Getting Started

  1. Installing Oval Accounting into your Salesforce instance is simple to do. You can either :
  • Contact us directly and we will send you an installation link.
  • Download via the App Exchange within Salesforce.

2. Once Oval Accounting is installed permission sets will need adding to Users.

3. Setup the Chart of Accounts.

4. Setup the Entities (Companies and departments).

5. Setup the Bank Accounts.

Further Information Coming Soon …..

At any point we are on hand to help with the initial setup. Just contact us at