2022
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Log into SalesForce, go to AppExchange Object and type AccountingBook in the search tab and Enter. A new page gets opened
Click on the AccountingBook icon that takes you to a new page where you find the Overview of AccountingBook. You also find different tabs like Details, Overview, Reviews and Provider information in this page.
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- Accept the terms and conditions by clicking on the check box
- Confirm installation
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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Don't forget to leave feedback and review on this Tab.
Provider Tab
Provider tab give you the contact details of the Avanika LLC and the and other products available from Avankia LLC.
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Select the appropriate accounts from the dropdown menu
- From the dropdown menu select the Default Revenue Account
- From the dropdown menu select the Default Cash GL Account
- From the dropdown menu select the Default Bank GL Account
- From the dropdown menu select the Default CC Account
- From the dropdown menu select the Default Revenue Account for Accounts Payable
Once you have Setup the defaults, click on the Save GL Defaults button.
Note: If the Account Name/s is 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. The spelling of the default accounts is underlined for your reference. |
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In the new page click on the Packages tab
A new page is opened where you need to click on GL Account Tab as shown below
On clicking the GL Account Tab a new window gets opened where you need to click on Account Type tab in the Custom field & Relationships section
In the new page scroll down to Picklist Values. Click on the Edit link to change the Accounts in the Values column.
Let us take an example of Accounts Receivable value and see how it goes.
- Edit the Account Type to the desired one in the space provided for
- Click on the Save button
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Goto Setup> under Security Controls Tab> Click Remote Site Setting.
In the new page click on the New Remote Site button
In the new page save the remote site settings by clicking Save button
- Add that in Remote Security setting with name – "Instance"
- Copy the first part of the URL address to the Remote Site URL. Refer the underlined URL in the picture
- Click on Save button, it looks as below once saved
Enable Left side AccountingBook Links
- Goto Setup menu
- Click on Customize
- Click on Home
- Click on Home Page Layouts, a new page gets open
- Click on the Edit link to open a new page
- Tick the check box and close the page, this will create a short cut in the AccountingBook home page the links will take you to the statement of accounts. Refer picture below, each one is the link which will open up as described
This completes AccountingBook Setup
Overview
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