Accounting In-App Guidance

See the table below for details of in-app guidance contained in Accounting.

In App Guidance in Accounting

Name

App

Tab

Type

Active

Created

Last Updated

About Accounting Books Accounting Accounting Books (List) Tutorial No Fall 2020 N/A
Account and Tax Code Audit File Mapping Accounting Accounting Task Launcher Tutorial No Fall 2021 N/A
Accounting Audit File Accounting Accounting Companies (Record) Tutorial No Fall 2021 N/A
Accounts Receivable Write-Off Accounting Accounting Task Launcher Tutorial No Fall 2021 Winter 2024
DEPRECATED: Accounts Receivable LP Accounting Sales Invoices (List) Learning Path No Fall 2021 N/A
DEPRECATED: Application Design Concepts LP Accounting Select Company Learning Path No Fall 2020 N/A
Background Matching Accounting Accounting Task Launcher Tutorial No Fall 2021 Winter 2024
Background Matching Redirect Accounting Background Matching Other Yes Fall 2021 N/A
Background Matching Scheduler Accounting Accounting Task Launcher Tutorial No Spring 2022 N/A
Chart of Accounts Localization Any Chart of Accounts Localization Tutorial No Fall 2020 Winter 2023
DEPRECATED: Collections Plus LP Accounting Collections Learning Path No Fall 2020 N/A
DEPRECATED: Collections Plus Configuring Customer Statement Rules Accounting Customer Statement Rules (List) Tutorial No Fall 2020 N/A
DEPRECATED: Collections Plus Configuring Reminder Rules Accounting Reminder Rules (List) Tutorial No Fall 2020 N/A
DEPRECATED: Collections Plus Sending Email Reminders Accounting Collections Tutorial No Fall 2020 N/A
Combination Rules Configuring Combination Rules Accounting Combination Rules Setup Tutorial No Fall 2020 N/A
Configuring Prepaid Expenses Accounting Prepaid Expenses Schedule Definition (List) Tutorial No Fall 2020 N/A
Consolidating Sales Invoices Accounting Invoice Consolidation Rules (List) Tutorial No Spring 2022 N/A
Creating a Currency Revaluation Template Accounting Currency Revaluation Template (List) Tutorial No Spring 2021 Summer 2023
Creating Prepaid Expenses Journals Accounting Prepaid Expenses Tutorial No Fall 2020 N/A
DEPRECATED: Credit Terms LP Accounting Accounting Companies (Record) Learning Path No Fall 2021 N/A
DEPRECATED: Cross Company Allocations Accounting Allocations (List) Tutorial No Fall 2020 N/A
Currency Revaluation Criteria Walkthrough Accounting Currency Revaluation Templates (List) Walkthrough Yes Fall 2021 Summer 2023
DEPRECATED: Currency Revaluation Accounting Currency Revaluation (List) Tutorial No Fall 2020 N/A
DEPRECATED: Currency Revaluation and Translation LP Accounting Currency Revaluation Learning Path No Spring 2021 N/A
Currency Revaluation Template Walkthrough Accounting Currency Revaluation Templates (List) Walkthrough Yes Fall 2021 N/A
Generating Currency Revaluation Documents Accounting Currency Revaluation Criteria (List) Tutorial No Spring 2021 Summer 2023
Intercompany Tax Accounting Intercompany Tax Code Mappings Tutorial No Spring 2022 N/A
DEPRECATED: Introduction to Journals LP Accounting Journals (List) Learning Path No Fall 2020 N/A
Journal Loader Accounting Journal Loader Tutorial No Fall 2021 N/A
Multi-Company Revaluation Redirect Accounting Currency Revaluation Other Yes Spring 2021 N/A
Payable Credit Note Walkthrough Accounting Payable Credit Notes (List) Walkthrough No Fall 2021 Winter 2024
Payable Invoice Walkthrough Accounting Payable Invoice (List) Walkthrough No Fall 2021 Winter 2024
Period End Playbook Template Creation Any Period End Playbooks Other Yes Summer 2023 Summer 2023
Period End Playbook Template New Due Date Calculation On Task Template List View Any Accounting Playbook Task Templates (List) Other Yes Winter 2024 N/A
Period End Playbook Template New Due Date Calculation On Template List View Any Accounting Playbook Templates (List) Other Yes Winter 2024 N/A
DEPRECATED: Plaid Integration LP Accounting Bank Connections Learning Path No Fall 2021 N/A
DEPRECATED: Prepaid Expenses LP Accounting Prepaid Expenses Learning Path No Fall 2021 N/A
DEPRECATED: Release Overview Accounting Select Company Tutorial No Fall 2020 N/A
Reporting Currencies Accounting Accounting Currencies Tutorial No Fall 2021 N/A
Sales Credit Note Walkthrough Accounting Sales Credit Notes (List) Walkthrough No Spring 2022 Winter 2024
Sales Invoice Walkthrough Accounting Sales Invoice (List) Walkthrough No Spring 2022 Winter 2024
DEPRECATED: Separate Payments per PIN Accounting Payments Plus Tutorial No Fall 2020 N/A
Types of Balance (Record) Accounting Accounting Task Launcher Tutorial No Fall 2020 N/A
Update fields for closing Periods Accounting Periods (List) Help No Spring 2021 N/A
Using Accounting Books Accounting Journal (List) Tutorial No Fall 2020 N/A