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Enabling Salesforce Files Support

Using Salesforce files for PSA expenses enables you to upload receipts and other documents to expenses as Salesforce files, in the desktop pages:

To enable this feature:

  1. From the feature list, click PSA Expenses - Salesforce Files Support.
  2. In the Feature section, move the Status slider to Feature Console slider - on (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).

Related Concepts

Expense Reports

About Expense Currencies

Feature Console

ERP Integration

Related 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

Enabling and Disabling Features

Performing Enhanced Services Forecasting Upgrade Tasks Summer 2018

Updating Enhanced Services Forecasting Data Spring 2019

Updating Lightning Record Pages

Updating Baseline Version Fields

Enabling Gantt (Beta)

Reference

Expense Entry Page Fields

Combine Expense Attachments Page Fields

Expense Report Page Fields

Expense and Expense Report Fields

Expense Settings

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