Some aspects of FinancialForce Accounting are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with System Administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.
| Field | Description |
|---|---|
| Attach Invoices to Reminder Email |
When selected all the invoices for the account are attached to the reminder email. The default is selected. |
| Collections Reminders Limit |
The maximum number of reminders that can be sent at one time using the reminders process. The default value is 5,000. If you encounter platform limits when running this process, try setting this value to 4,000 or lower. |
| Collections Statement Limit |
The maximum number of customer statements that can be sent at one time by the statements process. The default value is 5,000. If you encounter platform limits when running this process, try setting this value to 4,000 or lower. |
| Conga Batch URL Link | The location of the Conga Batch URL. You only need to use this setting if you are using Conga version 8.13 or earlier. You must enter the following value: /apex/APXT_BPM__Conductor_Launch?id={!APXT_BPM__Conductor__c.Id} |
| Conga Dashboard Page | The location of the Conga Dashboard page. You only need to use this setting if you are using Conga Composer v 8.13 or earlier. You must enter the following value: https://conductor.congamerge.com?sessionId={!$Api.Session_ID}&serverUrl={!$Api.Partner_Server_URL_290}&uiscreen=dashboard |
| Send All Invoices in One Email |
Indicates whether all invoices for an account are included in a single email when sending reminders. A single email is sent to each account for each reminder rule. If you are using Conga Attachments, all attachments are added to a single email. |
| Send Reminders for Billing Documents | Indicates whether to use billing documents instead of sales invoices in the reminders process. |
| Email Template Folders | Used to filter email templates by folder when creating reminder and statement rules. You can enter multiple folder names, separated by a comma. If you leave this field blank, all email templates are displayed when creating rules. |