UI - Account Page Layout

Once you have successfully configured TwixRiva, you will be able to view an example of Account Lightning Page in the TwixRiva app.

The Xero tab on the account will be pre-configured with the right Lightning Compoments.

In the Invoices Tab , is available :

  • a Revenue summary

  • a Invoices list

  • a Credit Notes list

 

You can check the configuration of the Lightning Component by editing the record page.

The component is called : XeroIntegrationAccountRelatedList

Once placed on the page, you can configure it in 2 ways:

 

  1. Select the type of records to display

  2. Configure the way the records will be sorted by.