SECTIONSSetting Up The PSA Direct for Concur Expense
Before you can activate the connector via the Feature Console in PSA, you must do the following:
- Configure the required custom fields in Concur. For more information, see Configuring Custom Fields in Concur.
- Configure several fields in the PSA Direct for Concur Expense custom setting in PSA. For more information, see Configuring the PSA Direct for Concur Expense Settings.
- [Optional] Add fields to appropriate page layouts of the Assignment, Contract, and Project objects in PSA. For more information, see Customizing Page Layouts for PSA Direct for Concur Expense.