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PSA/AC: What Integrations are Available for PSA and Accounting?

Standard integrations are available to connect Professional Services Automation (PSA) and Accounting modules. These integrations automate processes such as customer billing, expense reporting, and vendor invoice management. They ensure data consistency for financial tracking, liability reporting, and revenue recognition. The system syncs data for billing events, expense reports, vendor invoices, miscellaneous adjustments, organizational structures, and timecards.

  • Jun 25, 2025
  • Knowledge

Title
PSA/AC: What Integrations are Available for PSA and Accounting?
URL Name
PSA-AC-What-Integrations-are-Available-for-PSA-and-Accounting

Question
  • What standard integrations are available for PSA and Accounting?
  • Why might the integration be required?
  • When does the integration act?
Product Area
Certinia Accounting & PSA
Environment
  • FM Cloud
  • PS Cloud
  • Spring 2025 version and onwards
Answer

What standard integrations are available for PSA and Accounting?

  • Several integrations are available for the modules:
    • Billing Events to Sales Invoices / Credit Notes
    • Expense Reports to Payable Invoices / Credit Notes
    • Vendor Invoices to Payable Invoices / Credit Notes
    • Miscellaneous Adjustments to Journal Entries
    • Journal Line Items to Miscellaneous Adjustments
    • Payable Invoice Expense Line Items to Miscellaneous Adjustments
    • Payable Credit Note Expense Line Items to Miscellaneous Adjustments
    • Org 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 & Tricks
Billing Events to Sales Invoices / Credit Notes

Automates customer billing based on PSA billing events

Yes
  • PSA
  • Accounting

Automates the creation of the Sales Invoices

Companies bill their customers based on project events
  • Use billing schedules for recurring revenue
  • Schedule invoice generation during low-traffic periods
Expense Reports to Payable Invoices / Credit NotesPushes approved expense reports to AccountingYes
  • PSA
  • Accounting
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 accounts
  • Test in sandbox when modifying approval rules
Vendor Invoices to Payable Invoices / Credit NotesSends vendor invoices from PSA to Accounting Yes
  • PSA
  • Accounting
Transfers vendor invoice data for accurate financial tracking and liability reportingWhen vendor invoices are submitted in PSA
  • Validate vendor master data across both systems
  • Set up alerts for failed syncs
Miscellaneous Adjustments to Journal EntriesPosts manual adjustments in PSA to Accounting journalsYes
  •  PSA
  • Accounting
Ensures manual adjustments in PSA are recorded in the financial ledgerWhen manual adjustments are posted in PSA
  • Use clearly labeled adjustment types
  • Regularly reconcile PSA adjustments with journal entries
Journal Line Items to Miscellaneous AdjustmentsCreates PSA adjustments from Accounting journals
Payable Invoice Expense Line Items to Miscellaneous AdjustmentsCreates Miscellaneous Adjustments in PSA from Payable Invoice Expense Line Items in Accounting
Payable Credit Note Expense Line Items to Miscellaneous AdjustmentsCreates Miscellaneous Adjustments in PSA from Payable Credit Note Expense Line Items in Accounting
Org Structures to Dimensions (1-4)Syncs Regions Practices Projects with Accounting dimensionsYes
  • PSA
  • Accounting
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 Accounting
  • Schedule regular sync validations between the two systems
  • Use Feature Console filters to prevent unnecessary updates to inactive structures
Timecard Data to Revenue RecognitionProvides input for recognizing T&M revenueNo
  •  PSA
  • Revenue 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 posting
  • Validate resource billing rates are up to date
  • Use exception reports to identify missing or unapproved time entries before month-end close

 

Additional Notes
Release Version
IntegrationsProfessional Services CloudCustomer Success CloudFinancial Management Cloud
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Knowledge:PSA/AC: What Integrations are Available for PSA and Accounting?