PSA Direct for Concur Expense: Frequently Asked Questions

This section describes the frequently asked questions, requirements, and general information affecting your use of the PSA Direct for Concur Expense connector.

What to do when an assignment, project, or resource is synchronized with the “process_success” status but not displayed in the Concur Expense Report or Expense Line?

  1. Navigate to the Administration | Expense Settings | List Management Settings page in Concur.
  2. Check whether the corresponding list in PSA is similarly referenced as in the PSA Direct for Concur Expense Settings Lightning page. Ensure the Connected List used for the Form field is the intended designated field for the synchronized data.

Which version of the PSA Direct for Concur Expense connector package supports synchronizing multiple currencies into PSA?

You must install the PSA Direct for Concur Expense Summer 2023 package to synchronize multiple currencies in PSA. For more information, contact the Certinia Onboarding Team.

Which PSA Direct for Concur Expense connector package version supports synchronization based on expense lines rather than expense reports in PSA?

To synchronize based on the expense line rather than the expense report in PSA, you must install the PSA Direct for Concur Expense Summer 2023 package. For more information, contact the Certinia Onboarding Team.

How to disable the managed mapping in the PSA Direct for Concur Expense connector?

The PSA Direct for Concur Expense Summer 2023 package includes a set of custom mappings that you cannot edit, disable, or delete. You can only create a new mapping with a "None" source type to override the existing mappings.

What to do if Feature Step 1, which enables authentication with Concur, fails in the PSA Direct for Concur Expense connector?

Ensure you can access the App Center tab & Forms and Fields in Concur to set up PSA Direct for Concur Expense connector. Also, ensure you have correctly copied the information when creating both the ‘Auth Provider’ and ‘Named Credential’.

Where can I check the cause of a failed incoming event?

To check the status of your Concur expense queue, follow the steps below:

  1. Navigate to the PSA Direct for Concur Expense Queue Status tab.
  2. Review the error messages displayed in the PSA Direct for Concur Expense Queue Status Lightning page.
  3. Check your email for any notifications containing error messages.
  4. If you cannot identify the issue and have checked within the Certinia Community, please raise a case with Certinia Support.

How to view all notification messages?

To view notification messages:

  1. Navigate to the Message Types tab.
  2. Find additional information under the ‘Concur System Error’ or ‘Concur Data Error’ options.

To which email address is the notification sent?

The notifications are sent to the email address specified under the To field in the PSA Direct for Concur Expense Settings Lightning page. Emails are also sent to the user if an event originates on the Salesforce platform and fails.

Can the PSA Direct for Concur Expense connector update expenses in PSA after initial synchronization?

Yes. You can submit the Concur Expense Report when:

  • The Concur Expense Report status is configured to match the PSA status set to be accepted.
  • The PSA Expense Report is yet to be closed for amendment through the project, assignment, Include in Financials flag, or Approved flag.