Permissions for the Expense Reports to Payable Invoices or Credit Notes Flow

The following object permissions are relevant.

Object Permissions
Object	Access	Mandatory
Expense Report	Read	Yes
Expense Report	Edit	[Optional] Required to use the Automatically Pass to Accounting functionality with the default configuration. For more information, see How Does the Automatically Pass to Accounting Functionality Work?
Process Log	Read	[Optional] Required to view process logs that contain information about a background execution of an integration flow.
Process Run	Read	[Optional] Required to view process run records that contain information about a background execution of an integration flow.

Tab Access

The following tab access is required.

Tab Access
Tab	Access	Mandatory
Expense Reports	Available	Required to access the Expense Report list view and record page. Not required to run a scheduled execution of the flow.
Process Runs	Available	[Optional] Required to view process run records that contain information about a background execution of an integration flow.

The following field permissions are relevant.

Field Permissions
Object	Field	Access	Mandatory
Expense Report	Automatically Pass to Accounting	Read Edit	[Optional] Required to use the Automatically Pass to Accounting functionality with the default configuration. For more information, see How Does the Automatically Pass to Accounting Functionality Work?
Process Log	Message	Read	[Optional] Required to view process logs that contain information about a background execution of an integration flow.
	Process Run
	Related Record
	Status
Process Run	Description	Read	[Optional] Required to view process run records that contain information about a background execution of an integration flow.
	Finish Time
	Is Parent
	Started By
	Start Time
	Total Number of Errors
	Total Number of Pending
	Total Number of Successes
	Using Detailed Monitoring

The following Apex class access is required.

Apex Class Access
Apex Class	Access	Mandatory
ffpsai.DocumentConversionController	Enabled	Required to run the flow from the Expense Report record page using the Create Payable Invoice or Credit Note Lightning action.
fferpcore.ffasync_ProgressStatusController	Enabled	[Optional] Only required to display the progress bar indicating the status of a process run record. Process runs are used when an integration flow executes in the background.

For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.

Access to the following Visualforce pages is required.

Visualforce Page Access
Visualforce Page	Access	Mandatory
ffpsai.convertertoinvoicescredits	Enabled	Required to run the flow using the Create Payable Invoices/Credit Notes list button.
ffpsai.convertexpensereporttopinvs	Enabled	Only required if you use the Create Payable Invoice/Credit Note detail page button, instead of the Create Payable Invoice or Credit Note Lightning action.
ffpsai.convertexpensereporttopinvsHelp	Enabled	Required to access the relevant help link when running the flow using the Create Payable Invoices/Credit Notes list button.

The following custom permission is required.

Custom Permission
Custom Permission	Access	Mandatory
ffpsai.Create Payable Invoices or Credit Notes from Expense Reports	Enabled	Yes
c2g.Create Documents without an Accounting License	Enabled	Yes