New Features and Enhancements in PSA Direct for Concur Expense Spring 2023

The following new features have been introduced in the Spring 2023 release of PSA Direct for Concur Expense.

If you are upgrading from a previous version, see Upgrading to PSA Direct for Concur Expense Spring 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

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.

Dependencies on other Certinia Packages

This release of PSA Direct for Concur Expense connector requires the following Certinia packages to be installed:

  • Foundations Spring 2023
  • Salesforce org with PSA Spring 2023.
  • PS Enterprise Spring 2023

You must install these packages before installing or upgrading to this release of PSA Direct for Concur Expense.

Synchronize Expense Receipts Images from Concur to PSA

From this release, you can download and synchronize expense receipts images from Concur to PSA by enabling the Synchronize Expense Images and Synchronize Expense Report Images fields from the PSA Direct for Concur Expense Settings tab.

The Sync Expense Images from Concur and Sync Expense Report Level Images fields are added to the PSA Direct for Concur Expense custom settings. However, we recommend enabling the Synchronize Expense Images and Expense Report Images fields from the PSA Direct for Concur Expense Settings tab to synchronize expense receipts images from Concur to PSA.

Note: When Expense images are updated or deleted from Concur, the Expense images in PSA are also updated and deleted.

For more information, see:

Enhancements to PSA Direct for Concur Expense Queue Status

We have made the following enhancements to the PSA Direct for Concur Expense Queue Status tab:

  • The type of events that are queued with object ID and correlation ID are now displayed using the newly added Event Type, Object ID, and Correlation ID columns.
  • A Connector Flow filter field is now available to enable you to filter records based on the connector direction.

For more information, see:

Storing Object Correlation IDs

A Concur Correlation object is now available which allows you to correlate and link Salesforce objects and Concur correlation IDs. For more information, see Concur Correlation Fields.

Enhancements to PSA Direct for Concur Expense Settings Tab

To make navigation easier, we have aligned and rearranged the fields. The fields are now grouped by topic in the PSA Direct for Concur Expense Settings tab.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of PSA Direct for Concur Expense, see the relevant section of the Known Issues page.