Configuring Dimension and Analysis Fields in PSA – Accounting Connector

PSA – Accounting Connector can automatically populate dimension and analysis information on Accounting documents created from PSA records. When an Accounting document is posted, these values are copied to the relevant transaction line items. You can then use the values for reporting purposes.

What Is the Difference between Dimension and Analysis Fields?

Dimensions and analysis fields relate to the same accounting concept. The main difference between the two is the field type. Dimension 1-4 are lookup fields, while Analysis 1-4 are text area fields. Depending on your requirements, you can optionally use the Analysis 1-4 fields alongside Dimension 1-4.


To support large Accounting documents, PSA – Accounting Connector does not copy Analysis 1-4 fields to transaction line items when a document is posted. You can change this using the Copy Analysis 1-4 when Posting custom setting field.

Dimensions are Accounting objects. For more information, see What are Analysis Dimensions?.

PSA – Accounting Connector enables you to automatically synchronize regions, practices, groups, and projects to dimension 1-4 records.

Region, Practice, Group, and Project to Dimension 1-4 Mapping

PSA Object

Accounting Object

Region Dimension 1
Practice Dimension 2
Group Dimension 3
Project Dimension 4

For more information, see Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records and Syncing Regions, Practices, Groups, and Projects with Dimensions 1-4 Records.

PSA – Accounting Connector adds Analysis 1-4 text area fields to the following Accounting objects:

  • Journal Line Item
  • Payable Credit Note
  • Payable Credit Note Expense Line Item
  • Payable Invoice
  • Payable Invoice Expense Line Item
  • Sales Credit Note
  • Sales Credit Note Line Item
  • Sales Invoice
  • Sales Invoice Line Item
  • Transaction Line Item

How Are the Field Values Retrieved from PSA?

In enhanced mode, you can use the Predefined Dimension Mappings feature to create a set of custom mappings. Unlike legacy mode, these are relationship path mappings so there's no need to manually create formula fields on the source objects.

The predefined mappings use the name of a region, practice, group, and project related to a PSA source record to determine the matching dimension in Accounting. The table below lists how PSA records map to Accounting dimensions.

Region, Practice, Group, Project Mapped to Dimension 1-4

Source Value

Target Value

Region Name Dimension 1
Practice Name Dimension 2
Group Name Dimension 3
Project Name Dimension 4

For this to work properly, your dimension 1 records must have the same names as your regions, your dimension 2 records as your practices, and so on. If a matching dimension isn't found, an error is displayed and the Accounting document is not created.

If you sync regions, practices, groups, and projects to dimension 1-4 records, we recommend that you change the predefined name mappings to use the lookup fields instead. For more information, see Updating the Mappings to Use Lookups Instead of Names.

For more information about the predefined mappings, see Creating Predefined Dimension Mappings Using the Feature Console.

Mapping Examples

The predefined mappings are created as custom mappings. This means that you can modify them if needed. However, in some cases you might want to create your own custom dimension and analysis mappings.

The following examples provide more information about possible implementations of dimension and analysis mappings. You can apply the same principles to more complex scenarios. For steps on how to create custom mappings, see Adding Custom Mappings.