Aedon

Aedon has a robust database structure to handle the complex nature of an accounting solution. At its core, Salesforce Database is a cloud-based, relational database management system (RDBMS) designed specifically for the unique needs of sales, marketing, and customer service [...]

Your customer has expressed an interest in using Aedon, you’ve already captured the Onboarding Questionnaire, created the Opportunity, but now you must go and visit the client and discuss how you are going to configure and use the software.  We all have [...]

Periods are used in conjunction with Financial Years to lay the foundation for the accounting system to function. Like Financial Years these should have already been set-up and you should only need to create these for future Periods. Financial Years [...]

Copying a Salesforce production environment to a partial copy sandbox involves creating a new sandbox and populating it with a subset of data from the production environment where Aedon.Accounting is installed. Here are the steps to accomplish this: Create a [...]

When onboarding new clients we have a ready-made discovery form which we require from every new client in order to setup and configure their instance of Aedon.Accounting. This also assists us in assessing their business, updating our CRM and preparing [...]

In Salesforce, Permission Sets are a powerful tool to extend user permissions beyond their profile settings. They allow you to grant additional permissions and access to various functionalities, including controlling tabs and objects. Here's how you can control tabs using [...]

Aedon has 4 Prebuilt RESTful endpoints that can be accessed to create transactions within Aedon.Accounting and can be accessed by any applications both on and off Salesforce platform. These are: Sales Invoice Purchase Invoice Sales Payment Purchase Payment Aedon endpoints [...]

Below is a link to our Sales Invoice Endpoint along with a Sample Request JSON. If you require any assistance with this please raise a case and we will do our best to assist. Endpoint: https://aedonstaging-dev-ed.develop.lightning.force.com/services/apexrest/staging1/api/SalesPaymentAPI Sample Request JSON: { "SalesPayment": { "Company":"UK Consulting", [...]

Below is a link to our Sales Invoice Endpoint along with a Sample Request JSON. If you require any assistance with this please raise a case and we will do our best to assist. Endpoint: https://aedonstaging-dev-ed.develop.lightning.force.com/services/apexrest/staging1/api/PurchasePaymentAPI Sample Request JSON: { "PurchasePayment": { [...]