Enabling Salesforce Files Support

Using Salesforce Files for PSA expenses enables you to upload receipts and other documents to expenses as Salesforce files from the following pages on the desktop version of PSA:

Multiple Expense Entry UI
Combine Attachments

For more information on Salesforce Files, see "Salesforce Files" in the Salesforce Help.

To enable this feature:

From the feature list, click PSA Expenses - Salesforce Files Support.
In the Feature section, move the Status slider to (on). The Messages panel displays a summary of the changes.

If you need to make the feature unavailable, move the slider to Feature Console slider - off (off).

Concepts

Expense Reports

About Expense Currencies

Foundations Integration

Tasks

Approving and Rejecting Expense Reports

Cloning an Expense Report

Correcting Expense Reports

Creating and Submitting an Expense Report

Setting up Expense Limits and Rates

Editing Expenses and Attaching and Combining Receipts

Entering Multiple Expenses

Updating Lightning Record Pages

Adding Project Tracking to the Project Detail Layout

Updating Billing Forecasting Data Spring 2019

Updating Baseline Version Fields

Reference

Expense Entry Page Fields

Combine Expense Attachments Page Fields

Expense Report Page Fields

Expense and Expense Report Fields

Expense Settings