Payable Invoice Fields

The Payable Invoice and Payable Invoice Expense Line Item objects are included in Accounting. For a description of the fields included in Accounting, see Payable Invoice Fields.

Here is a description of the fields that PSA – Accounting Connector adds to the Payable Invoice object.

Fields Added to the Payable Invoice Object
Field	Description	Related Flows
Analysis 1-4	Text fields used for reporting, conceptually similar to Dimension 1-4 fields. If a matching field exists on the Vendor Invoice object, the value is automatically copied when the payable invoice is created from a vendor invoice. For more information, see Configuring Dimension and Analysis Fields in PSA – Accounting Connector.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes
Expense Report	Expense report the payable invoice relates to. Only populated if the invoice is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Expense Report Resource	Resource the payable invoice relates to. This is the employee who is being reimbursed. Only populated if the invoice is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Vendor Invoice	Vendor invoice the payable invoice relates to. Only populated if the invoice is created from a vendor invoice.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes

Payable Invoice Expense Line Item Fields

Here is a description of the fields that PSA – Accounting Connector adds to the Payable Invoice Expense Line Item object.

Key: R – Read-only, E – Only applicable when the integration is running in enhanced mode Closed When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected., L – Only used when the integration is running in legacy mode Closed When PSA – Accounting Connector runs in legacy mode, it uses the older mechanism that was introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is deselected..

Fields Added to the Payable Invoice Expense Line Item Object
Field		Description	Related Flows
Analysis 1-4		Text fields used for reporting, conceptually similar to Dimension 1-4 fields. If a matching field exists on the Vendor Invoice Item object, the value is automatically copied when the related payable invoice is created from a vendor invoice. For more information, see Configuring Dimension and Analysis Fields in PSA – Accounting Connector.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes
Automatically Pass to PSA	E	When selected, the payable invoice expense line item is automatically passed to PSA as soon as it becomes eligible.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Expense		Expense the payable invoice expense line item relates to. Only populated if the related invoice is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Gross Value	R	Total value of the payable invoice expense line item, including taxes. Calculated as Net Value + Tax Value Total.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Invoice Currency	R	ISO code of the currency of the related payable invoice.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Invoice Date	R	Date of the related payable invoice.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Miscellaneous Adjustment Name	R	Used to set the name of the miscellaneous adjustment created from the payable invoice expense line item. In enhanced mode, this is only used for the name of the miscellaneous adjustment with the "External Cost" transaction category. Populated with the name of the related payable invoice, followed by - and the name of the payable invoice expense line item. For example, PIN000086-68.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Pass to PSA	E	Controls whether the expense line is eligible for creating miscellaneous adjustments in PSA. When Recharge Customer is also selected, two miscellaneous adjustments are created. Otherwise, only a single miscellaneous adjustment is created with the "External Cost" transaction category.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Passed to PSA		Indicates whether the payable expense line item has been passed to PSA.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Project		Project the payable invoice expense line item relates to.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Recharge Customer	E	When the expense line is passed to PSA, this controls whether an additional miscellaneous adjustment is created with the "Pass-Through Ready-to-Bill Revenue" transaction category. This only applies when Pass to PSA is selected.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Recharge Misc. Adjustment Description	E R	Used to set the description of the miscellaneous adjustment created from the payable invoice expense line item with the Pass-Through Ready-to-Bill Revenue transaction category. Populated with Recharge - followed by the line description. For example, Recharge - Subcontractor - 10 hours.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Recharge Miscellaneous Adjustment Name	E R	Used to set the name of the miscellaneous adjustment created from the payable invoice expense line item with the Pass-Through Ready-to-Bill Revenue transaction category. Populated with Recharge - , followed by the name of the related payable invoice, -, and the name of the payable invoice expense line item. For example, Recharge - PIN000086-68.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Transaction Category	L	Transaction category of the miscellaneous adjustment created from the payable invoice expense line item. Note: You must ensure that this picklist has the same values as the Transaction Category picklist on the Miscellaneous Adjustment object.	Payable Invoice Expense Line Items to Miscellaneous Adjustments
Vendor Invoice Item		Vendor invoice item the payable invoice expense line item relates to. Only populated if the related invoice is created from a vendor invoice.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes

Buttons

Here is a description of the Lightning action and the button that PSA – Accounting Connector adds to the Payable Invoice Expense Line Item object.

Lightning Action Added to the Payable Invoice Expense Line Item Object
Action	Description
Create Miscellaneous Adjustment	Creates a miscellaneous adjustment from an eligible payable invoice expense line item. If Recharge Customer is selected, this creates two miscellaneous adjustments. Note: Only available when the integration is running in enhanced mode.