Upgrading to PSA Direct for Concur Expense 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 PSA Direct for Concur Expense 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.

Synchronize Expense Receipts Images from Concur to PSA

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 in this release for this feature.

Lightning Tab

Lightning Tab Updated in Spring 2023

Tab	Further Information
PSA Direct for Concur Expense Settings	Configuring the PSA Direct for Concur Expense Settings

Fields

Fields Added in Spring 2023

Fields	Tab	Further Information
Synchronize Expense Images	PSA Direct for Concur Expense Settings	PSA Direct for Concur Expense Settings Fields
Synchronize Expense Report Images

Custom Settings

Custom Setting Updated in Spring 2023

Custom Setting	Further Information
PSA Direct for Concur Expense	PSA Direct for Concur Expense Custom Settings

Fields

Fields Added in Spring 2023

Fields	Custom Setting	Further Information
Sync Expense Images from Concur	PSA Direct for Concur Expense	PSA Direct for Concur Expense Custom Settings
Sync Expense Report Level Images

Enhancements to PSA Direct for Concur Expense Queue Status

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 in this release for this feature.

Fields

Fields Added in Spring 2023

Tab	Fields	Further Information
PSA Direct for Concur Expense Queue Status	Connector Flow	PSA Direct for Concur Expense Queue Status Fields
	Correlation ID
	Event Type
	Object ID

Storing Object Correlation IDs

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 in this release for this feature.

Custom Object

Custom Objects Added in Spring 2023

Object	Further Information
Concur Correlation	Concur Correlation Fields

Fields

Fields Added in Spring 2023

Fields	Object	Further Information
Concur ID	Concur Correlation	Concur Correlation Fields
Concur Relationship
Concur Relationship Type
Hash Code
Salesforce Key

Enhancements to PSA Direct for Concur Expense Settings Tab

Upgrade Steps

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