PSA – Accounting Connector Permissions

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

API Name: BillingEventsToSalesInvoicesOrCreditNotes

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.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Apex Class Permission DocumentConversionController Enabled 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.
Custom Permission CreateSalesInvoicesOrCreditNotesFromBillingEvents Enabled 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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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