Installation and Configuration

Your administrator must perform the following tasks to enable these optional features:

  • Install the FinancialForce OneTouch (ffbext) extension package.
  • Enable enhanced lists if they are not enabled already.
  • Perform the specific post-installation tasks described later in this document.

Installing the Package

Follow the steps for installing managed packages as described in the Salesforce Help.

On the Choose security level page, we recommend that you grant Full Access to each profile that you use with Accounting.

During the procedure you must provide the organization's log-in details. The package itself is not password-protected and so you do not need to provide an additional password after log in.

Once logged in, you are given the opportunity to review the package contents to ensure this is the package you want to install. When you click Install, all the components in the package are installed to the selected organization.

You do not need to deploy or license this extension package after installation.

Post-installation Tasks

The following configuration tasks are required to enable the appropriate feature, but you can choose to skip features that you don't need. You need be signed in as System Administrator to perform these tasks.

Bulk Posting of Documents

See Bulk Posting of Documents for more details.

To enable this feature, you must add a custom Post button to the list view layout for each document type.

To add a custom button to post multiple sales invoices:

  1. Click Your Name | Setup | Create | Objects.
  2. Click the name of the document object.
  3. Scroll down to the Search Layouts section.
  4. Click Edit next to the related List View.
  5. Add the Post button to the Selected Buttons list.
  6. Click Save.

Bulk Cloning of Journals

See Bulk Cloning of Journals for more details.

To enable this feature, you must add a custom Clone Many button to the Journals list view layout.

To add a custom button to clone multiple sales journals:

  1. Click Your Name | Setup | Create | Objects.
  2. Click the Journal label.
  3. Scroll down to the Search Layouts section.
  4. Click Edit next to Journals List View.
  5. Add the Clone Many button to the Selected Buttons list.
  6. Click Save.

Cash Matching Report

See Cash Matching Report for more details.

To include the cash matching report section on your Accounts page layout:

  1. Click Your Name | Setup | Customize | Accounts | Page Layouts.

  2. Customize the account layout as follows.

    1. Create a new, single-column section named Cash Matching Report.
    2. Add the Cash Matching Report Visualforce page (codabecashmatchingreport) to the new section.
  3. Click Save.

The name of the report is specified in a custom setting. The unique name of the cash matching report supplied in the package is TargetedCashMatchingDetails.

To define the name of the cash matching report that you want to use:

  1. [Optional] Customize the sample cash matching report supplied in the package, or a copy of it, making sure you retain all the existing filters. Any new filters must go on the end. See the Salesforce Help for more information.
  2. Click Your Name | Setup | Develop | Custom Settings.
  3. Click Manage next to the name of the OneTouch Settings (FF) custom setting.

  4. Do one of the following steps:

    • If custom settings already exist at Default Organization Level, click Edit.
    • If no custom settings exist at Default Organization Level, click New.
  5. Enter the unique name of the report into the Cash Matching Report Name field.
  6. Click Save to save your changes.

Transaction Inquiry Report

See Transaction Inquiry Report for more details.

The name of the report is specified in a custom setting. The unique name of the transaction inquiry report supplied in the package is TransactionInquiryReport.

To define the name of the transaction inquiry report that you want to use:

  1. [Optional] Customize the sample transaction inquiry report supplied in the package, or a copy of it, making sure you retain all the existing filters. Any new filters must go on the end. See the Salesforce Help for more information.
  2. Click Your Name | Setup | Develop | Custom Settings.
  3. Click Manage next to the name of the OneTouch Settings (FF) custom setting.

  4. Do one of the following steps:

    • If custom settings already exist at Default Organization Level, click Edit.
    • If no custom settings exist at Default Organization Level, click New.
  5. Enter the unique name of the report into the Transaction Inquiry Report Name field.
  6. Click Save to save your changes.

Approval Workflow

The underlying Salesforce platform includes powerful features for workflow and approval processes. See "Managing Workflow and Approvals" in the Salesforce Help for information on what you need to do to set up and operate this in your organization.

To enable approval workflow within Accounting for posting sales invoices:

  1. Click Your Name | Setup | Develop | Custom Settings.
  2. Click Manage next to the name of the OneTouch Settings (FF) custom setting.

  3. Do one of the following steps:

    • If custom settings already exist at Default Organization Level, click Edit.
    • If no custom settings exist at Default Organization Level, click New.
  4. Select the Enable Sales Invoice Approval checkbox.
  5. Click Save to save your changes.

You can also enable approval workflow for the following document types in a similar way:

  • sales credit notes
  • payable invoices
  • payable credit notes

To add the custom Approved checkbox to your sales invoice page layouts, you have two choices:

  1. Use type 1 integration rules. See the FinancialForce Help for more information.
  2. Use standard Salesforce platform page layout customization features (extended organizations only). See the Salesforce Help for more information.

You can also add an Approved checkbox in a similar way to the following document types:

  • sales credit notes
  • payable invoices (standard platform method only)
  • payable credit notes (standard platform method only)

We recommend that you set field-level security to ensure that only authorized users have edit permission to these Approved checkboxes. You can then create a workflow rule to notify the authorized user that a document is ready to be posted. This authorized user selects the Approved checkbox. At this point you have a choice: either create a workflow rule to pass the approved document back to the data-entry user, or give them a list view to monitor.