The Accounting Expansion Pack

In addition to the base managed package for the Accounting application, we provide a managed package of optional components. This package is called the Accounting Reporting Expansion Pack. It is not updated at every release of Accounting. Contact Certinia Customer Support for information on how to get the latest package.

This is an optional installation that you must do after you have completed the installation, deployment and licensing of the base Accounting package. You cannot install this package independently.

Package contents

The Accounting Reporting Expansion Pack contains the following managed components:

  • Custom Accounting Reports and Dashboards
  • Custom Visualforce pages, static resources and tabs relating to the optional launchpad navigation feature
  • A selection of sample email templates suitable for sending standard email messages, such as reminder letters, remittances or statements, to your account contacts.

Installing the package

Follow the steps for installing managed packages as described in the Salesforce documentation.

On the "Choose Security Level" page, we recommend that you grant Full Access to each profile that you use with Accounting.

During the procedure you must provide the organization's log-in details. The package itself is not password-protected and so you do not need to provide an additional password after log in.

Once logged in, you are given the opportunity to review the package contents to ensure this is the package you want to install. When you click Install, all the components in the package are installed to the selected organization.

Post-installation tasks

There is an optional task that your system administrator may want to perform once the Accounting Reporting Expansion Pack has been installed.

  • If you want to use the email templates included in this pack, you must give all relevant users permissions to the following Apex classes:
    • CODAFormatterExtController
    • CODAStatementsTableController

Report Types

If you want to report on the Payments, Payment Details and Transactions objects you may want to create a new report type. The new report type must be defined as:

Primary object: Payment
Related object: Payment Details

You can include the transaction and transaction line lookup fields by editing the layout. See the Salesforce Help for more information.

Account Balance Report

If you haven't done this before, we recommend that you customize the Account filter on the Account Balance Report. Change the Account filter from Transaction to Transaction Line Item level. See the Salesforce Help for more information.

Uninstalling the package

To uninstall the current Accounting Reporting Expansion Pack package, follow the instructions in the Salesforce documentation.

Note:

The Accounting Reporting Expansion Pack can co-exist alongside other versions. It is not necessary to uninstall an older version first.

If you do decide to uninstall the Accounting Reporting Expansion Pack, consider the following guidance:

  • If you have modified any reports and want to retain them, clone them and then move them to a separate folder.
  • If you know of any dependencies on these reports, such as if references to these reports on a dashboard, remove these links first.
  • When all dependencies have been removed, follow the steps described in the "Application Installation Guide" to uninstall the package.
  • If the uninstall fails, it will be because some dependencies remain. The remaining dependencies will be listed. If this is the case, remove them before sending another uninstall request.