Application Administration

The Aedon app home pages and dashboards: which dashboard each Aedon app shows, what it tells you and how to refresh it.

Find your way around Aedon.Accounting: the Aedon apps for Sales, Purchases, Bank, Journals and Admin, the App Launcher and each app's home page.

Switch company in Aedon.Accounting when you keep accounts for more than one organisation, and see which master data is shared between companies.

Transaction won't post in Aedon.Accounting? Check the required fields on the header and lines and any connected records, then fix the error message.

Add your company logo to Aedon.Accounting by attaching a .png file named companylogo to your company record, and check the file name and format.

View and change your company details in Aedon.Accounting: lock date, base currency, VAT details, Gift Aid information and address.

Add a currency exchange rate in Aedon.Accounting to convert a foreign currency into your company's base currency from a chosen date.

Create a new financial year and its periods in Aedon.Accounting, manually or by import, before you post into the new year.

How Aedon.Accounting handles foreign exchange: base currency, exchange rates, foreign currency bank accounts and realised and unrealised gains and losses.

What a ledger entry is in Aedon.Accounting, the fields it holds, the ledger entry types and the report types to use for your own reports.

Manage your chart of accounts in Aedon.Accounting: create, rename, renumber and deactivate nominal codes, and set the fields that drive your reports.

The posting rules for every Aedon.Accounting transaction: the debits and credits posted for sales, purchases, bank transactions and journals.

What budget layers are in Aedon.Accounting and how to use them to record budgets and forecasts and compare them with actual figures.

Set up analysis codes in Aedon.Accounting to analyse transactions by fund, project or department, and add the values your users choose from.

Make changes to analysis codes in Aedon.Accounting: rename an analysis code, and add, change or delete the values your users choose from.

Add a default product to a customer or supplier in Aedon.Accounting so it's added automatically to every new invoice for that account.

Set up customers and suppliers as accounts in Aedon.Accounting, and what the financial fields, credit terms and account tabs do.

Create and set up products in Aedon.Accounting with prices, default nominal codes and tax codes, so invoice lines are quick and accurate.

Add a new Salesforce user for Aedon.Accounting: create the user, assign the Aedon permission sets and give access to the right companies.

The Aedon role-based permission sets, such as Sales Ledger and Cashier, what each one gives access to, and how to change and assign them to users.

Translate Aedon.Accounting into your users' languages: set each user's language and translate the Aedon labels with the Salesforce Translation Workbench.

Create a Partial Copy or Full sandbox of an org with Aedon.Accounting installed, then check the copy and stop scheduled jobs before you test.

A simplified entity relationship diagram of Aedon.Accounting, showing how its transaction, master data and reporting objects relate in Salesforce.

When to use dataloader.io to insert, update, upsert or delete Salesforce records in bulk with Aedon.Accounting, and what to use for opening balances instead.

How email works in Salesforce for Aedon.Accounting invoices, notifications and approvals, with the Email Integration trailmix and deliverability settings.

Import sales and purchase invoices, credits, payments on account, journals and master data into Aedon.Accounting from a spreadsheet upload template.

How to back up your Aedon.Accounting data: Salesforce Data Export, Salesforce Backup and metadata backups, and why you should schedule them regularly.

Schedule the Aedon Apex jobs that create recurring invoices, recurring journals, revenue recognition and auto-reversing journals in Salesforce Setup.

The fields Aedon.Accounting adds to standard Salesforce objects, and how existing validation rules, flows and triggers can conflict with them.

The Salesforce sandbox types, what each one copies and how often it can be refreshed, for testing Aedon.Accounting changes safely before going live.