Permissions to Create and Post Customer Receipts

Tables and Fields

1. Account

   • Action: Read

   • Field: Name

2. Payment Term

   • Action: Read

   • Field: Name

3. Currency Code

   • Action: Read

   • Field: Name

4. GL Account

   • Action: Read

   • Fields:

     • Name

     • Bank/Credit Card Account

5. GL Ledger

   • Action: Read

   • Field: Name

6. Company Setup

   • Action: Read

   • Fields: All

7. Customer Receipt

   • Action: CRUD (Create, Read, Update, Delete)

   • Fields: All

8. Customer Ledger Entry

   • Action:

     • Read all fields

     • Modify:

       • Pending Applied Discount

       • Pending Applied from CR

       • Pending Applied Payment

       • Pending Applied to CLE

9. Customer Detailed Entry

   • Action: Read

   • Fields: All

Visualforce Pages

1. CashReceipt

2. PostCashReceipt

Classes

1. CashReceiptController

Article Permissions-to-Create-and-Post-Customer-Receipts  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center