PSA – Accounting Connector Permissions

Changes made to PSA – Accounting - Billing Events to Sales Invoices or Credit Notes

Changes made since the last version


Added permissions

No permissions were added to this permission set for this version


Removed permissions

No permissions were removed from this permission set for this version


Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Custom Permission CreateSalesInvoicesOrCreditNotesFromBillingEvents Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
Apex Class Permission DocumentConversionController Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
c2g__AllowDocumentUseWithoutLicense Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
Apex Page Permission convertbetoinvoicecredit Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
convertbetoinvoicecreditHelp Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
convertbetoinvoicescredits Enabled Enabled Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
Field Permission pse__Assignment__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event_Item__c.AccountingLineDescription__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event_Item__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event_Item__c.UnitPrice__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event__c.Account__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event__c.AutomaticallyPassToAccounting__c Edit, Read Edit, Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event__c.BillingEventCurrency__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event__c.Override__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Billing_Event__c.OwnerCompany__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Budget__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Grp__c.OwnerCompany__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Milestone__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Miscellaneous_Adjustment__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Practice__c.OwnerCompany__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Proj__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Region__c.OwnerCompany__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.
pse__Timecard_Header__c.ServicesProduct__c Read Read Create sales invoices or sales credit notes from eligible billing events. Also view and edit SRP fields and perform actions related to the integration flow. Create sales invoices or sales credit notes from eligible billing events. Also view and edit the connector fields and perform actions related to the integration.


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