formatted

Loading Opening Bank Balances

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 [...]

Loading Opening Bank Balances2024-07-11T16:27:17+01:00

First Call Deck

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 [...]

First Call Deck2024-07-11T16:23:34+01:00

Email Integration

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 [...]

Email Integration2024-07-11T16:22:46+01:00

dataloader.io

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. [...]

dataloader.io2024-07-11T16:22:10+01:00

Database Structure – Entity Relationship Diagram

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 [...]

Database Structure – Entity Relationship Diagram2024-07-11T16:19:56+01:00

Customer Diagnostic Workshop

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 [...]

Customer Diagnostic Workshop2024-07-11T16:17:01+01:00

Creating Periods

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 [...]

Creating Periods2024-07-11T16:16:35+01:00

Creating a Sandbox with Aedon.Accounting

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 [...]

Creating a Sandbox with Aedon.Accounting2024-07-11T16:16:16+01:00

Client Discovery Form

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 [...]

Client Discovery Form2024-07-11T16:15:51+01:00

Assigning Role Based User Security

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 [...]

Assigning Role Based User Security2024-07-11T16:15:14+01:00
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