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 In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. FinancialForce accounts can be any Account Record Type.. |