SECTIONSAccounting In-App Guidance
See the table below for details of in-app guidance contained 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 2025 |
| 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 2025 |
| Payable Invoice Walkthrough | Accounting | Payable Invoice (List) | Walkthrough | No | Fall 2021 | Winter 2025 |
| 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 | Winter 2025 |
| Period End Playbook Template New Due Date Calculation On Template List View | Any | Accounting Playbook Templates (List) | Other | Yes | Winter 2024 | Winter 2025 |
| 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 2025 |
| Sales Invoice Walkthrough | Accounting | Sales Invoice (List) | Walkthrough | No | Spring 2022 | Winter 2025 |
| 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 |