Concur Expense Type Mappings Fields

This custom metadata type is used for defining the mappings between expense types in Concur and PSA in the Integration Hub. The mappings are used by the connector when sending expense reports from Concur to PSA. If needed, you can change the default mappings or add new ones. For more information, see Customizing Concur - PSA Mappings.

Warning:

If PSA – Accounting Connector is installed in your org, you must ensure that each Concur expense type mapping has an equivalent expense type GLA mapping. This enables PSA – Accounting Connector to automatically populate the Expense GLA Code field for expense records. If an expense type GLA mapping is not configured for an expense type, the expense report cannot be approved. For more information, see Creating Expense Type GLA Mappings.

Here is a description of the fields available on Concur Expense Type Mappings records.

Concur Expense Type Mapping Custom Fields

Field	Description
Label	Name of the mapping.
Concur Expense Type Mapping Name	Unique API name of the mapping.
Concur Expense Type	The Concur expense type that you want to map. If no value is supplied for this field, the Concur Expense Category field is used instead.
Concur Expense Category	The Concur expense type category that maps to the PSA expense type. This field is only used if no value is supplied for the Concur Expense Type.
PSA Expense Type	The PSA expense type that the Concur Expense Type is mapped to.
Active	Indicates that the defined mapping is active.