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 |
|---|---|---|---|---|---|---|
| DEPRECATED: About Accounting Books | Any | Accounting Books (List) | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Account and Tax Code Audit File Mapping | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 | N/A |
| DEPRECATED: Accounting Audit File | Any | Accounting Companies (Record) | Tutorial | No | Fall 2021 | N/A |
| DEPRECATED: Accounts Receivable Write-Off | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 | Winter 2024 |
| DEPRECATED: Accounts Receivable LP | Any | Sales Invoices (List) | Learning Path | No | Fall 2021 | N/A |
| DEPRECATED: Application Design Concepts LP | Any | Select Company | Learning Path | No | Fall 2020 | N/A |
| DEPRECATED: Background Matching | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 | Spring 2025 |
| Background Matching Redirect | Any | Background Matching | Other | Yes | Fall 2021 | N/A |
| DEPRECATED: Background Matching Scheduler | Any | Accounting Task Launcher | Tutorial | No | Spring 2022 | N/A |
| DEPRECATED: Chart of Accounts Localization | Any | Chart of Accounts Localization | Tutorial | No | Fall 2020 | Winter 2023 |
| DEPRECATED: Collections Plus LP | Any | Collections | Learning Path | No | Fall 2020 | N/A |
| DEPRECATED: Collections Plus Configuring Customer Statement Rules | Any | Customer Statement Rules (List) | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Collections Plus Configuring Reminder Rules | Any | Reminder Rules (List) | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Collections Plus Sending Email Reminders | Any | Collections | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Combination Rules Configuring Combination Rules | Any | Combination Rules Setup | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Configuring Prepaid Expenses | Any | Prepaid Expenses Schedule Definition (List) | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Consolidating Sales Invoices | Any | Invoice Consolidation Rules (List) | Tutorial | No | Spring 2022 | N/A |
| DEPRECATED: Creating a Currency Revaluation Template | Any | Currency Revaluation Template (List) | Tutorial | No | Spring 2021 | Summer 2023 |
| DEPRECATED: Creating Prepaid Expenses Journals | Any | Prepaid Expenses | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Credit Terms LP | Any | Accounting Companies (Record) | Learning Path | No | Fall 2021 | N/A |
| DEPRECATED: Cross Company Allocations | Any | Allocations (List) | Tutorial | No | Fall 2020 | N/A |
| Currency Revaluation Criteria Walkthrough | Any | Currency Revaluation Templates (List) | Walkthrough | No | Fall 2021 | Winter 2026 |
| DEPRECATED: Currency Revaluation | Any | Currency Revaluation (List) | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Currency Revaluation and Translation LP | Any | Currency Revaluation | Learning Path | No | Spring 2021 | N/A |
| Currency Revaluation Template Walkthrough | Any | Currency Revaluation Templates (List) | Walkthrough | No | Fall 2021 | Winter 2026 |
| DEPRECATED: Generating Currency Revaluation Documents | Any | Currency Revaluation Criteria (List) | Tutorial | No | Spring 2021 | Summer 2023 |
| DEPRECATED: Intercompany Tax | Any | Intercompany Tax Code Mappings | Tutorial | No | Spring 2022 | N/A |
| DEPRECATED: Introduction to Journals LP | Any | Journals (List) | Learning Path | No | Fall 2020 | N/A |
| DEPRECATED: Journal Loader | Any | Journal Loader | Tutorial | No | Fall 2021 | N/A |
| Multi-Company Revaluation Redirect | Any | Currency Revaluation | Other | Yes | Spring 2021 | N/A |
| Payable Credit Note Walkthrough | Any | Payable Credit Notes (List) | Walkthrough | No | Fall 2021 | Winter 2026 |
| Payable Invoice Walkthrough | Any | Payable Invoice (List) | Walkthrough | No | Fall 2021 | Winter 2026 |
| 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 | Any | Accounting Playbook Task Templates (List) | Other | Yes | Winter 2024 | Winter 2026 |
| Period End Playbook Template New Due Date Calculation On Template List View | Any | Accounting Playbook Templates (List) | Other | Yes | Winter 2024 | Winter 2026 |
| DEPRECATED: Plaid Integration LP | Any | Bank Connections | Learning Path | No | Fall 2021 | N/A |
| DEPRECATED: Prepaid Expenses LP | Any | Prepaid Expenses | Learning Path | No | Fall 2021 | N/A |
| DEPRECATED: Release Overview | Any | Select Company | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Reporting Currencies | Any | Accounting Currencies | Tutorial | No | Fall 2021 | N/A |
| Sales Credit Note Walkthrough | Any | Sales Credit Notes (List) | Walkthrough | No | Spring 2022 | Winter 2026 |
| Sales Invoice Walkthrough | Any | Sales Invoice (List) | Walkthrough | No | Spring 2022 | Winter 2026 |
| DEPRECATED: Separate Payments per PIN | Any | Payments Plus | Tutorial | No | Fall 2020 | N/A |
| DEPRECATED: Types of Balance Record | Any | Accounting Task Launcher | Tutorial | No | Fall 2020 | N/A |
| Update fields for closing Periods | Any | Periods (List) | Help | No | Spring 2021 | N/A |
| DEPRECATED: Using Accounting Books | Any | Journal (List) | Tutorial | No | Fall 2020 | N/A |