Installing the Drill Down Trial Balance

 

This articles explains how to install the Sage Financials Feature Pack Drill Down TB by Alpha Index. There are 3 steps to complete the installation:

Step 1: Install the Managed Package

The Drill Down TB is part of the Alpha Index Sage Financials Feature Pack Managed Package that you need to install.

The URL you need for V1.12 in your production instance is:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

To install on a Sandbox use:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1r000000sX44

If you are unsure how to install Managed Apps, please check out this video

Step 2: Add the Tab to the Financials top-level tab bar

This will add ‘Drill Down TB’ as a top-level menu entry in Sage Financials.

You need to add the ‘Drill Down TB’ to ‘Selected Items’ in the ‘Financials’ App.

If you are unsure how to change ‘Selected Items’ in Saleforce Apps, check out this video:

Step 3: Install the Template

Installing the Sage Financials Template will add [Drill Down] buttons to Dimensions, Tags, Transactions & Journals.

The Template you need to install is ‘aiSFDrillDownTB’

If you are unsure how to install Templates, check out this video:

All Done

Now you are ready to use the Drill Down Trial Balance. Check out this video for a quick review of the features:

You may also like

Leave a comment