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, Unlimited, and
Developer Editions with Nonprofit Cloud
|
| User Permissions Needed |
|
| To use Accounting Subledger: |
Customize Application
AND
Modify All Data
AND
Fundraising_Admin permission set group
|
-
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.
See Also:
