User access checklist

The access guide describes how to set access to Public APIs, SOAP web services (Unit4 ERP7 only) and objects. For additional required setup refer to the assistant specific implementation guides.

Absence assistant

Unit4 ERP7

Unit4Me V201501 [Web service]

Absences [Public API]
Objects [Public API]
Task management [Public API]

Attributes [Object]
Attribute values [Object]
Attribute relations [Object]
Users [Object]

Unit4 ERPx

Absences [Public API]
Documents [Public API]
Objects [Public API]
Task management [Public API]

Attributes [Object]
Attribute values [Object]
Attribute relations [Object]
Absences [Object]
Absence codes [Object]
Document types [Object]
Document library connections [Object]
Users [Object]

Travel requests assistant

Unit4 ERP7

Unit4Me V201501 [Web service]

Travel requests [Public API]
Task management [Public API]

Unit4 ERPx

Objects [Public API]
Travel requests [Public API]
Task management [Public API]

Users [Object]
Countries [Object]

Expenses assistant

Unit4 ERP7

TravelV201212V2 [Web services]
Unit4Me V201501 [Web services]

Expenses [Public API]
Objects [Public API]
Travel requests [Public API]
Imported expenses [Public API]
Task management [Public API]

Imported expenses [Object]
Attributes [Object]
Attribute values [Object]
Users [Object]
Travel type [Object]

Unit4 ERPx

Expenses [Public API]
Travel requests [Public API]
Imported expenses [Public API]
Query [Public API]
Objects [Public API]
Task management [Public API]
Expense transactions [Object]
PDs [Object]
Attributes [Object]
Attribute values [Object]
Users [Object]
Companies [Object]
System parameters [Object]
Expense types [Object]
Travel type [Object]

Balances assistant

Unit4 ERP7 and Unit4 ERPx

Your balances [Public API]
Employee balance setup [Public API]

Payslip assistant

Unit4 ERP7 and Unit4 ERPx

Your payslips [Public API]

Purchasing assistant

Unit4 ERP7

Requisitions [Public API]
Task management [Public API]
Objects [Public API]

Purchase orders [Object]
Requisitions [Object]
Suppliers [Object]
Attributes [Object]
Attribute values [Object]
Users [Object]
System parameters [Object]

Unit4 ERPx

Requisitions - simple [Public API]
Task management [Public API]
Objects [Public API]

Purchase orders [Object]
Requisitions [Object]
Suppliers [Object]
Attributes [Object]
Attribute values [Object]
Users [Object]
System parameters [Object]

Timesheet assistant

Unit4 ERP7

Timesheet service V201511Mobile [Web service]

Unit4 ERPx

Timesheets [Public API]
Objects [Public API]

Timesheets [Object]
Users [Object]
Personal work schedule [Object]
Periods [Object]

Tasks assistant

Unit4 ERP7

Task service V201209 [Web service]

Task management [Public API]
Companies [Public API]
Users [Public API]
Query [Public API]
Objects [Public API]

Attributes [Object]
Attribute values [Object]
Periods [Object]
Countries [Object]
Users [Object]

Unit4 ERPx

Access to the following endpoints is needed to use the Tasks assistant and the Tasks web app.

Timesheets

My Tasks [Public API]
Objects [Public API]

Timesheets [Object]
Resources [Object]
Periods [Object]
Activities [Object]
Personal work schedule [Object]
Time codes [Object]
Work orders [Object]

Incoming invoices

My Tasks [Public API] 
Registered financial transactions [Public API]
Suppliers [Public API]
Objects [Public API]

Attributes [Object]
Tax codes [Object]
Tax system [Object]

Purchase order

My Tasks [Public API]
Purchase order [Public API]
Suppliers [Public API]
Documents [Public API]

Travel expenses

My Tasks [Public API]
Objects [Public API]

Travel expenses [Object]
Attributes [Object]
Attribute values [Object]
Tax codes [Object]
Tax system [Object]

Goods received

My Tasks [Public API]
Suppliers [Public API]
Objects [Public API]

Goods receipt note [Object]
Products [Object]

Absence approval

Absences [Public API]
Objects [Public API]
My tasks actions [Public API]
Tasks [Public API]

Absence code [Object]
Resources [Object]

To apply actions

My Tasks actions [Public API]

To retrieve documents attached to tasks

Documents [Public API]