Oval Accounting Trial Support

Please get in touch if we can help at all with the trial setup or your evaluation process.

We offer a courtesy QuickStart call to all customers; on this call we’ll discuss your requirements and provide expert setup guidance.

Contact us via hello@ovalaccounting.com.

Oval Accounting is available for (7 day) trial purposes via our Salesforce AppExchange listing in 2 ways;

(1) Preconfigured Trial Org (Recommended).

A preconfigured trial which includes the test records referenced in the exemplar test scenarios described below.

(2) Installation into your Org (Sandbox only for trial purposes).

Alternatively, our Release Notes page provides the package version installation link for the latest release.

Oval Accounting is split into 2 Salesforce Applications (available via the App Switcher). The Oval Accounting Admin app is used to setup reference data such as the Chart of Accounts, Financial Year, Tax Rates, Bank Accounts and the Entity-defined Corporate Structure. The Oval Accounting app is where transactional records such as financial transactions, accounting journals and job orders are managed and financial reports are generated.

The following example test scenario is provided to help with the trial evaluation process.

1. Conversion of a CRM Opportunity to a Sales Invoice.
2. Automated Bank Reconciliation.
3. Customer Financial 360 real-time update.

Please note that the referenced test records are created by default in Trial Orgs only.

Test Steps

1.1 Open the Oval Accounting app and view the Transactions list via the Transactions tab. It may be necessary to change the view type to Kanban for consistency with the interactive demo above.

1.2 Open the “Digita Estates” Customer Account record and view the Customer Financial 360.

1.3 Open the Sales Opportunity and Convert to a Transaction by the clicking the “Convert to Transaction?” checkbox and saving the record. Oval Accounting Posting Rules map CRM concepts to Accounting records (Ledger Accounts and Tax Rates).

1.4 Open the generated Sales Invoice and Post the Transaction to the Accounting Ledgers by setting the Status to Posted and saving the record.

1.5 Open the “Digita Estates” Customer Account record and view the updated Customer Financial 360.

1.6 Open the Bank Account named “Business Current Account” from the Bank Accounts tab.

1.7 Open the “Monthly Bank Statement” Bank Statement and then the displayed Bank Transaction.

1.8 The Bank Transaction represents a received payment for the generated Sales Invoice.

1.9 From the Bank Statement, click the “Run Posting Rules” button to initiate automated Bank Reconciliation. Oval Accounting Posting Rules evaluate the Bank Transaction, generate a Sales Payment for the Customer Account and allocate the payment to the outstanding Sales Invoice.

1.10 The Sales Payment can be viewed in the Transactions list displayed on the Transactions tab.

1.11 Open the Sales Invoice and view the transaction allocation and payment status fields.