1. Introduction

What is AccountingBook?

AccountingBook is an accounting Package which work works on the Salesforce platform. AccountingBook instantly organize organizes customer data from a variety of channels and present in one unified view.

Why use AccountingBook?

• AccountingBook gives you the Account Information, Contacts, Opportunities, Leads and Reports accessible at your convince wherever convenience, wherever you are using a system and or any device like note pad, smart phone or a tab
• AccountingBook helps business to transact via Accounts Payable / Accounts Receivable
• Provides the customization of Reports and Dashboards
• Easy to import or export data
• Can send automated mails to the customers to receive payments intimation which have near neared Due DateDates
• AccountingBook has the ability to convert all transactions into Journal Entries which is easy to access
• Has a number of customable customizable inbuilt Objects to suit your business type which is also easy to navigate

Key Components

Some Key Components of the AccountingBook are:

Accounts: Accounts Object stores in all details of the individuals, organizations, companies, customers, vendors and partners

Receivables: Account receivable gives you the option to navigate and enter data into an Opportunity like Estimate,

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Sales Order, Invoice, Credit Memo and

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also allow creating recurring transaction templates of your customers

Receive Payment: This object facilitate you to receive payment either in full or by part from your customers

Payables:

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 Payables allows you to navigate through tabs like Purchase Order, Create Bills and Pay Bills and make the necessary transactions

Bill Payments: This Object allows you to navigate through

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payments you have made to your Vendors in the past, and allows you to make new payments

Reports: Along with the pre-defined Reports and Dashboard, Reports allow you to customize and save the Reports and Dashboards for your future references and view it

Items:

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 Items are the products which you deal with in your day to day business. Items are those products and services which you buy from your vendors and sell to your customers for profits

GL Accounts: This is Object where the Chart of Accounts are been mapped and you can also add new ones, edit and delete accounts according to the business requirements

Journal Entries: Records the financial transactions of your business in a precise manner so that the information on any point in relation to them may be quickly obtainedImage Removed

How does AccountingBook Work?

Home Page of AccountingBook looks similar to this.

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Business is a complex operation, and to cater to your requirements in a simplified manner, Avankia presents to you the Accounting Package AccountingBook. The below picture

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helps you

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understand the process how AccountingBook passes through the various

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processes of your business.

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1. Getting started with AccountingBook

https://appexchange.salesforce.com/listingDetail

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