This course is designed to provide you with a comprehensive overview of Accounting Seed’s General Ledger functionality including Creating New Journal Entries, setting up Bank Direct Connect, generating Financial Statements, creating Custom Statement Definitions, and Bank/Credit Card Reconciliation. Click on the lesson below for a more detailed description and to explore each training module.
Lesson 1: Creating New Journal Entries
In this lesson we will work with Journal Entry records including creating new records, adding lines, Clone and Reverse Clone options, and Accounting Seed’s import functionality.
Enter a Journal Entry
In this training module we will cover how to create a new Journal Entry record and add Journal Entry lines using the multi-line Mass Add/Edit Rows function. We will also cover how to use the Clone and Reverse Clone with Lines feature.
Import Journal Entries
In this training module we will review the process to import journal entry lines using the Salesforce Data Import Wizard.