Community Settings

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.

These custom settings relate to FM Communities features that may or may not be enabled in your org. If in doubt, contact your administrator.

Key: Descriptions of checkbox settings describe the selected (true) case.

Community Settings
Field Description
Community Print Billing Doc Field Set

Name of the billing document field set that determines which billing document fields are to be included on a printed billing document for community users. When blank, the default field set CommunityPrintedDocumentFields is used.

Tip:

If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Accounting.
Community Print Bill Doc Line Field Set

Name of the billing document field set that determines which billing document line item fields are to be included on a printed billing document for community users. When blank, the default field set CommunityPrintedDocumentFields is used.

Tip:

If you specify your own field set, you can add any fields you want to that field set. If you use the default field set, you can remove the default fields and add them back, but you cannot add other fields from FinancialForce Accounting.
Custom Billing Document Print Template

Name of the custom Visualforce page set up for community users to print billing documents. See Setting up Document Printing for more information.

Notify Contacts - Billing Document Indicates that you want to send the community contact an email notification each time a billing document is posted to their account.
Notify Contacts - Sales Credit Note Indicates that you want to send the community contact an email notification each time a sales credit note is posted to their account.
Notify Contacts - Sales Invoice Indicates that you want to send the community contact an email notification each time a sales invoice is posted to their account.