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
- An active SmarterPay Cloud client account in UAT and/or Live. (Please contact SmarterPay to acquire this).
- A Salesforce Org with Aedon Accounting and SmarterPay Cloud for Salesforce installed and configured.
- SmarterPay for Aedon Accounting Extension Managed Package installation URL and password.
- 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.
Page Layouts
The SmarterPay for Aedon Accounting 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 Payment we need to see which Sales Invoice is being collected. To make things easier the package provides a series of default page layouts that you can use when first using Aedon Accounting 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:
SmarterPay for Salesforce Objects
- Mandate
- Payment (Direct Debit Versions)
- Input Report Account Totals
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.
- Go to the 'Ledger' tab.
- Select a Ledger that needs to be configured.
- Find the 'Direct Debit Cash Disbursement Bank Acc' field (add it to the layout if necessary).
- Enter the Bank Account record you wish to use for Cash Disbursements on this Ledger.
- Repeat the steps for each Ledger.