Customizing Your Own Page Layouts
If you decide to use your own page layouts, rather than using the predefined page layouts included in PSA – Accounting Connector, you must manually add the relevant fields and buttons.
The following table lists only the recommended fields that you might want to add to your page layouts. For a full list of fields and their descriptions, see the
Key: V – Only applicable to VAT companies; E – Only applicable when the integration is running in enhanced mode When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected..
Object |
|
Field |
---|---|---|
Billing Event | Account | |
Allow Delete Without Validation | ||
E | Automatically Pass to Accounting | |
Billing Event Currency | ||
Company | ||
Billing Event Item | Services Product | |
Unit Price - Credit | ||
Expense | Expense GLA Code | |
Net Value | ||
Net Value - Credit | ||
Reimbursement Tax | ||
Reimbursement Tax - Credit | ||
Services Product | ||
Expense Report | E | Automatically Pass to Accounting |
Company | ||
Expense GLA Code | ||
Expense Reimbursement Account | ||
Expense Report Currency | ||
Passed to Accounting | ||
Services Product | ||
Integration Rule Log Line Item | Expense | |
Expense Report | ||
Journal Line Item | ||
Miscellaneous Adjustment | ||
Payable Credit Note Expense Line Item | ||
Payable Invoice Expense Line Item | ||
Vendor Invoice | ||
Vendor Invoice Item | ||
Journal | Miscellaneous Adjustment | |
Journal Line Item | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
E | Automatically Pass to Accounting | |
Journal Currency | ||
Journal Date | ||
Miscellaneous Adjustment Name | ||
Passed to PSA | ||
Project | ||
Send to PSA | ||
Transaction Category | ||
Miscellaneous Adjustment | E | Automatically Pass to Accounting |
Balancing Amount | ||
Balancing GLA Code | ||
Company | ||
Eligible for Journal | ||
Journal Line Item | ||
Miscellaneous Adjustment Currency | ||
Miscellaneous Adjustment GLA Code | ||
Passed To Accounting | ||
Payable Credit Note Expense Line Item | ||
Payable Invoice Expense Line Item | ||
Services Product | ||
Payable Credit Note | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Expense Report | ||
Expense Report Resource | ||
Vendor Invoice | ||
Payable Credit Note Expense Line Item | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
E | Automatically Pass to Accounting | |
Credit Note Currency | ||
Credit Note Date | ||
Expense | ||
Gross Value | ||
Miscellaneous Adjustment Name | ||
Passed to PSA | ||
Project | ||
Transaction Category | ||
Vendor Invoice Item | ||
Payable Invoice | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Expense Report | ||
Expense Report Resource | ||
Vendor Invoice | ||
Payable Invoice Expense Line Item Layout | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
E | Automatically Pass to Accounting | |
Expense | ||
Gross Value | ||
Invoice Currency | ||
Invoice Date | ||
Miscellaneous Adjustment Name | ||
Passed to PSA | ||
Project | ||
Transaction Category | ||
Vendor Invoice Item | ||
Sales Credit Note | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Billing Event | ||
Sales Credit Note Line Item | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Billing Event Item | ||
Sales Invoice | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Billing Event | ||
Sales Invoice Line Item | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Billing Event Item | ||
Transaction Line Item | Analysis 1 | |
Analysis 2 | ||
Analysis 3 | ||
Analysis 4 | ||
Vendor Invoice | E | Automatically Pass to Accounting |
Company | ||
Passed to Accounting | ||
Vendor Invoice Currency | ||
Vendor Invoice Item | V | Calculate Tax Value From Rate |
V | Derive Tax Rate From Code | |
GLA Code | ||
V | Input VAT Code | |
V | Net Value | |
V | Net Value - Credit | |
V | Set Tax Code To Default | |
V | Tax Rate | |
V | Tax Value | |
V | Tax Value - Credit |