Accounting Permissions

Changes to Permissions in Spring 2026

The following changes have been introduced in the Spring 2026 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

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

No changes have been made in this release.

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 SetDescriptionView changes
Accounting Autogenerated 1st level Accounting Accounting 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 - Currency Revaluation Autogenerated 2nd level Accounting - Currency Revaluation AccountingCurrencyRevaluation Changes
Accounting - Currency Revaluation - Cancel Revaluation Cancel all currency revaluation documents that are in complete state. AccountingCurrencyRevaluationCancelRevaluation Changes
Accounting - Currency Revaluation - Clear History Clear history of currency revaluation documents that are in void, generation error, or in discarded status. AccountingCurrencyRevaluationClearHistory Changes
Accounting - Currency Revaluation - Delete Discarded Currency Revaluations Delete zero value discarded currency revaluation documents. AccountingCurrencyRevaluationDeleteDiscardedCurrencyRevaluations Changes
Accounting - Currency Revaluation - Discard Discard currevency revaluation documents. AccountingCurrencyRevaluationDiscard Changes
Accounting - Currency Revaluation - Post and Post Group Post a single currency revaluation or group of currency revaluations. AccountingCurrencyRevaluationPostandPostGroup Changes
Accounting - Currency Revaluation - Read Access View all types of currency revaluation and currency revaluation history records. AccountingCurrencyRevaluationReadAccess Changes
Accounting - Currency Revaluation - Save Create, view, and update currency revaluation groups, templates, criteria, currency revaluations, and only edit the CRV history record’s Notes field and save it. User must also be assigned FDN Common Concepts - Exchange Rate Entry - Read permission set. AccountingCurrencyRevaluationCreate Changes
Accounting - Currency Revaluation - View Revaluation Summary View all revaluation summary of currency revaluation group. User must also be assigned Action Views Reporting - Action Views Templates - Read permission set. AccountingCurrencyRevaluationRevaluationSummary Changes
Accounting - Prepaid Expense Schedule Definition Create, edit, delete, and view all prepaid expense schedule definitions. AccountingPrepaidExpenseScheduleDefinition Changes
Accounting - Prepaid Expense Schedule Definition - Read Access View all prepaid expense schedule definitions. AccountingPrepaidExpenseScheduleDefinitionReadAccess 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 Read Access Autogenerated 1st level Accounting Read Access AccountingReadAccess Changes
Accounting and Billing Autogenerated 1st level Accounting and Billing AccountingandBilling Changes
Accounting and Billing - Help View Certinia context-sensitive help topics that provide information on related pages and objects. AccountingandBillingHelp Changes

Updates to Permission Set Labels

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


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