2022
Children Display | ||
---|---|---|
|
After adding your GL Accounts (Chart of Accounts), you might want to add hierarchy or the parent-child relationship to the accounts. For that you will need to export the GL Accounts data to the CSV file and identify the SalesForce ID. The second step is to identify the SalesForce IDs of the Parent accounts to map those to the Child accounts. Insert Parent Account IDs next to the Child Account Names in the CSV file by V-lookup operation. Once you have the IDs of the Parent Accounts in CSV, you can perform the update operations on GL Accounts and map those respective parent accounts using Data Loader.
...
Similarly, Items can also be uploaded into the AccountingBook in the Items Object. The procedure to add a single item is explained in the Chapter Items for your reference.
Once the GL Accounts are loaded into the AccountingBook, the default accounts needs to be defined to get the correctness in the entries. To do so follow the below steps
Click on Admin/Get Started object
...
...
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. |
...
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.
...
...