PSA – Accounting Connector
PSA – Accounting Connector connects PSA with Accounting. PSA – Accounting Connector enables you to seamlessly create Accounting records from PSA records and vice-versa. That way you can avoid entering duplicate data in the two systems.
PSA – Accounting Connector enables you to create:
- Sales invoices and credit notes in Accounting from billing events in PSA.
- Payable invoices and credit notes in Accounting from vendor invoices in PSA.
- Payable invoices and credit notes in Accounting from expense reports in PSA.
- Journals in Accounting from miscellaneous adjustments in PSA.
- Miscellaneous adjustments in PSA from journal line items, payable invoice expense line items, and payable credit note expense line items in Accounting.
Each of the actions can be performed manually, from a record page or list view, or automatically, through a scheduled process. PSA – Accounting Connector includes mechanisms for calculating and determining the relevant information whenever possible. This enables you to reduce manual data entry and the time needed to perform everyday actions.
Enhanced Mode
Starting with Spring 2021, you can use PSA – Accounting Connector in one of two modes: enhanced or legacy. Enhanced mode introduces significant performance and usability improvements. Legacy mode relies on older technologies that existing PSA – Accounting Connector users might be familiar with. More information about the differences is provided in the table below.
Item |
Enhanced Mode |
Legacy Mode |
---|---|---|
Mapping Framework | Foundations mappings, accessed from the PSA – Accounting Connector Admin page | Combination of ClickLink rules and integration rules |
Flow Criteria Definition |
Minimum criteria controlled by the process Additional criteria controlled by custom setting fields |
Criteria controlled by a field specified in the ClickLink or integration rule |
Background Flow Executions |
Foundations asynchronous framework (supports higher volumes and improved performance) |
ClickLink jobs |
Flow Scheduling |
Lightning component included by default in the PSA – Accounting Connector Admin page (also provides a UI for hourly flow scheduling) |
Combination of Apex class scheduling and ClickLink job scheduling |
Automated Record Processing |
Using a predefined field or a custom field |
Not supported |
Notification Emails | Predefined email template | Custom email templates |
Error Handling | Relevant validations before processing records | Relies on ClickLink for error handling |
Other features remain unchanged between the two modes. For example, the custom setting fields introduced before Spring 2021 apply to both modes.
The following table lists the flows available in each mode.
Flow |
Enhanced Mode |
Legacy Mode |
Notes |
---|---|---|---|
Billing Events to Sales Invoices or Credit Notes | Yes |
Yes |
In legacy mode, this flow uses integration rules and Apex class scheduling. |
Employee Expenses to Payable Invoices or Credit Notes |
No |
Yes | This flow has been discontinued in enhanced mode. |
Expense Reports to Payable Invoices or Credit Notes | Yes | Yes | |
Journal Line Items to Miscellaneous Adjustments | Yes | Yes | |
Miscellaneous Adjustments to Journals | Yes | Yes | |
Payable Credit Note Expense Line Items to Miscellaneous Adjustments | Yes | Yes | |
Payable Invoice Expense Line Items to Miscellaneous Adjustments | Yes | Yes | |
Vendor Invoices to Payable Invoices or Credit Notes | Yes | Yes | |
Sync Regions to Dimension Records | Yes | Yes | These flows work the same regardless of whether PSA – Accounting Connector is running in enhanced or legacy mode. |
Sync Practices to Dimension Records | |||
Sync Groups to Dimension Records | |||
Sync Projects to Dimension Records |
Related Content
Release Information
New Features and Enhancements in PSA – Accounting Connector Winter 2024
Upgrading PSA – Accounting Connector
Setup
Setting up PSA – Accounting Connector
Flows
Billing Events to Sales Invoices or Credit Notes
Expense Reports to Payable Invoices or Credit Notes
Vendor Invoices to Payable Invoices or Credit Notes
Miscellaneous Adjustments to Journals
Accounting Document Line Items to Miscellaneous Adjustments
Syncing Regions, Practices, Groups, and Projects with Dimensions 1-4 Records
Reference Information
Lightning Actions and Components
Permission Sets and Other Technical Documentation
Feature Console Features in PSA – Accounting Connector
Default PSA – Accounting Connector ClickLink Rules (Legacy Mode)