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 |