Accounting Implementation Tips

Having both ERP and Accounting on the same Salesforce platform has many benefits. Evaluate GoldFinch Accounting to see if it fits your needs before you explore other accounting solutions.

Read Accounting Object Maps to understand GoldFinch posting structures and underlying objects.

Read Enter or Import Beginning Balances or go-live beginning balances cut-over best practices. Ensure that Inventory Valuation Report, AR Aging, and AP aging match with the GL Balances before you start entering new transactions.

Read Month-End Closing to understand how to configure Posting Date restrictions. You want to ensure Allowed Posting From and Allowed Posting To on the Company Setup have the proper dates, so users don’t accidentally post into the wrong periods.

Article Accounting-Implementation-Tips  ·  Last updated December 18, 2025 · GoldFinch ERP Help Center