The following are the required permissions that the integration role must include:
Transactions
Type |
Level |
Bills |
Edit |
Enter Vendor Credits |
Edit |
Find Transaction |
Full |
Journal Approval |
Full |
Make Journal Entry |
Full |
Pay Bills |
Full |
Posting Period on Transactions |
Full |
Vendor Bill Approval |
Full |
Vendor Payment Approval |
Full |
Lists
Type |
Level |
Accounts |
View |
Class |
View |
Customers |
View |
Documents and Files |
Full |
Employee Record |
View |
Employees |
View |
Department |
View |
Locations |
View |
Perform Search |
Full |
Persist Search |
Create |
Projects |
View |
Publish Search |
Full |
Subsidiaries |
Full |
Tax Records |
View |
Vendors |
View |
Setup
Type |
Level |
Log in using Access Tokens |
Full |
Manage Accounting Periods |
View |
SOAP Web Services |
Full |