BlueprintsUsers can learn more about Accounting Seed's functionalities complete with articles, code logic, and screenshots.
Accounting Seed Blueprints
Accounting Seed is a flexible accounting platform where you can add, build, and layer your own customizations on top of the platform. Accounting Seed Blueprints provide an example of a specific use case that can serve as a template to implement a feature for your organization but also can be tweaked or modified in any way you need to achieve your exact requirements. Blueprints serve as a design template or starting spot for your own feature.
Cash Flow Projection
The Cash Flow Projection Report displays projected money flowing into and out of your business for the upcoming 4 Accounting Periods. This report is run after the Cash Flow process has completed reviewing if the business is able to meet its financial obligations.
To download the Cash Flow Projection blueprint, click here.
Automated Cash Matching
This process will automatically match existing data records for Cash Receipts to existing Billing records in Accounting Seed. The tool is used to automate the cash matching process creating efficiency in the processing of data records in the revenue lifecycle.
To download the Automated Cash Matching blueprint, click here.
This feature set is used in a multi-entity model where costs incurred by the Parent are allocated amongst its related entities. Allocate expenses for management reporting purposes which would be eliminated in consolidation entries and excluded for statutory reporting.
To download the Intercompany Allocations blueprint, click here.
Unbilled Opportunities Report
This feature set is used periodically to audit data records that should be billed. We recommend you run this procedure as part of your period closing processes to validate that all billings were issued properly before you close the period. The sooner you discover underbilled products or services, the more likely you’ll be able to recover what is owed to you.
To download the Unbilled Opportunities Report blueprint, click here.
In Accounting Seed customer subscriptions are tracked on the recurring billing object. A recurring billing can be created directly from the Opportunity. The purpose of this blueprint is to automatically set the recurring billing to cancel at a future date and alert the respective salesperson of the upcoming cancellation for consultation with the customer with regards to renewal.
To download the Subscription Cancellation blueprint, click here.
Project Revenue Recognition
Project Revenue Recognition is a procedure for recognizing revenue on project activity when it is earned. Generally, revenue is recognized when work is completed and you have earned the income, but it doesn’t necessarily dictate when you bill a customer. Many times, revenue recognition schedules are independent of billing schedules. For this Project Revenue Recognition blueprint, the focus is only on the recognition of project revenue when earned using the percentage of completion method. This feature set is used to recognize revenue in accordance with project activity, to enable more comprehensive and logical GAAP-based financial statements for a services company.
To download the Project Revenue Recognition blueprint, click here.
BOM Verification Report
This feature allows all levels of the multi-level BOM to be aggregated and viewed on a single page, enabling the validation of the Product’s entire BOM. It also provides quantities available for manufacturing of the BOM. A product that is organized into a multi-level BOM, enables flexibility. For example, updating a sub-assembly within a larger product assembly can be done much quicker, since a change order only needs to address a subset of the product. The sub-assembly can be revised and used in multiple higher-level assemblies as necessary.
It also allows for the improved management of Parts inventory by allowing one to see all of the available inventory required
for the manufacturing of the final product. This reduces the risk of shortages of parts with long lead times, high inventory costs, or single-source vendors.
Finally, the multi-level BOM can provide insights into the cost of the parts and sub-assemblies allowing for the identification of potential alternatives to expensive parts or sub-assemblies.
This feature set is used to validate the complete BOM of a manufactured product. It can also be used to identify current part
inventory quantities available for all parts (direct and subassembly) required to build the manufactured product.
To download the BOM Verification Report blueprint, click here.
Collection Notices Blueprint
Collection Notices are notifications sent to customers requesting payment for past due billings. This feature automates both the collection notification process based on the age of the past due billing and the verification of the customer Billing Contact based on when bills are issued.
This feature is used when customer bills have not been paid in full by the due date, and also to verify the Billing Contact periodically so billings and notifications are received timely.
To download the Collections Notices blueprint, click here.