2022
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Data import can be done either by using Data Loader or Import Wizard. For most situations, Import Wizard works in case you don't have hierarchies in GL Account or Item list.
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Only when you want to import data with Hierarchy. |
Prepare your file
Make sure the Type field matches to the Picklist Value of "Account Type" is AccountingBook. The values are:
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Income |
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Prepare file
Discount
Group
Sales Tax Item
Sales Tax Group
Other Charge
Expense
Non-Inventory
Income Account
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Item List
Click on Admin/Get Started object
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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. |
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Remote Site Settings allows permissions to Salesforce Apex (code) to call to other Web Services or Web Applications. In this case we are allowing AccountingBook to call Salesforce internally using Web Services to enable some of the dynamic functionalities to work. |
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One of the most requested features that we have in is a much better data entry screen for Receivable, Payable and Journal Entries. The data entry for standard force.com requires a lot of clicks and so we have created a module that makes it simpler for users to enter these documents. |
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Retrieve 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 fields from the page layout.
Enable Left side AccountingBook Links
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Congratulations, You have completed AccountingBook Setup !!!
Note: If you have any difficulty in creating new records, follow these steps:
API access must be enabled for your user(s) in Ebsta to connect to your Salesforce org.
Your Salesforce administrator controls your profile and permission sets.
Enable API Access in Salesforce by Profile
1. If you are the Salesforce administrator, go to Setup.
2. Go to Manage Users and click Profiles.
3. Click Edit against the specific Profile.
4. Scroll down to Administrative Permissions and check the API Enabled box.
5. Click Save.
Do not change any AccountingBook related documents- In Document Object, you can see AccountingBook Folder. Do not change name of any AccountingBook Document.