Professional Services Automation Object Model Diagrams
Home
Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budget Allocation
Budgets
Calendar Events
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Experiences
Groups
Permission Controls
Planner Filters
Practices
Project Tasks
Project Versions
Projects
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Risks and Issues
Schedule and Rate Card
Services Credits
Services Forecasting
SF Objects
Shortlists
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Timer
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Expense__c
Expense
+Expense Number
+Name
Name
-Admin Global Edit
-Admin_Global_Edit__c
Admin_Global_Edit__c
-Amount
-Amount__c
Amount__c
#Amount To Bill
#Amount_To_Bill__c
Amount_To_Bill__c
#Amount To Reimburse
#Amount_To_Reimburse__c
Amount_To_Reimburse__c
-Applied Expense Rate
-Applied_Expense_Rate__c
Applied_Expense_Rate__c
-Approved
-Approved__c
Approved__c
-Approved for Billing
-Approved_for_Billing__c
Approved_for_Billing__c
-Approved for Vendor Payment
-Approved_for_Vendor_Payment__c
Approved_for_Vendor_Payment__c
-Assignment
-Assignment__c
Assignment__c
-Attachments moved to ER
-Attachments_moved_to_ER__c
Attachments_moved_to_ER__c
-Audit Notes
-Audit_Notes__c
Audit_Notes__c
-Audit Notes History
-Audit_Notes_History__c
Audit_Notes_History__c
-Bill Date
-Bill_Date__c
Bill_Date__c
-Bill Transaction
-Bill_Transaction__c
Bill_Transaction__c
-Billable
-Billable__c
Billable__c
#Billable Amount
#Billable_Amount__c
Billable_Amount__c
#Billable Fee Flat
#Billable_Fee_Flat__c
Billable_Fee_Flat__c
-Billable Fee Flat Amount
-Billable_Fee_Flat_Amount__c
Billable_Fee_Flat_Amount__c
-Billable Fee Percentage
-Billable_Fee_Percentage__c
Billable_Fee_Percentage__c
-Billed
-Billed__c
Billed__c
-Billing Amount
-Billing_Amount__c
Billing_Amount__c
-Billing Amount (Pre-Fee Subtotal)
-Billing_Amount_Pre_Fee_Subtotal__c
Billing_Amount_Pre_Fee_Subtotal__c
-Billing Currency
-Billing_Currency__c
Billing_Currency__c
#Billing Event
#Billing_Event__c
Billing_Event__c
#Billing Event Invoiced
#Billing_Event_Invoiced__c
Billing_Event_Invoiced__c
-Billing Event Item
-Billing_Event_Item__c
Billing_Event_Item__c
#Billing Event Released
#Billing_Event_Released__c
Billing_Event_Released__c
#Billing Event Status
#Billing_Event_Status__c
Billing_Event_Status__c
-Billing Hold
-Billing_Hold__c
Billing_Hold__c
-Budget Allocation
-Budget_Allocation__c
Budget_Allocation__c
-Cost Transaction
-Cost_Transaction__c
Cost_Transaction__c
-Description
-Description__c
Description__c
-Distance
-Distance__c
Distance__c
#Eligible for Billing
#Eligible_for_Billing__c
Eligible_for_Billing__c
-Exchange Rate (Billing Currency)
-Exchange_Rate_Billing_Currency__c
Exchange_Rate_Billing_Currency__c
-Exchange Rate (Incurred Currency)
-Exchange_Rate_Incurred_Currency__c
Exchange_Rate_Incurred_Currency__c
-Exchange Rate (Reimbursement Currency)
-Exchange_Rate_Reimbursement_Currency__c
Exchange_Rate_Reimbursement_Currency__c
-Exchange Rate (Resource-Defined)
-Exchange_Rate_Resource_Defined__c
Exchange_Rate_Resource_Defined__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Expense Date
-Expense_Date__c
Expense_Date__c
-Expense Report
-Expense_Report__c
Expense_Report__c
-Expense Split Parent
-Expense_Split_Parent__c
Expense_Split_Parent__c
-Include In Financials
-Include_In_Financials__c
Include_In_Financials__c
-Incurred Tax
-Incurred_Tax__c
Incurred_Tax__c
-Incurred Tax Non-Billable
-Incurred_Tax_Non_Billable__c
Incurred_Tax_Non_Billable__c
-Invoice Date
-Invoice_Date__c
Invoice_Date__c
-Invoice Number
-Invoice_Number__c
Invoice_Number__c
-Invoice Transaction
-Invoice_Transaction__c
Invoice_Transaction__c
-Invoiced
-Invoiced__c
Invoiced__c
-Lost Receipt
-Lost_Receipt__c
Lost_Receipt__c
-Milestone
-Milestone__c
Milestone__c
-Mobile Expense Reference ID
-Mobile_Expense_Reference_ID__c
Mobile_Expense_Reference_ID__c
#Non-Billable Amount
#Non_Billable_Amount__c
Non_Billable_Amount__c
-Non-Billable Incurred Amount
-Non_Billable_Incurred_Amount__c
Non_Billable_Incurred_Amount__c
#Non-Billable Incurred Subtotal
#Non_Billable_Incurred_Subtotal__c
Non_Billable_Incurred_Subtotal__c
-Non-Reimbursable
-Non_Reimbursible__c
Non_Reimbursible__c
-Notes
-Notes__c
Notes__c
-Override Group
-Override_Group__c
Override_Group__c
#Override Group Currency Code
#Override_Group_Currency_Code__c
Override_Group_Currency_Code__c
-Override Practice
-Override_Practice__c
Override_Practice__c
#Override Practice Currency Code
#Override_Practice_Currency_Code__c
Override_Practice_Currency_Code__c
-Override Rate (Billing Currency)
-Override_Rate_Billing_Currency__c
Override_Rate_Billing_Currency__c
-Override Rate (Incurred Currency)
-Override_Rate_Incurred_Currency__c
Override_Rate_Incurred_Currency__c
-Override Rate (Reimbursement Currency)
-Override_Rate_Reimbursement_Currency__c
Override_Rate_Reimbursement_Currency__c
-Override Region
-Override_Region__c
Override_Region__c
#Override Region Currency Code
#Override_Region_Currency_Code__c
Override_Region_Currency_Code__c
-Project
-Project__c
Project__c
-Project Methodology
-Project_Methodology__c
Project_Methodology__c
-Project Phase
-Project_Phase__c
Project_Phase__c
-Rate Unit
-Rate_Unit__c
Rate_Unit__c
-Recognition Method
-Recognition_Method__c
Recognition_Method__c
-Reimbursement Amount
-Reimbursement_Amount__c
Reimbursement_Amount__c
-Reimbursement Amount In Project Currency
-Reimbursement_Amount_In_Project_Currency__c
Reimbursement_Amount_In_Project_Currency__c
-Reimbursement Currency
-Reimbursement_Currency__c
Reimbursement_Currency__c
-Resource
-Resource__c
Resource__c
-Revenue Transaction
-Revenue_Transaction__c
Revenue_Transaction__c
-Split Expense
-Split_Expense__c
Split_Expense__c
-Split Notes
-Split_Notes__c
Split_Notes__c
-Status
-Status__c
Status__c
-Submitted
-Submitted__c
Submitted__c
-Synchronous Update Required
-Synchronous_Update_Required__c
Synchronous_Update_Required__c
-Tax Type
-Tax_Type__c
Tax_Type__c
-Third-Party Expenses App Expense ID
-Third_Party_Expenses_App_Expense_ID__c
Third_Party_Expenses_App_Expense_ID__c
-Type
-Type__c
Type__c
-Vendor Invoice Item
-Vendor_Invoice_Item__c
Vendor_Invoice_Item__c
+ Edit_Expenses()
+ Clear_Billing_Data()
+ Ready_to_Submit()
+ Multiple_Expense_Entry_UI()
+ Admin_Edit()
Expense_Limit_Rate__c
Expense Limit / Rate
+Expense Limit / Rate Name
+Name
Name
-Active
-Is_Active__c
Is_Active__c
-Amount
-Amount__c
Amount__c
-Cascading
-Cascading__c
Cascading__c
-Currency Effective Date
-Currency_Effective_Date__c
Currency_Effective_Date__c
-Description
-Description__c
Description__c
-End Date
-End_Date__c
End_Date__c
-Group
-Group__c
Group__c
-Practice
-Practice__c
Practice__c
-Project
-Project__c
Project__c
-Rate
-Is_Rate__c
Is_Rate__c
-Rate Unit
-Rate_Unit__c
Rate_Unit__c
-Region
-Region__c
Region__c
-Resource Role
-Resource_Role__c
Resource_Role__c
-Start Date
-Start_Date__c
Start_Date__c
-Type
-Type__c
Type__c
Expense__c->Expense_Limit_Rate__c
Expense_Report__c
Expense Report
+Expense Report Name
+Name
Name
-Action: Update Include In Financials
-Action_Check_Include_In_Financials__c
Action_Check_Include_In_Financials__c
-Admin Global Edit
-Admin_Global_Edit__c
Admin_Global_Edit__c
-Approved
-Approved__c
Approved__c
-Approver
-Approver__c
Approver__c
-Assignment
-Assignment__c
Assignment__c
-Audit Notes
-Audit_Notes__c
Audit_Notes__c
-Audit Notes History
-Audit_Notes_History__c
Audit_Notes_History__c
-Billable
-Billable__c
Billable__c
-Description
-Description__c
Description__c
-Disable Approval Auto Submit
-Disable_Approval_Auto_Submit__c
Disable_Approval_Auto_Submit__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Expense Report Reference
-Expense_Report_Reference__c
Expense_Report_Reference__c
-First Expense Date
-First_Expense_Date__c
First_Expense_Date__c
-Include In Financials
-Include_In_Financials__c
Include_In_Financials__c
-Last Expense Date
-Last_Expense_Date__c
Last_Expense_Date__c
-Lines Billed
-Billed__c
Billed__c
-Lines Invoiced
-Invoiced__c
Invoiced__c
-Milestone
-Milestone__c
Milestone__c
-Override Group
-Override_Group__c
Override_Group__c
-Override Practice
-Override_Practice__c
Override_Practice__c
-Override Region
-Override_Region__c
Override_Region__c
-Project
-Project__c
Project__c
#Project Expense Notes
#Project_Expense_Notes__c
Project_Expense_Notes__c
-Project Methodology
-Project_Methodology__c
Project_Methodology__c
-Project Phase
-Project_Phase__c
Project_Phase__c
-Reimbursement Currency
-Reimbursement_Currency__c
Reimbursement_Currency__c
-Resource
-Resource__c
Resource__c
-Status
-Status__c
Status__c
-Submitted
-Submitted__c
Submitted__c
-Third-Party Expenses App Report ID
-Third_Party_Expenses_App_Report_ID__c
Third_Party_Expenses_App_Report_ID__c
-Total Billable Amount
-Total_Billable_Amount__c
Total_Billable_Amount__c
-Total Non-Billable Amount
-Total_Non_Billable_Amount__c
Total_Non_Billable_Amount__c
-Total Reimbursement Amount
-Total_Reimbursement_Amount__c
Total_Reimbursement_Amount__c
+ Clear_Billing_Data()
+ Combine_Attachments()
+ Multiple_Expense_Entry_UI()
+ Admin_Edit()
Expense__c->Expense_Report__c
Contact
Contact
Expense__c->Contact
Budget_Allocation__c
Budget Allocation
Expense__c->Budget_Allocation__c
Expense_Report__c->Contact
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