PSA Direct for Concur Expense Custom Settings

Use these custom settings fields to configure the PSA Direct for Concur Expense connector. For more information, see Configuring the PSA Direct for Concur Expense Settings.

Note: We recommend that you use the PSA Direct for Concur Expense Settings tab to configure the PSA Direct for Concur Expense connector, instead of manually configuring fields from Setup | Custom Settings.
PSA Direct for Concur Expense Custom Setting Fields
Field Description
Allow Deletion of Assignments

Indicates that assignments are deleted in Concur when they are deleted or are made inactive in PSA.
Allow Deletion of Projects

Indicates that projects can be deleted in Concur when they are deleted or are made inactive in PSA.
Allow Deletion of Resources

Indicates that resources can be deleted in Concur when they are deleted or are made inactive in PSA.
Concur field for PSA Project Name of the Concur custom field used for PSA projects. If you want to sync project manager information along with the project, enter the name of the multi-level list in Concur, for example, PSA Project. The default value is PSA Project-Project Manager.
Concur field for PSA Resource-Assignment Name of the Concur field used for the PSA resource-assignment linked list. The default value is Resource-Assignment.
Concur Polling Frequency (Minutes) Indicates how often the connector checks for expense report updates in Concur. The frequency is defined in minutes. You must enter a whole number greater than 10, but less than 9999. The default is 30.
Disable Data Capture for Concur When selected, all the records changed in the Salesforce org for Assignment, Project, and Resource objects are not sent to PSA Direct for Concur Expense connector for synchronization with Concur. By default, it is deselected.
Email

The alternative email address that error notifications are sent to if an error occurs when syncing expenses and expense reports from Concur. The error notification is sent to the system default email address and to any user email assigned so that both the user and the administrator are aware of any issues.

Note:

If left blank, the email address of the PSA user that created or updated the record is used.
Generate Reports from Expense Lines

When selected, generates Expense reports on PSA from individual Concur Expense lines matched using a combination of resource, project, and assignment.

 

When deselected, the information from Concur Expense reports is used to create Expense reports on PSA.

 

By default, the checkbox is deselected.

Note: If you try to send an expense report from Concur to PSA using the PSA Direct for Concur Expense connector and it has more than 200 expense lines, the connector will fail. In case of partial failure, where some expense lines fail to send, they will be queued in the Certinia Help Queue Status tab. To resolve the issue, you will need to manually perform the run.
Expense Report Sync Status Indicates the synchronized expense reports from Concur as per the expense report status. The default value is "Approved". It will accept multiple status values like "Submitted,Approved" separated by a comma.
Last Successful Poller Execution The time and date the poller last successfully collected expenses from Concur.
Minimum Hours for Failed Events The minimum hours to keep failed Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999.
Minimum Hours for Successful Events The minimum hours to keep successful Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999.
Only Import Billable When selected, only expense lines where the Is Billable field is Yes are imported.
Organization-Wide Email Address ID Indicates the organization-wide email address ID to which error notifications are sent if an error occurs when syncing expenses and expense reports from Concur. For example, 0D21900000004w0CAA.
PSA Direct for Concur Expense Active? Indicates whether the PSA Direct for Concur Expense connector is active. By default, it is disabled.
PSA Direct for Concur Expense Paused?

When selected, the synchronized events will be queued but not processed. By default, it is deselected.

Note:

You can only pause events when the PSA Direct for Concur Expense connector is activated.
Sandbox Configured When selected, indicates that the sandbox environment has been configured correctly. If deselected, PSA Direct for Concur Expense will not synchronize to or from Concur. By default, it is deselected.
Send to Third-Party Assignment App Holds the API name of the field that controls sending records to Concur on the Assignment object.
Send to Third-Party Project Application Holds the API name of the field that controls sending records to Concur on the Project object.
Send to Third-Party Resource Application Holds the API name of the field that controls sending records to Concur on the Contact object.
Sync Empty Expense Reports The empty expense reports records from Concur are synchronized to PSA. By default, it is enabled.
Sync Expense Images from Concur When selected, synchronize the expense images from Concur to PSA.
Sync Expense Report Level Images Indicates whether the Concur Expense Report level images are synchronized with PSA.
Sync Project Managers Determines whether project manager information is synced to Concur with the PSA project.
Use Salesforce Advanced Multi Currency When selected, the PSA Direct for Concur Expense connector enables you to use Salesforce's advanced multiple currencies feature and allows multiple expense lines with different currencies within a single report only if the Salesforce Multiple Currencies feature is set up in PSA. By default, it is deselected, so the expense report and the corresponding expense lines only allow a single currency.