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Deep Dive - Configure Advanced Setting for FinancialForce PSA or SRP

Amanda DeWitt
Amanda DeWitt Expensify Success Coach - Admin Posts: 75 Expensify Team
edited December 2020 in Deep Dive Docs
When connecting to FinancialForce PSA or SRP, you will have Advanced configuration options available which can change how the integration functions.

These advanced options can be located by a connected Admin by following Settings > Policies > Group > [Policy Name] > Connections > click Configure then select the Advanced tab. 

Auto Sync

Auto Sync automatically syncs your Expensify policy to your FinancialForce data each night to keep your account up-to-date. It also will sync reports to FinancialForce, so you do not have to do this manually.

Non-Reimbursable expenses will sync as soon as the report is final approved, while Reimbursable expenses will sync as soon as the report is either enabled for ACH reimbursement or marked as reimbursed. 

What happens if the report can’t be exported to FinancialForce PSA/SRP?

There are a number of reasons why your reports may fail to export to FinancialForce PSA/SRP. Before, the preferred exporter would receive an email, outlining the issue and any specific error messages. Now, any error messages preventing the export from taking place will also be placed in the comments section of the report. 

The report will also be placed in the preferred exporter’s Inbox, where they can fix any issues. 

Q: If I enable Auto Sync, what happens to existing approved and reimbursed reports?

If your policy has been connected to FinancialForce PSA or SRP with Auto Sync disabled, you can safely turn on Auto Sync without affecting existing reports which have not been exported. If a report has not been exported to FinancialForce, it will not be exported to FinancialForce automatically.
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