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Info
titleCommon Issues Found

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.

 


Remote Site Security Setting


Info
titleWhat is "Remote Site Settings" ?

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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Click on the Admin/Get Started object, scroll down to Retrieve Page Layouts related detail and click on the button Retrieve Page Layouts 

Update Configurable Page Layouts

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.

The module is a Visualforce component and the component can be re-configured or updated by clicking the "Retreive Page Layout" button on Admin Setup. This retrieve all the Page layout and re-configures the Visualforce component.

 

 

On Clicking the button Retrieve Page Layouts the following page pops up and takes you back to the same page 

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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. 

QuickLinks to Accounting Functionality

Enable Left side AccountingBook Links

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