Enabling Audit File Functionality

You must ensure that you have correctly configured the following:

  1. Go to Setup | Feature Settings | Analytics | Analytics | Settings.
  2. Select Grant all users access to Wave API.
  3. Click Save.
  4. Go to Setup | Users | Users.
  5. Ensure each necessary user has the following Permission Set Assignments:
    • Accounting - Localization - Manage Audit File
    • Analytics and Financial Statements Read Access
    • Einstein Analytics Platform Admin
    • Financial Analytics App Template
    • Financial Analytics App Template - App Creation
  6. Ensure each necessary user has the Analytics Platform Permission Set License assigned.
  7. For the user who generates the files, ensure they have a Business Analytics license.
  8. Ensure the Integration User has the following Permission Set Assignments:
    • Analytics and Financial Statements Read Access
    • Analytics Permissions
  9. Assign the Integration User a Accounting license.
  10. Go to Setup | Custom Code | Custom Settings | Financial Statements Reporting Settings.
    Note: Use the custom setting with the Namespace Prefix ffban.
  11. Click Manage.
  12. At the top of the Setup Owner list click New.
  13. Paste the System Name from your Financial Analytics App into the Einstein Analytics App Name field.
  14. Click Save.