Overview
This section of the help provides information for developers of Salesforce and Accounting Seed. Accounting Seed uses the Salesforce API which is fully documented at https://developer.salesforce.com/. Accounting Seed extends the Salesforce API with Global Classes for our posting process of billings, accounts payable and journal entries. 
 
Below the required fields for record insertion into Accounting Seed are documented as well as the global classes for each respective area:
Integrating into Accounting Seed
There are (12) source objects associated with the Accounting Seed General Ledger. All these objects create transaction related records via the posting process. The (12) source objects are the most common integration points into the Accounting Seed Financial Suite. The objects are listed in the table below. Please note that Accounting Seed does not support creating or updating records directly into the transactions table in our application. If there are any updates or insertions directly into the transaction table through custom code, Accounting Seed support will not assist in support for the organization.
 
The Accounting Seed posting process is accessible through the API in most cases when the transaction does not post automatically. The table below also lists accessibility of the posting and unposting classes through the API.
 
 Source Object Name  Global Posting/Unposting Class Accessible Via Apex  Rest API for Posting/Unposting
 Journal Entry  Yes  No
 Billing  Yes  Yes
 Cash Receipt  Yes as of 2.21  No
 Billing Cash Receipt  No, But posts automatically  No
 Account Payable  Yes  No
 Cash Disbursement  No  No
 Scheduled Revenue & Expense  Yes as of 2.21  No
 Time Card Day  No  No
 Purchase Order Inventory Movement (Part of ERP Package)  No, But posts automatically  No
 Inbound Inventory Movement (Part of ERP Package)  No, But posts automatically  No
 Manufacturing Inventory Movement (Part of ERP Package)  No, But posts automatically  No
 Outbound Inventory Movement (Part of ERP Package)  No, But posts automatically  No
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15 Comments

  • 0
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    Lloyd Leanse

    We are using Scheduled Revenue Expense to capture securities trades, manually creating one SRE for each trade. Trades are captured in a trade ticketing system which is built on MS Access. For this use case, SRE's are much better than Journal Entries. We would like to automate the creation of the SREs. It's not clear to me from this article whether that is possible or not. 

    Thanks.

  • 0
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    Tony

    Hi Lloyd,

    You can absolutely insert scheduled revenue and expense records from the API. This is a simple insert statement with the required fields for the record: Name, Amount, Debit GL Account, Credit GL Account.

    Thanks,

    Tony

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    Teng Chuan Hiang

    We have our own invoicing and accounts payable modules but we would like to use the API to post the entries AS. We also need to handle taxes across two countries, Singapore and Indonesia, this means the way we handle the taxes has big variation. How flexible can we work with AS to make financial reporting seamless? How can this be done?

  • 0
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    Tony

    Hi Teng,

    Yes absolutely. Accounting Seed serves great a s general ledger that you can integrate to and use for financial reporting. The Journal entry object would most likely be you integration point. Please email me directly at tzorc@accountingseed.com if you would like to setup a call to discuss.

    Thanks,

    Tony

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    Teng Chuan Hiang

    Hi Tony, Thanks for your reply

  • 0
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    Teng Chuan Hiang

    Are we able to develop our own order receiving functions and then insert the quantity into the inventory module using the API? Can we do the same for drawing out inventory for use?

  • 0
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    Tony

    yes, You would use our standard inbound and outbound inventory movements to do this. 

  • 0
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    Teng Chuan Hiang

    Hi Tony, are you suggesting that our order receiving object will use the inbound object to stock in and then our Inventory request module will use the outbound object to update the movement? 

  • 0
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    Tony

    yes, this would be one way to integrate. 

  • 0
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    Teng Chuan Hiang

    Thanks Tony, What another way?

  • 0
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    Teng Chuan Hiang

    Hi Tony,

    For your information, our procurement Management System is developed using Force.com and we need to send information to the Accounting Seed system? How do we make this integration work?

    Thanks 

  • 0
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    Tony

    Teng,

    There are several ways that this could work. We would need to have a call to discuss. 

  • 0
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    Saurabh Kapadia

    Hi Tony,

     

    How can we create Sale Orders in Accounting Seed via the API? Is that supported?

     

    Thanks,

    Saurabh

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    Tony

    Yes, just insert these data records just link any other records you would insert via the API. 

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    Rebecca Ralls

    Is it possible to programmatically check to see the status of all the processes that are run when a period is open or closed? I'd like to automatically fire another process off that completion.

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