Using Accounting with Foundations

Foundations is a package that contains:

Common components used by other Certinia applications in your org
Functionality that enables your Certinia applications to integrate with each other, and with third-party applications

A number of integrations are available for this version of Accounting. In addition, a publication updates the Foundations Company object automatically when company information is added or updated in Accounting. This enables other applications to share the same company information as Accounting.

Concepts

Third-Party to Accounting Journal

Tasks

Setting up Company Integration

Setting up the Foundations Exchange Rates Integration

Enabling the Journal Integration with Return Data

Enabling Check Billing Documents Can Post

Setting up Accounting Journal API Features

Assigning Lightning Record Pages and In-App Guidance

Enabling the Reconciliation Processes

Reference

FDN Accounting Messaging Settings

Using Accounting with Foundations

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