Configuring Custom Fields in Concur

The following fields must be configured and active on the Expense object in Concur. If you want to use custom field names in Concur, you must edit the related values in the Integration Hub Connector: Concur - PSA custom setting. For more information, see Configuring the Integration Hub Connector: Concur - PSA Custom Setting Fields.

You must create the following custom fields in Concur. For more information on how to create custom fields in Concur, see the Concur Help.

Custom Concur Fields for Project, Resource, and Assignment
Field Name Type Description
PSA Project List Picklist field containing PSA project information. The values for this field are added and updated when PSA projects are synced with Concur.
PSA Project-Project Manager Multi-level list

Multi-level list containing PSA project and project manager information. The parent list is called PSA Project and the child list is called Project Manager. The values for this field are added and updated when PSA projects are synced with Concur. Values are also updated when a related project manager contact is edited in PSA.

By default, the project manager value is synced with the email of the contact record set as the project manager in PSA. You can change this by modifying the PSAProject ProjectManager mapping. For more information, see Editing Existing Mappings on Custom Metadata Types.

Notes:
  • If the mapped value, for example email, is blank on the related contact object, the name of the contact is synced to Concur.
  • If you want to sync project manager information, create the PSA Project-Project Manager multi-level list. Otherwise, create the PSA Project list field.
PSA Resource-PSA Assignment Multi-level list Multi-level list containing PSA resource and assignment information. The parent list is called PSA Resource and the child list is called PSA Assignment. The values for this field are added and updated when PSA resources and assignments are synced with Concur.
Is Billable? List

Determines whether the Concur expense is billable.

Depending on your configuration, this field might contain "Yes", "Billable", or any other custom value as the required value for sending records to PSA. For more information on this field, see Configuring the Integration Hub Connector: Concur - PSA Custom Setting Fields.

Note:

The Is Billable? field must be a picklist in Concur, it cannot be a checkbox.
Personal Expense (do not reimburse) Checkbox Determines whether the Concur expense it a personal expense and therefore, non-reimbursable.

For more information on how these fields are used, see the following: