2022
Log into SalesForce, go to AppExchange Object and type AccountingBook in the search tab and Enter. A new page gets opened
...
...
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.
...
On clicking on Get it Now a new page opens, which helps you to start with the installation process.
...
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.
...
Now, the AccountingBook package is ready for your use.
...
This section allows you to read and share your views on AcountingBook.
...
...
...
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. |
...
You have learnt how to create default accounts and edit the account type now.
What does remote site setting do? |
...
In the new page save the remote site settings by clicking Save button
...
...
Once the Remote site is added in the settings, the page needs to be retrieved to do this follow the below steps
Click on the Admin/Get Started object, scroll down to Retrieve Page Layouts related detail and click on the button Retrieve Page Layouts
On Clicking the button Retrieve Page Layouts the following page pops up and takes you back to the same page
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.
Adding GL Accounts in the GL Accounts Object
...
This completes AccountingBook Setup
Children Display | ||
---|---|---|
|