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 AuraEnabled Apex Classes and whether they are included in the Accounting Seed standard permission sets. You can also create your own permission sets in Salesforce. See the Create Permission Sets and Assign User Permissions articles.
Apex Classes | AS Full Admin |
AS View Only |
Cash In View Only |
Cash In Accountant | Accounting Manager | Cash Out & Banking |
Project Manager | GL Accountant | GL Accountant ERP | Time & Expense Entry |
AS Apex Classes | ERP Administrator | Billing from Work Order | Sales Order from Work Order | AS NPSP | AS VAT Reporting |
AcctSeed.AbstractLWCHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.AccountingHomeHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.AccountingSettingsHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.AddressValidationHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.AmortizationHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.AutomatedJobsHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.BankDirectConnectHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.BankRecCalculatorHelper |
Yes | No | No | No | No | No | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.BankReconciliationHelper | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No | |
AcctSeed.BankReconciliationPDFReportNew | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.BankSettingsHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.BDCBankRulesHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.BillingApplyCreditMemoHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.BillingCreateCreditMemoHelper | Yes | No | No | Yes | Yes | Yes | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.CashDisbursementApplyHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.CashFlowFinancialReportOptions |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.CashReceiptApplyHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.ConsolidationsHelper | Yes | Yes | No | No | Yes | No | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.CustomFinancialReportOptions |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.ExpenseReportHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.FinancialReporterHelper |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialReporterSettingsHandler |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialReporterSettingsHelper |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialReportOptions |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialReportTransactionDetail |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialReportWrapper |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.FinancialSuiteUtils |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.GLAccountCurrentBalanceController |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.ImportFileWizardHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.LedgerInquiryFinancialReport |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.LedgerInquiryFinancialReportOptions |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.LedgerManagerController |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.LookupHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.PayableApplyCreditMemoHelper |
Yes | No | No | No | Yes | Yes | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.PaymentActivityACHStatus |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.PayrollFileImport |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No | No | No |
AcctSeed.ProfitAndLossVsBudgetFinReptOptions | Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.PurgeDataHelper | Yes | No | No | Yes | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.RefundHelper |
Yes | No | No | Yes | Yes | Yes | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.TaxGroupDeepClone |
Yes | No | No | No | Yes | Yes | No | Yes | No | No | Yes | No | No | No | No | No |
AcctSeed.TimeCardHelper |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
AcctSeed.UpdateDefault1099InfoCntrlExt |
Yes | No | No | Yes | Yes | No | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.X1099InfoHelper |
Yes | No | No | Yes | Yes | No | No | No | No | No | Yes | No | No | No | No | No |
AcctSeed.YodleeService |
Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes | No | No | No | No | No |
____________________
Summer ’22 Release
Two new permission sets have been added:
- GL Accountant
- GL Accountant - ERP
Two new Apex Classes have been added:
- AcctSeed.BillingCreateCreditMemoHelper
- AcctSeed.RefundHelper
____________________
With the Magnolia - Home release, the following new Apex Classes were added:
- AcctSeed.AccountingHomeHelper
- AcctSeed.AccountingSettingsHelper
- AcctSeed.AddressValidationHelper
- AcctSeed.AutomatedJobsHelper
- AcctSeed.BankRecCalculatorHelper
- AcctSeed.PurgeDataHelper
With the Magnolia release, the following new Apex Class was added:
- AcctSeed.ConsolidationsHelper
____________________
The following new Apex Classes were added:
- AcctSeed.CashFlowFinancialReportOptions
- AcctSeed.CustomFinancialReportOptions
- AcctSeed.CustomFinancialReportOptions
- AcctSeed.FinancialReporterHelper
- AcctSeed.FinancialReporterSettingsHandler
- AcctSeed.FinancialReporterSettingsHelper
- AcctSeed.FinancialReportOptions
- AcctSeed.FinancialReportTransactionDetail
- AcctSeed.FinancialReportWrapper
- AcctSeed.LedgerInquiryFinancialReport
- AcctSeed.LedgerInquiryFinancialReportOptions
- AcctSeed.PayableApplyCreditMemoHelper
- AcctSeed.ProfitAndLossVsBudgetFinReptOptions
- AcctSeed.TaxGroupDeepClone
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