formatted Archives | Page 13 of 16

Creating New Currency Exchange Rates

Currency Exchange Rates are records in Aedon which the package uses to calculate the Exchange Rate between two currencies. Unfortunately, this is a manual process, but it is very easy to complete and maintain. Tip The Currency the Company [...]

Creating New Currency Exchange RatesAedon2024-07-10T16:50:56+01:00

Home Page

Arguably one of the smallest changes for the biggest reward is customising your homepage. In some cases, the home page can go completely neglected when there is a definite productivity gain to be had. Allowing sight of important reports and [...]

Home PageAedon2024-07-10T16:45:32+01:00

Adding New Users to Salesforce

Every user in Salesforce has a unique user account. The user account identifies the user, and the user account settings determine what features and records the user can access. Each user account contains at least the following: Username Email Address [...]

Adding New Users to SalesforceAedon2024-07-10T16:44:55+01:00

Creating New Analysis Codes

The Analysis Code Config is used to rename the analysis code labels. It is available in App Launcher. Analysis 1 is the King of Analysis Codes The Analysis 1 Label appears on the face of all transactions. The other [...]

Creating New Analysis CodesAedon2024-07-10T16:43:21+01:00

Budget Layers

Aedon allows 7 Budget Layers. Budget Layers can be used for all manner of purpose, but typically in one of two ways to set sales targets or to control costs. Each layer is separate so they can be used in [...]

Budget LayersAedon2024-07-10T16:42:16+01:00

Adding a Company Logo to Aedon

Adding a logo to Aedon is easy and can be done by the following: Warning When selecting the image to upload the file should be in a .png format and be 100x50px. The file should also be named "companylogo", [...]

Adding a Company Logo to AedonAedon2024-07-10T14:53:24+01:00

Editing Budget Layers

From any Menu within Aedon, Click the Gear Icon, and Click Setup. Click Object Manager. Search for Budget Journal Header object. Click Field and Relationships. In quick find search bar, type Layers and click Layers in the result. Scroll down [...]

Editing Budget LayersAedon2024-07-10T15:35:13+01:00

Match to Payment

The Matched to Payment feature applies to any of the Bank Transaction types, depending upon whether they are a Receipt or a Payments. If the Receipt or Payment type does not already exist, it will have to be created which [...]

Match to PaymentAedon2024-07-10T15:34:34+01:00

Creating a Purchase Payment

Step-by-Step Process Select the Purchase Invoice. Scroll down to the Receive a Payment section. Enter the Amount Paid; you can overwrite the defaulted amount which is equal to the Amount Outstanding on the Purchase Invoice. Add the Date Paid and [...]

Creating a Purchase PaymentAedon2024-07-10T14:57:45+01:00