Changes to Permissions in Winter 2024

The following changes have been introduced in the Winter 2024 release.

New Permissions Added

New Permission Sets

Accounting - Playbook Task Approver

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

Save Payable Invoices. API Name: PayableInvoiceSave

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.

Permission Set	Description	View changes
Accounting	Autogenerated 1st level Accounting	Accounting Changes
Accounting - Background Matching and Write Off	Process background matching and accounts receivable write-offs. User must also be assigned FDN AsyncApi - Process permissions.	AccountingBackgroundMatching Changes
Accounting - Bank Account	Autogenerated 2nd level Accounting - Bank Account	AccountingBankAccount Changes
Accounting - Bank Account - Bank Statement Definition	Create, edit, delete, and view bank statement definitions.	AccountingBankAccountBankStatementDefinition Changes
Accounting - Bank Account - Read Access	View all relevant records for bank accounts and bank statement definitions.	AccountingBankAccountReadAccess Changes
Accounting - Bank Connections	Autogenerated 2nd level Accounting - Bank Connections	AccountingBankConnections Changes
Accounting - Bank Connections - Manage Connections	Create connections to banks. It also includes permissions to edit and delete bank account connections.	AccountingBankConnectionsCreateConnections Changes
Accounting - Bank Reconciliation	Autogenerated 2nd level Accounting - Bank Reconciliation	AccountingBankReconciliation Changes
Accounting - Bank Reconciliation - Commit	Commit all bank reconciliations.	AccountingBankReconciliationCommit Changes
Accounting - Bank Reconciliation - Read Access	View all relevant records for bank reconciliations.	AccountingBankReconciliationReadAccess Changes
Accounting - Bank Reconciliation - Save Bank Reconciliation Line Items	Add bank reconciliation line items to a bank reconciliation through a manual process or an automated process.	AccountingBankReconciliationSaveLines Changes
Accounting - Bank Statement	Autogenerated 2nd level Accounting - Bank Statement	AccountingBankStatement Changes
Accounting - Bank Statement - Read Access	View all bank statements and bank statement line items.	AccountingBankStatementReadAccess Changes
Accounting - Bank Statement - Reconcile	Reconcile transactions against items on a bank statement.	AccountingBankStatementReconcile Changes
Accounting - Cash Entry	Autogenerated 2nd level Accounting - Cash Entry	AccountingCashEntry Changes
Accounting - Cash Entry - Amend	Amend all cash entries.	AccountingCashEntryAmend Changes
Accounting - Cash Entry - Cancel	Cancel cash entries.	AccountingCashEntryCancel Changes
Accounting - Cash Entry - Discard	Discard all cash entries.	AccountingCashEntryDiscard Changes
Accounting - Cash Entry - Edit	Edit all cash entries.	AccountingCashEntryEdit Changes
Accounting - Cash Entry - Post	Post all cash entries.	AccountingCashEntryPost Changes
Accounting - Cash Entry - Post And Match	Post and match all cash entries. User must also be assigned FDN AsyncApi - Process permissions.	AccountingCashEntryPostAndMatch Changes
Accounting - Cash Entry - Read Access	View all cash entries.	AccountingCashEntryReadAccess Changes
Accounting - Cash Entry - Save	Save and duplicate all cash entries.	AccountingCashEntrySave Changes
Accounting - Cash Matching	Autogenerated 2nd level Accounting - Cash Matching	AccountingCashMatching Changes
Accounting - Cash Matching - Match	Match cash entries against outstanding sales or payable invoices, credit notes, and journals.	AccountingCashMatchingMatch Changes
Accounting - Cash Matching - Undo	Undo cash matching.	AccountingCashMatchingUndo Changes
Accounting - Intercompany Transfer	Autogenerated 2nd level Accounting - Intercompany Transfer	AccountingIntercompanyTransfer Changes
Accounting - Intercompany Transfer - Accept and Reject	Accept and reject all types of intercompany transfer records.	AccountingIntercompanyTransferAcceptandReject Changes
Accounting - Intercompany Transfer - Process	Process all type of Intercompany transfer records.	AccountingIntercompanyTransferProcess Changes
Accounting - Intercompany Transfer - Read Access	View all types of Intercompany transfer records.	AccountingIntercompanyTransferReadAccess Changes
Accounting - Mass Email	Send an email message to a group of accounts.	AccountingMassEmail Changes
Accounting - Merge Account	Autogenerated 2nd level Accounting - Merge Account	AccountingMergeAccount Changes
Accounting - Merge Account - Run	Validate and merge duplicate accounts.	AccountingMergeAccountRun Changes
Accounting - Multi Book	Autogenerated 2nd level Accounting - Multi Book	AccountingMultiBook Changes
Accounting - Multi Book - Manage	Manage all accounting books.	AccountingMultiBookEdit Changes
Accounting - Multi Book - Read Access	View all relevant records for accounting books.	AccountingMultiBookReadAccess Changes
Accounting - Payable Credit Note	Autogenerated 2nd level Accounting - Payable Credit Note	AccountingPayableCreditNote Changes
Accounting - Payable Credit Note - Amend	Amend all payable credit notes, payable credit note expense line items, and payable credit note line items.	AccountingPayableCreditNoteAmend Changes
Accounting - Payable Credit Note - Post and Match	Post payable credit notes, match payable credit notes and payable credit note line items.	AccountingPayableCreditNotePostandMatch Changes
Accounting - Payable Invoice	Autogenerated 2nd level Accounting - Payable Invoice	AccountingPayableInvoice Changes
Accounting - Payable Invoice - Amend	Amend all payable invoices.	AccountingPayableInvoiceAmend Changes
Accounting - Payable Invoice - Save	Save and clone payable invoices. It also includes permissions to manage payable invoice line items and payable invoice expense line items.	AccountingPayableInvoiceSave Changes
Accounting - Payment	Autogenerated 2nd level Accounting - Payment	AccountingPayment Changes
Accounting - Payment - Cancel	Cancel selected checks, electronic payments, and all active payments on a payment proposal.	AccountingPaymentCancel Changes
Accounting - Payment - Clear Payment History	Clear the payment history.	AccountingPaymentClearHistory Changes
Accounting - Payment - Discard	Discard all payments.	AccountingPaymentDiscard Changes
Accounting - Payment - Pay	Pay all types of payments.	AccountingPaymentPay Changes
Accounting - Payment - Read Access	View all payments.	AccountingPaymentReadAccess Changes
Accounting - Payment - Remittances	Send remittances for payment details to vendors.	AccountingPaymentRemittances Changes
Accounting - Payment - Retrieve and Save	Retrieve all transactions and save payments.	AccountingPaymentSave Changes
Accounting - Payment Selection	Retrieve and select transactions to create a payment.	AccountingPaymentSelection Changes
Accounting - Payments Plus	Create, cancel, discard, post, match, and view payment proposals.	AccountingPaymentsPlus Changes
Accounting - Playbook	Autogenerated 2nd level Accounting - Playbook	AccountingPlaybook Changes
Accounting - Playbook - Edit Task	Edit and read all accounting playbook tasks and only read all accounting playbooks, templates, and task templates.	AccountingPlaybookEditTask Changes
Accounting - Prepaid Expenses	Autogenerated 2nd level Accounting - Prepaid Expenses	AccountingPrepaidExpenses Changes
Accounting - Prepaid Expenses - Create	Create prepaid expenses journals.	AccountingPrepaidExpensesCreate Changes
Accounting - Prepaid Expenses - Read Access	View all relevant records for prepaid expenses journals.	AccountingPrepaidExpensesReadAccess Changes
Accounting - Profitability Reporting	Autogenerated 2nd level Accounting - Profitability Reporting	AccountingProfitabilityReporting Changes
Accounting - Profitability Reporting - SubAnalysis Mappings	Manage profitability sub-analysis mappings.	AccountingProfitabilityReportingSubAnalysisMappings Changes
Accounting API	Autogenerated 1st level Accounting API	AccountingAPI Changes
Accounting API - Journal	Manage access to create journals and journal line items using the accounting journal API.	AccountingAPIJournal Changes
Accounting Read Access	Autogenerated 1st level Accounting Read Access	AccountingReadAccess Changes
Accounting and Billing	Autogenerated 1st level Accounting and Billing	AccountingandBilling Changes
Accounting and Billing - Accounting Currencies	Autogenerated 2nd level Accounting and Billing - Accounting Currencies	AccountingandBillingAccountingCurrencies Changes
Accounting and Billing - Allocations	Autogenerated 2nd level Accounting and Billing - Allocations	AccountingandBillingAllocations Changes
Accounting and Billing - Allocations - Create and Edit Allocation Rules	Create and Edit Allocation Rules.	AccountingandBillingAllocationsRulesSaveandEdit Changes
Accounting and Billing - Allocations - Delete Allocation Rules	Delete all allocation rules.	AccountingandBillingAllocationsRulesDelete Changes
Accounting and Billing - Allocations - Read Access	View all relevant records for allocations and allocation rules.	AccountingandBillingAllocationsReadAccess Changes
Accounting and Billing - Background Posting	Autogenerated 2nd level Accounting and Billing - Background Posting	AccountingandBillingBackgroundPosting Changes
Accounting and Billing - Background Posting - List View	Run background posting from the document list view page. User must also be assigned FDN AsyncApi - Process permissions.	AccountingandBillingBackgroundPostingListview Changes
Accounting and Billing - Background Posting - Schedule and Run	Schedule and run background posting from the background posting scheduler tab. User must also be assigned FDN AsyncApi - Process permissions.	AccountingandBillingBackgroundPostingRunNow Changes
Accounting and Billing - Billing Documents to Sales Invoices or Credit Notes	Create sales invoices or sales credit notes from eligible billing documents. Also view the relevant fields on the Billing Document object and perform actions related to the integration.	AccountingandBillingBillingDocumentstoSalesInvoicesorCreditNotes Changes
Accounting and Billing - Collections	Autogenerated 2nd level Accounting and Billing - Collections	AccountingandBillingCollections Changes
Accounting and Billing - Collections - Read Access	View all reminders and customer statements.	AccountingandBillingCollectionsReadAccess Changes
Accounting and Billing - Collections - Send Customer Statements	Send statements for sales invoices to customers.	AccountingandBillingCollectionsSendStatements Changes
Accounting and Billing - Collections - Send Email Reminders	Send reminders for sales invoices or billing documents listing the invoices due for payment. User must also be assigned FDN Common Concepts - Billing Documents - Read and FDN Common Concepts - Company - Read when sending reminders for billing documents.	AccountingandBillingCollectionsSendReminders Changes
Accounting and Billing - Journal	Autogenerated 2nd level Accounting and Billing - Journal	AccountingandBillingJournal Changes
Accounting and Billing - Journal - Amend	Amend all journals and journal line items.	AccountingandBillingJournalAmend Changes
Accounting and Billing - Journal - Cancel	Create and post canceling journals.	AccountingandBillingJournalCancel Changes
Accounting and Billing - Journal - Discard	Discard journals and journal line items.	AccountingandBillingJournalDiscard Changes
Accounting and Billing - Journal - Edit	Edit journals, manage journal line items, and override currencies in journals.	AccountingandBillingJournalEdit Changes
Accounting and Billing - Journal - Post	Post all journals.	AccountingandBillingJournalPost Changes
Accounting and Billing - Journal - Read Access	View all relevant records of journals.	AccountingandBillingJournalReadAccess Changes
Accounting and Billing - Journal - Recurring	Save recurring journals. To post and save recurring journals simultaneously, you must also assign Accounting and Billing - Journal - Post permission set.	AccountingandBillingJournalRecurring Changes
Accounting and Billing - Journal - Reverse	Create reversing journals.	AccountingandBillingJournalReverse Changes
Accounting and Billing - Journal - Save	Save and clone journals. It also includes permissions to manage the journal line items and also load journals using a journal loader.	AccountingandBillingJournalSave Changes
Accounting and Billing - Opportunity	Autogenerated 2nd level Accounting and Billing - Opportunity	AccountingandBillingOpportunity Changes
Accounting and Billing - Opportunity - Create Sales Invoice	Create sales invoices and recurring sales invoices from opportunity. It also includes permission to create sales invoices and recurring invoices.	AccountingandBillingOpportunityCreateSalesInvoice Changes
Accounting and Billing - Print Formatter	Autogenerated 2nd level Accounting and Billing - Print Formatter	AccountingandBillingPrintFormatter Changes
Accounting and Billing - Print Formatter - Print Sales Invoice	Print and create templates for sales invoice records.	AccountingandBillingPrintFormatterPrintSalesInvoice Changes
Accounting and Billing - Reminder Rule	Autogenerated 2nd level Accounting and Billing - Reminder Rule	AccountingandBillingReminderRule Changes
Accounting and Billing - Reminder Rule - Create	Create and edit all reminder rules.	AccountingandBillingReminderRuleCreate Changes
Accounting and Billing - Reminder Rule - Delete	Delete all reminder rules.	AccountingandBillingReminderRuleDelete Changes
Accounting and Billing - Reminder Rule - Read Access	View all relevent records of reminder rules.	AccountingandBillingReminderRuleReadAccess Changes
Accounting and Billing - Run Integration Rule	Autogenerated 2nd level Accounting and Billing - Run Integration Rule	AccountingandBillingRunIntegrationRule Changes
Accounting and Billing - Run Integration Rule - Cash Entry	Create and post cash entries by running the integration rule.	AccountingandBillingRunIntegrationRuleCashEntry Changes
Accounting and Billing - Run Integration Rule - Sales Invoice	Create and post sales invoices by running the integration rule.	AccountingandBillingRunIntegrationRuleSalesInvoice Changes
Accounting and Billing - Sales Credit Note	Autogenerated 2nd level Accounting and Billing - Sales Credit Note	AccountingandBillingSalesCreditNote Changes
Accounting and Billing - Sales Credit Note - Amend	Amend all sales credit notes and sales credit note line items.	AccountingandBillingSalesCreditNoteAmend Changes
Accounting and Billing - Sales Credit Note - Discard	Discard sales credit notes and sales credit note line items.	AccountingandBillingSalesCreditNoteDiscard Changes
Accounting and Billing - Sales Credit Note - Edit	Edit sales credit notes and manage sales credit note line items.	AccountingandBillingSalesCreditNoteEdit Changes
Accounting and Billing - Sales Credit Note - Post	Post all sales credit notes.	AccountingandBillingSalesCreditNotePost Changes
Accounting and Billing - Sales Credit Note - Post and Match	Post sales credit notes, match sales credit notes and sales credit note line items.	AccountingandBillingSalesCreditNotePostandMatch Changes
Accounting and Billing - Sales Credit Note - Print	Print, preview, view or email all sales credit notes and sales credit note line items.	AccountingandBillingSalesCreditNotePrint Changes
Accounting and Billing - Sales Credit Note - Read Access	View all relavent records for sales credit notes.	AccountingandBillingSalesCreditNoteReadAccess Changes
Accounting and Billing - Sales Credit Note - Save	Save sales credit notes and sales credit note line items.	AccountingandBillingSalesCreditNoteSave Changes
Accounting and Billing - Sales Invoice	Autogenerated 2nd level Accounting and Billing - Sales Invoice	AccountingandBillingSalesInvoice Changes
Accounting and Billing - Sales Invoice - Amend	Amend all sales invoices and sales invoice line items, including payment schedule sales invoices and sales invoice line items.	AccountingandBillingSalesInvoiceAmend Changes
Accounting and Billing - Sales Invoice - Convert to Credit Note	Convert all sales invoices, payment schedule, income schedule sales invoices, and sales invoice line items into credit note and credit note line items.	AccountingandBillingSalesInvoiceCreditNote Changes
Accounting and Billing - Sales Invoice - Discard	Discard sales invoice line items, installment line items, and income schedule sales invoice line items.	AccountingandBillingSalesInvoiceDiscard Changes
Accounting and Billing - Sales Invoice - Edit	Edit sales invoices, payment schedule, and income schedule sales invoices. It also includes permissions to manage sales invoice line items.	AccountingandBillingSalesInvoiceEdit Changes
Accounting and Billing - Sales Invoice - Hold or Release Collection	Place sales invoices on hold or release for collections.	AccountingandBillingSalesInvoiceHoldReleaseCollection Changes
Accounting and Billing - Sales Invoice - Manage Recurring Invoices	Save and post recurring invoices.	AccountingandBillingSalesInvoiceRecurringInvoiceSaveandPost Changes
Accounting and Billing - Sales Invoice - Post	Post all sales invoices, payment schedule, and income schedule sales invoices.	AccountingandBillingSalesInvoicePost Changes
Accounting and Billing - Sales Invoice - Print	Print or email all sales invoices and sales invoice line items.	AccountingandBillingSalesInvoicePrint Changes
Accounting and Billing - Sales Invoice - Read Access	View all relevant records for sales invoices.	AccountingandBillingSalesInvoiceReadAccess Changes
Accounting and Billing - Sales Invoice - Save	Save sales invoices, payment schedule, and income schedule sales invoices. It also includes permissions to manage sales invoice line items.	AccountingandBillingSalesInvoiceSave Changes
Accounting and Billing - Sales Invoice - Save Recurring Invoices	Save recurring invoices.	AccountingandBillingSalesInvoiceRecurringInvoiceSave Changes
Accounting and Billing - Statement Rule	Autogenerated 2nd level Accounting and Billing - Statement Rule	AccountingandBillingStatementRule Changes
Accounting and Billing - Statement Rule - Create	Create and edit all statement rules.	AccountingandBillingStatementRuleCreate Changes
Accounting and Billing - Statement Rule - Delete	Delete all statement rules.	AccountingandBillingStatementRuleDelete Changes
Accounting and Billing - Statement Rule - Read Access	View all relevant records for customer statements and customer statement rules.	AccountingandBillingStatementRuleReadAccess Changes
Accounting and Billing - Statistical Basis	Autogenerated 2nd level Accounting and Billing - Statistical Basis	AccountingandBillingStatisticalBasis Changes
Accounting and Billing - Statistical Basis - Create and Edit	Create statistical bases and edit existing statistical bases.	AccountingandBillingStatisticalBasisSaveandEdit Changes
Accounting and Billing - Statistical Basis - Delete	Delete all statistical bases records.	AccountingandBillingStatisticalBasisDelete Changes
Accounting and Billing - Statistical Basis - Read Access	View all statistical bases records.	AccountingandBillingStatisticalBasisReadAccess Changes
Accounting and Billing - Tax Code	Autogenerated 2nd level Accounting and Billing - Tax Code	AccountingandBillingTaxCode Changes
Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable	Calculate tax using Avalara AvaTax for sales invoices and sales credit notes.	AccountingandBillingTaxCodeAvalara Changes
Accounting and Billing - Tax Code - Read Access	View all relevant records for tax codes and tax rates.	AccountingandBillingTaxCodeReadAccess Changes
Accounting and Billing - Transactions - Read Access	View all relevant records for transactions.	AccountingandBillingTransactionsReadAccess Changes
Accounting and Billing - XL	Autogenerated 2nd level Accounting and Billing - XL	AccountingandBillingXL Changes
Accounting and Billing - XL - Cash Entries Document Input	Create and post cash entry docuemnts.	AccountingandBillingXLCashEntryDocumentInput Changes
Accounting and Billing - XL - Cash Entries Report	Retrieve cash entry and view report.	AccountingandBillingXLCashEntryReport Changes
Accounting and Billing - XL - Journals Document Input	Create and post journal documents.	AccountingandBillingXLJournalDocumentInput Changes
Accounting and Billing - XL - Journals Report	Retrieve journal documents and view reports.	AccountingandBillingXLJournalReport Changes
Accounting and Billing - XL - Sales Invoices Document Input	Create and post sales invoice documents.	AccountingandBillingXLSalesInvoicesDocumentInput Changes
Accounting and Billing - XL - Sales Invoices Report	Retrieve sales invoices documents and view reports.	AccountingandBillingXLSalesInvoiceReport Changes
Accounting and Billing - Year	Autogenerated 2nd level Accounting and Billing - Year	AccountingandBillingYear Changes
Accounting and Billing - Year - Create Years and Periods	Create years and periods from the Accounting Task Launcher. It also includes permissions to calculate financial periods from the Years tab.	AccountingandBillingYearCalculatePeriod Changes
Accounting and Billing - Year - Manage Years	Manage your financial years.	AccountingandBillingYearCreate Changes
Accounting and Billing - Year - Read Access	View all relavant records for years and periods.	AccountingandBillingYearReadAccess Changes
Accounting and Billing - Year End	Run and process year end and year end adjustments.	AccountingandBillingYearEnd Changes
Accounting and Billing Read Access	Autogenerated 1st level Accounting and Billing Read Access	AccountingandBillingReadAccess Changes
Analytics and Financial Statements Read Access	Accounting Objects and Account Field Permissions	AnalyticsandFinancialStatementsReadAccess Changes
Data Archiving	Autogenerated 1st level Data Archiving	DataArchiving Changes
Data Archiving - Archiving		DataArchivingArchiving Changes
Data Archiving - Archiving - Read Access		DataArchivingArchivingReadAccess Changes
Data Archiving - Summarization Journal	Autogenerated 2nd level Data Archiving - Summarization Journal	DataArchivingSummarizationJournal Changes
Data Archiving - Summarization Journal - Cancel		DataArchivingSummarizationJournalCancel Changes
Data Archiving - Summarization Journal - Create		DataArchivingSummarizationJournalCreate Changes
Data Archiving - Summarization Journal - Reverse		DataArchivingSummarizationJournalReverse Changes
Data Archiving Read Access	Autogenerated 1st level Data Archiving Read Access	DataArchivingReadAccess Changes
FM Community	Autogenerated 1st level FM Community	FMCommunity Changes
FM Community - Billing Document		FMCommunityBillingDocument Changes
FM Community - Cash Entry		FMCommunityCashEntry Changes
FM Community - Sales Invoice		FMCommunitySalesInvoice Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.