Body

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.

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

Add 1099 DBA Field to your Contact page layout

This configuration change is an update for 2025.

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

Click the Gear icon and select Setup.
Click the Object Manager tab.
Select Payable.
Click Field Sets.
Click Payment Proposal Search.
Drag and drop the fields you want to the Field Set section.
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:

Click the Gear icon and select Setup.
Click the Object Manager tab.
Find and select the Sales Order Line object.
Click Field Sets,
Click the MassAddEditRows link.
Drag and drop the Comment field to the In the field Set section.
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:

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

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

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

Billing Line field added to Billing Cash Receipt

Click the Gear icon and select Setup.

Click the Object Manager tab.

Select Billing Cash Receipt.

Click Page Layouts.

Click your page Layout.

Drag and drop Billing Line from Fields to the Billing Cash Receipt Detail section.

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

Title

Winter '26 Configuration Changes

URL Name

2070674204

Winter '26 Configuration Changes

Overview

Configuration Changes

Added in this release:

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