Here is a description of the PSA custom fields in the account object. For a description of the Salesforce fields, see the Salesforce Help.
| Field | Description | |
|---|---|---|
| Add BEIs to Existing Batches | If selected, all existing billing event items are added to an existing billing event instead of creating a new billing event. | |
| Services Billing Time Period Type | The time period type to use when generating billing events and billing event batches for the account Accounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists.. |