Hi all,
I try do the following use cases in NPC with Accounting Subledger and do not find the correct settings for it. In my customer org I enabled Fundraising and added the Accounting Subledger Permission set to my user. Then I followed the instructions from Salesforce help (https://help.salesforce.com/s/articleView?id=sfdo.asl_Configure_an_Accounting_Set_for_Fundraising.htm&type=5). I created an accounting set and a report type for transaction journals to export the journals to the accounting system.
- How do I lock gift transaction after running the accounting set with a flow?
- How do I track adjustments write-offs, and reversals on gift transactions?
What use cases covers the ASL in NPC?
Thanks!
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