New Features and Enhancements in In-App Guidance Winter 2023

The following new features have been introduced in the Winter 2023 release of In-App Guidance.

If you are upgrading from a previous version, see Upgrading to In-App Guidance Winter 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Accounting In-App Guidance

The Winter 2023 release of Accounting introduces the following changes to in-app guidance.

Accounting In-App Guidance Updated in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Accounts Receivable Write-Off	Accounting	Accounting Task Launcher	Tutorial	No	Fall 2021	Winter 2023
Background Matching	Accounting	Accounting Task Launcher	Tutorial	No	Fall 2021	Winter 2023
Chart of Accounts Localization	Any	Chart of Accounts Localization	Tutorial	No	Fall 2020	Winter 2023
Creating a Currency Revaluation Template	Accounting	Currency Revaluation Template (List)	Tutorial	No	Spring 2021	Winter 2023
Currency Revaluation Criteria Walkthrough	Accounting	Currency Revaluation Templates (List)	Walkthrough	Yes	Fall 2021	Winter 2023
Generating Currency Revaluation Documents	Accounting	Currency Revaluation Criteria (List)	Tutorial	No	Spring 2021	Winter 2023
Payable Credit Note Walkthrough	Accounting	Payable Credit Notes (List)	Walkthrough	No	Fall 2021	Winter 2023
Payable Invoice Walkthrough	Accounting	Payable Invoice (List)	Walkthrough	No	Fall 2021	Winter 2023
Release Overview	Accounting	Select Company	Tutorial	Yes	Fall 2020	Winter 2023
Sales Credit Note Walkthrough	Accounting	Sales Credit Notes (List)	Walkthrough	No	Spring 2022	Winter 2023
Sales Invoice Walkthrough	Accounting	Sales Invoice (List)	Walkthrough	No	Spring 2022	Winter 2023

Billing Central In-App Guidance

The Winter 2023 release of Billing Central introduces the following changes to in-app guidance.

Billing Central In-App Guidance Updated in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	Billing Central	Select Company	Tutorial	Yes	Fall 2020	Winter 2023

Financial Report Builder In-App Guidance

The Winter 2023 release of Financial Report Builder introduces the following changes to in-app guidance.

Financial Report Builder In-App Guidance Updated in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	Financial Report Builder	Financial Report (List)	Tutorial	No	Spring 2021	Winter 2023

Foundations In-App Guidance

The Winter 2023 release of Foundations introduces the following changes to in-app guidance.

Foundations In-App Guidance Created in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Highlights	Any	Any	Floating	Yes	Winter 2023	N/A

PSA In-App Guidance

The Winter 2023 release of PSA introduces the following changes to in-app guidance.

PSA In-App Guidance Updated in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	PSA	Home	Tutorial	Yes	Fall 2020	Winter 2023
Resource Optimizer	PSA	Resource Optimizer	Tutorial	No	Spring 2022	Winter 2023
Revenue Forecasting - Setting up Revenue Forecasts	PSA	Revenue Forecast Setup	Tutorial	No	Winter 2021	Winter 2023

Revenue Management In-App Guidance

The Winter 2023 release of Revenue Management introduces the following changes to in-app guidance.

Revenue Management In-App Guidance Created in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	Revenue Management	Recognize Revenue	Tutorial	Yes	Fall 2020	Winter 2023

SCM In-App Guidance

The Winter 2023 release of SCM introduces the following changes to in-app guidance.

SCM In-App Guidance Created in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	Order Fulfillment Process	N/A	Tutorial	Yes	Winter 2023	N/A

SCM In-App Guidance Updated in Winter 2023

Name	App	Tab	Type	Active	Created	Last Updated
Release Overview	Acquisition Process	N/A	Tutorial	Yes	Spring 2022	Winter 2023
Release Overview	Action Queues	N/A	Tutorial	Yes	Spring 2022	Winter 2023