January Image by _Alicja_ from PixabayAccounting Seed announced details of its Winter ’23 release that is now rolled out to customers. It has been available in the sandbox since early October as an early release. At the core of the release is a much deeper integration to Avalara AvaTax that includes the ability for integration by ledger with the tax engine. Other improvements include enhancements to the UI and a new import feature for custom data.

Ryan Sieve, Chief Technology Officer at Accounting Seed
Ryan Sieve, Chief Technology Officer at Accounting Seed

Ryan Sieve, chief technology officer at Accounting Seed, commented, “Winter ’23 shows our commitment to strengthening the financial core of Accounting Seed and extends functionality with key partners like Avalara. These advancements and new features put the power in the user’s hands to uniquely manage data and tax requirements—a critical part of any business.”

AvaTax integration

With this release, Accounting Seed has added the ability for multi-ledger integrations to AvaTax. This enables organisations to have different tax settings for each ledger. Administrators can set as many tax settings records as required. Each AvaTax license can also be applied to a different record. A new AvaTax exception report also identifies discrepancies in transactions posted to Accounting with those committed to AvaTax.

Import tool

A new import provides a template for administrators to import headers and lines for standard Salesforce objects, standard accounting seed objects and custom objects. The administrator sets up the template and maps the fields required. These fields map to a CSV file that can be quickly imported.

This feature is reusable, so once the template is created, it can be used repeatedly, reducing the amount of effort for monthly imports. This feature supports a maximum of 200 lines within the CSV file. Accounting Seed recommends that administrators use the Salesforce Data Loader app or the web-based Data Import Wizard tool for larger files.

UI improvements

The advanced line manager functionality has been extended to recurring billing, recurring payable and recurring journal entries. It includes a data grid with expandable and collapsible drawer capabilities. The data grid is configurable and enables administrators to set which fields are available for the users to view and expand upon.

Other features within advanced line manager include:

  • Clone Recurring Lines
  • Undo/redo the last action or any action before saving
  • Refresh the data grid
  • Add, edit or delete rows from the data grid

A new import and export button also provides an import feature, similar to the import tool above, for adding additional lines in the recurring object. The export feature enables users to export up to 250 lines from a data grid into a CSV file. It is then possible to edit the file and re-import it. With the import feature restricted to 200 lines, users would have to split the revised export file up into two files if they exported more than 200 lines. Hopefully, this is an anomaly that Accounting Seed will review in a feature release.

New dynamic actions on recurring objects can remove unwanted buttons on the screen to help declutter them. Administrators can add Dynamic Action filters to the Create Billing, Create Payable, and Create Journal Entry buttons.

All three Recurring objects (Recurring Billing, Recurring Payables, and Recurring Journal Entries) now include an in-app prompt. This appears up to three times daily for each user. They can then dismiss, close or maximise these. Administrators can reduce the number of times these appear and the frequency within the configuration settings.

Customer requested enhancements

Winter 23 also includes several enhancements requested by customers; they include:

  • The ability to rerun financial reports from within the report viewer.
  • For standard reports, the currency field adjusts to that appropriate for the ledger. For custom reports, users can set the currency.
  • Users can now clone recurring objects with lines, which they can edit.
  • Manual or auto-matching of a refund cash receipt within bank reconciliations.

There are also several bug fixes within the update.

Enterprise Times: What does this mean

This is another impressive update by Accounting Seed. The deeper integration to Avalara will enable it to better support multi-entity and multi-national customer requirements. The other features will automate several time-consuming tasks within finance teams, making them more efficient.

Introducing the early access release to customers enables them to test and implement the features before the general release. This allows users to roll out bug fixes quickly and test out any enhancements they may have been waiting for ahead of the general release.

Mary Balmer, director of product management at Accounting Seed, said, “Our goal is to deliver an exceptional product and provide outstanding customer service. Early Access Releases allow us to offer new customer-requested features and enhancements sooner and gives users the technology and support needed as they continue to grow.”


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