Upgrading to Accounting Spring 2023

This page describes the changes to make when upgrading to Spring 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2023, see New Features and Enhancements in Accounting Spring 2023.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

  • The publisher name has been updated to Certinia
  • Package names no longer reference FinancialForce
  • In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Certinia Trailhead: Release Highlights

If you want to learn more about the new features in this release, see the ERP Cloud - Spring 2023 Release Highlights Certinia Trailhead module. This module will guide you through the new features in our ERP Cloud products.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.

Mandatory Steps to Upgrade Payments Plus

If you have previously set up this feature in your org, complete the mandatory upgrade by enabling the Vendor Payment Customizations feature in the Feature Console. For more information, see Enabling the Vendor Payment Customizations Feature.

Local GLAs for Subsidiary Companies

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023 to support local GLAs.

  • Account
  • Aged Analysis Definition
  • Aged Analysis Report
  • Bank Account
  • Bank Reconciliation Charge
  • Cash Entry
  • Cash Matching
  • Currency Revaluation and Translation
  • Currency Revaluation Template
  • Company
  • Income Schedule
  • Income Schedule Definition
  • Opportunity Product
  • Payable Credit Note
  • Payable Invoice
  • Payments Plus
  • Product
  • Sales Credit Note
  • Sales Invoice
  • Tax Code
Warning:

If you switch to a local accounts receivable control or accounts payable control account in the middle of a fiscal year, you must generate the balances for both corporate and local accounts to obtain the complete data.

Included in this Feature

Fields

Fields Modified for this Feature in Spring 2023

Objects that Support Local GLAs

Object

Field

Further Information
Account Accounts Payable Control
Accounts Receivable Control
Default Expense Account
Aged Analysis Definition General Ledger Account What is an Aged Analysis Definition?
Aged Analysis Report Available What is an Aged Analysis Report?
General Ledger Account
Selected
Bank Account Bank Charges GLA About Bank Accounts
General Ledger Account
Interest Paid GLA
Interest Received GLA
Bank Reconciliation Charge General Ledger Account About Bank Reconciliation
Company Settlement Discount What is a Company?
Write-off
Currency Revaluation Template Dual Currency Translation Adjustment GLA Creating Currency Revaluation Templates
General Ledger Accounts
Reporting Currency Translation Adj GLA
Income Schedule Definition General Ledger Account What is an Income Schedule Definition?
Opportunity Product Override Product GLA

Opportunity Products

Product Purchase Analysis Account Setting up Products
Sales Revenue Account
Tax Code General Ledger Account About Tax

Background Matching

Upgrade Steps

To start using this feature in Spring 2023, take the following action.

 

Action

Further Information

If you want to update the Custom Delimiter custom setting field, perform step 3 of the Matching from Cash Entry feature in the Feature Console manually.

Setting Up Matching from Cash Entry

Perform step 4 of the Matching from Cash Entry feature in the Feature Console to add the Documents to Match field to the Transaction Line Item page layout.

Included in this Feature

Fields

Fields Added for this Feature in Spring 2023

Field

Further Information
Account Reference Journal Line Item Fields

Documents to Match

Cash Entry Fields

Transaction Fields

Custom Setting Fields

Custom Setting Field Added for this Feature in Spring 2023

Field

 Custom Setting

Further Information

Custom Delimiter

Background Matching Settings

Background Matching Settings

 

Period Close Template

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.

Included in this Feature

This section details the items that have been added or updated in this release for this feature.

Lightning Components

Lightning Component Added in Spring 2023

Lightning Component

Page

Further Information

Schedule Period Close

Period Close Template

Accounting Lightning Components Overview

Custom Objects

Custom Objects added for this Feature in Spring 2023

Object

Further Information

Period Close Schedule

Period Close Schedule Fields

Public Holiday Public Holiday Fields

Fields

Fields Added for this Feature in Spring 2023

Field

Object

Further Information

Period Close Template

 Period Close Schedule

Period Close Schedule Fields

Period End Date
Scheduled Job ID
Scheduled Run Date
Activate Period Close Template Period Close Template Fields
Days
Public Holidays Excluded
Start Time
Weekends Excluded
Date Public Holiday Public Holiday Fields
Description
Public Holiday Name

Custom Settings

Custom Setting Added for this Feature in Spring 2023

Custom Setting

Further Information

Period Close Schedule Settings

Period Close Schedule Settings

Custom Setting Fields

Custom Setting Field Added for this Feature in Spring 2023

Custom Setting Field

 Custom Setting

Further Information

Set Day Zero after Non-Working Days

 Period Close Schedule Settings

Period Close Schedule Settings

Lightning Actions

Lightning Action Added for this Feature in Spring 2023

Lightning Action

Page

Further Information

Schedule

 Period Close Template

Period Close Template Fields

Consolidation Group Page

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023

Included in this Feature

Lightning Actions

Lightning Action Added in Spring 2023

Lightning Action

Page

Further Information

View Consolidation Report

 Consolidation Group

Consolidation Group Structure Setting Fields

Custom Setting Fields

Custom Setting Fields Added for this Feature in Spring 2023

Field

 Custom Setting

Further Information

Consolidation Report ID

 Consolidation Settings

Consolidation Settings

Filter Configured on Report

Collections Plus

Upgrade Steps

To start using this feature in Spring 2023 take the following action.

Action Further Information
Perform step 7 of the Collections Plus feature in the Feature Console to assign the Lightning pages as org defaults. Setting up Collections Plus
Perform step 8 of the Collections Plus feature in the Feature Console to update the Lightning page layouts.

Included in this Feature

Custom Objects

Custom Objects added for this feature in Spring 2023.

Object Further Information
Reminder Rules Company Reminder Rule Fields
Statement Rules Company Customer Statement Rule Fields

Fields

Fields added for this feature in Spring 2023.

Field Object Further Information
Total Number of Reminders Collections Space Reminders Fields
Total Number of Statements Customer Statement Space Customer Statement Log Fields

Custom Setting Fields

Custom Setting fields added for this feature in Spring 2023

Custom Setting Fields Added for this Feature in Spring 2023

Field

 Custom Setting

Further Information

Detailed Reminder Logs

 Collections Plus Settings

Collections Plus Settings

Reminder Log Retention Period

Payments Lightning Experience

Enhancements to Payments Lightning Page

Tip: As Payment for Lightning Experience is implemented over subsequent releases, we recommend you to use Payment Plus for all your payment activities in Accounting. For more information see, Overview of Payments Plus.

Upgrade Steps

To start using the new Lightning record pages in Spring 2023, take the following action.

 

Lightning Action

Further Information

Enable the Payments Plus, Payments Lightning Page and In-App Assignment feature in the Feature Console. If the feature is already enabled, perform the following feature steps:

  • Set the Payments Lightning record pages as org defaults.

  • Update the page layouts.

  • Assign the Lightning Page Layouts.

  • Add Filters to the Payment Template

Assigning Lightning Record Pages and In-App Guidance

Assign the Detail Layout page layout to the users of the new record pages. For more information about assigning page layouts, see the Salesforce Help.

Review the relevant field sets for the Payments object and update them if required.

 

Activating and Configuring Lightning Record Pages for Documents

Payment Fields Lightning Experience

Included in this Feature

Lightning Record Pages

Lightning record pages added in Spring 2023

Page

Object

 Description

Further Information
Payments Lightning Payments

It enables users to:

  • Create a proposal

  • Edit a Proposal

  • Delete accounts from proposal.

  • Cancel payment

  • Prepare Electronics for payment.

  • Post and Match payments.

Payment Fields Lightning Experience
Payment Details Template   It enables users to edit Payment Details template filters. Payment Details Template Fields Lightning

Lightning Components

Lightning components added in Spring 2023

Lightning Component

Page

Further Information

Accounting Payment Lines Panel

Payments

Payment Fields Lightning Experience

Accounting Payment Summary Section

Permission Sets

Permission Sets Added for this Feature in Spring 2023

Permission

 Description

Further Information
Accounting - Payment Auto-generated permission set. Permission Sets and Other Technical Documentation

Accounting - Payment - Cancel

Cancel selected checks, electronic payments, and all active payments on a payment proposal.

Accounting - Payment - Clear Payment History

Clear the payment history.

Accounting - Payment - Discard

Discard all payments.

Accounting - Payment - Pay

Pay all types of payments.

Accounting - Payment - Read Access

View all payments.

Accounting - Payment - Remittances

Send remittances for payment details to vendors.

Accounting - Payment - Retrieve and Save

Retrieve all transactions and save payments.

Accounting - Payment Selection

Retrieve and select transactions to create a payment.

Accounting - Payment Template

Auto-generated permission set.

Accounting - Payment Template - Delete

Delete all payment templates.

Accounting - Payment Template - Read Access

View all payment templates.

Accounting - Payments Plus

Create, cancel, discard, post, match, and view payment proposals.

Custom Setting Fields

Custom Setting Fields Added for this Feature in Spring 2023

Field

 Custom Setting

Further Information
Maximum Transactions Add to Proposal Payments Plus Settings Accounting Settings
Create Media Data Batch Line Limit
Maximum Transactions Retrieve

Fields

Fields added for this feature in Spring 2023

Fields

 Custom Setting

Further Information
Cancel Reason Payments Lightning - Cancel Payments Cancel Payment Fields Lightning
Payment Refund Date
Payment Refund Period
Undo Match Date
Undo Match Period
Document Number Payments Lightning - Payment Details tab Payment Fields Lightning Experience
Due Date (To)
Payment Date
Payment Template
Period
Vendor Document Number Payments Lightning - Payment Lines tab
Transaction Number
Due Date
Discount
Outstanding Value
Payment Value
Accounts Payable Control GLA Payment Details Template Filters Payment Details Template Fields Lightning
Vendor Name
Vendor Payment Method

Buttons

Buttons added for this feature in Spring 2023

Fields

 Custom Setting

Further Information
Add Items to Proposal Payments Lightning - Payment Lines tab Payment Fields Lightning Experience
Remove Accounts from Proposal Removing Accounts From Proposal
Edit Proposal Editing Proposals
Cancel Payment Payments Lightning

Canceling Payments in Lightning Experience

Cancel Payment Fields Lightning

New Creating Payment Proposals
Post & Match Payment Fields Lightning Experience
Prepare Electronic
Save Add Payment Lines window Creating Payment Proposals
Edit Filters Payment Details Template Filters Editing Payment Details Template Filters
Save

Payable Documents

Creating Payable Credit Notes in Multi-Company Mode

Upgrade Steps

To use these new features, use the new Lightning record page for payable credit notes.

For more information, see Activating and Configuring Lightning Record Pages for Documents.

Included in This Feature

The following fields have been included in the Spring 2023 release and are available immediately on upgrade.

Fields Added in Spring 2023

Object

Field

Further Information

Accounting Settings

Intercompany A/P PCR Lines Threshold

Accounting Settings

Document Line Volume Settings

Intercompany A/P PCR Batch Line Limit

 Document Line Volume Settings
Payable Credit Note Expense Line Count Payable Credit Note Fields
Product Line Count Payable Credit Note Fields

Improved Processing of Large Payable Credit Notes

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.

Customizing External Tax Mappings

Upgrade Steps

To get started with the new features, see Customizing External Tax Calculation Mappings.

Included in This Feature

The following custom setting field has been included in the Spring 2023 release and are available immediately on upgrade.

Fields added in Spring 2023

Object

Field

Further Information
Accounting Settings Use Mappings Component for External Tax Accounting Settings

New Income Tax Type Picklist Update on Form 1099-MISC

Upgrade Steps

To start using this feature in Spring 2023, take the following action.

Action Further Information
Enable the 1099 Income Tax Type Picklist Update feature in the Feature Console. Enabling the 1099 Income Tax Type Picklist Update Feature

New Lightning Quick Actions on Salesforce Pages

Upgrade Steps

To start using this feature in Spring 2023, take the following action.

Action Further Information

Enable the Lightning Quick Actions on SF Pages feature in the Feature Console.

Note:

To use the new quick actions on your Lightning pages, you must add them to your pages using the Lightning App Builder. For more information, see the Salesforce Help.

 Enabling the Lightning Quick Actions on SF Pages Feature

[Optional] If you are using the Account page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the Deprecated: Cash Matching button.
  2. Add the Cash Matching button.
Custom Account Fields

[Optional] If you are using the Automated Elimination page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the Deprecated: Run button.
  2. Add the Run button.
Automated Eliminations Fields

[Optional] If you are using the Bank Account Connection page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the Deprecated: Remove Bank Connection button
  2. Add the Remove Bank Connection button.
 Bank Account Fields

[Optional] If you are using the Bank Reconciliation page in Lightning, replace the deprecated buttons with the new buttons as follows:

  1. Remove the Deprecated: Commit and Deprecated: Reopen buttons.
  2. Add the Commit and Reopen buttons.
Bank Reconciliation Fields

[Optional] If you are using the Billing Document page in Lightning, replace the deprecated buttons with the new buttons as follows:

  1. Remove the Deprecated: Place on Hold and Deprecated: Release for Collection buttons.
  2. Add the Place on Hold and Release for Collection buttons.
Billing Document Fields

[Optional] If you are using the Cash Entry page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the DEPRECATED: Match button.
  2. Add the Match button.
Cash Entry Fields

[Optional] If you are using the Currency Revaluation Criteria page in Lightning, replace the deprecated buttons with the new buttons as follows:

  1. Remove the Deprecated: Generate and Deprecated: Generate & Post buttons.
  2. Add the Generate and Generate & Post buttons.
Currency Revaluation Criteria Fields

[Optional] If you are using the Payable Credit Note page in Lightning, replace the deprecated buttons with the new buttons as follows:

  1. Remove the deprecated buttons:
    • DEPRECATED: Amend Details
    • DEPRECATED: Calculate Tax
    • DEPRECATED: Discard
    • DEPRECATED: Duplicate
    • DEPRECATED: Match
    • DEPRECATED: Post
    • DEPRECATED: Post & Match
  2. Add the new buttons:
    • Amend Details
    • Calculate Tax
    • Discard
    • Duplicate
    • Match
    • Post
    • Post & Match
Payable Credit Note Fields

[Optional] If you are using the Payable Invoice page in Lightning, replace the deprecated buttons with the new buttons as follows:

  1. Remove the deprecated buttons:
    • DEPRECATED: Amend Details
    • DEPRECATED: Calculate Tax
    • DEPRECATED: Convert to Credit Note
    • DEPRECATED: Discard
    • DEPRECATED: Duplicate
    • DEPRECATED: Place on Hold
    • DEPRECATED: Post
    • DEPRECATED: Release for Payment
  2. Add the new buttons:
    • Amend Details
    • Calculate Tax
    • Convert to Credit Note
    • Discard
    • Duplicate
    • Place on Hold
    • Post
    • Release for Payment
Payable Invoice Fields

[Optional] If you are using the Sales Credit Note page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the Deprecated: Send E-Invoice button.
  2. Add the Send E-Invoice button.
Sales Credit Note Fields

[Optional] If you are using the Transaction Reconciliation page in Lightning, replace the deprecated button with the new button as follows:

  1. Remove the DEPRECATED: Commit button.
  2. Add the Commit button.
Transaction Fields

Included in This Feature

Lightning Actions
Lightning Actions Added in Spring 2023
Object Quick Action Further Information
Account Cash Matching Custom Account Fields
Automated Elimination Run Automated Eliminations Fields
Bank Account Connection Remove Bank Connection Bank Account Connections Fields
Bank Reconciliation Commit Bank Reconciliation Fields
Reopen
Billing Document Place on Hold Billing Document Fields
Release for Collection
Currency Revaluation Criteria Generate Currency Revaluation Fields
Generate & Post
Payable Credit Note Amend Details Payable Credit Note Fields

Calculate Tax

Duplicate

Discard
Place on Hold
Post
Release for Payment
Payable Invoice Amend Details Payable Invoice Fields

Calculate Tax

Duplicate

Discard

Match

Post

Post & Match
Sales Credit Note Send E-Invoice Sales Credit Note Fields
Transaction Reconciliation Commit Transaction Reconciliation Fields

Deprecated Aura Quick Actions

In this release we have deprecated the following Aura quick actions.

Aura Quick Actions Deprecated in Spring 2023
Object Quick Action  Replaced By
Account Cash Matching Deprecated Elements

Automated Elimination

Run

Bank Account Connection

Remove Bank Connection

Bank Reconciliation

 

Commit

Reopen

Billing Document

 

Place On Hold

Release For Collection
Cash Entry Match

Currency Revaluation Criteria

 

Generate

Generate & Post

Payable Credit Note

 Amend Details

Calculate Tax

Duplicate

Discard

Match

Post

Post & Match
Payable Invoice

Amend Details
Calculate Tax
Duplicate
Convert to Credit Note
Discard
Place on Hold
Post
Release for Payment

Sales Credit Note

Send E-Invoice

Transaction Reconciliation

Commit

Plaid Bank Integration Key Rotation

Upgrade Steps

To start using this feature in Spring 2023, take the following action.

Customer Type Action Further Information
Government Cloud

If you are using the client ID and secret keys rotated in Winter 2021, Spring 2021, or Spring 2022, those keys are no longer valid. Do one of the following:

  • Rotate the keys manually using the Plaid dashboard. For more information, see the Plaid help.
  • Upgrade Accounting to the latest version.
Plaid Key Rotation
Non-Government Cloud

If you are using the client ID and secret keys rotated in Winter 2021 or Spring 2021, those keys are no longer valid. Upgrade Accounting to the latest version. If it is not possible to upgrade Accounting to the latest version, contact Certinia Support to have the access tokens rotated. This also updates your client ID and secret keys to the newly rotated ones.

You can continue using the keys rotated in Spring 2022 until Spring 2024.