Setting up the Cash Management Workspace

Installing the Workspace

In this release, the Accounting Workspaces is not currently part of the Accounting core product. Contact Certinia Onboarding to have the Accounting Workspaces package installed into your org.

Complete the following setup for your users to access the Cash Management workspace:

The Accounting and Billing - Cash Management Workspace permission set provides access to the Cash Management Workspace. Assign the Accounting and Billing - Cash Management Workspace permission set to the users that require access to the workspace.
The workspace links to various parts of the product and is populated by the relevant records. To view the workspace correctly with populated data, you must ensure that your users have the Accounting and Billing - Select Company permission set in order to access the following object:
- Company
Manually add the Cash Management Workspace tab to any apps. By adding this tab to the relevant apps you gain maximum benefit from the Cash Management workspace, supporting your workflows, and reducing the time needed to access the information required in your role.
The Accounting and Billing - Cash Management Workspace permission set provides access to the Cash Management Workspace.
Manually add the Cash Management Workspace tab permission on the profiles that require access to the workspace.