2022
Page History
Getting Started with AccountingBook
How to go about?
Log into Salesforce and go to AppExchange (www.appexchange.com) and search for AccountingBook in the search tab and Enter. A new page gets opened
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Overview Tab
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- To get AccountingBook installed in your organization click on Get It Now button
How would you like to continue?
Once you click on Get It Now button a new page gets opened and you have two options to get AccountingBook installed in your organization.
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- Click on Install in production to get AccountingBook installed in SalesForce
- Click on Install in sandbox to get AccountingBook installed in SandBox
On clicking on Get it Now a new page opens, which helps you to start with the installation process.
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On clicking on the Confirm and Install button a SalesForce login page or a Sandbox login page is opened. Enter SalesForce or Sandbox credentials to start with the installation process.
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Now, the AccountingBook package is ready for your use.
Details Tab
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- Gives you the description of AccountingBook
- You learn what AccountingBook includes
- Contact information is provided, you can speak to our Support team on the number provide
- The package detail like name, version, type etc is given
Reviews Tab
This section allows you to read and share your views on AcountingBook.
Provider Tab
Provider tab give you the contact details of the Avanika LLC and the list of other products available.
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Admin/Get Started
Adding GL Accounts in the GL Accounts Object
Once the AccountingBook is installed the first thing is to get AccountingBook working. To do AccountingBook working we need to add GL Accounts and the Items. Let us know how the GL Accounts is loaded in the AccountingBook
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Once you have Setup the defaults, click on the Save GL Defaults button.
Note: If the Account Name/s are not reflected in the dropdown list, the reason might be that the spelling of the Account is incorrect. While importing the GL Accounts through the Data Loader if the defaults accounts are spelled correctly then those accounts are to be automatically reflected in the dropdown menu, else you need to manually rename the Account names. |
To edit the Account Type, if it is incorrectly spelt click on the Setup Link in the Home Page.
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You have learnt how to create default accounts and edit the account type now.
Remote Site Security setting
What does remote site setting do? |
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Retreive page layout updates page layouts for edit screens for Receivables and Payables objects to organize all the controls(Field) in one layout. Which enables to either add or remove the feilds from the page layout.
Enable Left side AccountingBook Links
- Goto Setup menu
- Click on Customize
- Click on Home
- Click on Home Page Layouts, a new page gets open
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Overview
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