SECTIONSTransaction Fields
The Transaction object contains data related to granular data exchanges in PSA, such as hours on a timecard or monetary amounts. For more information, see Transactions in PSA.
| Field | Description | ||
|---|---|---|---|
| Amount | The transaction amount. | ||
| Budget | A lookup to the associated budget. | ||
| Category | A dynamically-assigned picklist of one of these values: Billable Internal Hours, Billable External Hours, Billed Revenue, Booked Revenue, Budgeted Cost, Budgeted Expense Cost, Credited Non-Billable Internal Hours, Excluded Hours, Expense Budget, Expense Cost, External Cost, Internal Budget, Internal Cost, Invoiced Revenue, Non-Billable External Hours, Non-Billable Internal Hours, Other Cost, Pass-Through Ready-to-Bill Revenue, Pre-Billed Revenue, Ready-to-Bill Revenue, Revenue. | ||
| Effective Date | The effective date of the transaction. | ||
| Expense | A lookup to the associated expense. | ||
| For Billing | Indicates the transaction is set for billing. | ||
| For Invoicing | Indicates the transaction is set for invoicing. | ||
| Hours | The number of hours. | ||
| Is Cost | Indicates the transaction is a cost (Internal Cost or External Cost). | ||
| Is Expense | Indicates the transaction is an expense. | ||
| Is Project Move | If selected, it indicates the projects have changed hierarchies. | ||
| Is Revenue | Indicates the transaction is revenue (Ready-to-Bill Revenue, Billed Revenue, Invoiced Revenue). | ||
| Is Time | Indicates the transaction is time. | ||
| Milestone | A lookup to the associated milestone. | ||
| Miscellaneous Adjustment | A lookup to the associated miscellaneous adjustment. | ||
| Overridden Region/Practice/Group | Indicates this transaction has an overridden Region, Practice, or Group. | ||
| Region/Practice/Group/Project/Resource | The associated region, practice, group, project, or resource. | ||
| Region/Practice/Group/Project/Resource Currency Code | The currency code of the associated region, practice, group, project, or resource. | ||
| Region/Practice/Group/Project/Resource Currency Exchange Rate | The currency exchange rate of the associated region, practice, group, project, or resource. | ||
| Related Record | A lookup to the related record. | ||
| Related Record ID | A lookup to the related record ID. | ||
| Related Record Ineligible | Indicates the related record is marked as ineligible. Deselect for the transaction amount to roll up to Actuals. | ||
| Related Record Name | A lookup to the related record name. | ||
| Timecard | A lookup to the associated timecard split. | ||
| Type | A dynamically-assigned picklist value specifying the transaction type. Values are usually: Budget, Expense, Invoice (Inbound), Invoice (Outbound), Milestone, Miscellaneous Adjustment, Purchase Order, Sales Order, Timecard. |