Aedon

Strawman SolutionThe purpose of the Strawman Solution is to put you into the shoes of the client.  To look at the business from their perspective and to try to figure out what is most important to them. You will find [...]

Opportunity to Sales Order process is one of the most sought-after integrations in the Salesforce platform. The process is unique to each business and hence customised to fit the needs. The article illustrates a simple integration to generate a Sales [...]

Editing Analysis Codes Once an analysis code is created only Description and Analysis Code Name can be changed. Analysis code API cannot be changed. Adding Values to Analysis Codes Click the Admin menu in Aedon.Accounting. Choose Analysis Code from the drop-down [...]

When you load your opening balances, there will generally be a value on the 7000 Accounts Receivable Nominal Code.  We will use a simple trick to recreate this value and maintain the aging of your Aged Debtors, so that your credit collection [...]

When you load your opening balances, there will generally be a value on the 8000 Accounts Payable Nominal Code.  We will use a simple trick to recreate this value and maintain the aging of your Aged Creditors, so that your credit [...]

In order to start your Bank Reconciliation process properly, you have to create the Opening Bank Statement Balance manually and match this to a Bank Receipt if your account is in credit, or to a Bank Payment if you have [...]

First impressions count and we have created a PowerPoint presentation that you can tailor to your requirements. It is complete in itself with transitions and a script is included in the Notes section. But you can modify it to suit [...]

Email Integration will be an important part of building your Aedon.Accounting package as email can be used for all kinds of processes. From Notifications to Approvals to even sending customers their Invoices. So, it’s worth taking some time to understand [...]

dataloader.io is a third-party Salesforce tool that connects to your organisation and allows mass insert, updates, upserts and deletions. dataloader.io should not really be a daily tool and should be used where a lot of new information needs to be added, updated, or deleted into your Salesforce org. This would usually be for adding new leads to Salesforce or updating many records as a one-off scenario. For Aedon, you would primarily be importing your open balances from your existing accounts package and that’s quite a far bit more complex task than something like dataloader.io could handle. For this we use an add-in to Microsoft Excel called XL Connecter. Please see our guide on XL CONNECTER for more information about this tool and how it is used, a Partner version is currently being developed internally and will be made available upon completion. Tip An upsert is a cleverly named term, combining Update and Insert it does what you would expect. [...]