Articles in this section

See more

Standard Permission Sets (AuraEnabled Apex Classes)

  • Updated
Follow

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 Delete Archived Source Records
  Time &
Expense
Entry 		  ERP Administrator   AS NPSP AS VAT Reporting
AcctSeed.AbstractLWCHelper  Yes Yes Yes Yes Yes Yes Yes  Yes No No Yes No No No
AcctSeed.AccountingHomeHelper
  Yes  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No  Yes No No No
AcctSeed.AccountingSettingsHelper  Yes  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No  Yes No No No
AcctSeed.AddressValidationHelper  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No No  Yes No No No
AcctSeed.AddressValidationProvider
 Yes Yes Yes Yes Yes Yes Yes Yes No No Yes No No No
AcctSeed.AmortizationHelper
  Yes  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No  Yes No No No
AcctSeed.AutomatedJobsHelper  Yes  Yes  Yes  Yes  Yes  Yes  Yes  Yes  No No  Yes No No No
AcctSeed.BankDirectConnectHelper Yes  Yes  Yes  Yes Yes  Yes  Yes No No No  Yes No No No

AcctSeed.BankRecCalculatorHelper

 Yes  No No No No No No No No No No No No No
AcctSeed.BankReconciliationHelper  Yes   Yes   Yes   Yes   Yes   Yes   Yes    No No  Yes  No No No
AcctSeed.BankReconciliationPDFReportNew  Yes   Yes   Yes  No  Yes   Yes  No No No No No No No No

AcctSeed.BankSettingsHelper

 Yes  Yes  Yes  Yes Yes  Yes  Yes No No No  Yes No No No

AcctSeed.BDCBankRulesHelper

  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No No  Yes No No No

AcctSeed.BillingApplyCreditMemoHelper

  Yes  Yes  Yes  Yes Yes  Yes  Yes No No No  Yes No No No

AcctSeed.CashDisbursementApplyHelper

 Yes   Yes  Yes  Yes Yes  Yes  Yes No No No  Yes No No No

AcctSeed.CashFlowFinancialReportOptions

 Yes  No No No  Yes   Yes  No  Yes No No No No No No

AcctSeed.CashReceiptApplyHelper

 Yes   Yes  Yes  Yes Yes Yes  Yes No No No  Yes No No No
AcctSeed.ConsolidationsHelper Yes Yes No No Yes No No  Yes No No No No No No
AcctSeed.CSVImportTemplateHandler Yes No No Yes Yes Yes No Yes No No No No No No
AcctSeed.CSVImportTemplateHelper Yes No No Yes Yes Yes No Yes No No No No No No
AcctSeed.CSVImportTemplateService Yes No No Yes Yes Yes No Yes No No No No No No

AcctSeed.CustomFinancialReportOptions

 Yes No No No Yes Yes No  Yes No No No No No No

AcctSeed.DeepCloneHelper

 No No No No No No No No No No No No No No
AcctSeed.DeleteSourceDocumentsHelper Yes No No Yes Yes Yes No Yes No Yes No No No No

  AcctSeed.ExpenseReportHelper

 Yes   Yes  Yes  Yes  Yes Yes  Yes No No No  Yes No No No

AcctSeed.FieldSetHelper

 Yes Yes Yes Yes Yes Yes No Yes No No No No No No

AcctSeed.FinancialReporterHelper

  Yes   No No No Yes Yes  No  Yes No No No No No No

AcctSeed.FinancialReporterSettingsHandler

 Yes No No No Yes Yes No  Yes No No No No No No

AcctSeed.FinancialReporterSettingsHelper

 Yes  No No No Yes  Yes  No  Yes No No No No No No

AcctSeed.FinancialReportOptions

 Yes  No No No Yes  Yes  No   Yes No No No  No  No No

AcctSeed.FinancialReportTransactionDetail

 Yes No No  No  Yes  Yes  No  Yes No No No  No  No  No

AcctSeed.FinancialReportWrapper

 Yes No  No No Yes  Yes No   Yes No No No  No  No   No 

AcctSeed.FinancialSuiteUtils

 Yes  Yes  Yes  Yes Yes Yes  Yes  Yes No No  Yes No No  No

AcctSeed.GLAccountCurrentBalanceController 

Yes   Yes  Yes  Yes Yes Yes  Yes  Yes No No  Yes No No  No

AcctSeed.ImportFileWizardHelper

 Yes   Yes  Yes  Yes Yes Yes  Yes No No No  Yes No  No No

AcctSeed.LedgerInquiryFinancialReport

 Yes  No No No Yes  Yes   No  Yes No No No No No No

AcctSeed.LedgerInquiryFinancialReportOptions

 Yes  No No No Yes  Yes   No  Yes No No No No No No

AcctSeed.LedgerManagerController

 Yes   Yes  Yes  Yes Yes  Yes  Yes  Yes No No  Yes No No  No

AcctSeed.LookupHelper

 Yes   Yes  Yes  Yes Yes   Yes  Yes  Yes No No  Yes No No  No
AcctSeed.OpportunityCalcTaxController Yes Yes Yes Yes Yes Yes No Yes No No Yes No No No

AcctSeed.PayableApplyCreditMemoHelper

 Yes  No No No Yes  Yes   No No No No No No No No

AcctSeed.PaymentActivityACHStatus

 Yes   Yes  Yes  Yes Yes   Yes   Yes No No No  Yes No No  No

AcctSeed.PayrollFileImport

 Yes   Yes  Yes  Yes   Yes     Yes  Yes  Yes No No  Yes No No  No
AcctSeed.PlaidLinkHandler
 Yes  No No No Yes  Yes  No No No No No No No No
AcctSeed.ProfitAndLossVsBudgetFinReptOptions Yes  No No No Yes  Yes   No  Yes No No No No No No
AcctSeed.PurgeDataHelper Yes  No No Yes  Yes  Yes  No  Yes No No No No No No
AcctSeed.RefundHelper
 Yes No No Yes Yes Yes No No No No No No No No

AcctSeed.TaxGroupDeepClone

 Yes  No No No Yes  Yes   No  Yes No No No No No No

AcctSeed.TimeCardHelper

 Yes  Yes  Yes  Yes    Yes        Yes     Yes No No No  Yes No No No
AcctSeed.UpdateDefault1099InfoCntrlExt  Yes No No  Yes  Yes No No No No No No No No No

AcctSeed.X1099InfoHelper

  Yes No No  Yes  Yes No No No No No No No No No

AcctSeed.XDataService

  Yes  Yes  Yes  Yes  Yes  Yes  No   Yes No No No No No No

AcctSeed.xLookupHelper

  Yes  Yes  Yes  Yes  Yes  Yes  No  Yes No No No No No No

AcctSeed.YodleeService

  Yes  Yes  Yes  Yes  Yes  Yes  Yes No No No  Yes No No  No 

 

____________________

SPRING__23_RELEASE_ICON.png

Spring ’23 Preview 1 Release

Release Notes and Schedule

The Delete Archived Source Records permission set was added.

The following new Apex Classes were added:

  • AcctSeed.DeleteSourceDocumentsHelper
  • AcctSeed.PlaidLinkHandler

____________________

Winter_23.png

Winter '23 Release

Release Notes and Schedule

The following Apex Classes have been added:

  • AcctSeed.AddressValidationProvider
  • AcctSeed.CSVImportTemplateHandler
  • AcctSeed.CSVImportTemplateHelper
  • AcctSeed.CSVImportTemplateService
  • AcctSeed.OpportunityCalcTaxController
  • AcctSeed.DeepCloneHelper
  • AcctSeed.FieldSetHelper
  • AcctSeed.XDataService
  • AcctSeed.xLookupHelper

The following Apex Class was removed:

  • AcctSeed.BillingCreateCreditMemoHelper

____________________

Sun-Transparent.png

Summer ’22 Release

Release Notes and Schedule

Two new permission sets have been added:

  • GL Accountant
  • GL Accountant - ERP

Two new Apex Classes have been added:

  • AcctSeed.BillingCreateCreditMemoHelper
  • AcctSeed.RefundHelper

Related articles

Comments

0 comments

Please sign in to leave a comment.