Certinia provides Accounting custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Accounting Lightning components.
Accounting Lightning Components List
The table below provides a description of each component and where it can be added.
| Component Name | Description | Lightning Record Page |
Released |
|---|---|---|---|
|
Bank Reconciliation Action Panel
|
Contains actions bank reconciliation and adding charges for the bank reconciliation.
|
Bank Reconciliation |
Fall 2021 |
| Accounting Tax Calculation Settings |
Manage external tax settings for Accounting from the Foundations & Integrations Task Launcher. For more information, see |
Summer 2022 | |
|
Transaction Reconciliation Actions
|
Contains actions for transaction reconciliation.
|
Transaction Reconciliation | Fall 2021 |
|
Bank Statement Action Panel
|
Contains actions for Bank Reconciliation.
|
Bank Statement | Fall 2021 |
| Close Periods | Select a valid date to close periods for companies in Accounting. | Period Close Template | Winter 2023 |
| Accounting Period Close Options Panel | Contains soft close and hard close options. | ||
| Accounting Selected Accounting Companies | Displays selected accounting companies to close periods. | ||
| Manage Period Close Options | Select GLA groups from soft close and hard close options. | ||
| Select Accounting Companies | Displays accounting companies that you can select to close periods. | ||
| Selected Period Close Options | Displays a list of selected GLA groups. | ||
| Accounting Cash Entry Lines Panel | Displays cash entry lines on the Cash Entry page and allows to perform various actions. | Cash Entry | |
| Schedule Period Close | Displays the Schedule Template window to schedule the closing of periods for the companies selected on the template. | Spring 2023 |