Page History

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In the new page save the remote site settings by clicking Save button

• Add that in Remote Security setting with name – "Instance"

• Copy the first part of the URL address to the Remote Site URL. Refer the underlined URL in the picture

• Click on Save button, it looks as below once saved

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 

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Update Dynamics Page Layouts for Enhanced Data Entry Screens

Once the Remote site is added in the settings, the page layout for 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 
• Update Configurable Page Layouts

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

• Goto Setup menu

• Click on Customize

• Click on Home

• Click on Home Page Layouts, a new page gets open

• Click on the Edit link to open a new page

• Tick the check box and close the page, this will create a short cut in the AccountingBook home page the links will take you to the statement of accounts. Refer picture below, each one is the link which will open up as described

Congratulations, You have completed AccountingBook Setup !!!