Enabling the Accounting Playbook Enhancements Feature

This Feature Console page provides enhancements to accounting playbooks.

Work through the steps in the order shown.

For each automatic step, click Perform. When the step has completed, the Status changes from “Not Done” to “Done”.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Updating Calculate Due Date Values of Accounting Playbook Task Templates

The Playbook Task Template Due Date Update feature step updates the accounting playbook task template records, created in Summer 2023, according to the new task due date calculation method. Instead of calculating the task due date from the playbook's start date, it is now calculated from the period end date.

Note:

If you have such records created both in Summer 2023 and in a later version, do not perform this step. Instead, you must update their calculate due date values manually to preserve data integrity. For more information, see Accounting Playbooks Overview.