New Features and Enhancements in PSA Direct for Concur Expense Winter 2023

The following new features have been introduced in the Winter 2023 release of PSA Direct for Concur Expense.

This is the first release of PSA Direct for Concur Expense connector.

Dependencies on other FinancialForce Packages

This release of PSA Direct for Concur Expense connector requires the following FinancialForce package to be installed:

  • FinancialForce Foundations Spring 2022
  • Salesforce org with FinancialForce PSA Spring 2022.
  • FinancialForce PS Enterprise Spring 2022

You must install these packages before installing or upgrading to this release of PSA Direct for Concur Expense.

PSA Direct for Concur Expense

From Winter 2023, we have introduced PSA Direct for Concur Expense connector. It enables you to seamlessly connect PSA and SAP Concur without using any third-party application. The connector removes the need to manually create the PSA data required for generating expenses in SAP Concur, and the need to manually re-enter expense information from Concur into PSA. This reduces the administrative overhead and the possibility of errors.

For more information, see:

Fixes

Fixes are listed on the Known Issues page of the FinancialForce Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of PSA Direct for Concur Expense, see the relevant section of the Known Issues page.