PSA – Accounting Connector Permissions

Changes to Permissions in Summer 2023

The following changes have been introduced in the Summer 2023 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.
Permission SetDescriptionView changes
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

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.


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