Setting up Conga Integration for Accounting

You can integrate FinancialForce Accounting with Conga Composer and install templates to print certain documents. Users can click buttons to print batches of sales invoices, sales credit notes, checks, remittances, and statements. Some of these documents can be emailed to customers.

Adding Conga Template Fields

Each company can have different templates available for different purposes.

The template fields must be associated with objects as follows:

Template Object Notes
Sales Invoice, Sales Credit Note, Remittance Company You can set these up for each company. For example, you may want to set up different invoice formats for SUT and VAT companies.
Check Bank account A different check format can be associated with each Bank Account. For example, you may have different check stock issued by your UK bank and your US bank.
Statement - These are the same for all companies and accounts.

For sales invoices, sales credit notes, and remittances:

  1. Go to the Companies tab, click the Company name, then Edit Layout.
  2. Create a section called Conga Templates.
  3. Add the relevant fields into this section, for example, Sales Invoice, Sales Credit Note, and Remittance so that you can upload templates to them.

For checks:

  1. Go to the Bank Accounts tab, click the Bank Account Name, then Edit Layout.
  2. Create a section called Conga Templates.
  3. Drag the Check Template field into this section, then click Save.

Assigning Sales Invoice, Sales Credit Note, and Remittance Templates per Company

You can assign different templates to different companies. For example, for sales invoices you can select SUT, VAT, GST, or Combined. For sales credit notes you can select SUT, VAT, GST, or Combined. For remittances you can select SUT or VAT.

  • For sales invoices click the Sales Invoice lookup and select the relevant template, then click Save.
  • For sales credit notes click the Sales Credit Note lookup and select the relevant template, then click Save.
  • For remittance, click the Remittance lookup and select the relevant template, then click Save.

Assigning Check Template per Bank Account

  1. Click the Check Template lookup and select the relevant template, for example Normal Check, US, or A4.
  2. Click Save.
Note:

By default, the check number is included on the check template. However you can remove this check number. See Editing the Conga Templates for Accounting.

When the check document is created, the content depends on the payment status:

Payment Status Check Action
Retrieved The check is blank
Selected The check prints without a check number
Matched The check prints with a check number

Adding Conga Composer Buttons

To efficiently work with Conga templates, you create buttons that enable you to print documents and send emails with attached documents. Open the objects one by one to add the buttons.

Add Buttons to Sales Invoices

To add buttons to sales invoices:

  1. Go to Setup | Build | Create | Objects | Sales Invoice and click Buttons, Links, and Actions.
  2. Click Edit for the View label, and select Standard Salesforce.com Page.
  3. Click Save.
  4. In the Page Layouts section click Edit for one of the Sales Invoice Layout links, then select Buttons.
    Alternatively, if you have existing invoices, you can select an invoice and click Edit Layout in the top right page options or on the Quick Access Menu to make the changes.
  5. Drag and drop the buttons that you need into the Sales Invoice Detail, Custom Buttons section of the page:
    • Email Sales Invoice
    • Print Sales Invoice
    • Print Sales Invoice PDF
    • Attach Sales Invoice PDF
  6. Click Save.
  7. [Optional] Remove any buttons that you do not need.

Add Buttons to Sales Credit Notes

To add buttons to sales credit notes:

  1. Go to Setup | Build | Create | Objects | Sales Credit Note and click Buttons, Links, and Actions.
  2. Click Edit for the View label, and select Standard Salesforce.com Page.
  3. Click Save.
  4. In the Page Layouts section click Edit for one of the Sales Credit Note Layout links, then select Buttons.
  5. Drag and drop the Email Sales Credit Note, Print Sales Credit Note, and Print Sales Credit Note PDF buttons into the Custom Buttons section of the page, then click Save.
  6. [Optional] Remove any buttons that you do not need.

Add the Print Check PDF and Print Remittance PDF Buttons

The Print Check PDF button is only necessary if you are using blank checks.

The Print Remittance PDF button is only necessary if you pay vendors by check, and your check template (pre-printed or blank) does not include a remittance section.

To add the buttons:

  1. In the Page Layouts section click Edit for the Payment Layout links, then select Buttons.
  2. Drag and drop the Print Remittance PDF or Print Check PDF button into the Custom Buttons section of the page, then click Save.
  3. [Optional] Remove any buttons that you do not need.

Add the Statement Button

Statements are not company-specific. The Statement button can be added to the Account object. To add a button to print statements from the account object:

  1. Go to the Accounts tab.
  2. Click the Account name.
  3. Click Edit Layout from the top right options or the Quick Access Menu.
  4. Drag and drop the Email Statement and Print Statement PDF buttons into the Custom Buttons section of the page, then click Save.
  5. [Optional] Remove any buttons that you do not need.

Setting up FinancialForce Accounting Payments Process for Conga Check and Remittance Printing

  1. In Setup | Build | Create | Objects | Payment, open the payment object.
  2. Go to Buttons, Links, and Actions and check that:
    • View button is set to Standard Salesforce.com page
    • New button is set to the default VisualForce page
    • Edit button is set to Standard Salesforce.com page
  3. Go to Layout and open the Payment layout. Ensure that the Classic View button is available in the Custom Buttons section.

For Payments Plus see Additional Setup to Print Checks and Remittances from Payments Plus.

Printing Existing Documents using Conga Templates

To print existing documents using a Conga template, you need to amend the document in Classic view, using the Amend Document button, then save it. You do not need to edit anything.

For statements, click Edit on the selected account, then click Save.