FAQ: Why can't I See Expense Details in PSA? (FinancialForce PSA/SRP)
Sounds like a common display issue related to your pay layout!
To see the expense details in FinancialForce, just adjust your page layout to include Expensify Fields within your Expense Report or Payable Invoice.
You will also want to do this on the expense detail page. To access this, click on the expense line item in the report or invoice.
- How-to: Export reports to your accounting package
- How-to: Connect your policy to FinancialForce PSA or SRP
- Deep Dive - Configure Export Settings for FinancialForce PSA or SRP
- Deep Dive - Configure Coding for FinancialForce - PSA or SRP
- Deep Dive - Configure Advanced Setting for FinancialForce PSA or SRP