PSA 2023 R3.1 - Product Enhancements

Below is a summary of the features included in 2023 R3.1.

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Note: This page could be updated as new information becomes available.

Automation

Import Master Card Transactions to Expense Reports

Description: Master Card Transactions can now also be imported by the Import credit card transactions Automation Service. This new feature allows you to seamlessly import corporate Master Card Transactions and map them as Expense Reports in PSA.

The Master Card Transaction file (.CDF file) provided to you by your Provider, must reside on a server where the PSA application can access it.

Note: Please reach out to your PSA Customer Success Manager or your PSA server administrator with the location of your Transaction file so that the integration can be set up for you.

Upon the completion of this setup process you can then proceed to:

Choose the User from the Credit Card Transactions page (Setup > Expense > System), who will receive the email notifications which are triggered after the Automation Service is run.
Set up the Import credit card transactions Automation Service.

When the Automation Service is run, the processed Credit Card Transactions files are listed within the Credit Card Transactions page (Setup > Expense > System).

During the mapping process, all Users are matched using the Card number on their Transactions. If any errors are encountered while importing, the Manage Exceptions page will list them (Entries > Expense Manager). All unresolved Entries can be addressed manually through the Manage Exceptions page. If there are no errors while importing, then Expense Reports are created or updated.

Note: The values specified in the .CDF file are used to take into account all currency conversions.

Benefit: The automatic creation of Expense Reports through the import process eliminates the need for manual report creation. This not only saves time but also ensures accuracy and consistency when creating Expense Reports.

For further details refer to:

Importing Credit Card Daily Transactions Using Automation Processing