formatted

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": { [...]

Below is a guide to adding page components to records on Salesforce to allow basic customisations for customers. Step-by-step guides for the below points can be found here. Adding Page Components From the Page you wish to edit (must be [...]

This article is going to explain the simplest and fastest way to migrate your existing chart of accounts to the Aedon format assuming that you will keep the existing Aedon EBITDA structure. 5-Step Approach The Aedon Nominal Code has a [...]