Accounting Lightning Components Overview
Certinia provides Accounting custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Accounting Lightning components.
Accounting Lightning Components List
The table below provides a description of each component and where it can be added.
| Component Name | Description | Lightning Record Page |
Released |
|---|---|---|---|
|
Bank Reconciliation Action Panel
|
Contains actions bank reconciliation and adding charges for the bank reconciliation.
|
Bank Reconciliation |
Fall 2021 |
| Accounting Tax Calculation Settings |
Manage external tax settings for Accounting from the Foundations & Integrations Task Launcher. For more information, see |
Summer 2022 | |
|
Transaction Reconciliation Actions
|
Contains actions for transaction reconciliation.
|
Transaction Reconciliation | Fall 2021 |
|
Bank Statement Action Panel
|
Contains actions for Bank Reconciliation.
|
Bank Statement | Fall 2021 |
| Close Periods | Select a valid date to close periods for companies in Accounting. | Period Close Template | Winter 2023 |
| Accounting Period Close Options Panel | Contains soft close and hard close options. | ||
| Accounting Selected Accounting Companies | Displays selected accounting companies to close periods. | ||
| Manage Period Close Options | Select GLA groups from soft close and hard close options. | ||
| Select Accounting Companies | Displays accounting companies that you can select to close periods. | ||
| Selected Period Close Options | Displays a list of selected GLA groups. | ||
| Accounting Cash Entry Lines Panel | Displays cash entry lines on the Cash Entry page and allows to perform various actions. | Cash Entry | |
| Schedule Period Close | Displays the Schedule Template window to schedule the closing of periods for the companies selected on the template. | Spring 2023 | |
|
ACC Playbook Task Template Grid |
View all the associated playbook task templates in the form of a grid. | Accounting Playbook Task Template record page | Winter 2024 |
| Accounting Playbook Approvers Card | Select and view approvers for playbook task and task templates. | Accounting Playbook Task and AccountingPlaybook Task Template record page | |
| Accounting Playbook Approvers Tab | Enable relevant users to view or manage approvers for the playbook task or task templates. | Accounting Playbook Task and Accounting Playbook Task Template record page | |
| Playbook Task Select Approvers Modal | Enable users to select approvers. | ||
| Accounting Bank Connections |
Enable users to connect bank accounts using the Envestnet and Plaid bank integrations and display a list of associated bank account connections. |
Spring 2023 | |
| Currency Revaluation Journals Card | Displays the currency revaluation journals on the Currency Revaluation Criteria page. | Currency Revaluation Criteria | Spring 2024 |