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Training Center
PSA – Accounting Connector
Video Tutorials
The following videos demonstrate the functionality of
PSA – Accounting Connector
.
Introduction: Why You Should Enable Enhanced Mode of
PSA – Accounting Connector
Accelerate Build: Automatically Deactivating the Legacy Connection Between
PSA
and
Accounting
Accelerate Build: Manually Deactivating the Legacy Connection Between
PSA
and
Accounting
Deactivating the Legacy Connection Between
PSA
and
Accounting
Configuring and Enabling Enhanced Mode
Create Sales Invoices and Sales Credit Notes from Billing Events: Understanding and Adding Eligibility Criteria
Create Sales Invoices and Sales Credit Notes from the Billing Events Details Page and List View
Create Sales Invoices and Sales Credit Notes from the Billing Events Awaiting Release and Awaiting Invoicing Pages
Automatically Create Sales Invoices and Sales Credit Notes from Billing Events Using Scheduled Jobs or Custom Automation
Automatically Revert Sales Invoice and Sales Credit Notes When an Associated Billing Event is Reverted
Create Payable Invoices and Payable Credit Notes from Vendor Invoice: Understanding and Adding Eligibility Criteria
Create Payable Invoices and Payable Credit Notes from the Vendor Invoice Details Page and List View
Automatically Create Payable Invoices and Payable Credit Notes from Vendor Invoice Using Scheduled Jobs or Custom Automation
Create Payable Invoices and Payable Credit Notes from Expense Reports: Understanding and Adding Eligibility Criteria
Create Payable Invoices and Payable Credit Notes from the Expense Report Details Page and List View
Automatically Create Payable Invoices and Payable Credit Notes from an Expense Report Using Scheduled Jobs or Custom Automation
Create Journals from Miscellaneous Adjustments: Understanding and Adding Eligibility Criteria
Create a Journal from the Miscellaneous Adjustments Details Page and List View
Automatically Create Journals from Miscellaneous Adjustments Using Scheduled Jobs or Custom Automation
Create Miscellaneous Adjustments from Payable Invoice Expense Line Items and Payable Credit Note Expense Line Items: Understanding and Adding Eligibility Criteria
Create a Miscellaneous Adjustment from the Payable Invoice Expense Line Item or Payable Credit Note Expense Line Item Details Page or List View
Automatically Create a Miscellaneous Adjustment from a Payable Invoice Expense Line Item or Payable Credit Note Expense Line Item Using Scheduled Jobs or Custom Automation
Create Miscellaneous Adjustment from Journal Line Items: Understanding and Adding Eligibility Criteria
Create a Miscellaneous Adjustment from the Journal Line Item Details Page and List View
Automatically Create a Miscellaneous Adjustment from a Journal Line Item Using Scheduled Jobs or Custom Automation
Introduction: Why You Should Enable Enhanced Mode of