Installation

The following provides a set of steps that will get you setup to use the SmarterPay for Accounting Seed Extension Managed Package with the default settings. An explanation of these settings and more customisation options can be found under the 'Settings and Configuration' section.


Prerequisites

  1. An active SmarterPay Cloud client account in UAT and/or Live. (Please contact SmarterPay to acquire this).
  2. A Salesforce Org with Accounting Seed and SmarterPay Cloud for Salesforce installed and configured.
  3. SmarterPay for Accounting Seed Extension Managed Package installation URL and password.
  4. If your organization has multi-currency enabled, be aware that the CurrencyIsoCode field in SmarterPay records will default to GBP (British Pound). Ensure to review and update the currency settings as necessary to match your organization’s requirements.


Section
Prerequisites
Page Layouts
Accounting Seed Ledger Setup


Page Layouts

The SmarterPay for Accounting Seed Extension Managed Package has a set of fields that are integral to it's operation and typically need to be visible on various object's layouts. For example, on Billing we need to see which Mandate is going to be used for collection. To make things easier the package provides a series of default page layouts that you can use when first using Accounting Seed and SmarterPay. These layouts are not a requirement and may not always be appropriate for your org if you already have customised page layouts.

Below is a list of objects with packaged page layouts:

Standard Salesforce Objects

Accounting Seed Objects

SmarterPay for Salesforce Objects


Several of the Accounting Seed Layouts use customised Lightning Pages. Our extension package also provides an out-of-the-box SmarterPay version of these layouts.

Accounting Seed Objects


Payable Tab - Enabling Payment Runs

To create Payable Payment Runs for Credits the 'New Payment Run' button needs to be added to the Payable List View. This enables users to select each Payable that is ready to be paid and attach them to a single Payment Run.

  1. Go to the Payable object in Object Manager.
  2. Select the 'List View Button Layout' section.
  3. Add the 'New Payment Run' button to the list of selected buttons and click Save.
  4. The button should now display on the Payable tab.


Accounting Seed Ledger Setup

When processing transactions through the system we need to know which bank account to deposit or withdraw from in Accounting Seed. For example, when making a Credit which Accounting Seed Bank Account should the Cash Disbursement be related to.

  1. Go to the 'Ledger' tab.
  2. Select a Ledger that needs to be configured.
  3. Find the 'Direct Debit Cash Disbursement Bank Acc' field (add it to the layout if necessary).
  4. Enter the Bank Account record you wish to use for Cash Disbursements on this Ledger.
  5. Repeat the steps for each Ledger.