Oval Accounting Trial

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.

The Trial Org is pre-configured for a fictional UK headquartered software company named Grand Software. A single Customer Account named Five High Airlines and a single Supplier Account named Kind Planet IT have been created and are linked to the Accounts Receivable and Accounts Payable transactions and journals respectively.

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.

1. Tour the reference data created in the Oval Accounting Admin app.

Open the Oval Accounting App from the Salesforce Lightning App Switcher and view the trial (demo) data created in the Tabs displayed. A recommended starting point is the Entities tab.

2. View the Customer level Financial Insights generated by Oval Accounting.

• Open the Oval Accounting App, click the Accounts tab, switch the default list view to All Accounts (if required) and click the Five High Airlines customer name to open the record.
• On the Account page view the Oval Accounting Insights section on the left side of the page.
• Change the Reporting Entity field to Grand Software and the Reporting Calculation Status to Pending and then Save the record.
• The Insights (e.g. Total Sales Current Period) should re-calculated and the Last Calculation Date should update to the current time.

3. Create a new Opportunity and Convert to Sales Invoice.

• Activate the Standard Price Book (if required) via the Salesforce Price Books tab.
• Via the Accounting Helper utility displayed in the page footer (Oval Accounting app), set the default Entity (Grand Software) and Bank Account (UK – Business Current Account).
• Create a new Opportunity for Five High Airlines (Name = Trial Opp, Close Date = today, Stage = Prospecting).
• Add a Product to the new Opportunity (Product = Grand Star 1000 Enterprise Edition, Quantity = 1).
• Set the Opportunity Stage to Closed Won and Save.
• Tick the Convert to Transaction checkbox and Save (this field can be found in the Oval Accounting Information section displayed on the Details sub-tab).
• Click the link displayed in the Related Transaction field to navigate to the converted Sales Invoice.
• A Transaction Entry record should be displayed for the Opportunity Product.
• Change the Display Name field to replace and Save, an auto-generated value will then be added.
• Set the Status of the Sales Invoice to Posted (or use the Path) and Save.
• The Related Accounting Journal field should now be populated. This journal contains the Accounts Receivable debits and credits for the Sales Invoice.
• Navigate to the Customer record (Five High Airlines), the Oval Accounting Insights should have recalculated, this can be checked by the displayed values or the Last Calculation Date.