Multiledger manual6/28/2023 This must be added to a new Lightning app or a non-managed app. 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.Populate the following Fields for each ledger:.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.
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