PSA – Accounting Connector Settings Fields

Additional recipients that are notified by email when a background execution of a flow finishes.

The value is a list of email addresses separated by semicolons (;).

If selected, the Account field is not required when releasing a billing event.

Deselected by default.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

Additional email address that is notified when a background execution of the Billing Events to Sales Invoices or Credit Notes flow finishes.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToAccounting__c.

*

E

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.

This applies when you pass the billing event to Accounting using the Create Sales Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Sales Invoice or Credit Note from a Single Billing Event and How Does the Automatically Pass to Accounting Functionality Work?

The default is 200.

If selected, the Company field is not required when releasing a billing event.

Deselected by default.

If selected, the Billing Event Currency field is not required when releasing a billing event.

Deselected by default.

Maximum number of billing event items that a billing event can contain. This limit is applied when releasing a billing event and when creating a sales invoice or sales credit note from the billing event. When this is blank, no limits are applied.

Blank by default.

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.

The default is 200.

For more information about these actions, see the following:

• Creating Sales Invoices and Credit Notes from Billing Events Awaiting Release
• Creating Sales Invoices and Credit Notes from Billing Events Awaiting Invoicing

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

Value of the Category picklist for billing event items that originate from budget records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items. For more information, see How is the Services Product Field Populated for a Billing Event Item Record?

The default value is Budget.

Value of the Category picklist for billing event items that originate from expense records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

The default value is Expense.

Value of the Category picklist for billing event items that originate from milestone records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

The default value is Milestone.

Value of the Category picklist for billing event items that originate from miscellaneous adjustment records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

The default value is Miscellaneous Adjustment.

If selected, the Services Product field on billing event items is not required when releasing a billing event.

Deselected by default.

Value of the Category picklist for billing event items that originate from timecard records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

The default value is Timecard.

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 can enter one of the following values:

• pse__Region__r.OwnerCompany__c
• pse__Practice__r.OwnerCompany__c
• pse__Group__r.OwnerCompany__c

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. For more information, see Configuring Dimension and Analysis Fields in PSA – Accounting Connector.

Deselected by default.

This field has been deprecated and is no longer used.

This field has been deprecated and is no longer used.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToAccounting__c.

When selected, the Company field is not required when approving an expense report.

Deselected by default.

When selected, the Expense Report Currency field is not required when approving an expense report.

Deselected by default.

If selected, non-reimbursable expenses that don't contain a valid expense GLA can be approved. If deselected, an error occurs when trying to approve a non-reimbursable expense without a valid GLA.

Deselected by default.

If selected, reimbursable expenses that don't contain a valid expense GLA can be approved. If deselected, an error occurs when trying to approve a reimbursable expense without a valid GLA.

Deselected by default.

API name of the field on the Expense object used to determine whether an expense is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToPSA__c.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToAccounting__c.

When selected, the Company field is not required when approving a miscellaneous adjustment.

Deselected by default.

When selected, the Miscellaneous Adjustment Currency field is not required when approving a miscellaneous adjustment.

Deselected by default.

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.

When selected, the Miscellaneous Adjustment GLA Code field is not required when approving a miscellaneous adjustment.

Deselected by default.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToPSA__c.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToPSA__c.

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. For example, you might want to use Analysis 2 to specify the project linked to an Accounting document line item, instead of using the Project picklist.

The default value is ffpsai__Project__c.

PSA – Accounting Connector uses this value when you create the following ClickLink rules:

• Journal Line Item to PSA Miscellaneous Adjustment
• Payable Credit Note Expense Line Item to PSA Miscellaneous Adjustment
• Payable Invoice Expense Line Item to PSA Miscellaneous Adjustment

When selected, the integration runs using the improved mechanisms introduced starting with Spring 2021. When deselected, the integration runs using the mechanisms available before the Spring 2021 release. For more information, see Enhanced Mode.

If selected, when a group is created or updated in PSA, PSA – Accounting Connector automatically creates or updates a matching dimension 3 record in Accounting.

Deselected by default.

For more information about this flow, see Syncing Groups to Dimension 3 Records.

If selected, when a practice is created or updated in PSA, PSA – Accounting Connector automatically creates or updates a matching dimension 2 record in Accounting.

Deselected by default.

For more information about this flow, see Syncing Practices to Dimension 2 Records.

If selected, when a project is created or updated in PSA, PSA – Accounting Connector automatically creates or updates a matching dimension 4 record in Accounting.

Deselected by default.

For more information about this flow, see Syncing Projects to Dimension 4 Records.

If selected, when a region is created or updated in PSA, PSA – Accounting Connector automatically creates or updates a matching dimension 1 record in Accounting.

Deselected by default.

For more information about this flow, see Syncing Regions to Dimension 1 Records.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.

*

E

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.

It must be a checkbox or formula checkbox.

The default is ffpsai__AutomaticallyPassToAccounting__c.

If selected, the Company field is not required when the Submitted field is selected for a vendor invoice.

Deselected by default.

If selected, the Vendor Invoice Currency field is not required when the Submitted field is selected for a vendor invoice.

Deselected by default.

If selected, the Invoice Number field is not required when the Submitted field is selected for a vendor invoice.

Deselected by default.

Maximum number of vendor invoice items that a vendor invoice can contain. This limit is applied when submitting a vendor invoice for approval and when creating a payable invoice or credit note from the vendor invoice.

Blank by default.

*

E

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.

This applies when you pass the vendor invoice to Accounting using the Create Payable Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Payable Invoice or Credit Note from a Single Vendor Invoice and How Does the Automatically Pass to Accounting Functionality Work?

The default is 200.

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. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

Blank by default.