1. Ability to create truly custom processes and automations that make sense for our organization.
2. Ability to make customizations and developments on our own (internally and/or with third party developer assistance).
3. Integration with many different third-party tools - if you can't build something (or don't want to), there is probably a solution that already exists.
4. Ability to 'dice up' data and report on it in many different ways to get a clear financial picture of the organization as a whole from different angles.
5. Accounting Seed (with additional development) has allowed us to compensate our people in many different ways automatically, inside the system - no exporting, no spreadsheets, no manual calculations.
6. Overall robustness of the platform that allows our organization to scale.
The following are fairly specialized issues that we either resolved ourselves already or are fine 'living with' for the time being, but that Accounting Seed should address:
1. No 'ledger' view of accounts that show transactions and live balances. This information can be obtained through native Salesforce Reports, generated Accounting Seed Reports, or by hiring a developer to build out custom Visual Force pages or running calculators to do this. This should be provided out of the box.
2. Recording batch cash receipts is difficult - this should be an easier process to break up one cash receipt and assign it to multiple Accounts/Projects.
3. Doing many things in the system requires steps that seem very unnecessary. For example: Posting any record requires multiple steps - Approved, Review Posting, then Post (why?); Paying a Payable must be done individually, and requires multiple steps (again, why?).
4. No native ability to switch between Accrual and Cash basis (there are workarounds, but they require hiring developers, as we have done). This should be provided out of the box, or at the very least, Accounting Seed should make it very clear in its materials that it only does Accrual.
5. Customizing invoice, credit memo, account statement, etc. templates requires coding. We had to purchase Conga Composer to get client-facing forms that we need. That is unacceptable.
6. Cost - Accounting Seed licenses are not cheap, but be prepared for the real cost (in money, time, effort, and overall resources): a) adapting the system to what you need it to do; and b) adding in third-party applications for specific functions. Both get expensive quickly.
Finally, Accounting Seed did not do things very well 'out of the box' for our organization, but given its robustness and functionality after we customized it to our needs, we are happy with our decision to adopt it.
1. Really test it out before diving in
2. Ask the stupid questions - go through your existing processes and make sure that there is a direct comparable process/way to do something in Accounting Seed before doing a live switch
3. If Accounting Seed does not do something that you need, consult with a Salesforce AND Accounting Seed developer specialist (there are a few good ones) and get estimates for the builds
4. Test, customize, and get it to where you need it before doing a live transition
1. Using one system for all of our needs without double entry required (Advologix + Accounting Seed). All of our data lives in one place.
2. Customizing the software tools we use to fit our unique needs.
3. Creating a law firm that is agile and flexible to needs of its attorneys as we grow.