Configure your Page Layouts for Xero for Breadwinner

please note that if you have salesforce enterprise edition or higher, or salesforce professional with the api enabled, breadwinner will configure your page layouts for you in just a few clicks from the breadwinner setup tab however, if you have salesforce professional without the api (as is typical for salesforce trial orgs), then you will need to follow the instructions below configure your page layouts for breadwinner breadwinner requires minor tweaks to the salesforce account and salesforce opportunity page layouts these tweaks should be done to all possible salesforce account and opportunity page layouts that you use the video below shows how to configure the page layouts for breadwinner for xero if you prefer text instructions instead, those are listed below text based instructions account page layout add a section to your account page, called breadwinner xero invoices in that section, put 8 fields bw account status total amount overdue total amount due total amount invoiced total amount paid total amount credited total unallocated credit total draft amount then add another section directly below the first one called breadwinner charts this section should be hidden (uncheck the two checkboxes for display section header on ) and, most importantly, select the 1 column layout in that section, add the visualforce page breadwinneraccountcharts then, add two related lists to the account page layout add the invoices related list (near the top of the related lists) and add the affiliated xero contacts related list (at the very bottom of the page) opportunity page layout add a section to your opportunity page, called breadwinner xero invoices in that section, put 5 fields total amount overdue total amount due total amount invoiced total amount paid total draft amount then, add the invoices related list (near the top of the related lists) to the opportunity page layout