Setting up Fixed Asset Management to Accounting Journals

Ensure that users who need to use the integration between Fixed Asset Management and Accounting have been assigned appropriate permissions in your Salesforce org.

This includes having:

  • Licenses to use both Fixed Asset Management and Accounting.
  • A user profile that gives access to the Fixed Asset Management application.
  • User company records for any Accounting companies that assets are assigned to.
  • The following permission sets assigned to them:
    • Accounting and Billing - User Companies
    • Accounting and Billing - Journal
    • Fixed Asset Management - Journal Fields - Read
    • Fixed Asset Management - Accounting Fields - Edit

When the integration has been configured successfully, Fixed Asset Management automatically creates a journal in Accounting to record the financial transaction the next time a user approves an asset, exports a depreciation schedule, or disposes of an asset.