Content Standard GuideTitlePSA/AC: What Integrations are Available for PSA and Accounting?URL NamePSA-AC-What-Integrations-are-Available-for-PSA-and-AccountingInformationQuestionHelp QuestionWhat standard integrations are available for PSA and Accounting?Why might the integration be required?When does the integration act?Product AreaHelp Product AreaCertinia Accounting & PSAEnvironmentHelp EnvironmentFM CloudPS CloudSpring 2025 version and onwardsAnswerHelp AnswerWhat standard integrations are available for PSA and Accounting? Several integrations are available for the modules: Billing Events to Sales Invoices / Credit NotesExpense Reports to Payable Invoices / Credit NotesVendor Invoices to Payable Invoices / Credit NotesMiscellaneous Adjustments to Journal EntriesJournal Line Items to Miscellaneous AdjustmentsPayable Invoice Expense Line Items to Miscellaneous AdjustmentsPayable Credit Note Expense Line Items to Miscellaneous AdjustmentsOrg Structures to Dimensions (1-4)Timecard Data to Revenue Recognition Integration Flow Details Integration Flow NameDescriptionFeature Console Steps RequiredSystems/Modules InvolvedWhy Might the Integration be Required?When does the Integration Act?Other Tips & TricksBilling Events to Sales Invoices / Credit Notes Automates customer billing based on PSA billing events Yes PSAAccounting Automates the creation of the Sales Invoices Companies bill their customers based on project events Use billing schedules for recurring revenueSchedule invoice generation during low-traffic periods Expense Reports to Payable Invoices / Credit NotesPushes approved expense reports to AccountingYes PSAAccounting Automates the creation of a Payable Invoice for the expense report to facilitate paymentWhen expense reports are approved in PSA Ensure expense categories are mapped correctly to G/L accountsTest in sandbox when modifying approval rules Vendor Invoices to Payable Invoices / Credit NotesSends vendor invoices from PSA to Accounting Yes PSAAccounting Transfers vendor invoice data for accurate financial tracking and liability reportingWhen vendor invoices are submitted in PSA Validate vendor master data across both systemsSet up alerts for failed syncs Miscellaneous Adjustments to Journal EntriesPosts manual adjustments in PSA to Accounting journalsYes PSAAccounting Ensures manual adjustments in PSA are recorded in the financial ledgerWhen manual adjustments are posted in PSA Use clearly labeled adjustment typesRegularly reconcile PSA adjustments with journal entries Journal Line Items to Miscellaneous AdjustmentsCreates PSA adjustments from Accounting journalsPayable Invoice Expense Line Items to Miscellaneous AdjustmentsCreates Miscellaneous Adjustments in PSA from Payable Invoice Expense Line Items in AccountingPayable Credit Note Expense Line Items to Miscellaneous AdjustmentsCreates Miscellaneous Adjustments in PSA from Payable Credit Note Expense Line Items in AccountingOrg Structures to Dimensions (1-4)Syncs Regions Practices Projects with Accounting dimensionsYes PSAAccounting To maintain accurate and aligned reporting structures across PSA and Accounting by synchronizing project-related dimensions such as Region, Practice, and Department—reducing the risk of misclassification and enabling consistent financial and operational reportingThis integration is used to sync Regions/Practices/Projects with Accounting dimensions Define naming conventions for dimensions across PSA and AccountingSchedule regular sync validations between the two systemsUse Feature Console filters to prevent unnecessary updates to inactive structures Timecard Data to Revenue RecognitionProvides input for recognizing T&M revenueNo PSARevenue Management Ensures that time-based labor revenue is accurately recognized in the accounting system in alignment with project delivery and billing cyclesThis integration should be used when timecards are approved in PSA for Time & Materials (T&M) projects and need to be posted to Accounting to drive revenue recognition Automate timecard approvals to avoid delays in revenue postingValidate resource billing rates are up to dateUse exception reports to identify missing or unapproved time entries before month-end close Additional NotesHelp Additional NotesRelease VersionHelp Release Version
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