For the Expensify Integration with PSA, how do we limit the Projects and Assignments which come up?
Right now, if you have access to view all Projects and Assignments, all the available records appear for selection for an expense report within Expensify. Furthermore, if a Resource has limited access to Projects and Assignments, everything still appears within Expensify; this is including other Assignments for a completely different Resource.
Can you provide a recommended approach to only show the Projects and Assignments where the Logged in User is the "Resource" on an Assignment?
Thank you in advance for your help!
Answers
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Hey there! Could you clarify where you are seeing "Projects and Assignments"?
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Hello Matt!
It's when you're creating the expense and adding details. The list of Projects and Assignments are synced from FinancialForce PSA to Expensify daily and made available for selection.
Thanks for the help!
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Thanks for the clarification, @ChristinaDouglas. At present, there isn't a way to limit the list of available Projects and Assignments from which to choose from, I'm afraid.
I can certainly see how this would be useful, especially with particularly large lists. I'd recommend you add this to the Ideas section of the Community — this section is for customer ideas and provides a platform for other users to upvote an idea. With enough demand, we can look to modify the way this integration works.
