New Features and Enhancements in PSA – Accounting Connector Summer 2024

The following new features have been introduced in the Summer 2024 release of PSA – Accounting Connector.

If you are upgrading from a previous version, see Upgrading to PSA – Accounting Connector Summer 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

PSA – Accounting Connector Enhancements

The following are the new features and enhancements that have been implemented in PSA – Accounting Connector in Summer 2024.

PSA – Accounting Connector Admin Page Link in Foundations and Integrations Task Launcher Page

We have included the PSA – Accounting Connector Settings link on the Foundations & Integrations Task Launcher page. This helps you to easily access the PSA - Accounting Administration configuration options from the Foundations & Integrations Task Launcher page.

For more information, see Foundations and Integrations Task Launcher Overview

Enhancements to PSA – Accounting Connector Custom Settings

We have improved the PSA – Accounting Connector Custom Setting to include various functionality such as automatic creation and automatic posting in various existing flows. We have also included email and Salesforce notification settings.

The automatic create and post functionality have been introduced in the following existing custom setting flows:

Billing Events to Sales Invoices or Credit Notes
Expense Reports to Payable Invoices or Credit Notes
Vendor Invoices to Payable Invoices or Credit Notes
Miscellaneous Adjustments to Journals
Journal Line Items to Miscellaneous Adjustments
Payable Invoice Expense Line Items to Miscellaneous Adjustments
Payable Credit Note Expense Line Items to Miscellaneous Adjustments

You can also use the PSA – Accounting Connector Admin page to configure the custom settings which in turn configures the PSA – Accounting Connector custom settings in the PSA – Accounting Connector Custom Setting.

For more information, see:

Enhancements to PSA – Accounting Connector Admin Page

We have improved the PSA – Accounting Connector administration experience by including various functionality and configuration options to the various new flows on the PSA – Accounting Connector Admin page.

You can use the PSA – Accounting Connector Admin page to access all the custom settings in one page. We have simplified the custom setting configuration so that you can configure them by just selecting checkboxes. This eliminates the need to access the Salesforce custom settings to configure these custom settings.

The following new flows are included in the admin page:

Billing Events to Sales Invoices or Credit Notes
Expense Reports to Payable Invoices or Credit Notes
Vendor Invoices to Payable Invoices or Credit Notes
Miscellaneous Adjustments to Journals
Journal Line Items to Miscellaneous Adjustments
Payable Invoice Expense Line Items to Miscellaneous Adjustments
Payable Credit Note Expense Line Items to Miscellaneous Adjustments

For more information, see PSA – Accounting Connector Admin Page

Automatically Populating the PSA Project and Dimensions in Scanned Payable Documents

We have improved the Accounts Payable Automation process. When you receive an invoice with a project name, the Project and Dimension 1-4 fields are automatically populated on the scanned payable document. For this, we have added the following fields for the PSA – Accounting Connector package:

Project on the Scanned Payable Document object
Project on the Payable Invoice object