Custom Object Descriptions

If you decide not to use the standard profiles you might find the following descriptions useful when deciding which permissions to grant.

Key: * – Redundant or deprecated in this release; BR – Users need access to commit bank reconciliations; CR – Users need access to perform CRVs

 Custom Object Descriptions

Custom Object		Master Object	Description
Account In Use	*		Redundant or deprecated.
Accounting Background Worker			For internal use. The batch control object for the Batch Apex Framework. It has its own tab because it contains a useful progress bar.
Accounting Book			Used by the multi-book accounting feature to store accounting books.
Accounting Currency			Stores the details of an accounting currency such as its ISO code.
Account Health Measurement Batch			For internal use. Stores the status and details of Account Health Measurement batch Apex jobs.
Account Health Measurement Logs		Account Health Measurement Batch	For internal use. Stores the results of each Account Health Measurement batch iteration.
Aged Analysis Definition			Defines the presentation of a specific type of aged analysis report.
Allocation			Stores information about an allocation.
Allocation Filter		Allocation Filter Structure	Stores the queries for selecting and filtering allocation data for the allocation template.
Allocation Filter Structure		Allocation Template	Defines the allocation filter structure for the template.
Allocation Log		Allocation	Stores logs created by the allocation process.
Allocation Rule			Stores distribution criteria for allocations.
Allocation Schedule			Stores the information entered on the Create Schedule page.
Allocation Schedule Company			Links the allocation schedule to one or more companies.
Allocation Schedule Log		Allocation Schedule	Stores the results of a scheduled run.
Allocation Schedule Run			Provides a link between allocation schedule logs and run details.
Allocation Schedule Run Result		Allocation Schedule Run	Links allocation transactions and allocation journals to run details.
Allocation Schedule Template		Allocation Template, Allocation Schedule	Links the allocation schedule to one or more allocation templates.
Allocation Split Template		Allocation Template	Stores the split percentage information for the template.
Allocation Template			Stores the allocation template information.
Allocation Transaction Log		Transaction	Stores the results of the reverse allocation transaction process.
As of Aging			Stores As of Aging values on transaction line items owned by current company.
As of Aging Process Log		As of Aging	Stores record of batch apex jobs run during As of Aging process.
Audit Data Line Item			Stores the line item fields for the Localization audit data.
Audit Data Name			Stores the header information for the Localization audit data.
Bank Account	BR		Stores master details on company bank accounts.
Bank Reconciliation	BR		Stores the master details of a bank reconciliation.
Bank Reconciliation Charge	BR	Bank Reconciliation	Stores bank charge line item details on a bank reconciliation.
Bank Reconciliation Line Item	BR	Bank Reconciliation	Stores bank reconciliation line item details.
Bank Statement	BR		Stores imported bank statement master details.
Bank Statement Definition			Stores the details of a bank statement definition.
Bank Statement Line Item	BR	Bank Statement	Stores the line item details of an imported bank statement.
Batch Lock			Stores batch information to avoid running in parallel more than one batch process for the same records
Batch Lock Detail		Batch Lock	Stores record information to avoid running in parallel more than one batch process for the same records.
Batch Process			For internal use. Used in batch job processing.
Batch Process Detail		Batch Process	For internal use.
Budget and Balance			Stores the details of budget and balance records that enable you to track the variance of actual period balances against budget.
Cancel Payment Control			For internal use. Used during Cancel Payment batch processes.
Cancel Payment Criteria		Payment Summary	Stores the criteria entered on the Cancel Payments Criteria page, including the reason for the cancellation.
Cancel Payment Log		Cancel Payment Control	For internal use. Used during Cancel Payment batch processes.
Cash Entry			Stores the master details of cash and checks received from, or refunds given to, customers.
Cash Entry Line Item		Cash Entry	Stores the line items on cash entry.
Cash Matching History	CR		Records the activities that take place during the payment, discounting or writing-off of a payable transaction line.
Chart of Accounts Mapping			Stores mappings between corporate GLAs and local GLAs.
Chart of Accounts Mapping History			Stores mapping history.
Chart of Accounts Structure			Defines the chart of accounts structures available in your organization.
Check Number		Check Range	Records the details and status of numbered checks in the associated check range.
Check Range		Bank Account	Defines a range of valid check numbers for the associated bank account.
Column Property			Stores a part of the formats saved from FinancialForce Print Formatter.
Common Name			Stores names used by FinancialForce metadata.
Company			Stores the FinancialForce company details.
Company Ownership		Company	Stores information about a company's ownership structure.
Currency Revaluation	CR		Stores the master details related to a CRV.
Currency Revaluation Batch	CR		Processes CRV documents into batches.
Currency Revaluation Batch Line Item	CR	Currency Revaluation Batch	Processes CRV line items into batches.
Currency Revaluation GLA Item		Currency Revaluation, General Ledger Account	The GLA list for a CRV.
Currency Revaluation Group			Groups CRVs to be processed as a batch.
Currency Revaluation Line Item	CR	Currency Revaluation Summary	CRV line detail at second level.
Currency Revaluation Summary	CR	Currency Revaluation	CRV line detail at first level.
Currency Revaluation Template	CR		Stores CRV template information.
Currency Revaluation Template Line Item	CR	Currency Revaluation Template	Stores CRV template information.
Custom Form Assignment			For internal use. Determines which Custom Form to display for a given accounting document and company.
CustomForm Layout			For internal use. Stores Custom Form Layout information.
CustomForm Layout Field		CustomForm Layout Section	For internal use. Stores Custom Form Layout Field information.
CustomForm Layout Related List			For internal use. Stores details of the related lists on a custom input form.
CustomForm Layout Related List Field		CustomForm Layout Related List	For internal use. Stores details of a field in a related list on a custom input form.
CustomForm Layout Section			For internal use. Stores Custom Form Layout Section information.
Data Property			Stores a part of the formats saved from FinancialForce Print Formatter.
Dimension 1–4			Used to sub-analyze postings and can be used to represent a number of different business concepts.
Event Log			Records when an invoice or credit note was printed or sent by email, and who printed/sent it.
Exchange Rate		Accounting Currency	Stores exchange rates expressed in terms of home currency. A company has a rate table for each currency that it uses.
Field		Selection Definition	Stores a part of the formats saved from FinancialForce Print Formatter.
Finance Correspondence			Relates to the section on Account that contains the contact and the email address where mass emails will be sent.
Fixed Allocation Rule Line		Allocation Rule	Stores a line on a fixed allocation rule.
Format Data			Stores a part of the formats saved from FinancialForce Print Formatter.
General Ledger Account			General ledger account represent different categories of income/expenses/assets/liabilities and reserves.
Grouping Reference			Internal object that provides new references for various processes within the application.
Income Schedule Definition			Predefined templates that can be used as the basis for an income schedule on a sales invoice.
Income Schedule Line Item		Sales Invoice	The schedule line items on a sales invoice.
Integration Rule			Defines a first-generation integration rule at header level.
Integration Rule Line Item		Integration Rule	Defines a first-generation integration rule at line item (detail) level.
Intercompany Definition			Defines the intercompany control accounts that you want to use when generating and posting intercompany journals.
Intercompany Transfer			An intermediate staging object used during the intercompany journal process.
Intercompany Transfer Line Item		Intercompany Transfer	Intercompany transfer detail records.
Intersect Definition			Defines the way balances are stored.
Item			Stores a part of the formats saved from FinancialForce Print Formatter.
Journal			Acts as a container for a number of journal lines and provides common information about the document.
Journal Line Item		Journal	Stores the details of the journal lines.
Lookup			An internal object with no records. All FinancialForce Accounting users must have full access.
Mapping Format			Mappings used for document input using FinancialForce XL.
Mass Email Account			Temporary storage for grouping information by account, so only one email per account is sent.
Mass Email Account Line Item		Mass Email Account	Stores the details of the Mass Email grouping information by account described above.
Matching Reference			An internal object that provides an automatically incrementing number for the cash matching and undo matching reference.
Page Num Property			Stores a part of the formats saved from FinancialForce Print Formatter.
Payable Credit Note			Holds information that applies to the whole payable credit note such as vendor account and payable credit note date.
Payable Credit Note Expense Line Item		Payable Credit Note	The expense line items on the payable credit note.
Payable Credit Note Line Item		Payable Credit Note	The line items on the payable credit note, such as product, unit price, quantity and line total.
Payable Invoice			Holds information that applies to the whole payable invoice such as vendor information and due date.
Payable Invoice Expense Line Item		Payable Invoice	The expenses line items on the payable invoice.
Payable Invoice Line Item		Payable Invoice	The line items on the payable invoice, such as product, unit price, quantity and line total.
Payment			Stores header details for a payment proposal.
Payment Batch		Payment	Holds information about different batches generated as part of a payment process.
Payment Batch Line Item		Payment Batch	The line items of the payment batches generated as part of a payment process (holds information about transaction line items being paid).
Payment Detail		Payment, Payment Summary	Transaction lines selected for each payment.
Payment Details Template			Stores template details from the Payments Plus process.
Payment Log (previously called Payments Plus Error Log)		Payment	Stores error logs from the Payments Plus process.
Payment Media Control			Holds information for payment transmission, including payment values, company, and company bank account details.
Payment Media Detail		Payment Media Summary	Holds information for payment transmission, including transaction and transaction line information.
Payment Media Summary			Holds information for payment transmission, including payment values summarized by account and the corresponding bank account details.
Payment Summary		Payment	Summary of account values for payment.
Payment Template			Defines a template for a new payment proposal.
Payment Template Line Item		Payment Template	Defines a template for a new payment proposal.
Period		Year	Defines the accounting periods into which a financial year is divided.
Prepaid Expense Schedule Definition			Predefined templates that can be used as a basis for a prepaid expenses schedule.
Print Format			Stores a part of the formats saved from FinancialForce Print Formatter.
Product In Use	*		Redundant or deprecated.
Reconciliation Filter Structure		Transaction Reconciliation	Stores the filters defined for a transaction reconciliation.
Reconciliation Line Item		Transaction Reconciliation	Stores transaction reconciliation line item details.
Record Lock		Record Lock Group	An internal object that provides the ability to lock records.
Record Lock Group			An internal object that provides the ability to lock groups of records.
Reporting Balance			Stores an extract of the Budget and Balance object specifically created for use by the FinancialForce Reporting application.
Sales Credit Note			Holds information that applies to the whole credit note such as customer account and credit note date.
Sales Credit Note Line Item		Sales Credit Note	The line items on the credit note, such as product, unit price, quantity and line total.
Sales Invoice			The line items on the credit note, such as product, unit price, quantity and line total.
Sales Invoice Installment Line Item		Sales Invoice	Installments of the payment schedule defined for the invoice.
Sales Invoice Line Item			The line items on the invoice, such as product, unit price, quantity and line total.
Scheduler Configuration			The underlying object used to configure the Scheduler with information such as a job's start and end dates or on which days to run a job.
SDA Private Key			Custom metadata used to store the SDA private key.
Section			Stores a part of the formats saved from FinancialForce Print Formatter.
Selection Criterion		Selection Definition	Stores the conditions for the selection definitions.
Selection Definition			Stores the queries for selecting and filtering data (used in Mass Email, XL and Print Formatter)
Single Mapping		Mapping Format	Stores a mapping created in FinancialForce XL.
Sort Order		Print Format	Stores the sort order used by a selection definition in FinancialForce Print Formatter.
Statistical Basis			Stores the header of values for a statistical basis.
Statistical Basis Filter			Stores the statistical basis filters used for a statistical allocation rule and for a statistical allocation template.
Statistical Basis Line Item		Statistical Basis	Stores the values of a statistical basis.
Statistical Basis Line Item Version		Statistical Basis	Stores versions of statistical basis line item records.
Statistical Basis Version		Statistical Basis	Stores versions of statistical basis records.
Table Property			Stores a part of the formats saved from FinancialForce Print Formatter.
Tax Code			Stores details on tax codes.
Tax Detail Payable Credit Note		Payable Credit Note Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Detail Payable Credit Note Expense		Payable Credit Note Expense Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Detail Payable Invoice		Payable Invoice Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Detail Payable Invoice Expense		Payable Invoice Expense Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Detail Sales Credit Note		Sales Credit Note Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Detail Sales Invoice		Sales Invoice Line Item	Stores tax details at line level for tax calculations from Avalara.
Tax Rate		Tax Code	Stores details on tax rates.
Text Definition			Stores predefined, reusable snippets of text that can be included on a sales invoice or credit note.
Transaction			Holds header information about a transaction.
Transaction Line Item		Transaction	The line items on a transaction.
Transaction Reconciliation			Stores transaction reconciliation header details.
Transaction Reconciliation Filter		Reconciliation Filter Structure	Stores a filter used by transaction reconciliation.
User Company			Each user company record grants an individual user access to a single company.
Worker Item			For internal use. Stores the different work actions that the worker batch process needs to run. Internal use only.
Worker Log		Worker Log Group	For internal use. Stores the errors that occurred during the worker batch process and a link to the related document.
Worker Log Group		Accounting Background Worker	For internal use. Stores the users that created the worker item records to sent them an email at the end of the batch process.
Year			Defines a financial year.
Year End Log		Year	Stores information and errors during the year end process.