Using the Expense Entry Lightning Component

The PSA Expense Entry Lightning component enables you to submit expenses against assignments and milestones associated with projects.

Note:

The PSA Expenses - Salesforce Files Support must be enabled in the Feature Console for the Expense Entry Lightning component to work correctly. For more information, see Enabling Salesforce Files Support.

The PSA Expense Entry component is available on the Services Delivery workspace. Your administrator can also place the component on Lightning record pages and on the PSA Home page. For more information, see Services Delivery Workspace Overview and PSA Lightning Components.

This component supports dependent picklists. This enables you to input data for this component with increased accuracy. For example, selecting a primary criterion, such as a location, filters subsequent options to only relevant entries.

Note:

The dependent picklist functionality is only available for custom fields. For more information on enabling dependent picklists, see Expense Entry Lightning Component Properties.

To create an expense:

1. Select the week by clicking the arrow buttons.
2. Click New.
3. [Optional] To attach a file do one of the following:
   • Click Upload Files. Locate and select the files you want to attach and click Open.
   • Drag and drop the files you want to attach to the Add Attachments section.
     Tip:

     To delete an attachment, click next to the attachment.

4. [Optional] Do one or more of the following:
   • Search for and select the project to submit an expense against.
   • Search for and select the assignment to submit an expense against.
   • Search for and select the milestone to submit an expense against.

Note:

If you are on an Assignment, Project, or Milestone record page, the fields on a new expense are populated with information from the current record.

The assignment, milestone, and project task cannot be changed after the expense has been saved.

5. Select the date the expense was incurred on.
6. Select the type of expense.
7. If you have selected an expense type that is associated with an active expense rate with a rate unit, select a rate unit and enter a distance.
8. Select the currency the expense was incurred in.
9. Enter the amount of the expense.
   Note:

   If you have selected an expense type that is associated with an active expense rate with a rate unit, this field is calculated automatically.

10. [Optional] Enter a description for the expense. As you type, the Description field shows you the number of characters remaining.
11. [Optional] Select the Billable checkbox to indicate that the expense is billable.
12. [Optional] Enter notes for the expense.
13. Do one of the following:
    • Click Cancel to discard your changes.
    • Click Save to save your changes.
    • Click Submit to submit your expense for approval.
    • Click Submit All to submit all expenses with a status of Saved for the week currently displayed.

To delete an expense:

1. Select an expense with the status of Saved.
2. Click Delete.
3. Read the information message.
4. Click Delete.

To enter and edit expenses for another resource:

1. Click next to your name.
2. Search for and select the resource you want to enter and edit the expenses for.

Note:

To enter and edit expenses for another resource, you must have a permission control with Expense Entry selected.

For more information on:

• Expense Field sets impact on the Expense Entry Lightning Component Layout, see Expense Field Sets Impact on Expense Entry Lightning Component Layout.
• Expense Lightning web component configuration options, see Expense Lightning Web Component Configuration Options.
• Expense Entry Lightning component fields, see Expense Entry Lightning Component Fields.
• Expense Entry Lightning component properties, see Expense Entry Lightning Component Properties