ArticlesPSA Direct for Concur: Approved Expenses Not Syncing Back to PSA

• There are errors in the expense report queue that state: "You do not have edit permission for this resource."

• An Apex job failure occurred due to a limits exception.

• The "Last Successful Poller Execution" field is not set in the PSA Direct for Concur Expense custom setting.

Resolution Steps:

1. Navigate to the Permission Control setup page.
2. Create a new record.
3. Manually enter Automated Process in the User field.
4. Select the Cascading Permission checkbox
5. In the region field, select the highest value in your region hierarchy
6. In the permissions section, select the Expense Entry checkbox
7. Go to the Custom Settings for PSA Direct for Concur Expense.
8. Click Edit.
9. Set the Last Successful Poller Execution field by selecting the current date and time using the calendar picker.
10. Save the record.

• Missing Permission Control for Automated Process User
  The “Automated Process” user lacked a Permission Control record, which caused the queue to throw “You do not have edit permission for this resource” errors during expense report processing.

• Un-configured Poller Execution Field
  The “Last Successful Poller Execution” field in the PSA Direct for Concur Expense custom setting was not set. This caused the connector to attempt syncing all historical expense data.

• Apex Limits Exception
  Because the connector tried to pull a full history of records without a defined resume point, it exceeded Apex governor limits, resulting in a failed job.