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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.
The Cash Matching Settings (FF) custom setting enables you to customize the Cash Matching page, and set thresholds used by the background matching process. These fields also allow you to override the default values used in the Accounts Receivable Write-Off process.
| Field | When selected: |
|---|---|
|
Asynch Matching Threshold |
Deprecated - updates introduced in the Spring 2019 release mean that this setting is now redundant. From Spring 2019 when a match is committed it will always run asynchronously. |
| Asynch Undo Match Threshold | Specify the maximum number of transactions to process using the online method. Over this threshold the process switches to an "asynchronous" one. An asynchronous process is one that executes independently, allowing the main program to continue processing. If the undo match process runs asynchronously, you are informed of its completion by an email message. The default number of transactions used as the threshold is 35. If your accounting transactions do not include discounts you can increase this threshold to allow more transactions to run in online mode. |
| Background Matching Batch Size |
The maximum number of sales invoice transaction line items that the background matching process can handle in a single batch. The default is 50. The maximum permitted is 200. |
| Background Matching Lines Threshold | The maximum number of matching lines that the background matching process can match with a single matching reference. (A matching line is a single transaction line of type Account on either a sales invoice or cash entry.) The maximum permitted is 70. |
| Background Matching References Threshold | The maximum number of matching references that the background matching process can create in a single batch. The maximum permitted is 20. |
| Edit Write-Off Values | Indicates that you want to show Write-off values on the Cash Matching page. Also used in the Accounts Receivable Write-Off process, to allow the default Write-Off Limit to be overridden. |
| Show Analysis Section by Default | Indicates that you want to show the Analysis section on the Cash Matching header by default. |
| Show Discount Values | Indicates that you want to show Discount values on the Cash Matching page. |
| Show Remaining Values | Indicates that you want to show Remaining values on the Cash Matching page. |
| Show Write-off Values | Indicates that you want to show Write-off values on the Cash Matching page. |