PSA – Accounting Connector Administration Fields

The field used to automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments. This can be the Company field on the Region, Practice, or Group objects.

You can enter one of the following values:

• Company from Group
• Company from Practice
• Company from Region
• None

Additional recipients that are notified by email when a background execution of a flow finishes.

The value is a list of email addresses separated by a comma (,).

If selected, when an Accounting document is posted, the Analysis 1-4 fields are automatically copied from the document and its line items to the transaction line items. For more information, see Configuring Dimension and Analysis Fields in PSA – Accounting Connector.

The name of the field on the Billing Event object used to determine whether a billing event is eligible to be passed to Accounting. The field is used along with the default or custom eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

The maximum number of billing event items that a billing event can contain. This limit is applied when releasing a billing event and creating a sales invoice or credit note from the billing event. If the number of items in a billing event is greater than this number, the billing event cannot be released or passed to Accounting. This field is blank by default. When this is blank, no limits are applied.

The maximum number of selected billing events that are validated after clicking the Release or Release and Invoice actions on the Billing Events Awaiting Release page and the Create Sales Invoices and Credit Notes action on the Billing Events Awaiting Invoicing page. If fewer billing events than the specified number are selected and some of them are not eligible for the action, a warning or an error is displayed. If more billing events are selected, an information message is displayed regardless of eligibility. The default is 200.

For more information about these actions, see the following:

• Creating Sales Invoices and Credit Notes from Billing Events Awaiting Release
• Creating Sales Invoices and Credit Notes from Billing Events Awaiting Invoicing

If selected, automatically creates sales invoices or sales credit notes when the criteria are met. Select from the following criteria:

• Disabled

• When Billing Event is Released: When you release the eligible billing events, and this option is selected, the sales invoices or credit notes are automatically created.

• Custom Criteria, if you select Custom Criteria, then you will be allowed to select the Billing Event's field as a custom criteria in the Custom Criteria Field drop-down list.

The field name on the Billing Event object used to determine whether a billing event is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox. The default is "Automatically Pass to Accounting". This field is only displayed if you have selected "Custom Criteria" option in the Automatically Create Sales Invoices or Sales Credit Notes drop-down list.

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The maximum number of billing event items in a billing event that can be processed synchronously. If the number of items in a billing event is greater than this number, the billing event is always processed asynchronously (in the background) when creating a sales invoice or credit note.

This applies when you pass the billing event to Accounting using the Create Sales Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Sales Invoice or Credit Note from a Single Billing Event and How Does the Automatically Pass to Accounting Functionality Work?

If selected, the Account field is not required when releasing a billing event.

If selected, the Company field is not required when releasing a billing event.

If selected, the Billing Event Currency field is not required when releasing a billing event.

The name of the field on the Billing Event Item object used to determine whether a billing event item is eligible for being passed to Accounting. The field is used along with the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

Value of the Category picklist for billing event items that originate from budget records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items. For more information, see How is the Services Product Field Populated for a Billing Event Item Record?

Value of the Category picklist for billing event items that originate from expense records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

Value of the Category picklist for billing event items that originate from milestone records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

Value of the Category picklist for billing event items that originate from miscellaneous adjustment records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items.

Value of the Category picklist for billing event items that originate from timecard records.

PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items. For more information, see How is the Services Product Field Populated for a Billing Event Item Record?

If selected, automatically creates payable invoices or payable credit notes when the criteria are met. Select from the following criteria:

• Disabled
• When Expense Report is Approved: When you approve the eligible expense reports and select this option, the payable invoices or credit notes are automatically created.
• Custom Criteria: If you select Custom Criteria, then you will be allowed to select the Expense Report's field as a custom criteria in the Custom Criteria Field drop-down list.

When selected, the Company field is not required when approving an expense report.

If selected, non-reimbursable expenses that don't contain a valid expense GLA can be approved. If deselected, an error occurs when trying to approve a non-reimbursable expense without a valid GLA.

The field name on the Vendor Invoice object used to determine whether a vendor invoice is eligible to be passed to Accounting. The field is used along with the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

If selected, automatically creates payable invoices or payable credit notes when the criteria are met. Select from the following criteria:

• Disabled
• When Vendor Invoice is Approved: When you approve the eligible vendor invoices and select this option, the payable invoices or credit notes are automatically created.
• Custom Criteria: If you select Custom Criteria, then you will be allowed to select the Vendor Invoice's field as a custom criteria in the Custom Criteria Field drop-down list.

The maximum number of vendor invoice items that a vendor invoice can contain. This limit is applied when submitting a vendor invoice for approval and when creating a payable invoice or credit note from the vendor invoice.

The maximum number of vendor invoice items in a vendor invoice that can be processed synchronously. If the number of items in a vendor invoice is greater than this number, the vendor invoice is always processed asynchronously (in the background) when creating a payable invoice or credit note.

This applies when you pass the vendor invoice to Accounting using the Create Payable Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Payable Invoice or Credit Note from a Single Vendor Invoice and How Does the Automatically Pass to Accounting Functionality Work?

If selected, the Company field is not required when you submit a vendor invoice.

If selected, the Vendor Invoice Currency field is not required when you submit a vendor invoice.

The field name on the Vendor Invoice Item object used to determine whether a vendor invoice item is eligible to be passed to Accounting. The field is used along with the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

The field name on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is eligible to be passed to Accounting. The field is used along with the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

If selected, automatically creates journals from miscellaneous adjustment when the criteria are met. Select from the following criteria:

• Disabled
• When Miscellaneous Adjustment is Approved: When you approve the miscellaneous adjustments and this option is selected, the journals are automatically created.
• Custom Criteria: If you select Custom Criteria, then you will be allowed to select the miscellaneous adjustment field as a custom criteria in the Custom Criteria Field drop-down list.

Name of the default general ledger account for the balancing journal line item. Used to automatically populate the Balancing GLA Code field for a miscellaneous adjustment record.

When selected, the Company field is not required when approving a miscellaneous adjustment.

When selected, the Miscellaneous Adjustment Currency field is not required when approving a miscellaneous adjustment.

The name of the field on the Journal Line item object used to determine whether a Journal Line Item is eligible to be passed to PSA. The field is used along with the default eligibility criteria. This must be a checkbox or formula checkbox. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

When this value is blank, only the default criteria is applied.

By default, it is blank.

The field name on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is eligible to be passed to PSA. The field is used along with the default eligibility criteria. It must be a checkbox or a formula checkbox. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

If selected, automatically creates miscellaneous adjustments from payable invoice expense line items when the criteria are met. Select from the following criteria:

• Disabled
• When Payable Invoice is Posted: When you post the payable invoice and select this option, the miscellaneous adjustment is automatically created.
• Custom Criteria: If you select Custom Criteria, then you will be allowed to select the payable invoice expense line item’s field as a custom criteria in the Custom Criteria Field drop-down list.

The field name on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note is eligible to be passed to PSA. The field is used along with the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

It must be a checkbox or formula checkbox.

If selected, automatically creates miscellaneous adjustmenst from payable credit notes when the criteria are met. Select from the following criteria:

• Disabled
• When Payable Credit Note is Posted: When you approve the payable credit note and this option is selected, the miscellaneous adjustment is automatically created.
• Custom Criteria: If you select Custom Criteria, then you will be allowed to select the payable credit note expense line item’s field as a custom criteria in the Custom Criteria Field drop-down list.