PSA Data Dictionary

Expense

Config Key: asm.base.expense

Configurations related to expenses

Option NameTypeDescriptionDefault Value
prevent-update-calculated-total-fields-on-er Boolean If true, users cannot edit the values in the Total Billable Amount, Total Non Billable Amount and Total Reimbursement Amount fields. The default value is false. false
additional-er-fields Text Comma separated list of API names of expense report fields to be displayed on the Edit Expense page as additional fields.
additional-expense-fields Text Comma separated list of API names of expense fields to be displayed on the Edit Expense page as additional fields in the Notes Detail section.
allow-billable-expense-fees Boolean Determines whether to allow addition of Billable Expense fees (flat or percentage) to Expense Billable Amounts. false
allow-delegated-expense-report-entry Boolean Whether the expense report page will attempt to load additional resources that the user has permission to create expense reports for. TRUE
allow-deletion-of-submitted-expenses Boolean Allows deletion of Submitted expenses. The default is true. true
allow-post-submit-edits-after-close Boolean If true, 'Closed for Expense Entry' checkboxes on parent Projects/Asssignments/Milestones only stop expense entry of new or un-submitted Expense Reports/Expenses. Post-submit Admin/Approver/Billing Edits would be allowed, subject to existing permissions. false
Allow_Mixed_Billable_Non_Billable_Expense_Reports Boolean Whether a single expense report can contain billable and non-billable expenses true
always-use-project-expense-limit-amount Boolean Whether limits and rates that are assigned directly to a project are used regardless of other limits TRUE
assignment-lookup-columns Text List of API names of assignment fields to display as columns on the Project/Assignment lookup in the Expense Entry page. Do not include the pse__ namespace prefix in the API name of a field. The default value is Name, Nick_Name__c. Name,Nick_Name__c
assignment-project-editable-after-save Boolean If true, the Project and/or Assignment can be changed as long as Expense is in Saved Status and Calculation Mode for Actuals is set to Scheduled. false
assignment-project-editable-after-save-audit-notes Text The assignment-project-editable-after-save option enables users to change the project/assignment for the saved expense. However, this requires audit notes to be set for expenses. Audit notes can be set using this configuration. User changed the Project from to on
assignment-project-editable-after-save-on-expense-report Boolean If true, the project or assignment can be changed for the given expense report. The default value is false. false
assignment-project-editable-after-save-audit-notes-on-expense-report Text Enables users to change the project or assignment for the saved expense report. Note, this requires audit notes to be set for expense report. Audit notes can be set using this configuration. User changed the Project from to on
assignment-tooltip-fields Text List of assignment fields to be shown as tooltip on ExpenseEntry UI. Status__c
auto-share-with-project-manager-user Picklist Defines the level of sharing with the project manager for newly created expenses. You can choose from the values None, Read or Edit. The default value is Edit. Edit
auto-share-with-project-resources Picklist Defines the level of sharing with assigned project resources for newly created expenses. You can choose from the values None, Read or Edit. The default value is Read. Read
custom-assignment-lookup-columns-fieldset-name Text Defines the Fieldset names of assignment fields to display as columns on the Project/Assignment lookup in the Expense Entry page.
custom-edit-expense-header-row-editable-fieldset-name Text Enables you to create a custom field set on the Expense object and write its API name to this configuration. Fields added to this field set will be displayed as editable fields on the header lines on the Edit Expense page. ExpenseHeaderRowEditableColumns
custom-expense-header-row-read-only-fieldset-name Text Enables you to create a custom field set on the Expense object and write its API name to this configuration. Fields added to this field set will be displayed as read only fields on the header lines on the Edit Expense and Expense Entry UI pages. ExpenseHeaderRowReadOnlyColumns
custom-expense-notes-editable-fieldset-name Text Enables you to create a custom field set on the Expense object and write its API name to this config. Fields added to this field set will be shown as editable fields in the expense line notes section on the Edit Expense and Expense Entry UI pages. ExpenseNotesFieldsEditableColumns
custom-expense-notes-read-only-fieldset-name Text Enables you to create a custom field set on the Expense object and write its API name to this config. Fields added to this field set will be shown as read only fields in the expense line notes section on the Edit Expense and Expense Entry UI pages. ExpenseNotesFieldsReadOnlyColumns
custom-expense-report-editable-fieldset-name Text Enables you to create a custom field set on the Expense Report object and write its API name to this configuration. Fields added to this field set will be displayed as editable in the additional expense report fields section on the Edit Expense page. ExpenseReportEditableColumns
custom-expense-report-read-only-fieldset-name Text Enables you to create a custom field set on the Expense Report object and write its API name to this config. Fields added to this field set will be displayed as read only fields in the additional expense report fields section on the Edit Expense page. ExpenseReportReadOnlyColumns
custom-multi-expense-header-row-editable-fieldset-name Text Enables you to create a custom field set on the Expense object and write its API name to this configuration.Fields added to this field set will be displayed as editable fields on the header lines on the Expense Entry UI page. ExpenseHeaderRowEditableColumns
custom-project-lookup-columns-fieldset-name Text Defines Fieldset names of Project fields to display as columns on Project/Assignment lookup in Expense Entry page.
default-incurred-tax-non-billable Boolean This config flag determines default value of the tax non-billable checkbox. If set to true then checkbox will be shown checked. false
default-milestone-to-assignment-milestone Boolean This config flag determines whether an Expense Report entered with no Milestone should have its Milestone defaulted from its Assignment. true
delete-expenses-on-er-delete Boolean If true, auto-delete all child Expenses when parent Expense Report is deleted. Default true. true
disable-milestone-copy-from-er-to-expense Boolean If true, disables trigger-based auto-copy of Expense Report Milestone to Expense. Default false. false
display-account-on-resource-lookup Boolean [DEPRECATED] Use resource-lookup-columns instead and include 'Account.Name' in delimited list of fields to show Account in column on Resource lookup pop-up. true
display-billable-amount Text If true, displays this field on the expense UI true
display-billable-checkbox-for-expenses Boolean If true, displays this checkbox on the expense UI TRUE
display-incurred-tax-non-billable Boolean If true, displays this Checkbox on the expense UI true
display-methodology-field Boolean Indicates whether the Methodology field is displayed on the Expense Entry page and when creating and editing expense reports. The default value is true. false
display-milestone-field Boolean Whether to display the milestone field on the edit expenses UI FALSE
display-non-billable-incurred-amount Boolean If true, displays this Textbox on the expense UI TRUE
display-non-reimbursable-amount Boolean If true, displays this Textbox on the expense UI TRUE
display-phase-field Boolean Indicates whether the Phase field is displayed on the Expense Entry page and when creating and editing expense reports. The default value is true. false
empty-expense-lines-to-append-by-default Number This is the minimum no of lines that will be always available for new ExpenseEntry UI 6
empty-expense-lines-to-append-on-add-lines Number This is the minimum no of lines that will be added on clicking add new rows for new ExpenseEntry UI. 6
expense-attachment-batch-size Number Use this configuration option to avoid the Apex heap size limit exception when moving attachments to expense reports during their creation. The default value is 5. 5
expense-line-updates-synchronous-only Boolean Makes updates from Expense Report to Expense Lines (other than Action: Include...) always synchronous, default true. If false, PSE uses @future calls for Expense updates when record count is greater than 'max-synchronous-expense-lines' config. TRUE
expense-queue-batch-size Number Determines the batch size used when rolling up data from expenses to assignments, milestones, and expense reports. Also determines the batch size of expenses or expense reports to be processed when parent expense reports or child expenses are updated. 1000
expense-report-approval-process-all-or-none Boolean This determines whether all Expense Reports auto-submitted for approval at once are handled in an 'all or none' fashion with respect to errors. false
expense-report-auto-submit-for-approval Boolean If true, this auto-submits Expense Reports to an existing Salesforce approval process (which must be implemented independently) based on Submitted flag. true
expense-report-name-required Boolean Decide whether Expense Report Name is Required on UI or not. true
group-by-methodology Boolean Indicates whether expenses are to be grouped into expense reports based on the selected methodology when creating expense reports from the Expense Entry page. The default value is false. false
group-by-phase Boolean Indicates whether expenses are to be grouped into expense reports based on the selected phase when creating expense reports from the Expense Entry page. The default value is false. false
max-synchronous-expense-lines Number Determines the maximum number of Expenses for which cascading updates from Expense Reports should be handled synchronously. 200
minimum-expense-amount-limit-for-attachment Number Sets the minimum value in the corporate currency at which expenses will need a receipt attachment. 0
move-non-image-attachments-to-ER Boolean If set to True, attachments that are not saved as images will be copied from the Expense to the Expense Report when you collate expense attachments. The default value is False. FALSE
multi-expense-auto-move-attachments-to-er Boolean When true, if you create an expense report using the Submit button on the Expense Entry page, all attachments are moved from the selected expense records to the expense report. The default value is false. false
multi-expense-er-name-date-time-suffix Boolean When true, the date time suffix is added to the names of expense reports created using the Submit button on the Expense Entry page. When false, no date time suffix is added. The default value is true. true
multi-expense-er-submit-status Text Status to set on an expense report when created using the Submit button on the Expense Entry page. The default value is Submitted. Submitted
multi-expense-recent-ers-to-show Number Number of expense reports to display per page on the Expense Entry page when the multi-expense-show-most-recently-created-ers configuration option is true. 5
multi-expense-show-most-recently-created-ers Boolean When true an additional section appears on the Expense Entry page that lists the most recent expense reports for a resource ordered by creation date. The default value is true. true
NonReimbursable-field-position-is-popup Boolean This config flag determines whether Non-Reimbursable field should be display on notes popup or at front page. Default true (pop-up). true
proj-assig-dropdown-account-custom-field Text ExpenseEntry project/Assignment lookup will display this field of account as a prefix to project or assignment name Name
project-lookup-columns Text List of API names of project fields to display as columns on the Project/Assignment lookup in the Expense Entry page. Do not include the pse__ namespace prefix in the API name of a field. The default value is Name, Account__r.Name. Name,Account__r.Name
project-tooltip-fields Text List of project fields to be shown as tooltip on ExpenseEntry UI Stage__c
rate-unit-decimal-places-digits Picklist Determines how many digits to display to the right of the rate unit field's decimal point on the Edit Expense and Multi Expense pages. Values are 2, 3, and 4. 2
records-per-page-count Number Determines the number of per page records to be show in expense Ui's expense report table. 8
remove-exchange-rate-overrides-on-resource-defined-rate-removal Boolean If set to true, removes all exhange rate overrides when resource-defined exchange rates change from defined to undefined. The default is true. true
resource-load-limit Number Number of Resources to be loaded for the expense resource popup 1000
resource-lookup-columns Text List of Resource fields (full API names/paths, no pse namespace prefix) to display on columns for Resource lookup pop-up in Expense UI. Recommend at most 5 fields/columns. Default value: Name,Account.Name,Region__r.Name,Practice__r.Name,Group__r.Name Name,Account.Name,Region__r.Name,Practice__r.Name,Group__r.Name
retain-attachments-on-expense Boolean If set to True, all attachments that are combined and moved to the expense report will remain on the expense line. The default value is True. TRUE
set-owner-to-resource-salesforce-user Boolean Whether to set the owner of expenses to the the assigned resource user true
show-assignmentNumber-assignment-dropdown Boolean Whether to show the assignment number in the expense report project/assignment drop down or custom lookup false
show-methodology-as-field Text The field to use as the methodology name field. When you specify a valid field name, the value of that field is displayed in place of the Methodology Name for all the methodologies shown in the list. Lookup __r references are not allowed.
show-methodology-on-popup Boolean Indicates whether the related Methodology is displayed in the Detail section of the Expense Entry page. When false, the field is displayed in the expense line. false
show-milestone-as-field Text Contain Field Name whose value will be shown on ExpenseEntry UI milestone drop down list. If this config is missing or null, UI will show the Milestone name in the drop-down list. No lookup __r references allowed.
show-milestone-on-popup Boolean When true, the related milestone is shown on the Additional Fields section of the Expense Entry page. When false, the related milestone is displayed on the main on the Expense Entry page. true
show-phase-as-field Text The field to use as the phase name field. When you specify a valid field name, the value of that field is displayed in place of the Phase Name for all the phases shown in the list. Lookup __r references are not allowed.
show-phase-on-popup Boolean Indicates whether the related Phase is displayed in the Detail section of the Expense Entry page. When false, the field is displayed in the expense line. false
show-projectName-assignment-dropdown Boolean Whether to show the project name in the expense report project/assignment drop down or custom lookup false
show-tax-type-on-popup Boolean Indicates whether the Tax Type field is displayed in the Detail section of the Expense Entry and Edit Expense pages. When false, the field is displayed in the expense line. The default value is True. true
top-assignments-to-show-count Number Number of top assignments to be loaded to show on Expense Project/assignment overlay 5
top-projects-to-show-count Number Number of top projects to be loaded to show on Expense Project/assignment overlay 10
undelete-expenses-on-er-undelete Boolean If true, auto-undelete all child Expenses in recycle bin when parent Expense Report is undeleted. Default true. true
ui-ajax-timeout-ms Number The maximum number of milliseconds to wait on the Expense Entry page before enabling the input fields. 1000
update-approver-on-edit Boolean This config will decide whether to update the approver on Expense Report if it is edited. It is dependent on AssignProjectManagerToExpenseReportApprover config. false
update-er-from-exp-sync Boolean If set to true, this forces updates from Expenses to Expense Reports to be synchronous. If false, the same updates may be asynchronous. true
update-expense-exchange-rate-amounts-post-submit Boolean If set to true, continues to update expense amounts post-submit based on updated currency exchange rates for expense dates. If set to false, leaves exchange rates on expenses as-is post-submit. false
use-expense-date-to-convert-rates-limits Boolean When true, the date on an expense line is used to convert the expense limits and rates to the target currency. When false, the effective date on expense limits and rates is used. This is the default behavior. false
use-fieldset-for-expense-ui Boolean Allows you to switch your preferred method of managing visible fields on the Expense Entry and Edit Expense pages. If False, PSA will use configuration options to configure the UI. If True, PSA will use field sets to configure the UI. true
use-highest-expense-limit-amount Boolean Whether to use the highest expense limit (true) or lowest (false) when there are overlapping expense limits TRUE
width-px-for-currency Number Controls the pixel width for Currency column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default value is 120px 120
width-px-for-date Number Controls the pixel width for Date column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default value is 70 px 70
width-px-for-description Number Controls the pixel width for Description column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default value is 120px 120
width-px-for-methodology-drop-down Number Width of the Methodology drop-down list to be displayed inline on the Expense Entry page in pixels.
width-px-for-milestone-drop-down Number Hold the width of the milestone drop down field to be shown on expense entry UI 150
width-px-for-phase-drop-down Number Width of the phase drop-down list to be displayed inline on the Expense Entry page in pixels.
width-px-for-project-assig-lookup Number Controls the pixel width for Project/Assignment column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default value is 230px 230
width-px-for-status Number Controls the pixel width for Status column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default is 50px 50
width-px-for-total-amount Number Controls the pixel width for Total Amount column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default value is 80px 80
width-px-for-type Number Controls the pixel width for Type column on multiple Expense Entry UI. Please specify a whole number for this value, as this will directly go into width. For ex a value 300 will set the width to 300px. Default 170px 170