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Setup and User Guide

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Installation & Setup #

This app is licensed through Microsoft. To purchase and deploy it in your production environment, follow the instructions in the link below:
How to purchase and license the app through Microsoft AppSource

Assign User Permission Set #

  1. Choose the icon to enter “User” and click on the related link to open the Users list.
  2. On the Users list, select users that will require permissions to the Installment Payment Terms app.
  3. On each of the selected User Cards, go to the User Permission Sets tab, add the necessary permission sets based on the role of the user:
    • APEDAILYINVGLBRKTEST
      • Assign this to the users that are going to be using this app in the Sandbox for testing.
    • APEDAILYINVGLBRKPROD
      • Assign this to the users that will be using this app in the production environment.

User Guide #

  1. Search on the report Daily Invoicing with G/L Breakdown.
  2. Run the report and ensure the Show G/L Breakdown is marked as true
  3. Run the report and see the General Ledger Breakdown at the end of the report
  4. For a video to see it in action, visit: https://www.youtube.com/watch?v=3MVrfdbclgk&t