PSA – Accounting Connector Data Dictionary

ffpsai__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 NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
ffpsai__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 false
ffpsai__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 false
ffpsai__AutoPostJournals__c Auto-Post Journals Summer 2024 If selected, when a journal is created from a miscellaneous adjustment, it is automatically posted in Accounting. This is deselected by default.

 Checkbox false
ffpsai__AutoPostPINOrPCRFromExpenseReport__c Auto-Post PIN or PCR From Expense Report Summer 2024 If selected, when a payable invoice or credit note is created from an expense report, it is automatically posted in Accounting. This is deselected by default.

 Checkbox false
ffpsai__AutoPostPINOrPCRFromVendorInvoice__c Auto-Post PIN or PCR From Vendor Invoice Summer 2024 If selected, when a payable invoice or credit note is created from a vendor invoice, it is automatically posted in Accounting. This is deselected by default.

 Checkbox false
ffpsai__AutoPostSalesInvoicesOrCreditNotes__c Auto-Post Sales Invoices or Credit Notes Summer 2024 If selected, when a sales invoice or credit note is created from a billing event, it is automatically posted in Accounting. This is deselected by default.

 Checkbox false
ffpsai__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
ffpsai__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)
ffpsai__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) false
ffpsai__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) true 700
ffpsai__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
ffpsai__BECreateSINOrSCROnRelease__c BE Create SIN or SCR on Release Summer 2024 If selected, when a billing event is released, the SIN or SCR is automatically created.

 Checkbox false
ffpsai__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
ffpsai__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)
ffpsai__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) true "Budget"
ffpsai__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) true "Expense"
ffpsai__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) true "Milestone"
ffpsai__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) true "Miscellaneous Adjustment"
ffpsai__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
ffpsai__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) true "Timecard"
ffpsai__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) true 200
ffpsai__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) false
ffpsai__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
ffpsai__DefaultCompany__c Default Company Summer 2025 Saves the foundation company name in the PSA-Accounting settings.

 Text(255) false
ffpsai__DimensionLookupOnGroup__c Dimension Lookup on Group Winter 2024 The API name of the lookup field on the Group object that links a group to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Group field.

 Text(255) "ffpsai__Dimension3__c"
ffpsai__DimensionLookupOnPractice__c Dimension Lookup on Practice Winter 2024 The API name of the lookup field on the Practice object that links a practice to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Practice field.

 Text(255) "ffpsai__Dimension2__c"
ffpsai__DimensionLookupOnProject__c Dimension Lookup on Project Winter 2024 The API name of the lookup field on the Project object that links a project to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Project field.

 Text(255) "ffpsai__Dimension4__c"
ffpsai__DimensionLookupOnRegion__c Dimension Lookup on Region Winter 2024 The API name of the lookup field on the Region object that links a region to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Region field.

 Text(255) "ffpsai__Dimension1__c"
ffpsai__DimensionTargetObjectForGroup__c Dimension Target Object for Group Winter 2024 The API name of the Accounting dimension object that represents PSA groups. You must enter the API name of one of the four dimension objects.

 Text(255) "c2g__codaDimension3__c"
ffpsai__DimensionTargetObjectForPractice__c Dimension Target Object for Practice Winter 2024 The API name of the Accounting dimension object that represents PSA practices. You must enter the API name of one of the four dimension objects.

 Text(255) "c2g__codaDimension2__c"
ffpsai__DimensionTargetObjectForProject__c Dimension Target Object for Project Winter 2024 The API name of the Accounting dimension object that represents PSA projects. You must enter the API name of one of the four dimension objects.

 Text(255) false "c2g__codaDimension4__c"
ffpsai__DimensionTargetObjectForRegion__c Dimension Target Object for Region Winter 2024 The API name of the Accounting dimension object that represents PSA regions. You must enter the API name of one of the four dimension objects.

 Text(255) "c2g__codaDimension1__c"
ffpsai__DoNotEnforceMaxBEIsOnRelease__c DEP: BE Override Max BEIs for Release Pre-Spring 2018 This field is deprecated.

 Checkbox false
ffpsai__DoNotEnforceMaxVIIsOnSubmitted__c DEP: VI Override Max VIIs for Submit Pre-Spring 2018 This field is deprecated.

 Checkbox false
ffpsai__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)
ffpsai__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) false
ffpsai__ERCreatePINOrPCROnApproval__c ER Create PIN or PCR on Approval Summer 2024 If selected, when an expense report is approved, the PIN or PCR is automatically created.

 Checkbox false
ffpsai__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)
ffpsai__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
ffpsai__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
ffpsai__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)
ffpsai__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) false
ffpsai__JLICreateMAOnJournalPosted__c JLI Create MA on Journal Posted Summer 2024 If selected, the journal line item creates a miscellaneous adjustment when a related journal is posted. This is deselected by default.

Checkbox false
ffpsai__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)
ffpsai__MACreateJournalOnApproval__c MA Create Journal On Approval Summer 2024 If selected, when a Miscellaneous Adjustment is approved, the Journal is automatically created.

 Checkbox false
ffpsai__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) false
ffpsai__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) false
ffpsai__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) false
ffpsai__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) false
ffpsai__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
ffpsai__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
ffpsai__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
ffpsai__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
ffpsai__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)
ffpsai__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) false
ffpsai__PCRExpLICreateMAOnPCRPosted__c PCRELI Create MA on PCR Posted Summer 2024 When selected, the payable credit note expense line item creates a miscellaneous adjustment when a related payable credit note is posted. This is deselected by default.

 Checkbox false
ffpsai__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)
ffpsai__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) false
ffpsai__PINExpLICreateMAOnPINPosted__c PINELI Create MA on PIN Posted Summer 2024 When selected, the payable invoice expense line item creates a miscellaneous adjustment when a related payable invoice is posted. This is deselected by default.

 Checkbox false
ffpsai__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) false "ffpsai__Project__c"
ffpsai__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
ffpsai__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
ffpsai__SendEmails__c Send Emails Summer 2024 When selected, the connector sends an email notification after creating documents in the background.

 Checkbox true
ffpsai__SendNotifications__c Send Notifications Summer 2024 When selected, the connector sends a Salesforce notification after creating documents in the background.

 Checkbox true
ffpsai__SyncGroupsToDimensions__c Sync Groups to Dimension Records Summer 2022 If selected, when you create or update a group in PSA, the connector automatically creates or updates a matching dimension record in Accounting.

 Checkbox false
ffpsai__SyncPracticesToDimensions__c Sync Practices to Dimension Records Summer 2022 If selected, when you create or update a practice in PSA, the connector automatically creates or updates a matching dimension record in Accounting.

 Checkbox false
ffpsai__SyncProjectsToDimensions__c Sync Projects to Dimension Records Summer 2022 If selected, when you create or update a project in PSA, the connector automatically creates or updates a matching dimension record in Accounting.

 Checkbox false
ffpsai__SyncRegionsToDimensions__c Sync Regions to Dimension Records Summer 2022 If selected, when you create or update a region in PSA, the connector automatically creates or updates a matching dimension record in Accounting.

 Checkbox false
ffpsai__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)
ffpsai__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) false
ffpsai__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
ffpsai__VICreatePINOrPCROnApproval__c VI Create PIN or PCR on Approval Summer 2024 If selected, when a vendor invoice is approved, the PIN or PCR is automatically created.

 Checkbox false
ffpsai__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
ffpsai__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)
ffpsai__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
ffpsai__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
ffpsai__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) true 700


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