Lightning and add the Ledger Manager utility bar. Multi-Ledger is best used in the Salesforce Lightning UI.Adjust Page Layouts to include the Ledger field.Please note this is only available if multi-currency is enabled. Ledger Currency: Set the ledger currency as desired.This can be achieved by your System Administrator or someone with the appropriate level of permissions to do so. Note: If fields are not displayed on your ledger page layout, please edit your page layout to make these fields visible.
Default Purchase Order Format: PDF Format for Vendor Purchase Order (applicable if Accounting Seed Orders & Inventory module installed).Default Packing Slip Format: PDF Format for Packing Slip (applicable if Accounting Seed Orders & Inventory module installed).Default Billing Format: PDF Format for Customer Billing.Billing Activity Statement Formats: PDF Format for Customer Activity Statement.Billing Outstanding Statement: PDF Format for Customer Outstanding Statement.Default Bank Account: GL Account that represents the main bank account for this entity.
On the next page click the New Ledger button to add the new ledgers.Once activated, navigate to Accounting Home and under General Ledger Setup, click Ledgers.You will receive a quote with an extra fee for the Multi-Ledger functionality. Submit a a case with Accounting Seed Support through the Customer Support Portal to activate Multi-Ledger.Determine how many ledgers are needed.Important: Once you have posted transactions to an additional ledger, removing the ledger from your subscription fee is not possible. Accounting Seed supports accounting for multiple companies in a single instance of Salesforce, as long as the companies have the same fiscal year end and the same underlying Chart of Accounts.Īccounting Seed's multi-ledger functionality is an additional feature that must be activated in your organization by Accounting Seed Support and there will be an additional fee associated with this functionality.