This task is normally done by a trained Salesforce administrator. To learn how to navigate Salesforce CRM, visit Trailhead learning resource in the Help section of your account.

Accounting Seed includes several Permission Sets that apply to most user needs. We encourage you to assign at least one standard Permission Set to users to ensure they receive updates with each release.

Custom Permission Sets are not updated with Accounting Seed releases. If you choose to create custom Permission Sets, please refer to this sheet for specifications.

Below is a list of buttons included in Accounting Seed, grouped by the Object they appear on. Each button lists an associated Visualforce Page, and a comment on the appropriate object level permissions needed to use the button.

 

Account

Create Statements:

  • Visualforce Pages: AcctSeed.BillingActivityStatement PDF, AcctSeed.BillingOutstandingStatementPDF, AcctSeed.BillingStatementManager

Manage Payment Methods:

  • Visualforce Page: PaymentMethodManager
  • Payment Methods: Read, Create Edit Delete

Create Payments:

  • Visualforce Page: PaymentManger
  • Cash Receipts: Read, Create, Edit, Delete
  • Billing Cash Receipts: Read, Create, Edit, Delete
  • Payment Activities: Read, Create, Edit, Delete

 

Account Payable

Apply Credit Memo:

  • Account Payable: Read, Create, Edit
  • Account Payable Line: Read, Create, Edit
  • AP Credit Memo: Read, Create
  • Visualforce Page: AccountPayableApplyCreditMemo

Clone with Lines:

  • Account Payable: Read, Create, Edit
  • Account Payable Line: Read, Create Edit
  • Visualforce: AcctSeed_AccountPayableDeepClone

Pay:

  • Cash Disbursement: Read, Create
  • Cash Disbursement Batch: Read, Create
  • Visualforce Page: AcctSeed.AccountPayablePayPartial

Pay Batch List View:

  • Cash Disbursement: Read, Create
  • Cash Disbursement Batch: Read, Create
  • Visualforce Page: AcctSeed.AccountPayablePayBatch

Post:

  • Account Payable: Read, Create, Edit
  • Accounts Payable Line: Read Create, Edit
  • Posting Status: Field level & Page Layout set to Visible and Editable
  • Visualforce Page:  AcctSeed.AccountPayablePost
  • Apex Class: AcctSeed.AccountPayablePostService

Post Accounts Payable (List View):

  • Account Payable: Read, Create, Edit
  • Accounts Payable Line: Read Create, Edit
  • Posting Status: Field level & Page Layout set to Visible and Editable
  • Visualforce Page: AcctSeed.AccountPayableBatchPost
  • Apex Class: AcctSeed.AccountPayablePostService

Unpost:

  • Account Payable: Read, Create, Edit
  • Accounts Payable Line: Read Create, Edit
  • Posting Status: Field level & Page Layout set to Visible and Editable
  • Visualforce: AcctSeed.AccountPayableUnpost
  • Apex Class: AcctSeed.AccountPayablePostService

Unpost Accounts Payable (List View):

  • Account Payable: Read, Create, Edit
  • Accounts Payable Line: Read Create, Edit
  • Posting Status: Field level & Page Layout set to Visible and Editable
  • Visualforce: AccountSeed.AccountPayableBatchUnpost
  • Apex Class: AcctSeed.AccountPayablePostService

 

Accounting Home

  • Visualforce Page: AcctSeed.AccountingHome

 

Bank Reconciliation

Create Reconciliation Report:

  • Standard Salesforce Permission: Run Reports
  • Manage Reports
  • Access to Accounting Seed Bank Reconciliation Reports folder
  • Visualforce Page: BankReconciliationReports
  • AcctSeed.BankReconciliationPDFReport

Clear/Unclear Transactions:

  • Cash Disbursement: Read, Create, Edit
  • Cash Receipt: Read, Create, Edit
  • Journal Entry Lines: Read, Create, Edit
  • *Create Date and Bank Reconciliation field must be visible and editable
  • Visualforce Page: AcctSeed.BankReconciliationManager
  • AcctSeed.BankReconciliationNew

 

Bank Deposit

Manage Deposits:

  • Cash Receipts: Read, Edit, View All
  • GL Account: Read, View All
  • *Bank Deposit field must be visible and editable on cash receipt object
  • Visualforce Page: AcctSeed.BankDepositManager

New:

  • Visualforce Page: AcctSeed.BankDepositNew

 

Billing

Apply Credit Memo:

  • Billing Credit Memo: Read, Create, Edit
  • Billing: Read, Edit
  • Billing Credit Memo: Read, Create, Edit
  • Visualforce Page: AcctSeed.BillingApplyCreditMemo

Clone with Lines:

  • Billing: Read, Create, Edit
  • Billing Lines: Read, Create, Edit
  • Visualforce: AcctSeed.BilllingDeepClone

Create PDF:

  • Visualforce Page: AcctSeed.BillingPDFManager
  • Apex Class:  AcctSeed.BillingPDFControllerExt

Deep Clone:

  • Billings: Read, Create, Edit
  • Billing Lines: Read, Create, Edit
  • Visualforce Page: AcctSeed.BillingDeepClone

Merge Billings:

  • Billings: Read, Edit
  • Billing Lines: Read, Edit
  • Visualforce Page: AcctSeed.BillingMerge

Post:

  • Billing: Read, Edit
  • Billing Lines: Read, Edit
  • Visualforce: AcctSeed.BillingPostTransactionButton

Post Billings:

  • Billing: Read, Edit
  • Billing Lines: Read, Edit
  • Visualforce Page:  AcctSeed.BillingBatchPost

Recognize Revenue:

  • Schedule Revenue Expense: Read, Create
  • Visualforce Page: AcctSeed.ScheduleRevenueExpenseFromBilling

Unpost:

  • Billing: Read, Edit
  • Billing Lines: Read, Edit
  • Visualforce Page: AcctSeed.BillingUnpostTransactions

Unpost Billings:

  • Billing: Read, Edit
  • Billing Lines: Read, Edit
  • Visualforce Page: AcctSeed.BillingBatchUnpost

 

Cash Disbursement

Post:

  • Cash Disbursement: Read, Edit
  • Visualforce Page: AcctSeed.CashDisbursementPost

Print Check:

  • Visualforce Page: AcctSeed.Printcheck

Print Checks (List View):

  • Visualforce Page: AcctSeed.Printchecks

Unpost:

  • Cash Disbursement: Read, Edit
  • Visualforce Page: AcctSeed.CashDisbursementUnpost

Void:

  • Visualforce Page: Acctseed.CashDisbursementVoid

Create 1099:

  • Visualforce Page:  X1099File
  • Cash Disbursement: Read, Create, Edit, Delete

Apply:

  • Visualforce Page: CashDisbursementApplyAccountPayable
  • Cash Disbursement: Read, Create, Edit, Delete
  • Account Payable Disbursement: Read, Create, Edit, Delete

 

 

Cash Disbursement Batch

Batch Post:

  • Cash Disbursement Batch: Read, Edit
  • Visualforce Page: AcctSeed.CashDisbursementBatchPost

Batch Unpost:

  • Cash Disbursement Batch: Read, Edit
  • Visualforce Page: AcctSeed.CashDisbursementBatchUnpost

Print Checks:

  • Cash Disbursement: Read, View all
  • Visualforce Page: AcctSeed.PrintchecksBatch

Renumber:

  • Cash Disbursement: Read, Edit
  • Visualforce Page: AcctSeed.CashDisbursementBatchRenumber

 

Cash Receipt

Apply:

  • Billing Cash Receipts: Read, Create, Edit
  • AcctSeed.CashReceiptApplyBillings

Post:

  • Cash Receipt: Read, Edit
  • AcctSeed.CashReceiptBatchPost

Post Cash Receipts (List View):

  • Cash Receipt: Read, Edit
  • AcctSeed.CashReceiptPost

Unpost:

  • Cash Receipt: Read, Edit
  • Visualforce Page: AcctSeed.CashReceiptUnpost

Unpost Cash Receipts (List View):

  • Cash Receipt: Read, Edit
  • Visualforce Page: AcctSeed.CashReceiptBatchUnpost

  

Expense Report

Create Account Payable:

  • Account Payable: Read, Create, Edit
  • Account Payable Line: Read, Create, Edit
  • Visualforce Page: AcctSeed.AccountPayableFromExpenseReport

Create Billing:

  • Billings: Read, Create, Edit
  • Billing Lines: Read, Create, Edit
  • Visualforce Page: AcctSeed.BillingFromExpenseReport

Edit:

  • Expense Report: Read, Create, Edit
  • Visualforce Page: AcctSeed.ExpenseReportEdit

New:

  • Expense Report: Read, Create
  • Visualforce Page: AcctSeed.ExpenseReportEdit

 

Inventory Balance

Transfer:

  • Inventory Balance: Read, Create, Edit
  • Inbound Inventory Movement: Read, Create, Edit
  • Outbound Inventory Movement: Read, Create, Edit
  • Visualforce Page: AcctSeedERP_InventoryMovementTransfer

Import Financial File:

  • Accounts: Read, View all
  • GL Accounts: Read, View all
  • Cash Receipt: Read Create
  • Cash Disbursement: Read, Create
  • Apex Class: AbstractFileParser
  • Visualforce Page: AcctSeed.FinancialFileImport
  • General Salesforce Permission: API Enabled, Manage Salesforce CRM Content

 

Journal Entry

Clone Journal Entry:

  • Journal Entry: Read, Create, Edit

Clone with Lines:

  • Journal Entry: Read, Create, Edit
  • Journal Entry Line: Read, Create, Edit
  • Visualforce Page:  AcctSeed.JournalEntryDeepClone

Post:

  • Journal Entry: Read, Edit
  • Journal Entry Line: Read
  • Visualforce Page: AcctSeed.JournalEntryPost

Post Journal Entries (List View):

  • Journal Entry: Read, Edit
  • Journal Entry Line: Read
  • Visualforce Page: AcctSeed.JournalEntryBatchPost

Reverse Clone Journal Entry:

  • Journal Entry: Read, Create, Edit
  • Visualforce Page: AcctSeed.JournalEntryReverseDeepClone

Reverse Clone with Lines:

  • Journal Entry: Read, Create, Edit
  • Journal Entry Line: Read, Create, Edit
  • Visualforce Page: AcctSeed.JournalEntryReverseDeepClone

Unpost:

  • Journal Entry: Read, Edit
  • Journal Entry Line: Read
  • Visualforce Page: AcctSeed.JournalEntryUnpost

Unpost Journal Entries (List View):

  • Journal Entry: Read, Edit
  • Journal Entry Line: Read
  • Visualforce Page: AcctSeed.JournalEntryBatchUnpost

 

Opportunity

Create Billing:

  • Billing: Read, Create, Edit
  • Billing Line: Read, Create,  Edit
  • Visualforce Page: AcctSeed.BillingFromOpportunity, AcctSeed.BillingFromOpportunityConfirmation

Create Project:

  • Project: Read, Create, Edit
  • Project Task, Read, Create
  • Visualforce Pages: AcctSeed.ProjectFromOpportunity, AcctSeed.ProjectFromOpportunityConfirmation

Create Recurring Billing:

  • Billing: Read, Create, Edit
  • Billing Line: Read, Create, Edit
  • Visualforce Page: AcctSeed.RecurringBillingFromOpportunity, AcctSeed.RecurringBillingFromOppConfirmation

Create Sales Order:

  • Sales Order: Read, Create, Edit
  • Sales Order Lines: Read, Create, Edit
  • Visualforce Page: AcctSeedERP.SalesOrderFromOpportunity, AcctSeedERP.SalesOrderFromOpportunityConfirmatio

Create Work Order:

  • Project: Read, Create
  • Material: Read, Create
  • Visualforce Page: AcctSeedERP.WorkOrderFromOpportunity

 

Project

Allocate:

  • Outbound Inventory Movement: Read, Create
  • Inventory Balance: Read, Create, Edit
  • Visualforce Page: AcctSeed.ManufacturingOrderAllocate

Build:

  • Visualforce Page: AcctSeedERP.ManufacturingOrderBuild

Clone with Project Task:

  • Project: Read, Create, Edit
  • Project: Read, Create, Edit
  • Visualforce Page: AcctSeed.ProjectDeepClone

Create Purchase Order:

  • Purchase Order: Read, Create
  • Purchase Order Line: Read, Create
  • Visualforce Page: AcctSeedERP.ManufacturingOrderFulfill



Purchase Order

Create Account Payable:

  • Account Payable: Read, Create, Edit
  • Account Payable Line: Read, Create, Edit
  • Visualforce Page: AcctSeedERP.AccountPayableFromPurchaseOrder

Create PDF:

  • Visualforce Page: AcctSeedERP.PurchaseOrderPDF, AcctSeedERP.PurchaseOrderPDFManager

Receive:

  • Purchase Order: Read, Create, Edit
  • Purchase Order Line: Read, Create, Edit
  • Purchase Order Inventory Movement: Read, Create
  • Visualforce Page: AcctSeedERP.PurchaseOrderReceive

 

Recurring Payables

Create Account Payable:

  • Account Payable: Read, Create
  • Account Payable Line: Read, Create
  • Visualforce Page:  AcctSeed.AccountPayableFromRecrAccountPayable

Create Accounts Payable (List View):

  • Account Payable: Read, Create
  • Account Payable Line: Read, Create
  • Visualforce Page:  AcctSeed.AccountPayableFromRecrAccountsPayable

 

Recurring Billing

Create Billing:

  • Billing: Read, Create
  • Billing Line: Read, Create
  • Visualforce Page:  AcctSeed.BillingFromRecurringBilling

Create Billings:

  • Billing: Read, Create
  • Billing Line: Read, Create
  • Visualforce Page: AcctSeed.BillingsFromRecurringBillings

 

Sales Order

Allocate:

  • Sales Order Inventory Movement: Read, Create
  • Sales Order: Read, Edit,
  • Sales Order Line: Read, Edit
  • Visualforce Pages: AcctSeedERP.AllocateSalesOrder

Create Billing:

  • Billing: Read, Create
  • Billing Line: Read, Create
  • Visualforce Page: AcctSeedERP.BillingFromSalesOrder

Create Manufacturing Order:

  • Project: Read, Create
  • Project Tasks, Read, Create
  • Materials: Read, Create
  • Visualforce Page: AcctSeedERP.ManufacturingOrderFromSalesORder

Create Purchase Order:

  • Purchase Order: Read, Create
  • Purchase Line: Read, Create
  • Visualforce Page: AcctSeedERP.PurchaseOrderFromSalesOrder

Create Purchase Orders (List View):

  • Purchase Order: Read, Create
  • Purchase Line: Read, Create
  • Visualforce Page: AcctSeedERP.SalesOrderFulfill

 

Schedule Revenue Expense

Post (List View):

  • Schedule Revenue Expense: Read, Create, Edit
  • Visualforce Page: AcctSeed.ScheduleRevenueExpenseBatchPost

Post:

  • Schedule Revenue Expense: Read, Create, Edit
  • Visualforce Page: AcctSeed.ScheduleRevenueExpensePostTransaction

Unpost(List View):

  • Schedule Revenue Expense: Read, Create, Edit
  • Visualforce Page: AcctSeed.ScheduleRevenueExpenseBatchUnpost

Unpost:

  • Schedule Revenue Expense: Read, Create, Edit
  • Visualforce Page: AcctSeed.ScheduleRevenueExpenseUnpost

 

Shipment

Pack:

  • Shipment: Read, Create, Edit
  • Shipment Lines: Read, Create, Edit
  • Sales Order: Read, Create, Edit
  • Sales Order Line: Read, Create, Edit
  • Visualforce Page: AcctSeedERP.ShipmentPack

 

Time Card

Create Billing:

  • Billing: Read, Create
  • Billing Line: Read Create
  • Visualforce: AcctSeed.TimeMaterialBill

Edit:

  • Time Card: Read, Create, Edit
  • Visualforce:AcctSeed.TimeCardEdit

New:

  • Time Card: Read, Create, Edit
  • Visualforce:AcctSeed.TimeCardNew

Post Time Cards:

  • Time Card: Read, Edit
  • Visualforce: AcctSeed.TimeCardPostTransaction

Unpost Time Cards:

  • Time Card: Read, Edit
  • Visualforce: AcctSeed.TimeCardUnpostTransaction

View:

  • Time Card: Read, View all
  • Visualforce: AcctSeed.TimeCardView

Time Card Line

Edit:

  • Time Card: Read, Create, Edit
  • Time Card Line: Read, Create, Edit
  • Visualforce: AcctSeed.TimeCardLineEdit, AcctSeed.TimeCardLineNew, AcctSeed.TimeCardLineView
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2 Comments

  • 1
    Avatar
    Chad Meyer

    Associating Cash Receipts with a Bank Deposit also requires Read on GL Account or you get 0 results on the Manage page.

  • 0
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    Tony

    Thanks Chad!

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