Setting up the PSA Expenses App

To use the PSA Expenses App you need:

• Access to a Salesforce org with FinancialForce PSA Winter '13 or later installed, licensed and fully configured.
• An iPhone, iPod touch, or iPad running iOS 4 or above or an Android phone with Android version 4.x.

Users with an iPhone must download the app from iTunes. Users with an Android phone, must download the app from Google play

Setting up your Organization for the PSA Mobile Expenses app

To use the PSA Mobile Expenses app, do the following on your PSA organization:

1. Select the IsResource and IsResourceActive checkboxes on the Contact record of each user who is to use the PSA Mobile Expenses app. See"Resource Fields" for more information.
2. Select the Track Field History checkbox on the Expense and Expense Report custom objects. For further information about this option, see the Salesforce Help.
3. Ensure that the Session Timeout on your Salesforce organization is set to an appropriate value. See the "Setting Session Security" topic in the Salesforce Help for further information.
4. Set up expense limits and rates for expense users. See "Setting up Expense Limits and Rates".
Notes

If you want more than one auto mileage expense rate, you must add additional picklist values to the Type field in the Expense Limit / Rate and Expense objects. The picklist values that you enter must be exactly the same in both objects.

In order to enter distances against the auto mileage expense rate type, you must: create a new Expense Rate on the Expense Limits/Rates tab in PSA, or edit an existing rate; define the Rate Unit; and associate the expense rate with the project to which the expense report belongs. For more information see the "Setting up Expense Limits and Rates" topic in the PSA Help.

To attach receipts to expense records, users must enable the camera on their device.

Installing and Uninstalling the App

To install the PSA Mobile Expenses app, we recommend that you uninstall previous versions of the App before installing this version. When you uninstall version 2 of the PSA Mobile Expenses app, all data associated with the app is deleted from your phone.

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