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Standard Permission Sets (Tabs)

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Overview

A standard permission set is a collection of settings and permissions included with Accounting Seed that gives users access to various tools and functions. 

Below is a list of database actions that can be taken with each standard Accounting Seed permission set. You can also create your own permission sets in Salesforce. See the Create Permission Sets and Assign User Permissions articles.  

Visibility

AS Full Admin

 AS View Only

Accounting
Manager

 Cash In Accountant

Cash In View Only

 Cash Out & Banking Project Manager GL Accountant GL Accountant ERP Time and Expense Entry AS Apex Classes ERP Administrator Billing from Work Order Sales Order from Work Order AS NPSP AS VAT Reporting

Accounting Home 

Visible

Visible

 Visible Visible Visible Visible Visible  Visible No Access Visible N/A Visible No Access No Access No Access No Access 

Accounting Periods 

Visible

 Visible Visible Visible Visible Visible  Visible  Visible No Access No Access N/A No Access  No Access   No Access  No Access   No Access 

Accounting Period Tasks 

Visible

 Visible Visible Visible Visible Visible Visible Visible No Access No Access N/A No Access No Access No Access No Access No Access
Accounting Variables  Visible Visible Visible Visible Visible Visible  Visible  Visible No Access Visible  N/A Visible    No Access  No Access   Visible  No Access 
Amortization Entries Visible Visible Visible No Access No Access Visible  No Access Visible No Access No Access N/A No Access  No Access No Access  No Access  No Access 
Automated Jobs
 Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible N/A No Access No Access No Access No Access No Access
Bank Deposits Visible Visible Visible No Access No Access Visible  No Access Visible No Access No Access N/A No Access  No Access No Access  No Access  No Access 
Bank Direct Connect  Visible No Access Visible No Access No Access  Visible No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
Bank Reconciliations Visible Visible Visible No Access No Access  Visible No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
Billing Rates Visible Visible Visible Visible Visible Visible Visible Visible No Access No Access N/A No Access No Access No Access No Access No Access
Billings Visible Visible Visible Visible Visible Visible  Visible  Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
Cash Disbursement Batches Visible Visible Visible No Access No Access  Visible Visible  Visible No Access No Access N/A No Access No Access   No Access No Access  No Access 
Cash Disbursements Visible Visible Visible No Access No Access Visible  Visible  Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
Cash Receipts Visible Visible Visible Visible    Visible  Visible  Visible Visible No Access No Access N/A No Access No Access No Access  No Access  No Access 
Check Print Adjustments Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Default GL Accounts Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Default Ledgers Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Enablements Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Expense Reports Visible Visible Visible Visible No Access Visible   Visible Visible No Access Visible  N/A No Access No Access  No Access  No Access  No Access 
Exchange Rates Visible Visible Visible Visible Visible No Access No Access No Access No Access No Access No Access No Access No Access No Access No Access No Access
Financial Cubes Visible Visible Visible No Access No Access  Visible No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
Financial Reports
 Visible Visible Visible No Access No Access Visible No Access Visible No Access No Access No Access No Access No Access No Access No Access No Access

Financial Report Definitions

(Financial Statement Definitions)

 Visible No Access Visible No Access No Access Visible No Access Visible No Access No Access N/A No Access No Access   No Access No Access  No Access 
Financial Statement Results Visible Visible Visible No Access No Access Visible No Access Visible No Access No Access N/A No Access No Access  No Access   No Access No Access 
Fixed Assets Visible Visible Visible No Access No Access Visible  No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access 
General Ledger Accounts Visible Visible Visible Visible Visible Visible  Visible Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access  
GL Account Reporting Groups Visible No Access Visible No Access No Access  Visible No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access  
Inventory Quantity Available (Inventory Balances) No Access No Access No Access  No Access No Access  No Access No Access No Access Visible No Access  N/A Visible   No Access No Access  No Access  No Access  
Inventory Quantity Available Histories No Access No Access No Access No Access No Access No Access No Access No Access Visible No Access No Access Visible No Access No Access No Access No Access
Journal Entries Visible Visible Visible No Access No Access Visible  No Access Visible No Access No Access N/A No Access No Access  No Access  Visible   No Access  
Labor Cost Rates Visible Visible Visible No Access No Access Visible  No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access  
Ledgers Visible Visible  Visible Visible No Access Visible  No Access Visible No Access No Access N/A No Access No Access  No Access   No Access    
Manufacturing Inventory Movements No Access No Access  No Access No Access  No Access  No Access No Access  No Access Visible No Access  N/A No Access  No Access No Access  No Access  No Access  
Multi Ledger Defaults Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Outbound Inventory Movements No Access No Access  No Access No Access  No Access  No Access No Access  No Access Visible No Access  N/A No Access No Access  No Access  No Access  No Access  
Payables Visible Visible Visible No Access No Access Visible  Visible  Visible No Access No Access N/A No Access  No Access No Access  No Access  No Access  

Payment Activities

 Visible No Access Visible Visible No Access No Access No Access Visible No Access No Access No Access No Access No Access No Access No Access No Access

Payroll File Import

 Visible No Access No Access No Access No Access No Access No Access Visible No Access No Access N/A No Access No Access  No Access  No Access  No Access  
PDF Formats Visible Visible Visible Visible Visible Visible  Visible  Visible No Access No Access N/A No Access  No Access No Access  No Access  No Access  
Post Settings Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Projects Visible Visible Visible Visible Visible Visible  Visible  Visible No Access Visible  N/A No Access No Access  No Access  No Access  No Access  
Purchase Orders No Access No Access No Access No Access No Access No Access No Access No Access Visible No Access N/A  Visible  No Access  No Access No Access  No Access  
Purchase Prices No Access No Access No Access No Access No Access No Access No Access No Access Visible No Access N/A No Access No Access  No Access  No Access  No Access  
Purge Data Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Recurring Billings Visible Visible Visible Visible Visible Visible  No Access Visible No Access No Access N/A No Access No Access   No Access No Access  No Access  
Recurring Journal Entries* Visible Visible Visible No Access No Access Visible No Access Visible No Access No Access N/A No Access  No Access  No Access No Access  No Access  
Recurring Payables Visible Visible Visible No Access No Access Visible No Access Visible No Access No Access N/A No Access  No Access  No Access No Access  No Access  
Sales Order No Access No Access No Access No Access No Access No Access No Access No Access Visible No Access N/A Visible  No Access No Access  No Access  No Access  
Serial Number Search No Access  No Access  No Access  No Access   No Access  No Access  No Access  No Access Visible  No Access  N/A   Visible   No Access No Access  No Access  No Access  
Stripe Settings Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access

Tax Exception Report

 Visible No Access Visible No Access No Access No Access No Access Visible No Access No Access N/A No Access No Access   No Access No Access  No Access  

Tax Groups

 Visible Visible Visible Visible Visible Visible Visible Visible No Access No Access N/A No Access No Access No Access No Access  
Tax Settings Visible Visible Visible Visible Visible Visible Visible Visible No Access Visible No Access No Access No Access No Access No Access No Access
Time Cards Visible Visible Visible Visible No Access Visible Visible  Visible No Access Visible  N/A No Access No Access  No Access  No Access  No Access  
Time Card Periods Visible Visible Visible Visible No Access Visible  Visible  Visible No Access Visible  N/A No Access  No Access No Access   No Access No Access  

 *Allows for automation and less manual steps for creating and posting Recurring Journal Entries. 

Note: Blank rows indicate accessibility is only available from a standard permission set.
Note:   For the AS VAT Reporting permission set on the Ledger object, "edit" access to VAT Country and Company Code fields is available. For the AS VAT Reporting on the Tax Group object, "edit" access to the VAT Business ID number is required. For VAT Country Reportable and VAT Country Ledger fields, these values must be set when creating a Tax Group (no access from permission set). Access to the Reverse Charge field is provided from standard permission sets such as AS Full Admin. 

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Summer ’22 Release

Release Notes and Schedule

Two new permission sets have been added:

  • GL Accountant
  • GL Accountant - ERP

The Exchange Rates tab was added.

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Release Notes and Schedule

With the Magnolia - Home release:

  • New Accounting Home page/tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
      • ERP Administrator
  • Automated Jobs tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  •  Check Print Adjustments tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Default GL Accounts tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Default Ledgers tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Enablements tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Multi Ledger Defaults ab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Post Settings tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Purge Data ab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Stripe Settings tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Tax Settings tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Cash In View only
      • Cash In Accountant
      • Accounting Manager
      • Cash Out and Banking
      • Project Manager
      • Time and Expense Entry
  • Financial Reports tab is visible to the following roles:
      • AS Full Admin 
      • AS View Only
      • Accounting Manager
      • Cash Out and Banking

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Release Notes and Schedule

New visibility rows added to the above table include the following:

  • Bank Rule Actions
  • Bank Rule Conditions
  • Bank Rule GLAMs
  • Bank Rules
  • Bank Transactions

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