PSA Direct for Concur Expense Settings Fields
Use these settings on the PSA Direct for Concur Expense Settings tab to configure and activate the PSA Direct for Concur Expense connector.
For more information, see Configuring the PSA Direct for Concur Expense Settings.
* – Mandatory field
Notification Settings
| Field | Description |
|---|---|
| From |
The organization-wide email address ID from which error notifications are sent if an error occurs when synchronizing PSA information from Concur. For example, test123@xxx.com. |
| To | The system default email address or user email is assigned to which error notifications are sent so that the user or the administrator is aware of any issues. For example, test123@gmail.com. |
PSA to Concur Synchronization Settings
| Field | Description | |
|---|---|---|
| Allow Deletion of Assignments | When enabled, the assignments are deleted in Concur when they are deleted in PSA. | |
| Allow Deletion of Projects | When enabled, the projects are deleted in Concur when they are deleted in PSA. | |
| Allow Deletion of Resources | When enabled, the resources are deleted in Concur when they are deleted in PSA. | |
| Concur field name for PSA Project | * | The name of the Concur custom field used for PSA projects. If you want to sync project manager information with the project, enter the name of the multi-level list in Concur, for example, PSA Project-Project Manager. The default value is PSA Project-Project Manager. |
| Concur field name for PSA Resource-Assignment | * | The name of the Concur field used for the PSA resource-assignment linked list. The default value is Resource-Assignment. |
| Synchronize Assignment Information | * | The PSA assignment synchronizes with the Concur assignment. |
| Synchronize Project Information | * | The PSA project synchronizes with the Concur project. |
| Synchronize Project Manager | The PSA project manager synchronizes with Concur. | |
| Synchronize Resource Information | * | The PSA resource synchronizes with the Concur resource. |
Concur to PSA Synchronization Settings
| Field |
|
Description |
|---|---|---|
| Billable Expenses Only | When selected, imports the expense lines where the Is Billable field value in PSA is Yes. By default, it is disabled. | |
| Synchronize Expense Images |
When selected, synchronize the expense images from Concur to PSA. By default, it is deselected. |
|
| Synchronize Expense Report Images |
When selected, synchronize the expense report images from Concur to PSA. By default, it is deselected. |
|
| Synchronize Empty Expense Reports | When selected, the empty expense reports records from Concur are synchronized to PSA. By default, it is deselected. |
Cleanup Queue Events Settings
| Field |
|
Description |
|---|---|---|
| Minimum Hours for Failed Queue Events | * |
The minimum hours to keep failed Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999. |
| Minimum Hours for Successful Queue Events | * |
The minimum hours to keep successful Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999. |
Concur Poller Settings
| Field |
|
Description |
|---|---|---|
| Concur Poller Frequency | * |
The number of minutes between the collections of expense reports that have changed in Concur. You can enter a value in the range of 10 to 9999. By default, the value is 30. |
Enable Connector
| Field | Description |
|---|---|
| Activate PSA Direct for Concur Expense |
Indicates whether the PSA Direct for Concur Expense connector is activated or not. By default, it is deactivated. |
| Pause PSA Direct for Concur Expense |
When checked, the synchronized events will be queued but not processed. By default, it is disabled. |
| Sandbox Configured |
When selected, it indicates that the sandbox environment has been configured correctly. If deselected, PSA Direct for Concur Expense connector will not synchronize to or from Concur. |