Managing Access to Accounting Apps

Accounting delivers 4 apps as part of the core package. The apps are designed for either Salesforce Lightning or Salesforce Classic. Apps logically group tabs and access to features into a single location.

Accounting Lightning Apps

The following Certinia Lightning apps are available:

  • Accounting_Lightning (Accounting)
  • Billing_Lightning (Certinia Billing)
Note: Global navigation using the utility bar is visible by default in these Lightning apps.

The Lightning Accounting and Billing apps are included in the following standard Accounting permission sets:

  • AccountingLightningApp (Accounting Lightning App)
  • BillingLightningApp (Billing Lightning App)

Accounting Classic Apps

The following Classic apps are available:

  • Accounting (Accounting)
  • Billing (Certinia Billing)

Access to the Accounting and Billing apps are included in the following standard Accounting profiles:

  • Administrator
  • Accountant
  • Cash Entry Clerk
  • Payables Clerk
  • Read Only
  • Sales Invoicing Clerk.