More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any expense report number to go directly to its detail.
- Click New to create a new expense report.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
An expense A record of expenses incurred by resources assigned to a project or opportunity. is incurred by a resource A contact that works on a project. working on a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. In PSA expenses are grouped into expense reports for submission and approval. Expenses are subject to expense limits based on their expense type. Billable and non-billable expenses contribute to expense cost for the project, however, billable expenses are billed to the customer as pass-through revenue. A billable expense report can contain both billable and non-billable expenses, however a non-billable expense report can only contain non-billable expenses.
An expense report represents a folder for a given resource and project in which one or more expenses are grouped, submitted, and approved. An expense report can also be associated with an assignment Connection between a resource and a project. or a milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. for the project.
When you submit an expense report for approval, it must be marked Approved for the numbers to roll-up Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to the RPG Abbreviation of region, practice, group., and to include the numbers in billing events A means of generating billing information that can be fed into a financial system. Your PSA consultant will work with your administrator to create the approval process, which may include automated emails to managers with links to approve the expense reports.
If you have permissions to do so you can:
- Approve expense reports.
- Clone expense reports.
- Correct expense reports or approve them outside the normal approval process.
- Create an expense report and submit it for approval.
- Edit expenses and attach receipts.
- Enter expenses directly against milestones to which you are assigned.
- Enter expenses in multiple currencies.
- Enter multiple expenses for different projects and assignments on the same page.
- Load and enter negative expenses using the validation and formula fields.
Correcting Expense Reports
If a resource A contact that works on a project. incorrectly enters an expense report, or an approval needs to take place outside the normal process, you can change it using the Expense Report Admin Edit function if you have permissions to do so. See Correcting Expense Reports.
Expense Multi-currency Rates
PSA allows entry of expense amounts in multiple currencies. Your organization can use the Salesforce advanced multi-currency feature, with dated exchange rates you manually enter. You can also integrate PSA with a third party supplier of exchange rates for this purpose, and leave the Salesforce advanced multi-currency feature disabled.
Accounting Integration
If you use Services Resource Planning, you can also create payable invoices and payable credit notes from expense reports. For more information, see