PSAAccountingIntegration__c

Label: PSA – Accounting Connector Settings

Contains settings that control the behavior of the connector. Using the custom setting fields, you can configure the following: - Whether the connector is running in enhanced or legacy mode. - Additional eligibility criteria for processing records (enhanced mode only). - Additional email addresses that receive notifications when a flow execution finishes. - Whether certain validations are deactivated when approving a business record. - How certain fields are auto-populated to avoid manually entering repetitive data. - Maximum number of line-level records per header-level business record that the connector can process. - Which fields control the automatic processing functionality (enhanced mode only). The field labels contain abbreviations that refer to the object that the field relates to. For example, fields with "BE" in the label relate to the Billing Event object.

Field Name	Field Label	Created in Version	Description	Type	Default Value
AdditionalEmailDestination__c	BE Additional Email Destination (Legacy)	Pre-Spring 2018	Only used when Run in Enhanced Mode is deselected. Additional email address that is notified when a background execution of the Billing Events to Sales Invoices or Credit Notes flow finishes.	Email
AdditionalNotificationRecipients__c	Additional Notification Recipients	Fall 2021	Additional recipients that are notified when a background execution of an integration finishes. The value is a list of email addresses separated by semicolons (;). Note that the user who started the execution or scheduled the flow is always notified, regardless of the value of this field.	TextArea
BEAccountNotRequiredOnRelease__c	BE Account Optional for Release	Pre-Spring 2018	When selected, the Account field is not required when releasing a billing event.	Checkbox	false
BEAdditionalEligibilityField__c	BE Additional Eligibility Field	Fall 2021	API name of the field on the Billing Event object used to determine whether a billing event is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
BEAutoPassToAccountingField__c	BE Auto Pass to Accounting Field	Spring 2021	API name of the field on the Billing Event object used to determine whether a billing event is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToAccounting__c"
BEBEISynchronousLimit__c	BE BEI Synchronous Limit	Fall 2021	Maximum number of billing event items in a billing event that can be processed synchronously. If the number of items in a billing event is greater than this number, the billing event is always processed asynchronously (in the background) when creating a sales invoice or credit note.	Number(6,0)	200
BECompanyNotRequiredOnRelease__c	BE Company Optional for Release	Pre-Spring 2018	When selected, the Company field is not required when releasing a billing event.	Checkbox	false
BECurrencyLookupNotRequired__c	BE Currency Optional for Release	Pre-Spring 2018	When selected, the Billing Event Currency field is not required when releasing a billing event.	Checkbox	false
BEIAdditionalEligibilityField__c	BEI Additional Eligibility Field	Fall 2021	API name of the field on the Billing Event Item object used to determine whether a billing event item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
BEIBudgetCategory__c	BEI Budget Category	Pre-Spring 2018	Value of the Category picklist for billing event items that originate from budget records. This field is used to determine the value of the Services Product field for billing event items.	Text(255)	"Budget"
BEIExpenseCategory__c	BEI Expense Category	Pre-Spring 2018	Value of the Category picklist for billing event items that originate from expense records. This field is used to determine the value of the Services Product field for billing event items.	Text(255)	"Expense"
BEIMilestoneCategory__c	BEI Milestone Category	Pre-Spring 2018	Value of the Category picklist for billing event items that originate from milestone records. This field is used to determine the value of the Services Product field for billing event items.	Text(255)	"Milestone"
BEIMiscAdjustmentCategory__c	BEI Miscellaneous Adjustment Category	Pre-Spring 2018	Value of the Category picklist for billing event items that originate from miscellaneous adjustment records. This field is used to determine the value of the Services Product field for billing event items.	Text(255)	"Miscellaneous Adjustment"
BEIProductNotRequiredOnRelease__c	BEI Product Optional for Release	Pre-Spring 2018	When selected, the Services Product field on billing event items is not required when releasing a billing event.	Checkbox	false
BEITimecardCategory__c	BEI Timecard Category	Pre-Spring 2018	Value of the Category picklist for billing event items that originate from timecard records. This field is used to determine the value of the Services Product field for billing event items.	Text(255)	"Timecard"
BEValidationLimitForBEARAndBEAI__c	BE Validation Limit for BEAR and BEAI	Fall 2021	Maximum number of selected billing events that are validated after clicking the Release or Release and Invoice actions on the Billing Events Awaiting Release page and the Create Sales Invoices and Credit Notes action on the Billing Events Awaiting Invoicing page. If fewer billing events than the specified number are selected and some of them are not eligible for the action, a warning or an error displays. If more billing events are selected, an info message always displays regardless of eligibility.	Number(6,0)	200
CompanySource__c	Company Source for BE, ER, and MA	Pre-Spring 2018	Field used to automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments. This can be the Company field on the Region, Practice, or Group objects. You must enter the API path of the relationship starting from the Project object. You enter one of the following: "pse__Region__r.ffpsai__OwnerCompany__c", "pse__Practice__r.ffpsai__OwnerCompany__c", or "pse__Group__r.ffpsai__OwnerCompany__c".	Text(255)
CopyAnalysisFieldsWhenPosting__c	Copy Analysis 1-4 when Posting	Summer 2022	If selected, when an Accounting document is posted, the Analysis 1-4 fields are automatically copied from the document and its line items to the transaction line items.	Checkbox	false
DoNotEnforceMaxBEIsOnRelease__c	DEP: BE Override Max BEIs for Release	Pre-Spring 2018	This field is deprecated.	Checkbox	false
DoNotEnforceMaxVIIsOnSubmitted__c	DEP: VI Override Max VIIs for Submit	Pre-Spring 2018	This field is deprecated.	Checkbox	false
ERAdditionalEligibilityField__c	ER Additional Eligibility Field	Fall 2021	API name of the field on the Expense Report object used to determine whether an expense report is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
ERAutoPassToAccountingField__c	ER Auto Pass to Accounting Field	Spring 2021	API name of the field on the Expense Report object used to determine whether an expense report is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToAccounting__c"
ExpenseAdditionalEligibilityField__c	Expense Additional Eligibility Field	Fall 2021	API name of the field on the Expense object used to determine whether a expense is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
ExpenseReportCompanyNotRequired__c	ER Company Optional for Approve	Pre-Spring 2018	When selected, the Company field is not required when approving an expense report.	Checkbox	false
ExpenseReportCurrencyNotRequired__c	ER Currency Optional for Approve	Pre-Spring 2018	When selected, the Expense Report Currency field is not required when approving an expense report.	Checkbox	false
JLIAdditionalEligibilityField__c	JLI Additional Eligibility Field	Fall 2021	API name of the field on the Journal Line Item object used to determine whether a journal line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
JLIAutoPassToPSAField__c	JLI Auto Pass to PSA Field	Fall 2021	API name of the field on the Journal Line Item object used to determine whether a journal line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToPSA__c"
MAAdditionalEligibilityField__c	MA Additional Eligibility Field	Fall 2021	API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
MaxBEIsPerBE__c	BE Maximum BEIs per BE	Pre-Spring 2018	Maximum number of billing event items that a billing event can contain. If the number of items in a billing event is greater than this number, the billing event cannot be released or passed to Accounting.	Number(6,0)
MaxVIIsPerVI__c	VI Maximum VIIs per VI	Pre-Spring 2018	Maximum number of vendor invoice items that a vendor invoice can contain. If the number of items in a vendor invoice is greater than this number, the vendor invoice cannot be submitted or passed to Accounting.	Number(6,0)
MiscAdjAutoPassToAccountingField__c	MA Auto Pass to Accounting Field	Spring 2021	API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToAccounting__c"
MiscAdjustmentBalancingGLACode__c	MA Default Balancing GLA	Pre-Spring 2018	Name of the default general ledger account for the balancing journal line item. Used to automatically populate the Balancing GLA Code field for a miscellaneous adjustment record. You must enter the exact value of the Name field of the GLA record.	Text(255)
MiscAdjustmentCompanyNotRequired__c	MA Company Optional for Approve	Pre-Spring 2018	When selected, the Company field is not required when approving a miscellaneous adjustment.	Checkbox	false
MiscAdjustmentCurrencyNotRequired__c	MA Currency Optional for Approve	Pre-Spring 2018	When selected, the Miscellaneous Adjustment Currency field is not required when approving a miscellaneous adjustment.	Checkbox	false
MiscAdjustmentGLACodeNotRequired__c	MA GLAs Optional for Approve	Pre-Spring 2018	When selected, the Balancing GLA Code and Miscellaneous Adjustment GLA Code fields are not required when approving a miscellaneous adjustment.	Checkbox	false
NonreimbursableExpGLANotRequired__c	Expense (Non-Reimbursable) GLA Optional	Pre-Spring 2018	When selected, the Expense GLA Code on non-reimbursable expenses is not required when approving an expense report.	Checkbox	false
PCNExpLIAdditionalEligibilityField__c	PCNELI Additional Eligibility Field	Fall 2021	API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
PCNExpLIAutoPassToPSAField__c	PCNELI Auto Pass to PSA Field	Fall 2021	API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToPSA__c"
PINExpLIAdditionalEligibilityField__c	PINELI Additional Eligibility Field	Fall 2021	API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
PINExpLIAutoPassToPSAField__c	PINELI Auto Pass to PSA Field	Fall 2021	API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToPSA__c"
ProjectSource__c	Project Source for Line Items (Legacy)	Pre-Spring 2018	Only used when Run in Enhanced Mode is deselected. API name of a field on Accounting document line item objects used to map to the Project field on the Miscellaneous Adjustment object. This can be a lookup field or a text field. The field must exist on all the relevant Accounting document line item objects. Used when generating ClickLink rules.	Text(255)	"ffpsai__Project__c"
ReimbursableExpGLANotRequired__c	Expense (Reimbursable) GLA Optional	Pre-Spring 2018	When selected, the Expense GLA Code on reimbursable expenses is not required when approving an expense report.	Checkbox	false
RunIntegrationInEnhancedMode__c	Run in Enhanced Mode	Spring 2021	When selected, the connector uses the improved mechanisms introduced starting with Spring 2021. When deselected, the connector uses the mechanisms available before the Spring 2021 release.	Checkbox	true
SyncGroupsToDimensions__c	Sync Groups to Dimension 3 Records	Summer 2022	If selected, when you create or update a group in PSA, the connector automatically creates or updates a matching dimension 3 record in Accounting.	Checkbox	false
SyncPracticesToDimensions__c	Sync Practices to Dimension 2 Records	Summer 2022	If selected, when you create or update a practice in PSA, the connector automatically creates or updates a matching dimension 2 record in Accounting.	Checkbox	false
SyncProjectsToDimensions__c	Sync Projects to Dimension 4 Records	Summer 2022	If selected, when you create or update a project in PSA, the connector automatically creates or updates a matching dimension 4 record in Accounting.	Checkbox	false
SyncRegionsToDimensions__c	Sync Regions to Dimension 1 Records	Summer 2022	If selected, when you create or update a region in PSA, the connector automatically creates or updates a matching dimension 1 record in Accounting.	Checkbox	false
VIAdditionalEligibilityField__c	VI Additional Eligibility Field	Fall 2021	API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
VIAutoPassToAccountingField__c	VI Auto Pass to Accounting Field	Spring 2021	API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.	Text(255)	"ffpsai__AutomaticallyPassToAccounting__c"
VICompanyNotRequired__c	VI Company Optional for Submit	Pre-Spring 2018	When selected, the Company field is not required when submitting a vendor invoice for approval.	Checkbox	false
VICurrencyNotRequired__c	VI Currency Optional for Submit	Pre-Spring 2018	When selected, the Vendor Invoice Currency field is not required when submitting a vendor invoice for approval.	Checkbox	false
VIIAdditionalEligibilityField__c	VII Additional Eligibility Field	Fall 2021	API name of the field on the Vendor Invoice Item object used to determine whether a vendor invoice item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.	Text(255)
VIIGLANotRequired__c	VII GLA Optional for Submit	Pre-Spring 2018	When selected, the GLA Code field on vendor invoice items is not required when submitting a vendor invoice for approval.	Checkbox	false
VINumberNotRequired__c	VI Invoice Number Optional for Submit	Pre-Spring 2018	When selected, the Invoice Number field is not required when submitting a vendor invoice for approval.	Checkbox	false
VIVIISynchronousLimit__c	VI VII Synchronous Limit	Fall 2021	Maximum number of vendor invoice items in a vendor invoice that can be processed synchronously. If the number of items in a vendor invoice is greater than this number, the vendor invoice is always processed asynchronously (in the background) when creating a payable invoice or credit note.	Number(6,0)	200