The following new features have been introduced in the Spring 2022 release of FinancialForce Accounting.
Dependencies on other FinancialForce Packages
FinancialForce Accounting Spring 2022 requires the following FinancialForce packages to be installed in this order:
- FinancialForce Foundations Spring 2022
- FinancialForce Reporting Spring 2020
You must install these packages before installing or upgrading to FinancialForce Accounting Spring 2022.
Lightning Experience
For the Spring 2022 release, we have improved our user experience using Lightning Experience across Accounting. This is to ensure that Accounting is intuitive, consistent, configurable, and flexible.
New Lightning Record Pages for Sales Invoice and Sales Credit Note
We have introduced the following Lightning record pages:
- Sales Invoice Lightning Page
- Sales Credit Note Lightning Page
The new record pages provide a modern user experience and enable you to perform your daily tasks in a streamlined way.
Using the new pages, you can:
- Create, view, edit, post, duplicate, and discard a sales invoice or a sales credit note. You can also match a sales credit note.
- Add, view, edit, amend, and delete line items via a customizable and feature-rich grid.
- View payments that have been matched to the sales invoice or credit note.
- View and print PDFs and email PDFs for sales invoices and sales credit notes.
- Calculate taxes for sales invoices and sales credit notes.
- Create payment schedules for sales invoices.
- Convert a sales invoice into a sales credit note and place a posted sales invoice on hold.
To support the new pages, we have added several reusable Lightning components. This enables you to build your own custom record pages and tailor them to each relevant user profile.
For more information about the configuration required to start using the pages, as well as a list of Lightning components included in this feature, see Upgrading to Accounting Spring 2022.
Intercompany Tax Code Mapping
This functionality allows you to charge an intercompany tax on the following record types when processing intercompany transfers:
- Intercompany Sales
- Intercompany Sales Credit
Withholding Tax
Withholding tax is now compatible with the existing Flexible Decimal Places feature. Flexible Decimal Places is a feature that supports currencies with zero decimal places. This means that when you withhold tax, the value is correctly calculated and shown to zero decimal places. This is supported by the following documents:
- Payable credit notes
- Payable invoices
- Sales credit notes
- Sales invoices
Localization
Australian Business Activity Statement
This app allows you to record Business Activity Statements for the Australian authorities, for both audit and compliance purposes.
EC-Sales List
If you use an EC-Sales List as part of your localization, you can produce a report using Avalara VAT Reporting.
Intrastat Report
New Mappings
Some new mappings have been added. These will enable the Intrastat information to be accurately produced.
New Custom Setting Field
A new custom setting field called Include Intrastat Data allows you to add Intrastat data to the XML file that is sent to Avalara VAT Reporting SaaS.
Belgium Secondary Account Mapping
The mapping of the Primary GLA to the secondary Belgium GLA is now available, enabling customers in Belgium to create audit files referring to Belgian accounts.
Rounded Sales Invoice Total for CHF Currency
If you are using Swiss Francs (CHF), when a sales invoice is saved or posted, a new field called Rounded Invoice Total now displays the invoice total rounded to 0.05 in all PDF output.
Rounded Sales Credit Note Total for CHF Currency
If you are using Swiss Francs (CHF), when a sales credit note is saved or posted, a new field called Rounded Credit Note Total now displays the credit note total rounded to 0.05 in all PDF output.
Increased Volume of Audit File Generation
Enhancements have been made to increase the volume of transaction lines supported when generating audit files.
Customizing JSON
We have added a new property so that you can configure the ordering of the data in audit files, based on any specified field. For example, you could choose to order by the SequentialTransactionNumber field first, and then by a dimension field.
Sales Invoice Consolidation
You can now consolidate multiple sales invoices into a single sales invoice. This allows you to send a single sales invoice to your customer instead of sending, for example, multiple sales invoices with the same Document Date. When you consolidate sales invoices, the sales invoice lines are moved from the original sales invoices to a new consolidated invoice.
You can create consolidated sales invoices using consolidation rules. The consolidated rules create consolidated sales invoices grouped by Owner Company, Account and Document Currency and filtered by status "In Progress". A standard rule is supplied. You can edit the rule to add additional grouping methods and filters, or create your own rules. If you create your own rules, the default grouping methods and filter are included automatically.
A new checkbox added to the Accounting Extension object, Consolidate Sales Invoices. Only sales invoices belonging to accounts that have this checkbox are included when you run the consolidation process. For more information, see
A new custom setting has been created that allows you to control the document line volume for consolidated invoices and the scope size for the consolidation and undo consolidation processes.
The Accounting and Billing - Sales Invoice - Edit permission set has been updated to include the permissions required to create and undo consolidated sales invoices. You must assign this permission set to users that manage consolidated invoices.
You can enable the sales invoice consolidation feature using Feature Console.
Accounting Functional Permissions
We have redesigned Accounting permissions and the FinancialForce security model. This provides a robust and focused approach to manage user security.
From Spring 2022, the new functional permissions provide secure defaults using the latest Salesforce features. This makes it easier for you to:
- Customize your users’ permissions.
- Go live more quickly.
- Gain better control over data security.
Functional Permissions use Salesforce permission set groups (PSGs). For more information on permission set groups, see the Salesforce Help.
For more information, see the following:
Deprecated Permission Sets
As part of Accounting Functional Permissions work, in this release, we have deprecated a number of permission sets. The permissions of deprecated permission sets are available within other permission sets.
To find a summary of the updated and deprecated permission sets, see
For detailed information on permission changes, see Permission Sets and Other Technical Documentation.
Dimension Field Mapping
Dimension fields displayed on sales credit notes and sales invoices are now automatically populated using values derived from the dimension fields stored on the account specified on the sales credit note or sales invoice.
Background Matching
A new component has been added to the Accounts Receivable Multi-Company Processes section of Accounting Task Launcher so that you can run background matching in multi-company mode. You can select the companies that you want to include, select the matching date and specify the matching criteria.
A new option has been added for running background matching for multiple companies. You can now select the matching date mode. The matching date mode specifies the date used as the matching date. You can select one of the following:
- Cash Entry Date
- Custom Date
When matching sales invoices to sales credit notes, the cash entry date is ignored and the credit note date is used as the matching date.
If you match a sales invoice to multiple cash entries, the date of the most recent cash entry is used as the matching date.
For more information, see About Background Matching.
Background Matching Scheduler
A new component has been added to the Accounts Receivable Multi-Company Processes section of Accounting Task Launcher so that you can configure the Background Matching Scheduler to run in multi-company mode.
A new field, Include In Background Matching Scheduler, has been added to the Company object. This fields allows you to specify whether a company's documents are included when you run the background matching scheduler.
For more information, see Background Matching Scheduler.
AccountingExpansion Pack
Cash Requirement Reports
The following new reports are included in this release:
- Cash Requirement - Payable Invoices
- Cash Requirement - Payable Credit Notes
These reports show unpaid and part-paid documents, grouped by company and account, enabling you to forecast what your cash requirements are.
Cash Entry Write-Off Report
There is now a Cash Entry Write-Off report. This report shows write-off amounts from -0.02 to +0.02 that remain after cash matching.
Intercompany Tax Report
The Intercompany Tax Current Financial Year report shows all documents, grouped by source company and destination company, where tax was charged during intercompany transfers.
QR Codes for Switzerland
Sales Invoices
Sales invoices for Swiss companies now benefit from the addition of a QR code which is added to the PDF document.
Payment Remittances
Swiss payment remittances require a QR Code, and this feature has been implemented in Payments Plus. After a payment run, the payment can be selected. When the Print Remittance or the Email Remittance button is clicked, the Conga template generated contains the QR code with payment information.
Electronic Invoicing
The Electronic Invoicing functionality is implemented in Accounting using the third party electronic invoice provider Storecove. For more information, see Electronic Invoicing Overview in the Foundations Help.
This feature is now available for sales invoices, sales credit notes, payable invoices, and payable credit notes. For more information, see
- Sending Sales Invoices as Electronic Invoices
- Sending Sales Credit Notes as Electronic Invoices
- Receiving Payable Invoices as Electronic Invoices
- Receiving Payable Credit Notes as Electronic Invoices
Billing Document to Sales Invoice or Credit Note Integration
If you use FinancialForce Billing Central, you can now create sales invoices and credit notes from billing documents. This helps you transition towards sales invoices as your only customer-facing documents.
The integration uses Foundations mappings to determine which fields from a billing document are copied to the resulting sales invoice or sales credit note. You can view the default mappings, add custom field mappings, and override the default field-level mappings.
For more information about how to set up the integration, see
After completing a billing document of type "Invoice", you can create sales invoice in several ways:
- Manually, by clicking Create Sales Invoice or Credit Note on the billing document record page.
- Automatically, by scheduling a background job.
- Automatically, as soon as the billing document becomes eligible, for example, as soon as it is completed.
If a billing document's type is "Credit Note", you can create a sales credit note from it.
For more information about how to create sales invoice and credit notes from billing documents, see the following:
Consolidation Hierarchies Structure Chart
You can use the Consolidation Hierarchies Structure Chart to view the relationships between companies within organizational hierarchies. We have added a new custom setting that controls the behavior of Consolidations in FinancialForce Accounting.
Payments Plus Enhancements
The following Payments Plus background processes have been updated so that you can choose to send email notifications from a specific email address:
- Post & Match Payment
- Create Payment Media
- Void Payment
- Discard Payment
- Remove Payments Plus Account
You can configure the email address that you want to send email notifications from. This address applies to all Payments Plus processes.
Asperato Service for Outbound Payments for Vendors in Payments Plus
This new Payments Plus feature enables you to pay vendors using the Asperato service. When making an outbound payment using Asperato, Payments Plus can automatically create, post, and match the related cash entries. Only authorized vendors can receive outbound payments via Asperato so you can use this payment method for specific vendors and currencies.
For more information about Asperato, see
Engagement in Accounting
We have extended Engagement functionality to Accounting, adding the Engagement field to sales invoices and sales credit notes. This field is automatically populated when you create sales invoices or credit notes in Accounting using the SRP integration.
To support this feature, we have added a new Accounting Engagement feature in the Feature Console. The feature step enables you to automatically add the Engagement field to the Sales Invoice and Sales Credit Note Lightning page layouts. For more information, see Enabling the Accounting Engagement Feature.
We have also added a new step in the Engagement feature in the Feature Console in Foundations. This feature step enables you to automatically add the Sales Invoice and Sales Credit Note related lists to the default Engagement page layouts. For more information, see
Revenue Management to Accounting Integration
The Revenue Management to Accounting Integration has been updated so that you can now create journals with the type of Revenue Recognition True Up Journal. For more information, see
Additionally, the Enabling Journal Integration with Link Control feature in Feature Console has been renamed Enabling Journal with Return Data. For more information, see
Deprecated Managed Workspace Components
As part of our regular maintenance, in this release we have continued the deprecation process for the following managed components.
A warning message on each component indicates that the component does not function in this release, and is scheduled to be removed in a future release.
Period End Workspace Components
- Currency Revaluations In Progress count card
- Journals posted in Last 30 Days count card
- Currency Revaluations In Last 30 Days count card
- Period End Workspace Navigation
Accounts Payable Workspace Components
- Payable Invoices On Hold count card
- Payments Awaiting Bank Reconciliation count card
- Unallocated Credit Notes count card
- Accounts Payable Workspace Navigation
Collections Workspace Components
- Accounts On Hold for Collections count card
- Unallocated Cash Entries count card
- Collections Workspace Navigation
Cash Management Workspace Components
- Payable Invoices On Hold count card
- Sales Invoices On Hold count card
- Reconciliations In Progress count card
- Cash Management Workspace Navigation
Sales Credit Notes
Creating sales credit notes in multi-company mode is now supported on the Lightning version of the page.
You can now process sales credit notes with up to 9,980 lines using Lightning Experience.
Sales Invoices
Creating sales invoices in multi-company mode is now supported on the Lightning version of the page.
You can now process sales invoices with up to 9,980 lines using Lightning Experience.