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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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 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
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.
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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
This completes AccountingBook Setup