Upgrading to PSA Direct for Concur Expense Winter 2024

This page describes the changes to make when upgrading to Winter 2024.

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 Winter 2024, see New Features and Enhancements in PSA Direct for Concur Expense Winter 2024.

Retrieves Expense Types

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Action	Further Information
Perform Step 6 to retrieve expense types not included in the default transformation tables of the PSA Direct for Concur Expense feature in the Feature Console. Note: These will automatically be mapped to ‘Miscellaneous’.	Enabling PSA Direct for Concur Expense