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Verifying accounting functionality

Updated on January 18, 2022

After installing Pega Foundation for Financial Services, perform the following steps to verify that the accounting functionality is working.

  1. Log in with the following credentials:

    Username: [email protected]


  2. From the New menu, select Create new accounting. The initial screen, Accounting Test Flow, appears.
  3. Complete the following required fields and click Create.
    • Amount and Currency Code
    • Value Date (defaults to today)
    • Account Number
    • First Name
    • Last Name
    • Email Address
  4. Click the Other actions menu to view the available actions.

    Other accounting actions are available under the Add Work option.

  5. Select Open a Payable (CR) to view the Open Payable options and defaults.
  6. Click Submit.
  7. Click the Suspense Count tab and view the suspense details. This concludes the basic verification steps.

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