If you decide not to use the standard profiles you might find the following descriptions useful when deciding which permissions to grant.
Key: * – Redundant or deprecated in this release; BR – Users need access to commit bank reconciliations; CR– Users need access to perform currency revaluations
| Custom Object | Master Object | Description | |
|---|---|---|---|
| Account In Use | * | Redundant or deprecated. | |
| Accounting Background Worker | For internal use. The batch control object for the Batch Apex Framework. It has its own tab because it contains a useful progress bar. | ||
| Accounting Currency | Stores the details of an accounting currency such as its ISO code. | ||
| Accounting Summarization | An internal object that stores data generated by the summarization process. | ||
| Aged Analysis Definition | Defines the presentation of a specific type of aged analysis report. | ||
| Alloc Schedule | Stores the information entered on the Create Schedule page. | ||
| Alloc Schedule Company | Links the allocation schedule to one or more companies. | ||
| Alloc Schedule Log | Alloc Schedule | Stores the results of a scheduled run. | |
| Alloc Schedule Run | Provides a link between allocation schedule logs and run details. | ||
| Alloc Schedule Run Transaction | Alloc Schedule Run | Links allocation transactions to run details. | |
| Alloc Schedule Template | Allocation Template, Alloc Schedule | Links the allocation schedule to one or more allocation templates. | |
| Allocation Filter | Allocation Filter Structure | Stores the queries for selecting and filtering allocation data for the allocation template. | |
| Allocation Filter Structure | Allocation Template | Defines the allocation filter structure for the template. | |
| Allocation Split Template | Allocation Template | Stores the split percentage information for the template. | |
| Allocation Template | Stores the allocation template information. | ||
| As of Aging | Stores As of Aging values on transaction line items owned by current company. | ||
| As of Aging Process Log | Stores record of batch apex jobs run during As of Aging process. | ||
| Assignment | Layout | Stores details of input form assignment to companies. | |
| Available Summarization Object | Identifies an available summarization object. | ||
| Bank Account | BR | Stores master details on company bank accounts. | |
| Bank Reconciliation | BR | Stores the master details of a bank reconciliation. | |
| Bank Reconciliation Charge | BR | Bank Reconciliation | Stores bank charge line item details on a bank reconciliation. |
| Bank Reconciliation Line Item | BR | Bank Reconciliation | Stores bank reconciliation line item details. |
| Bank Statement | BR | Stores imported bank statement master details. | |
| Bank Statement Definition | Stores the details of a bank statement definition. | ||
| Bank Statement Line Item | BR | Bank Statement | Stores the line item details of an imported bank statement. |
| Batch Lock | Stores batch information to avoid running in parallel more than one batch process for the same records | ||
| Batch Lock Detail | Batch Lock | Stores record information to avoid running in parallel more than one batch process for the same records. | |
| Batch Process | For internal use. Used in batch job processing. | ||
| Batch Process Detail | Batch Process | For internal use. | |
| Budget and Balance | Stores the details of budget and balance records that enable you to track the variance of actual period balances against budget. | ||
| Cancel Payment Control | For internal use. Used during Cancel Payment batch processes. | ||
| Cancel Payment Criteria | Payment Summary | Stores the criteria entered on the Cancel Payments Criteria page, including the reason for the cancellation. | |
| Cancel Payment Log | Cancel Payment Control | For internal use. Used during Cancel Payment batch processes. | |
| Cash Entry | Stores the master details of cash and checks received from, or refunds given to, customers. | ||
| Cash Entry Line Item | Cash Entry | Stores the line items on cash entry. | |
| Cash Matching History | CR | Records the activities that take place during the payment, discounting or writing-off of a payable transaction line. | |
| Check Number | Check Range | Records the details and status of numbered checks in the associated check range. | |
| Check Range | Bank Account | Defines a range of valid check numbers for the associated bank account. | |
| Column Property | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Company | Stores the FinancialForce company details. | ||
| Company Ownership | Company | Stores information about a company's ownership structure. | |
| Currency Revaluation | CR | Stores the master details related to a currency revaluation. | |
| Currency Revaluation Batch | CR | Processes currency revaluation documents into batches. | |
| Currency Revaluation Batch Line Item | CR | Currency Revaluation Batch | Processes currency revaluation line items into batches. |
| Currency Revaluation GLA Item | Currency Revaluation, General Ledger Account | The GLA list for a currency revaluation. | |
| Currency Revaluation Line Item | CR | Currency Revaluation Summary | Currency revaluation line detail at second level. |
| Currency Revaluation Summary | CR | Currency Revaluation | Currency revaluation line detail at first level. |
| Currency Revaluation Template | CR | Stores currency revaluation template information. | |
| Currency Revaluation Template Line Item | CR | Stores currency revaluation template information. | |
| Currency Revaluation Group | Groups currency revaluations to be processed as a batch. | ||
| CustomForm Assignment | CustomForm Layout | Determines which Custom Form to display for a given accounting document and company. | |
| CustomForm Layout | Stores Custom Form Layout information. | ||
| CustomForm Layout Field | CustomForm Layout Section | Stores Custom Form Layout Field information. | |
| CustomForm Layout Section | CustomForm Layout | Stores Custom Form Layout Section information. | |
| Data Property | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Dataview | Stores object metadata that will be used for online inquiries. | ||
| Dataview Action | Dataview | Stores details of an action that has been enabled on a dataview. | |
| Dataview Field | Dataview | Stores details of a field that has been added to a dataview. | |
| Dataview Join | Dataview | Stores details of a relationship join between a secondary object and the primary object in a dataview. | |
| Dataview Join Filter | Dataview Join | Stores the expression that serves as a filter to restrict the data included by a dataview join. | |
| Dataview Transpose Item | Dataview Field | Stores a value that will be used to populate a transposed field. | |
| Dimension 1–4 | Used to sub-analyze postings and can be used to represent a number of different business concepts. | ||
| Event Log | Records when an invoice or credit note was printed or sent by email, and who printed/sent it. | ||
| Exchange Rate | Accounting Currency | Stores exchange rates expressed in terms of home currency. A company has a rate table for each currency that it uses. | |
| Field | Selection Definition | Stores a part of the formats saved from FinancialForce Print Formatter. | |
| Filter | For internal use. A filter containing one or more filter elements. | ||
| Filter Element | Filter | For internal use. Stores a single filter criteria used by a filter. | |
| Finance Correspondence | Relates to the section on Account that contains the contact and the email address where mass emails will be sent. | ||
| Format Data | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| General Ledger Account | General ledger account represent different categories of income/expenses/assets/liabilities and reserves. | ||
| Grouping Reference | Internal object that provides new references for various processes within the application. | ||
| Income Schedule Definition | Predefined templates that can be used as the basis for an income schedule on a sales invoice. | ||
| Income Schedule Line Item | Sales Invoice | The schedule line items on a sales invoice. | |
| Inquiry Template | Stores a template that is associated with a dataview for the purpose of running action views. | ||
| Inquiry Template Column | Inquiry Template | Stores details of a column that has been added to an inquiry template. | |
| Inquiry Template Column Filter | Inquiry Template | Stores the expression that determines what data is retrieved in a column when running an action view. | |
| Inquiry Template Column Formula | Inquiry Template | Stores the formula associated with a column on an inquiry template. | |
| Inquiry Template Common Name | Inquiry Template | Stores the common name associated with a column on an inquiry template. | |
| Inquiry Template Filter | Inquiry Template | Stores the expression that determines what data is retrieved when a template is used in action views. | |
| Inquiry Template RCP | Inquiry Template | Stores the list of related content panes that can be made available on an inquiry template. | |
| Inquiry Template Sign Filter | Inquiry Template | Stores the expression that determines whether numbers are displayed with reverse signs in action views. | |
| Inquiry Template Sort Item | Inquiry Template | Stores the default sorting and grouping options for the display in action views. | |
| Inquiry Template Transpose Drills | Inquiry Template | Stores the inquiry templates that have been associated with a transposed column. The templates will be used when drilling. | |
| InquiryTemplateExcludedAction | Inquiry Template | Junction Object to store dataview actions that are excluded from the actions inherited by an inquiry template from the dataview it is attached to. | |
| Integration Rule | Defines a first-generation integration rule at header level. | ||
| Integration Rule Line Item | Integration Rule | Defines a first-generation integration rule at line item (detail) level. | |
| Intercompany Definition | Defines the intercompany control accounts that you want to use when generating and posting intercompany journals. | ||
| Intercompany Transfer | An intermediate staging object used during the intercompany journal process. | ||
| Intercompany Transfer Line Item | Intercompany Transfer | Intercompany transfer detail records. | |
| Intersect Definition | Defines the way balances are stored. | ||
| Item | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Journal | Acts as a container for a number of journal lines and provides common information about the document. | ||
| Journal Line Item | Journal | Stores the details of the journal lines. | |
| Lookup | An internal object with no records. All FinancialForce Accounting users must have full access. | ||
| Mapping Format | Mappings used for document input using FinancialForce XL. | ||
| Mass Delete Batch Log | Mass Delete Control Record | Stores standard log information for a mass delete batch process. | |
| Mass Delete Control Record | Stores batch information for performing a mass delete on the Accounting Summarization object. | ||
| Mass Email Account | Temporary storage for grouping information by account, so only one email per account is sent. | ||
| Mass Email Account Line Item | Mass Email Account | Stores the details of the Mass Email grouping information by account described above. | |
| Matching Reference | An internal object that provides an automatically incrementing number for the cash matching and undo matching reference. | ||
| ObjectToObjectMap | An internal object containing one or more field links. | ||
| ObjectToObjectMapFieldLink | ObjectToObjectMap | An internal object that defines how two fields map to each other. | |
| Page Num Property | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Payable Credit Note | Holds information that applies to the whole payable credit note such as vendor account and payable credit note date. | ||
| Payable Credit Note Expense Line Item | Payable Credit Note | The expense line items on the payable credit note. | |
| Payable Credit Note Line Item | Payable Credit Note | The line items on the payable credit note, such as product, unit price, quantity and line total. | |
| Payable Invoice | Holds information that applies to the whole payable invoice such as vendor information and due date. | ||
| Payable Invoice Expense Line Item | Payable Invoice | The expenses line items on the payable invoice. | |
| Payable Invoice Line Item | Payable Invoice | The line items on the payable invoice, such as product, unit price, quantity and line total. | |
| Payment | Stores header details for a payment proposal. | ||
| Payment Account Selection | Payment | Records accounts selected for payment. | |
| Payment Batch | Payment | Holds information about different batches generated as part of a payment process. | |
| Payment Batch Line Item | Payment Batch | The line items of the payment batches generated as part of a payment process (holds information about transaction line items being paid). | |
| Payment Detail | Payment, Payment Summary | Transaction lines selected for each payment. | |
| Payment Media Control | Holds information for payment transmission, including payment values, company, and company bank account details. | ||
| Payment Media Detail | Payment Media Summary | Holds information for payment transmission, including transaction and transaction line information. | |
| Payment Media Summary | Holds information for payment transmission, including payment values summarized by account and the corresponding bank account details. | ||
| Payment Summary | Payment | Summary of account values for payment. | |
| Payment Template | Defines a template for a new payment proposal. | ||
| Payment Template Line Item | Payment Template | Defines a template for a new payment proposal. | |
| Period | Defines the accounting periods into which a financial year is divided. | ||
| Personal Setting | Inquiry Template | Stores details of a personal setting saved against a particular inquiry template. | |
| Print Format | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Product In Use | * | Redundant or deprecated. | |
| RCP Peer | Inquiry Template RCP | Stores the list of related content panes that can be made available on an inquiry template. | |
| Reconciliation Filter Structure | Transaction Reconciliation | Stores the filters defined for a transaction reconciliation. | |
| Reconciliation Line Item | Transaction Reconciliation | Stores transaction reconciliation line item details. | |
| Record Lock | Record Lock Group | An internal object that provides the ability to lock records. | |
| Record Lock Group | An internal object that provides the ability to lock groups of records. | ||
| Related Content Pane | A Related Content Pane is secondary supporting information for use in Action Views or similar. | ||
| Related Content Pane Component | Related Content Pane Tab | Components are discrete pieces of functionality that may reside on a Related Content Pane. | |
| Related Content Pane Tab | Related Content Pane | A tab that exists on a Related Content Pane. | |
| Reporting Balance | Stores an extract of the Budget and Balance object specifically created for use by the FinancialForce Reporting application. | ||
| Sales Credit Note | Holds information that applies to the whole credit note such as customer account and credit note date. | ||
| Sales Credit Note Line Item | Sales Credit Note | The line items on the credit note, such as product, unit price, quantity and line total. | |
| Sales Invoice | The line items on the credit note, such as product, unit price, quantity and line total. | ||
| Sales Invoice Installment Line Item | Sales Invoice | Installments of the payment schedule defined for the invoice. | |
| Sales Invoice Line Item | The line items on the invoice, such as product, unit price, quantity and line total. | ||
| Section | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Selection Criterion | Selection Definition | Stores the conditions for the selection definitions. | |
| Selection Definition | Stores the queries for selecting and filtering data (used in Mass Email, XL and Print Formatter) | ||
| Single Mapping | Mapping Format | Stores a mapping created in FinancialForce XL. | |
| Sort Order | Print Format | Stores the sort order used by a selection definition in FinancialForce Print Formatter. | |
| Summarization Log | Summarization Template | Stores log information for the summarization batch process. | |
| Summarization Run Information | Summarization Template | Holds information about the last time a summarization template was built. | |
| Summarization Template | Stores settings to use for data summarization. | ||
| Summarization Template Field Process | Summarization Template | Stores the method by which information in a field will be aggregated. | |
| Table Property | Stores a part of the formats saved from FinancialForce Print Formatter. | ||
| Tax Code | Stores details on tax codes. | ||
| Tax Rate | Tax Code | Stores details on tax rates. | |
| Tax Detail Sales Credit Note | Sales Credit Note Line Item | Stores tax details at line level for tax calculations from Avalara. | |
| Tax Detail Sales Invoice | Sales Invoice Line Item | Stores tax details at line level for tax calculations from Avalara. | |
| Text Definition | Stores predefined, reusable snippets of text that can be included on a sales invoice or credit note. | ||
| Transaction | Holds header information about a transaction. | ||
| Transaction Line Item | Transaction | The line items on a transaction. | |
| Transaction Reconciliation | Stores transaction reconciliation header details. | ||
| Transaction Reconciliation Filter | Reconciliation Filter Structure | Stores a filter used by transaction reconciliation. | |
| User Company | Each user company record grants an individual user access to a single company. | ||
| Worker Item | For internal use. Stores the different work actions that the worker batch process needs to run. Internal use only. | ||
| Worker Log | Worker Log Group | For internal use. Stores the errors that occurred during the worker batch process and a link to the related document. | |
| Worker Log Group | Accounting Background Worker | For internal use. Stores the users that created the worker item records to sent them an email at the end of the batch process. | |
| Year | Defines a financial year. | ||
| Year End Log | Year | Stores information and errors during the year end process. |
Related Concepts