PSA – Accounting - Administration |
Access the PSA – Accounting Connector Administration page to schedule jobs and manage mappings. |
Administration Changes |
PSA – Accounting - Billing Events to Sales Invoices or Credit Notes |
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. |
BillingEventsToSalesInvoicesOrCreditNotes Changes |
PSA – Accounting - Expense Reports to Payable Invoices or Credit Notes |
Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration. |
ExpenseReportsToPayableInvoicesOrCreditNotes Changes |
PSA – Accounting - Journal Line Items to Miscellaneous Adjustments |
Create miscellaneous adjustments from eligible journal line items. Also view the connector fields and perform actions related to the integration. |
JournalLineItemsToMiscellaneousAdjustments Changes |
PSA – Accounting - Miscellaneous Adjustments to Journals |
Create journals from eligible miscellaneous adjustments. Also view and edit the connector fields and perform actions related to the integration. |
MiscellaneousAdjustmentsToJournals Changes |
PSA – Accounting - Payable Credit Note Lines to Miscellaneous Adjustments |
Create miscellaneous adjustments from eligible payable credit note expense line items. Also view the connector fields and perform actions related to the integration. |
PayableCreditNoteExpenseLineItemToMiscellaneousAdjustments Changes |
PSA – Accounting - Payable Invoice Expense Lines to Miscellaneous Adjustments |
Create miscellaneous adjustments from eligible payable invoice expense line items. Also view the connector fields and perform actions related to the integration. |
PayableInvoiceExpenseLineItemToMiscellaneousAdjustments Changes |
PSA – Accounting - Sync Groups to Dimension 3 Records |
Sync groups to dimension 3 records. Also view and edit the connector fields related to the integration. |
SyncGroupsToDimensions Changes |
PSA – Accounting - Sync Practices to Dimension 2 Records |
Sync practices to dimension 2 records. Also view and edit the connector fields related to the integration. |
SyncPracticesToDimensions Changes |
PSA – Accounting - Sync Projects to Dimension 4 Records |
Sync projects to dimension 4 records. Also view and edit the connector fields related to the integration. |
SyncProjectsToDimensions Changes |
PSA – Accounting - Sync Regions to Dimension 1 Records |
Sync regions to dimension 1 records. Also view and edit the connector fields related to the integration. |
SyncRegionsToDimensions Changes |
PSA – Accounting - Vendor Invoices to Payable Invoices or Credit Notes |
Create payable invoices and payable credit notes from eligible vendor invoices. Also view and edit the connector fields and perform actions related to the integration. |
VendorInvoicesToPayableInvoicesOrCreditNotes Changes |