Most Recent Certinia PSA-Sysadmin Exam Dumps

To limit expenses company-wide for a particular type of expense, the best solution is:

Use the Expense Limit record -- This allows defining limits based on Expense Type at a global region level.

Set the maximum allowable amount per transaction, period, or user.

Ensure that the Expense Limit applies across all users and regions to enforce company-wide restrictions.

Option B (Using the RPG record) is incorrect because it applies only to specific regions or practice groups, not company-wide.

Option C (Using the Resource Record) is incorrect because it applies at an individual user level rather than enforcing a global limit.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc Adjustments, follow these steps:

Navigate to Configuration Groups Billing.

Locate the setting 'separateMiscellaneousAdjustments'.

Set the value to 'True' to ensure Misc Adjustments are separated into a different Billing Event.

Save and apply the changes.

Option B (manually selecting checkboxes in each billing cycle) is incorrect because it requires manual intervention and does not automate the process.

Option C (changing the 'Include Misc Adjustments' setting in Billing custom settings) is incorrect because this setting does not control the separation of billing events.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

Best practice for limiting permissions in a FinancialForce Permission Set Group:

Use Muting Permission Sets:

Muting Permission Sets disable specific permissions within a Permission Set Group.

Instead of modifying or duplicating a permission set, mute only the permissions you do not need.

Why This is the Best Practice:

It avoids unnecessary duplication of Permission Set Groups.

It provides granular control over permissions without affecting other users.

Incorrect Answer Explanation:

B . Clone the Permission Set Group and remove unwanted permissions Incorrect

Cloning is not recommended as it creates redundant permission sets.

C . Build your own permissions or Permission Set Groups Incorrect

This is time-consuming and unnecessary when Muting Permission Sets can achieve the same result efficiently.

PSA System Administration Guide

Understanding Expense Editing in PSA:

Once an expense is approved and the 'Include in Financials' field is selected, expenses are locked for modification.

However, managers can still edit expenses before a billing event is created with the correct permission control.

Options Analysis:

Option A: 'Expense Ops Edit' Correct! Grants edit access to approved expenses before they are included in billing events.

Option B: 'Expense Entry' Incorrect. This allows expense creation, not modification of approved expenses.

Option C: 'Expense Edit' Incorrect. This general permission does not override locked expense records.

Steps to Enable Expense Editing for Managers:

Go to Permission Controls in PSA Administration.

Create a new Permission Control for the manager.

Assign Expense Ops Edit permission.

Save and test the ability to edit approved expenses.

PSA Sys Admin Essentials Student Guide.

Recommended PSA Admin Best Practices

FinancialForce PSA Community: Provides product updates, discussions, and Q&A.

Trailhead Modules: Helps admins stay certified and learn new skills.

Release Previews & Webinars: Covers upcoming changes, best practices, and new tools.

PSA Documentation: Includes release notes, feature console changes, and support guides.

Why Not Other Options?

Option A (SF User Group Instead of Trailhead): Trailhead is directly tied to PSA product updates, while SF User Groups focus more on general Salesforce topics.

Option C (FinancialForceX Summit Events): While valuable, they are not the primary source for ongoing PSA updates.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 134-137.