Keep Your Accounting System Accurate in Education

Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting. Using Accounting Subledger (included with Fundraising) helps you track your Fundraising accounting in your accounting system.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To use Accounting Subledger:	Customize Application AND Modify All Data AND Modified Education Cloud Full Access permission set

User Permissions Needed

To use Accounting Subledger:

Customize Application

AND

Modify All Data

AND

Modified Education Cloud Full Access permission set

Assign these Accounting Subledger permission sets to the Fundraising Admin.
- Access Accounting Subledger Growth
- Manage Accounting Subledger
- Run Accounting Subledger Job
(Optional) Create custom fields to generate accounting data that is in addition to the data fields on the Transaction Journal.
Turn on accounting data generation.

After the setup is complete, you can create accounting sets and Account Subledger jobs to keep your accounting system up to date.