The tables below list permission sets that have been added since FinancialForce Accounting V13 to Spring 2021 inclusive. For permission sets added after Spring 2021, see the FinancialForce Technical Documentation Pack, available from the
New in Spring 2021
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Automated Eliminations | 2 | Grants access to create, edit, read, delete, and run Automated Eliminations. |
New in Winter 2021
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Bank Connections - Manage Connections | 3 | Grants Create and Read access to the Bank Connections object and fields. |
| Accounting - Bank Connections - Edit Connections | 3 | Grants Edit permissions to the Bank Connections object and fields. |
| Accounting - Bank Connections - Create Logs | 3 | Grants Create and Read access to Bank Connections Logs and Bank Connections Log Details objects. |
New in Summer 2020
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Balance Configuration | 3 |
Permission set update. Grants access to: 1. The existing Balance Configuration tab. 2. The Balance Configuration action in the Data Setup and Management section of the Accounting Task Launcher tab. |
New in Spring 2020
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Combination Rule | 2 |
Grants access to the Combination Rules objects and fields. |
| Accounting - Currency Revaluation - Delete Discarded Currency Revaluations | 3 | Grants access to the Currency Revaluation object and fields and allows users to delete currency revaluation documents that have the status "Discarded". |
| Accounting - Localization | 2 | Enables users to view and edit the Localization field on the Company and General Ledger Account objects. |
| Accounting - Localization Audit File | 2 |
Enables users to generate a localization audit file. |
| Accounting - Multi Book - Edit | 3 | Grants access to the Multi Book objects and fields. |
| Accounting - Multi Book - Read Access | 3 | Grants read access to the Multi Book objects and fields. |
New in Fall 2019
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Prepaid Expenses | 1 | Grants access to Prepaid Expenses objects and fields. |
| Accounting - Prepaid Expenses Schedule Definition | 2 |
Grants full access to the Prepaid Expenses Schedule Definition object. |
| Accounting - Prepaid Expenses Schedule Definition - Read Access | 3 | Grants read access to the Prepaid Expenses Schedule Definition object. |
| FFA Integrations - ERP Exchange Rates | 3 | Grants users access to the Exchange Rate Group field on the Accounting Company object. |
New in Spring 2019
| Permission Set Name | Level | Description |
|---|---|---|
| Accounting and Billing - Statement Rule - Create | 3 | New permission set for Collections users. Grants create access to the statement rule objects and fields. |
| Accounting and Billing - Statement Rule - Edit | 3 | New permission set for Collections users. Grants create access to the statement rule objects and fields. |
| Accounting and Billing - Statement Rule - Delete | 3 | New permission set for Collections users. Grants delete access to the statement rule objects and fields. |
| Accounting and Billing - Statement Rule - Read Access | 3 | New permission set for Collections users. Grants reads only access to the statement rule objects and fields. |
| Accounting and Billing - Statement Rule | 2 | New permission set for Collections users. Grants create access to the statement rule objects and fields. |
| Analytics and Financial Statements Read Access | 2 | New permission set for Cloud Integration Users. Grants read only access to Accounting objects (excluding Visualforce pages) and Account field permissions. It is no longer necessary to create these permission sets manually. |
| FFA Integrations - ERP Billing Document - Override Period | 3 | Grants Billing Central users permission to override the Accounting period on billing documents. |
| FFA Integrations - ERP Billing Document - Override Exchange Rates | 3 | Grants Billing Central users permission to be able to override Accounting exchange rates on billing documents. |
| FFA Integrations - ERP Billing Document - Override GLA | 3 | Grants Billing Central users permission to be able to override the Accounting product GLA on billing documents. |
New in Fall 2018
| Permission Set Name | Level | Description |
|---|---|---|
| Account and Billing - Collections | 1 | Grants full access to the collections functionality. |
| Accounting and Billing - Collections - Send Reminders | 2 | Allows users to send reminders from the Collections page only. Users cannot create or update reminder rules. |
| Accounting and Billing - Collections - Read Access | 3 | Grants read only access to the collections functionality. |
New in Spring 2018
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting API | 1 | Grants access to Accounting API features. |
| Accounting API - Journal | 2 | Grants access to create journals and journal line items using the Accounting Journal API. |
| Accounting - Payments Plus | 2 | Grants access to Payments Plus. |
| Accounting Lightning App | 1 | Grants access to Accounting in Lightning. |
| Billing Lightning App | 1 | Grants access to Billing in Lightning. |
| FM Community - Billing Document | 2 | Grants your community users read and print access to their billing documents. |
New in V17
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting and Billing - Allocations - Rules Delete | 3 | Read, edit, and delete allocation rules. |
| Accounting and Billing - Allocations - Rules Save and Edit | 3 | Save and edit allocation rules. |
| Accounting and Billing - Statistical Basis | 2 | Create and manage statistical bases for use in statistical allocations. |
| Accounting and Billing - Statistical Basis - Delete | 3 | Read, edit, and delete statistical bases. |
| Accounting and Billing - Statistical Basis - Read Access | 3 | Read/view statistical bases. |
| Accounting and Billing - Statistical Basis - Save and Edit | 3 | Save and edit statistical bases. |
| Accounting and Billing - Transaction Reconciliation - Reconcile and Unreconcile | 3 | Reconcile and unreconcile transactions. |
New in V16
|
Permission Set Name |
Level |
Description |
|---|---|---|
| FFA Integrations | 1 | Grants access to ERP objects such as ERP Company, Tax Code and Billing Document. |
| ERP Common Concepts | 1 | Grants access to manage ERP common objects such as ERP Company and Tax Code. |
| ERP Feature Console | 1 | Grants access to the ERP Feature Console. |
| ERP Messaging | 1 | Grants access to manage ERP messaging. |
New in V15.1
|
Permission Set Name |
Level |
Description |
|---|---|---|
| FM Community | 1 | Grants your community users access to all three supported document types. |
| FM Community - Cash Entry | 2 | Grants your community users read access to their cash entries (payments). |
| FM Community - Sales Credit Note | 2 | Grants your community users read and print access to their sales credit notes. |
| FM Community - Sales Invoice | 2 | Grants your community users read and print access to their sales invoices. |
New in V15
At FinancialForce Accounting V15, all Action View permission sets were moved to FinancialForce Reporting. The following permission sets were new in FinancialForce Accounting V15.
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting and Billing - Alternate Chart of Accounts | 2 | Manage corporate and local charts of accounts. |
| Accounting and Billing - Alternate Chart of Accounts - Override on journal | 3 | Override local GLA on journal line items. |
| Accounting and Billing - Alternate Chart of Accounts - Read Access | 3 | Read access to corporate and local charts of accounts. |
| Accounting and Billing - Tax Code - Avalara Payable | 3 | Avalara Integration for VAT, GST, and Combined Tax. |
New in V14
|
Permission Set Name |
Level |
Description |
|---|---|---|
| Accounting - Payable Invoice - Credit Note | 3 | Convert payable invoice to credit note. |
| Accounting - Payable Credit Note - Post and Match | 3 | Post and match payable credit note. |
| Accounting and Billing - Input Form Manager | 2 | Create and maintain custom input forms using the Input Form Manager. |
| Accounting and Billing - Transaction Reconciliation | 2 | Full access to the Transaction Reconciliation function. |
| Accounting and Billing - Transaction Reconciliation - Delete | 3 | Read, edit and delete transaction reconciliations and filters. |
| Accounting and Billing - Transaction Reconciliation - Retrieve | 3 | Retrieve transactions for a reconciliation. |
| Accounting and Billing - Transaction Reconciliation - Save and Edit | 3 | Save and edit transaction reconciliations. |
| Accounting - Balance Update - Synchronization | 3 | Synchronize balance data on the Balance Update tab. |
| Accounting - Currency Revaluation - Revaluation Summary | 3 | View a revaluation summary. |
| Accounting - Currency Revaluation - Post Group | 3 | Post a currency revaluation group. |
| Accounting and Billing - Company Ownership | 2 | Full access to company ownership. |
| Accounting and Billing - Company Ownership - Read Access | 3 | Read/view company ownership details. |
| Accounting and Billing - Company Ownership - Save | 3 | Save changes to company ownership. |
| Accounting and Billing - Allocations Multicompany | 2 | Use the Allocation process to allocate costs and revenues in dual currency across multiple companies. |
| Accounting and Billing - Accounting Currencies - Apply Exchange Rates | 3 | Access to the Exchange Rate tab. |
| Accounting and Billing - Company - ChangeExchangeRateMode | 3 | Change the exchange rate mode for a company (choose between org-wide or company-specific). |
SECTIONS