Activating PSA Direct for Concur Expense

Once you have configured the PSA Direct for Concur Expense custom fields in Concur and performed any required customization steps, you can activate the PSA Direct for Concur Expense. This is done by enabling the PSA Direct for Concur Expense feature in the Feature Console. For more information, see Enabling PSA Direct for Concur Expense .

For more information on using the Feature Console, see Enabling and Disabling Features.

Prerequisites

Before you enable this feature, you must ensure that Customer Support has activated and configured the PSA Direct for Concur Expense connector.

The PSA user you use to authenticate to the PSA Direct for Concur Expense must have the following permission sets assigned:

• FDN Core - Mapping
• PSA Direct for Concur - Configure Concur
• PSA Direct for Concur - Project Management

Notes:

• The user must also have View All access to the Contact object.
• For expense reports to be created in PSA, the PSA user who authenticates to the PSA Direct for Concur Expense must have the Expense Entry and Expense Ops Edit permissions for the projects and resources the expense reports are created against. This must be granted via permission controls. For more information on permission controls, see Permission Controls.

For more information, see Enabling PSA Direct for Concur Expense .