October 17, 2024
- Becky Christiansen (Unlicensed)
- Sarah Al-Obaidi
Review Chart of Accounts
GL Account Groups Login - GoldFinch Cloud Solutions Knowledge Base
Confirm Salesforce Multi-Currency feature should be enabled Login - GoldFinch Cloud Solutions Knowledge Base Done
Additional setup steps for Multi-Ledger and Multi-Currency Login - GoldFinch Cloud Solutions Knowledge Base (not needed)
Review GF Accounting Configurations on Company Setup
Accounting table and Enable Features (Enable Customer Receipt) Login - GoldFinch Cloud Solutions Knowledge Base
Accounting Periods Login - GoldFinch Cloud Solutions Knowledge Base
Account Posting Setup Login - GoldFinch Cloud Solutions Knowledge Base
Accounting Variables Login - GoldFinch Cloud Solutions Knowledge Base
Accounts Receivable
Login - GoldFinch Cloud Solutions Knowledge Base
Customer Prepayment
Review Ledger Entries
Customer AR Aging Report Login - GoldFinch Cloud Solutions Knowledge Base
Accounts Payable
Managing Landed Costs (if needed) Phase 2
Service Purchase Invoice Process