The following list outlines what object and visualforce page permissions are required for access to the Accounting Seed buttons on each object.

Account

Create Statements

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

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 Cash Receipts

  • 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

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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