PSA – Accounting Connector Permissions

Changes made to PSA – Accounting - Expense Reports to Payable Invoices or Credit Notes

Changes made since the last version


Added permissions

No permissions were added to this permission set for this version


Removed permissions

No permissions were removed from this permission set for this version


Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Custom Permission CreatePayableInvoicesOrCreditNotesFromExpenseReports Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
Apex Class Permission DocumentConversionController Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
c2g__AllowDocumentUseWithoutLicense Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
Apex Page Permission convertertoinvoicescredits Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
convertexpensereporttopinvs Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
convertexpensereporttopinvsHelp Enabled Enabled Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
Field Permission pse__Expense_Report__c.AutomaticallyPassToAccounting__c Edit, Read Edit, Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.ExpenseGLACode__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.ExpenseReimbursementAccount__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.ExpenseReportCurrency__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.OwnerCompany__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.PassedToAccounting__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense_Report__c.ServicesProduct__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Expense__c.ExpenseGLACode__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Grp__c.OwnerCompany__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Practice__c.OwnerCompany__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.
pse__Region__c.OwnerCompany__c Read Read Create payable invoices and payable credit notes from eligible expense reports. Also view and edit SRP fields and perform actions related to the integration flow. Create payable invoices and payable credit notes from eligible expense reports. Also view and edit the connector fields and perform actions related to the integration.


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