PSA Direct for Concur Expense Settings Fields

Use these settings on the PSA Direct for Concur Expense Settings tab to configure and activate the PSA Direct for Concur Expense connector.

For more information, see Configuring the PSA Direct for Concur Expense Settings.

* – Mandatory field

Notification Settings Fields
Field Description
From

The organization-wide email address ID from which error notifications are sent if an error occurs when synchronizing PSA information from Concur. For example, test123@xxx.com.

Notes:
  • Ensure the organization-wide email address ID is a verified email address.
  • Select the default option when you want error notifications to be sent from the system's default email address.
To The system default email address or user email is assigned to which error notifications are sent so that the user or the administrator is aware of any issues. For example, test123@gmail.com.
PSA to Concur Synchronization Settings Fields
Field   Description
Allow Deletion of Assignments   When enabled, the assignments are deleted in Concur when they are deleted in PSA.
Allow Deletion of Projects   When enabled, the projects are deleted in Concur when they are deleted in PSA.
Allow Deletion of Resources   When enabled, the resources are deleted in Concur when they are deleted in PSA.
Concur field name for PSA Project * The name of the Concur custom field used for PSA projects. If you want to sync project manager information with the project, enter the name of the multi-level list in Concur, for example, PSA Project-Project Manager. The default value is PSA Project-Project Manager.
Concur field name for PSA Resource-Assignment * The name of the Concur field used for the PSA resource-assignment linked list. The default value is Resource-Assignment.
Synchronize Assignment Information * The PSA assignment synchronizes with the Concur assignment.
Synchronize Project Information * The PSA project synchronizes with the Concur project.
Synchronize Project Manager   The PSA project manager synchronizes with Concur.
Synchronize Resource Information * The PSA resource synchronizes with the Concur resource.
Concur to PSA Synchronization Settings Fields
Field

 

 Description
Billable Expenses Only   When selected, imports the expense lines where the Is Billable field value in PSA is Yes. By default, it is disabled.
Synchronize Empty Expense Reports   The empty expense reports records from Concur are synchronized to PSA. By default it is enabled.
Cleanup Queue Events Settings Fields
Field

 

 Description
Minimum Hours for Failed Queue Events *

The minimum hours to keep failed Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999.
Minimum Hours for Successful Queue Events *

The minimum hours to keep successful Connector Core Queue Events before the next scheduled removal job deletes them. The value is in the range of 1 to 9999.
Concur Poller Settings Field
Field

 

 Description
Concur Poller Frequency *

The number of minutes between the collections of expense reports that have changed in Concur. You can enter a value in the range of 10 to 9999. By default, the value is 30.
Enable Connector Fields
Field Description
Activate PSA Direct for Concur Expense

Indicates whether the PSA Direct for Concur Expense connector is activated or not. By default, it is deactivated.
Pause PSA Direct for Concur Expense

When checked, the synchronized events will be queued but not processed. By default, it is disabled.

Note: You can only pause events when the PSA Direct for Concur Expense connector is activated.
Sandbox Configured

When selected, it indicates that the sandbox environment has been configured correctly. If deselected, PSA Direct for Concur Expense connector will not synchronize to or from Concur.

Note:

The Sandbox Configured checkbox is only visible in the Sandbox environment.