PSA – Accounting Connector Actions in Accounting Lightning Components

If PSA – Accounting Connector is running in enhanced mode and you use Lightning Experience, you can leverage existing Accounting components and pages to streamline PSA – Accounting Connector processes.

Note:

PSA – Accounting Connector Lightning actions are automatically displayed when PSA – Accounting Connector is installed.

The following Accounting Lightning components contain PSA – Accounting Connector actions.

PSA – Accounting Connector Actions in Accounting Lightning Components and Pages

Action	Description	Component	Page
Create Miscellaneous Adjustments	Creates miscellaneous adjustments from the selected payable credit note expense line items.	Accounting Payable Credit Note Expense Lines Panel	Payable Credit Note Lightning Page
Create Miscellaneous Adjustments	Creates miscellaneous adjustments from the selected payable invoice expense line items.	Accounting Payable Invoice Expense Lines Panel	Payable Invoice Lightning Page

Tip:

We recommend that you add PSA – Accounting Connector fields to the Manage Expense Lines (Combined) field set on the Payable Invoice Expense Line Item and Payable Credit Note Expense Line Item objects. This ensures that the fields display in the Expense Lines grid on the relevant Lightning pages.