Overview

This release includes configuration changes that can be performed by existing Accounting Seed customers.

Added in this release: Classes, Tabs, VF pages, Objects and Fields

Configuration Changes

Add 1099 DBA Field to your Account page layout

Accounting Seed users can add the 1099 DBA field to their Account and Contact page layouts. This configuration change is an update for 2025.

1. Open an Account record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts.
4. Select the Account Layout.
5. Drag and drop the 1099 DBA field onto the page layout in the 1099 Information section.
6. Click Save.

Add 1099 DBA Field to your Contact page layout

This configuration change is an update for 2025.

1. Open a Contact record.
2. Click the Gear icon and select Edit Object.
3. From the left navigation panel, click Page Layouts.
4. Select the Contact Layout.
5. Drag and drop the 1099 DBA field onto the page layout in the Accounting & 1099 Information section.
6. Click Save.

Add fields to Payment Proposal Search Results field set

Accounting SeedAP Automation users can now add more columns to the Payment Proposal search results.

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. Select Payable.
4. Click Field Sets.
5. Click Payment Proposal Search.
6. Drag and drop the fields you want to the Field Set section.
7. Click Save.

Add Comment field on Sales Order Line field set

Existing users of Orders & Inventory module can manually add the Comment field to the SO Line field set using these steps:

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. Find and select the Sales Order Line object.
4. Click Field Sets,
5. Click the MassAddEditRows link.
6. Drag and drop the Comment field to the In the field Set section.
7. Click Save.

Add custom fields to Recurring Billings new field sets

Accounting Seed users can now add custom fields on recurring bills and copy them to billings created from recurring billings.

For any custom fields on the Recurring Billing header follow these steps:

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. Select Recurring Billings.
4. Click Field Sets.
5. Click the Recurring Billing fields to copy to Billing link.
6. Drag and drop the fields you are adding to the In the Field Set section.
7. Click Save.

Follow these steps to add custom fields to Recurring Billing lines:

1. Click the Gear icon and select Setup.
2. Click the Object Manager tab.
3. Select Recurring Billing Line.
4. Click Field Sets.
5. Click the Recurring Billing Line fields to copy to Billing Line link.
6. Drag and drop the fields you are adding to the In the Field Set section.
7. Click Save.

Added in this release:

Apex Classes

• FinancialReportDataService
• FinancialAdvancedReportsController
• FinancialReportDataManagerController
• FinancialReportSettingsController
• AccountingSeedCopilot

Tabs

• Financial Reports Hub
• Financial_Report_Category__c
• Financial_Report_Detail__c
• Financial_Report_Type__c
• Report_Folder__c

Visualforce pages

LwcMassVendorOnboarding

Objects 

• Financial_Report_Category__c
• Financial_Report_Detail__c
• Financial_Report_Settings__c
• Financial_Report_Type__c
• Report_Folder__c

Fields
Note: External ID fields have been added to fields were added to accomodate the database generation logic for the Financial Reports Hub.

• Example: Account_Payable__c.Duplicate__c
• AP_Disbursement__c.ExtId__c
• Account.ExtId__c
• Accounting_Settings__c.ExtId__c
• Account_Payable_Line__c.ExtId__c
• Account_Payable__c.ExtId__c
• Accounting_Period__c.ExtId__c
• Accounting_Variable__c.ExtId__c
• AP_Disbursement__c.ExtId__c
• Billing_Cash_Receipt__c.ExtId__c
• Billing_Format__c.ExtId__c
• Cash_Disbursement_Batch__c.ExtId__c
• Fixed_Asset__c.ExtId__c
• Ledger__c.ExtId__c
• Bank_Account__c.ExtId__c
• Billing_Cash_Receipt__c.ExtId__c
• Billing_Line__c.ExtId__c
• Billing__c.ExtId__c
• Cash_Disbursement_Batch__c.ExtId__c
• Cash_Disbursement__c.ExtId__c
• Cash_Receipt__c.ExtId__c
• GL_Account_Default__c.ExtId__c
• GL_Account__c.ExtId__c
• GL_Account__c.Include_in_COGS__c
• GL_Account__c.Include_in_EBITDA__c
• GL_Account__c.Include_in_Other_Income_Expense__c
• Journal_Entry_Line__c.ExtId__c
• Journal_Entry__c.ExtId__c
• Product2.ExtId__c
• Scheduled_Revenue_Expense__c.ExtId__c
• Tax_Group__c.ExtId__c
• Tax_Rate__c.ExtId__c
• Account.X1099_DBA__c
• Accounting_Settings__c.Financial_Report_Retry_Limit__c
• Contact.X1099_DBA__c
• Financial_Cube__c.ExtId__c
• Financial_Report_Category__c.Data_Source__c
• Financial_Report_Category__c.Display_Order__c
• Financial_Report_Category__c.Last_Refresh_Date__c
• Financial_Report_Category__c.Last_Refresh_Started_Date__c
• Financial_Report_Category__c.Last_Refresh_Status__c
• Financial_Report_Category__c.Type__c
• Financial_Report_Category__c.Refresh_Job_Id__c
• Financial_Report_Category__c.Refresh_Enabled__c
• Financial_Report_Category__c.Retry_Count__c
• Financial_Report_Category__c.Default_File_Id__c
• Financial_Report_Detail__c.Config__c
• Financial_Report_Detail__c.Description__c
• Financial_Report_Detail__c.Financial_Report_Settings__c
• Financial_Report_Detail__c.Financial_Report_Type__c
• Financial_Report_Settings__c.Display_Header_Line_1__c
• Financial_Report_Settings__c.Display_Header_Line_2__c
• Financial_Report_Settings__c.Display_Header_Line_3__c
• Financial_Report_Settings__c.Font_Color_Headers__c
• Financial_Report_Settings__c.Font_Color_Report_Header__c
• Financial_Report_Settings__c.Font_Color_Report_Footer__c
• Financial_Report_Settings__c.Font_Color_Row_Data__c
• Financial_Report_Settings__c.Font_Color_Negative_Numbers__c
• Financial_Report_Settings__c.Font_Size_Headers__c
• Financial_Report_Settings__c.Font_Size_Report_Header__c
• Financial_Report_Settings__c.Font_Size_Report_Footer__c
• Financial_Report_Settings__c.Font_Size_Row_Data__c
• Financial_Report_Settings__c.Font__c
• Financial_Report_Settings__c.Company_Logo_Id__c
• Financial_Report_Settings__c.Company_Logo_Placement__c
• Financial_Report_Settings__c.Display_Company_Logo__c
• Financial_Report_Settings__c.Display_Footer_Line_1__c
• Financial_Report_Settings__c.Display_Footer_Line_2__c
• Financial_Report_Settings__c.Display_Footer_Line_3__c
• Financial_Report_Settings__c.Display_More_Information__c
• Financial_Report_Settings__c.More_Information_Placement__c
• Financial_Report_Settings__c.Report_Rounding__c
• Financial_Report_Settings__c.Negative_Numbers__c
• Financial_Report_Settings__c.Footer_Line_1__c
• Financial_Report_Settings__c.Footer_Line_2__c
• Financial_Report_Settings__c.Footer_Line_3__c
• Financial_Report_Settings__c.Footer__c
• Financial_Report_Settings__c.Header_Line_1__c
• Financial_Report_Settings__c.Header_Line_2__c
• Financial_Report_Settings__c.Header_Line_3__c
• Financial_Report_Settings__c.Header__c
• Financial_Report_Settings__c.Include_Footer_On_All_Pages__c
• Financial_Report_Settings__c.Is_Default__c
• Financial_Report_Settings__c.Percentage_Decimal_Places__c
• Financial_Report_Settings__c.Suppress_Zero_Amounts__c
• Financial_Report_Settings__c.Theme__c
• Financial_Report_Settings__c.Notes__c
• Financial_Report_Settings__c.Header_Line_1_Value__c
• Financial_Report_Settings__c.Header_Line_2_Value__c
• Financial_Report_Settings__c.Header_Line_3_Value__c
• Financial_Report_Type__c.Financial_Report_Category__c
• Financial_Report_Type__c.Include_EBITDA__c
• Financial_Report_Type__c.Include_Gross_Margin__c
• Financial_Report_Type__c.Include_Other_Income_Expense__c
• GL_Account_Mapping__c.Reverse_Sign__c
• Report_Folder__c.Description__c
• Tax_Settings__c.ExtId__c
• Transaction__c.Source_Document_ID__c
• Transaction__c.Source_Document_Name__c
• Transaction__c.Source__c
• Transaction__c.Source_Type__c