Billing Settings

Setting	Description
appendGeneratedItems	Indicates whether billing events and batches are to be kept open when an existing one matches the account, project or currency. When this setting is set to true, new billing items are appended to the existing billing event or batch. You can use this setting in conjunction with ignoreTimePeriodWhenAppendingItems. Note This configuration option has no effect on the Project Billing or Account Billing pages.
approvalsEnabled	Indicates whether the Approved for Billing checkbox must be selected on the related business record for it to be eligible for billing event generation.
adhocDisplayTimecard	The fieldset in the Timecard object that determines the fields to appear in the Timecards section of the Project Billing and Account Billing pages.
adhocDisplayExpense	The fieldset in the Expense object that determines the fields to appear in the Expenses section of the Project Billing and Account Billing pages.
adhocDisplayBudget	The fieldset in the Budget object that determines the fields to appear in the Budgets section of the Project Billing and Account Billing pages.
adhocDisplayMiscAdj	The fieldset in the Miscellaneous Adjustment object that determines the fields to appear in the Miscellaneous Adjustments section of the Project Billing and Account Billing pages.
adhocDisplayMilestone	The fieldset in the Milestone object that determines the fields to appear in the Milestones section of the Project Billing and Account Billing pages.
adhocFilterTimecard	Indicates whether the Timecards checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.
adhocFilterExpense	Indicates whether the Expenses checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.
adhocFilterBudget	Indicates whether the Budgets checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.
adhocFilterMiscAdj	Indicates whether the Miscellaneous Adjustments checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.
adhocFilterMilestone	Indicates whether the Milestones checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.
billingInterfaceClear	Name of the class that PSA is to use for the clear process. You can use this option to customize the billing clear process in PSA. See "Customizing Billing Processes".
billingInterfaceGenerate	Name of the class that PSA is to use for the generate process. You can use this option to customize the billing generate process in PSA. See "Customizing Billing Processes".
billingInterfaceInvoice	Name of the class that PSA is to use for the invoice process. You can use this option to customize the billing invoice process in PSA. See "Customizing Billing Processes".
billingInterfaceNamespace	Name of the namespace prefix of the custom classes that implement the various billing interfaces. You can use this option to customize the billing invoice process in PSA. See "Customizing Billing Processes".
billingInterfaceRecalc	Name of the class that PSA is to use for the recalc process. You can use this option to customize the billing recalc process in PSA. See "Customizing Billing Processes".
billingInterfaceRelease	Name of the class that PSA is to use for the release process. You can use this option to customize the billing release process in PSA. See "Customizing Billing Processes".
billingInterfaceRemove	Name of the class that PSA is to use for the remove process. You can use this option to customize the billing remove process in PSA. See "Customizing Billing Processes".
budgetDescription Format	Format of the billing event description field for budget records, where 0 is the description.
business-record-bei-locking	Indicates whether a billing event item is prevented from being deleted once a business record references it even when it is not yet billed or invoiced
clearBatchSize	Number of records to process in a single batch when clearing billing data. The default value is 200.
confirm-billing-generation	Indicates whether a confirmation popup is displayed when a user clicks Generate on the Billing Event Generation tab.
defaultAsync	Indicates whether PSA processes some billing trigger functionality asynchronously.
Delete_Zero_Amount_Batches	Indicates whether Billing Event Batches with only one billing event are deleted when that billing event is deleted, or if PSA is configured to do so, indicates whether the batch is deleted when the remaining billing events contain zero amounts.
deleteBatchSize	Number of records to delete in each batch delete execution. Change this value if you experience Salesforce governor limits.
disallow-invoicing-of-unreleased-bes	Indicates whether users can select the Invoiced checkbox on a Billing Event if the Released checkbox is not selected.
expenseDescriptionFormat	Determines the format of the billing event item description field on expense records. {0} is the resource name and {1} is the expense date. For instance, you can specify a value of {0} on {1}, which results in something like: Orient_Contact on 02/02/2012.
generateBatchSize	The number of records to process each time a billing event batch is generated. Change this value if you experience Salesforce governor limits.
generateBillingForCompletedTimePeriodsOnly	When "useFlexiblePeriodMode" is true, indicates whether billing is generated for items that fall only within time periods that are complete on or before the specified cut-off date. For instance, if the cut-off date is April 29 and the time period type is Month, billing is generated for items that fall on or before March 31. Items dated April 1 or later are not included because the time period April is not complete on April 29. The default value is false.
group-be-by-master-project [be = billing event]	If set to True, all projects that are subordinate to a master project are grouped together on one billing event, which references the record ID of the master project. This setting works for all billing methods.
ignoreTimePeriodWhen AppendingItems	Indicates whether PSA appends to the existing billing event batch for the current time period when the appendGeneratedItems setting is set to true. Note This configuration option has no effect on the Project Billing or Account Billing pages.
includeBudgets	Indicates whether budgets are included when billing events are generated.
includeExpenses	Indicates whether expenses are included when billing events are generated.
includeMilestones	Indicates whether milestones are included when billing events are generated.
includeMiscellaneous Adjustments	Indicates whether miscellaneous adjustments are included when billing events are generated.
includeTimecards	Indicates whether timecards are included when billing events are generated.
invoiceBatchSize	Number of records to process in a single batch when using the Invoice button on the Billing Events list view and detail page. The default value is 200.
Max_Zero_Amount_Batches_To_Delete	The maximum number of zero amount billing event batches to automatically delete. This setting is used when Delete_Zero_Amount_Batches is set to true. Change this value if you encounter Salesforce governor limits.
Max_Zero_Amount_Events_To_Delete Config	The maximum number of zero amount billing events to automatically delete. Change this value if you encounter Salesforce governor limits.
maxBEIsPerBE [BEIs = billing event items] [BE = billing event]	By default, this setting is set to zero: therefore the number of billing event items that can be added to a billing event is unlimited. Set to greater than zero (integers only) to cap the number of billing event items that can be added to a billing event. When the cap is reached, a new billing event is created with a sequential record ID. Note If you are using the SRP integration package, you must ensure that maximum number of billing event items for a released billing event is no more than 80. You must do this using the Max BEIs Per BE field in the SRP Integration Settings custom setting. See the SRP documentation for further information.
maxNumberOfDaysPriorToQuery	Use to limit the set of records included when generating billing events on the Billing Event Generation tab. When scheduling a billing event, and including prior periods, this configuration option defines the number of days prior to the selected period over which to generate billing events for billing event items. Note If you use this configuration option, the transactions included in the SOQL query as a result may total less than 10% of all transactions in the system: this is below the system-defined selectivity threshold and therefore the SOQL query becomes selective. A selective SOQL query may, in fact, be necessary if the number of transactions on the system exceeds 100,000 records. For more information, see Knowledge Article 000006007 in the Salesforce Help.
milestoneDescriptionFormat	Format of the billing event description field for milestone records. Specifying a value of {0} includes the date in the field.
miscellaneous adjustment categories	If includeMiscellaneousAdjustments is selected, only adjustments with categories in this list are included when billing events are generated.
miscellaneousAdjustmentDescriptionFormat	Format of the Billing Event Description field on miscellaneous adjustment records. If you specify a value of {0} the description is displayed.
nextInvoiceNumber	Optional configuration that you can use to determine the initial invoice number when `billingInterfaceInvoice` or `billingInterfaceInvoice` contains the name of an alternative class to customize the invoice process with. The default value is 10000. See "Customizing Billing Processes".
no-deletion-of-BEBs-with-released-or-invoiced-BEs	Indicates whether users can delete billing event batches that have one or more child billing events, which are invoiced or released.
numTimePeriodsToSelect	Number of time periods to be displayed in the Time Period drop-down list on the Billing Event Generation page.
pageSize	The maximum number of items to be displayed on the Billing Event Generation page before starting a new page.
projectBillingUIMaxRows	The maximum number of items to be displayed on the Project Billing page.
recalcBatchSize	Number of records to process in each batch when recalculating billing events.
releaseBatchSize	Number of records to process when a user selects.
separateBudgets	Indicates whether budgets are generated in a separate billing event.
separateExpenses	Indicates whether expenses are generated in a separate billing event.
separateExpensesByTypes	Expense types to create separate billing events for. Add a configuration value record for each separate billing event that is to be created. Each value must contain a comma separate list containing the expense types to include in the billing event. Expense types that are not listed in a configuration value are included on an ordinary billing event. When you enter a value for this configuration option, you must enter a Sort Order to differentiate between billing event buckets. Note This feature is not supported when generating billing events from the Project Detail or Account Detail pages.
separateMilestones	Indicates whether milestones are generated in a separate billing event.
separateMiscellaneous Adjustments	Indicates whether miscellaneous adjustments are generated in a separate billing event.
separateTimecards	Indicates whether timecards are generated in a separate billing event.
timecardDescriptionFormat	Format of the billing event description field for timecard records. {0} is the resource name, {1} is the start date and {2} is the end date. For instance, you can specify a value of : {0} between {1} and {2} for {3} total hours/days.
timePeriodType	The organization hierarchy to use when generating billing events.
unitType	Defines the type of organizational hierarchy to use when generating billing events on the Billing Event Generation tab.
unitTypeSubfilters	Indicates whether additional filtering is applied to the selected unitType when generating billing events in a billing event batch. When the value is set to true, Practice and Group drop-down lists appear in the Generate Billing Events section of the Billing Events page.
useFlexiblePeriodMode	Indicates whether billing events are generated in flexible time period mode. When in this mode, you select a cut-off date instead of a time period on which to base billing events. Items are included when they belong to the appropriate time period type and their date falls on or before the cut-off date. For instance, if the cut-off date is April 15 and the time period type is Month, billing is generated for items that fall on or before April 15. When this configuration option is true and "generateBillingForCompletedTimePeriodsOnly" is also true, items are included when they belong to the appropriate time period type and their date falls only within a time period that finishes on or before the cut-off date. For instance, if the cut-off date is April 29 and the time period type is Month, billing is generated for items that fall on or before March 31. Items dated April 1 or later are not included because the time period April is not complete on April 29.

Setting

Description

appendGeneratedItems

Indicates whether billing events and batches are to be kept open when an existing one matches the account, project or currency. When this setting is set to true, new billing items are appended to the existing billing event or batch. You can use this setting in conjunction with ignoreTimePeriodWhenAppendingItems.

Note

This configuration option has no effect on the Project Billing or Account Billing pages.

approvalsEnabled

Indicates whether the Approved for Billing checkbox must be selected
on the related business record for it to be eligible for billing event generation.

adhocDisplayTimecard

The fieldset in the Timecard object that determines the fields to appear in the Timecards section of the Project Billing and Account Billing pages.

adhocDisplayExpense

The fieldset in the Expense object that determines the fields to appear in the Expenses section of the Project Billing and Account Billing pages.

adhocDisplayBudget

The fieldset in the Budget object that determines the fields to appear in the Budgets section of the Project Billing and Account Billing pages.

adhocDisplayMiscAdj

The fieldset in the Miscellaneous Adjustment object that determines the fields to appear in the Miscellaneous Adjustments section of the Project Billing and Account Billing pages.

adhocDisplayMilestone

The fieldset in the Milestone object that determines the fields to appear in the Milestones section of the Project Billing and Account Billing pages.

adhocFilterTimecard

Indicates whether the Timecards checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.

adhocFilterExpense

Indicates whether the Expenses checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.

adhocFilterBudget

Indicates whether the Budgets checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.

adhocFilterMiscAdj

Indicates whether the Miscellaneous Adjustments checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.

adhocFilterMilestone

Indicates whether the Milestones checkbox appears as one of the filters in the Filter section of the Billing Eligible Items related list on the Project Billing and Account Billing pages.

billingInterfaceClear

Name of the class that PSA is to use for the clear process. You can use this option to customize the billing clear process in PSA. See "Customizing Billing Processes".

billingInterfaceGenerate

Name of the class that PSA is to use for the generate process. You can use this option to customize the billing generate process in PSA. See "Customizing Billing Processes".

billingInterfaceInvoice

Name of the class that PSA is to use for the invoice process. You can use this option to customize the billing invoice process in PSA. See "Customizing Billing Processes".

billingInterfaceNamespace

Name of the namespace prefix of the custom classes that implement the various billing interfaces. You can use this option to customize the billing invoice process in PSA. See "Customizing Billing Processes".

billingInterfaceRecalc

Name of the class that PSA is to use for the recalc process. You can use this option to customize the billing recalc process in PSA. See "Customizing Billing Processes".

billingInterfaceRelease

Name of the class that PSA is to use for the release process. You can use this option to customize the billing release process in PSA. See "Customizing Billing Processes".

billingInterfaceRemove

Name of the class that PSA is to use for the remove process. You can use this option to customize the billing remove process in PSA. See "Customizing Billing Processes".

budgetDescription
Format

Format of the billing event description field for budget records, where 0 is the description.

business-record-bei-locking

Indicates whether a billing event item is prevented from being deleted once a business record references it even when it is not yet billed or invoiced

clearBatchSize

Number of records to process in a single batch when clearing billing data. The default value is 200.

confirm-billing-generation

Indicates whether a confirmation popup is displayed when a user clicks Generate on the Billing Event Generation tab.

defaultAsync

Indicates whether PSA processes some billing trigger functionality asynchronously.

Delete_Zero_Amount_Batches

Indicates whether Billing Event Batches with only one billing event are deleted when that billing event is deleted, or if PSA is configured to do so, indicates whether the batch is deleted when the remaining billing events contain zero amounts.

deleteBatchSize

Number of records to delete in each batch delete execution. Change this value if you experience Salesforce governor limits.

disallow-invoicing-of-unreleased-bes

Indicates whether users can select the Invoiced checkbox on a Billing Event if the Released checkbox is not selected.

expenseDescriptionFormat

Determines the format of the billing event item description field on expense records. {0} is the resource name and {1} is the expense date. For instance, you can specify a value of {0} on {1}, which results in something like: Orient_Contact on 02/02/2012.

generateBatchSize

The number of records to process each time a billing event batch is generated. Change this value if you experience Salesforce governor limits.

generateBillingForCompletedTimePeriodsOnly

When "useFlexiblePeriodMode" is true, indicates whether billing is generated for items that fall only within time periods that are complete on or before the specified cut-off date. For instance, if the cut-off date is April 29 and the time period type is Month, billing is generated for items that fall on or before March 31. Items dated April 1 or later are not included because the time period April is not complete on April 29. The default value is false.

group-be-by-master-project

[be = billing event]

If set to True, all projects that are subordinate to a master project are grouped together on one billing event, which references the record ID of the master project. This setting works for all billing methods.

ignoreTimePeriodWhen
AppendingItems

Indicates whether PSA appends to the existing billing event batch for the current time period when the appendGeneratedItems setting is set to true.

Note

This configuration option has no effect on the Project Billing or Account Billing pages.

includeBudgets

Indicates whether budgets are included when billing events are generated.

includeExpenses

Indicates whether expenses are included when billing events are generated.

includeMilestones

Indicates whether milestones are included when billing events are generated.

includeMiscellaneous
Adjustments

Indicates whether miscellaneous adjustments are included when billing events are generated.

includeTimecards

Indicates whether timecards are included when billing events are generated.

invoiceBatchSize

Number of records to process in a single batch when using the Invoice button on the Billing Events list view and detail page. The default value is 200.

Max_Zero_Amount_Batches_To_Delete

The maximum number of zero amount billing event batches to automatically delete. This setting is used when Delete_Zero_Amount_Batches is set to true. Change this value if you encounter Salesforce governor limits.

Max_Zero_Amount_Events_To_Delete Config

The maximum number of zero amount billing events to automatically delete. Change this value if you encounter Salesforce governor limits.

maxBEIsPerBE

[BEIs = billing event items]
[BE = billing event]

By default, this setting is set to zero: therefore the number of billing event items that can be added to a billing event is unlimited.

Set to greater than zero (integers only) to cap the number of billing event items that can be added to a billing event. When the cap is reached, a new billing event is created with a sequential record ID.

Note

If you are using the SRP integration package, you must ensure that maximum number of billing event items for a released billing event is no more than 80. You must do this using the Max BEIs Per BE field in the SRP Integration Settings custom setting. See the SRP documentation for further information.

maxNumberOfDaysPriorToQuery

Use to limit the set of records included when generating billing events on the Billing Event Generation tab. When scheduling a billing event, and including prior periods, this configuration option defines the number of days prior to the selected period over which to generate billing events for billing event items.

Note

If you use this configuration option, the transactions included in the SOQL query as a result may total less than 10% of all transactions in the system: this is below the system-defined selectivity threshold and therefore the SOQL query becomes selective. A selective SOQL query may, in fact, be necessary if the number of transactions on the system exceeds 100,000 records.

For more information, see Knowledge Article 000006007 in the Salesforce Help.

milestoneDescriptionFormat

Format of the billing event description field for milestone records. Specifying a value of {0} includes the date in the field.

miscellaneous adjustment categories

If includeMiscellaneousAdjustments is selected, only adjustments with categories in this list are included when billing events are generated.

miscellaneousAdjustmentDescriptionFormat

Format of the Billing Event Description field on miscellaneous adjustment records. If you specify a value of {0} the description is displayed.

nextInvoiceNumber

Optional configuration that you can use to determine the initial invoice number when billingInterfaceInvoice or billingInterfaceInvoice contains the name of an alternative class to customize the invoice process with. The default value is 10000. See "Customizing Billing Processes".

no-deletion-of-BEBs-with-released-or-invoiced-BEs

Indicates whether users can delete billing event batches that have one or more child billing events, which are invoiced or released.

numTimePeriodsToSelect

Number of time periods to be displayed in the Time Period drop-down list on the Billing Event Generation page.

pageSize

The maximum number of items to be displayed on the Billing Event Generation page before starting a new page.

projectBillingUIMaxRows

The maximum number of items to be displayed on the Project Billing page.

recalcBatchSize

Number of records to process in each batch when recalculating billing events.

releaseBatchSize

Number of records to process when a user selects.

separateBudgets

Indicates whether budgets are generated in a separate billing event.

separateExpenses

Indicates whether expenses are generated in a separate billing event.

separateExpensesByTypes

Expense types to create separate billing events for. Add a configuration value record for each separate billing event that is to be created. Each value must contain a comma separate list containing the expense types to include in the billing event. Expense types that are not listed in a configuration value are included on an ordinary billing event. When you enter a value for this configuration option, you must enter a Sort Order to differentiate between billing event buckets.

Note

This feature is not supported when generating billing events from the Project Detail or Account Detail pages.

separateMilestones

Indicates whether milestones are generated in a separate billing event.

separateMiscellaneous
Adjustments

Indicates whether miscellaneous adjustments are generated in a separate billing event.

separateTimecards

Indicates whether timecards are generated in a separate billing event.

timecardDescriptionFormat

Format of the billing event description field for timecard records. {0} is the resource name, {1} is the start date and {2} is the end date. For instance, you can specify a value of :
{0} between {1} and {2} for {3} total hours/days.

timePeriodType

The organization hierarchy to use when generating billing events.

unitType

Defines the type of organizational hierarchy to use when generating billing events on the Billing Event Generation tab.

unitTypeSubfilters

Indicates whether additional filtering is applied to the selected unitType when generating billing events in a billing event batch. When the value is set to true, Practice and Group drop-down lists appear in the Generate Billing Events section of the Billing Events page.

useFlexiblePeriodMode

Indicates whether billing events are generated in flexible time period mode. When in this mode, you select a cut-off date instead of a time period on which to base billing events. Items are included when they belong to the appropriate time period type and their date falls on or before the cut-off date. For instance, if the cut-off date is April 15 and the time period type is Month, billing is generated for items that fall on or before April 15.
When this configuration option is true and "generateBillingForCompletedTimePeriodsOnly" is also true, items are included when they belong to the appropriate time period type and their date falls only within a time period that finishes on or before the cut-off date. For instance, if the cut-off date is April 29 and the time period type is Month, billing is generated for items that fall on or before March 31. Items dated April 1 or later are not included because the time period April is not complete on April 29.

Custom Fieldset Limitations for Account Billing and Project Billing

For the Account Billing and Project Billing functionality, you can use custom field sets to customize the fields that display for each of the relevant business records: Timecards, Expense Reports, Milestones, Miscellaneous Adjustments, and Budgets.

For each of these business records, there are fields that always appear by default and so should not be included in any custom field set that you create:

Fields	Business Record
ID Name Project	Budgets
ID Name Project Resource_r.name	Expense Reports
ID Name Project	Milestones
ID Name Project	Miscellaneous Adjustments
ID Name Project Resource_r.name	Timecards

Fields

Business Record

ID
Name
Project

Budgets

ID
Name
Project
Resource_r.name

Expense Reports

ID
Name
Project

Milestones

ID
Name
Project

Miscellaneous Adjustments

ID
Name
Project
Resource_r.name

Timecards

If these fields are added to the custom field sets, the following error will display:

"duplicate field selected : <field name>"

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