Upgrading to Accounting Summer 2023

This page describes the changes to make when upgrading to Summer 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 Summer 2023, see New Features and Enhancements in Accounting Summer 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.

Mandatory Steps to Upgrade Payments Plus

If you have previously set up this feature in your org, complete the mandatory upgrade by enabling the Vendor Payment Customizations feature in the Feature Console. For more information, see Enabling the Vendor Payments Customizations Feature.

Vendor Payment Lightning Experience

Payments Lightning Experience has been renamed to Vendor Payment Lightning Experience in Summer 2023.

Vendor Payment Lightning Page

Note: As Vendor Payment forLightning Experience is implemented over subsequent releases, we recommend you to use Payment Plus for all your payment activities in Accounting. For more information see, Overview of Payments Plus.

Upgrade Steps

To start using the new Lightning record pages in Summer 2023, take the following action.

Action	Further Information
Perform the following for Lightning Page and In-App Assignment in the Feature Console: Assign Payments Lightning record pages as org defaults. Update Payment Detail Template Page Layout. Add Filters to the Payment Template.	Assigning Lightning Record Pages and In-App Guidance
Perform the following for Accounting Payments Plus in the Feature Console: Add new values to the payment status picklist. Add new payment method to payment template.	Assigning Lightning Record Pages and In-App Guidance Setting up Payments Plus
Assign the Detail Layout page layout to the users of the new record pages.	For more information about assigning page layouts, see the Salesforce Help.
Review the relevant field sets for the Vendor Payment object and update them if required.	Activating and Configuring Lightning Record Pages for Documents Vendor Payment Fields Lightning Experience

Included in This Feature

Lightning Record Pages

Lightning Record Pages Updated in Summer 2023
Page	Object	Description	Further Information
Vendor Payment Lightning	Vendor Payment	It enables users to: Create a proposal. Edit a Proposal. Delete accounts from proposal. Cancel payment. Prepare Electronics for payment. Post and Match payments. Make partial payments out of the outstanding value for a payment. Discard payments. Send remittances through email. Print remittances. Calculate discounts for payment.	Vendor Payment Fields Lightning Experience
Payment Details Template		It enables users to edit Payment Details template filters.	Payment Details Template Fields Lightning

Fields

Fields Added in Summer 2023
Fields	Object	Further Information
Discount	Vendor Payment	About Discount Calculations in Vendor Payment Lightning Vendor Payment Fields Lightning Experience
Local Clearing System		Vendor Payment Fields Lightning Experience
Payment Destination		Vendor Payment Fields Lightning Experience
Accounts Payable Control GLA		Vendor Payment \| Add Payment Lines window. Filtering Transactions for Proposals
Document Number
Due Date (From)
Due Date (To)
Vendor Document Number
Vendor Name
Vendor Payment Method

Buttons

Buttons Added in Summer 2023
Buttons	Object	Further Information
Discount	Vendor Payment	About Discount Calculations in Vendor Payment Lightning Vendor Payment Fields Lightning Experience
Email Remittances		Vendor Payment Fields Lightning Experience
Pay Now
Post & Match
Prepare Electronic
Print Remittances
Discard
Apply		Vendor Payment \| Add Payment Lines window \| Filter buttons. Vendor Payment Fields Lightning Experience
Clear
Reset

Period Close Templates and Schedules

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
If you are upgrading to Summer 2023, remove the New button from the Period Close Schedules list view manually, using the Object Manager.	Scheduling Period Close Templates

Included in This Feature

Lightning Actions

Lightning Actions Added in Summer 2023
Lightning Action	Page	Further Information
View or Set Public Holidays	Period Close Template Lightning record page	Period Close Template Fields

Year End Process

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
If you want to create year end journals by document currency, select the Enable Year End by Document Currency custom setting field in Accounting Settings.	Enable Year End by Document Currency

Included in This Feature

Custom Setting Fields

Custom Setting Fields Added in Summer 2023
Field	Custom Setting	Further Information
Enable Year End by Document Currency	Accounting Settings	Enable Year End by Document Currency

Mass Actions

Upgrade Steps

If you are upgrading to Summer 2023, we recommend editing the document list views to remove the deprecated list buttons and add the new ones.

Upgrade Steps for Summer 2023
Object	Deprecated List Button	New List Button
Payable Invoice	DEPRECATED: Background Post	Run Background Post
	DEPRECATED: Calculate Tax	Calculate Tax
	DEPRECATED: Place on Hold	Place on Hold
	DEPRECATED: Post	Post
	DEPRECATED: Release for Payment	Release for Payment
Payable Credit Note Sales Credit Note	DEPRECATED: Background Post	Run Background Post
	DEPRECATED: Calculate Tax	Calculate Tax
	DEPRECATED: Post	Post
Sales Invoice	DEPRECATED: Background Post	Run Background Post
	DEPRECATED: Calculate Tax	Calculate Tax
	DEPRECATED: Place on Hold	Place on Hold
	DEPRECATED: Post	Post
	DEPRECATED: Release for Collection	Release for Collection

Included in this Feature

Custom Setting Fields

Custom Setting Fields Added in Summer 2023
Custom Setting Field	Custom Setting	Further Information
PCR Duplication Scope Size	Mass Actions	Mass Actions Settings
PIN Duplication Scope Size
SCR Duplication Scope Size
SIN Duplication Scope Size

Custom Setting Fields Renamed in Summer 2023
Custom Setting	Old Field Name	New Field Name	Further Information
Mass Actions	Duplicate Journal Process - Scope Size	Journal Duplication Scope Size	Mass Actions Settings
Mass Actions	Duplicate Journal Process - Parallel Run	Parallel Document Duplication	Mass Actions Settings

Updated Permission Sets

Permission Sets Updated in Summer 2023
Permission Set	Further Information
Accounting - Payable Credit Note - Amend Accounting - Payable Credit Note - Discard Accounting - Payable Credit Note - Edit Accounting - Payable Credit Note - Post and Match Accounting - Payable Credit Note - Read Access Accounting - Payable Credit Note - Save Accounting - Payable Invoice - Amend Accounting - Payable Invoice - Convert to Payable Credit Note Accounting - Payable Invoice - Discard Accounting - Payable Invoice - Edit Accounting - Payable Invoice - Hold or Release Payment Accounting - Payable Invoice - Post Accounting - Payable Invoice - Read Access Accounting - Payable Invoice - Save Accounting - Payable Invoice - Template Accounting and Billing - Background Posting - List View Accounting and Billing - Sales Credit Note Accounting and Billing - Sales Credit Note - Amend Accounting and Billing - Sales Credit Note - Discard Accounting and Billing - Sales Credit Note - Edit Accounting and Billing - Sales Credit Note - Post Accounting and Billing - Sales Credit Note - Post and Match Accounting and Billing - Sales Credit Note - Print Accounting and Billing - Sales Credit Note - Read Access Accounting and Billing - Sales Credit Note - Save Accounting and Billing - Sales Invoice - Convert to Credit Note Accounting and Billing - Sales Invoice - Edit Accounting and Billing - Sales Invoice - Post Accounting and Billing - Sales Invoice - Print Accounting and Billing - Sales Invoice - Read Access Accounting and Billing - Sales Invoice - Save Accounting and Billing - Sales Invoice Accounting and Billing - Sales Invoice - Amend Accounting and Billing - Sales Invoice - Discard Accounting and Billing - Tax Code - Calculate Tax for Accounts Payable Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable	Permission Sets and Other Technical Documentation

Field Sets

Field Sets Added in Summer 2023
Object	Field Set	Further Information
Payable Credit Note	Mass Actions	Payable Credit Note Field Sets
Payable Invoice		Payable Invoice Field Sets
Sales Credit Note		Sales Credit Note Field Sets
Sales Invoice		Sales Invoice Field Sets

Lightning Actions

Lightning Actions Added in Summer 2023
Object	Action	Further Information
Payable Invoice	Amend	Payable Invoice Fields
	Calculate Tax
	Discard
	Duplicate
	Place on Hold
	Post
	Release for Payment
	Run Background Post
Payable Credit Note Sales Credit Note	Amend	Payable Credit Note Fields Sales Credit Note Fields
	Calculate Tax
	Discard
	Duplicate
	Post
	Run Background Post
Sales Invoice	Amend	Sales Invoice Fields
	Calculate Tax
	Discard
	Duplicate
	Place on Hold
	Post
	Release for Collection
	Run Background Post

Cash Matching

Upgrade Steps

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

Included in This Feature

Buttons

Buttons Added in Summer 2023
Button	Page	Further Information
Apply	Filters panel on the Matched Transactions grid	Cash Matching Fields
Clear	Filters panel on the Matched Transactions grid	Cash Matching Fields

Cash Entries

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
If you are upgrading to Summer 2023 release, add the Duplicate list button manually on the Cash Entries list view.	Viewing Cash Entry Lists Cash Entry Fields
Assign the Accounting - Cash Entry - Save permission set to the users who will use the new Duplicate button.	Assigning and Removing Permission Sets
To view the Bank Account Dimension 1-4 and Bank Charges GLA Dimension 1-4 fields in the Amend Details window on the Cash Entry page, select the Enable Edit Dimensions (after posting) custom setting field in Accounting Settings.	Enable Edit Dimensions (after posting)

Included in This Feature

Custom Setting Fields

Custom Setting Fields Added in Summer 2023
Custom Setting Field	Custom Setting	Further Information
Cash Entry Duplication Scope Size	Mass Action Settings	Mass Actions Settings

Lightning Actions

Lightning Actions Added in Summer 2023
Lightning Action	Page	Further Information
Background Cancel Cash Entry	Cash Entry Lightning record page	Cash Entry Fields
Duplicate	Cash Entries list view
Duplicate	Cash Entry Lightning record page

Updated Permission Sets

Permission Sets Updated in Summer 2023
Permission Set	Further Information
Accounting - Cash Entry - Save	Permission Sets and Other Technical Documentation

Field Sets

Field Sets Added in Summer 2023
Field Set	Further Information
Cash Entry Mass Action Columns	Cash Entry Field Sets

Advanced Account Lookup

Upgrade Steps

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

Included in This Feature

Field Sets

Field Sets Added in Summer 2023
Field Set	Object	Further Information
Select Account Lookup Columns	Account	Account Field Sets

Sales Invoices

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
If you are upgrading to Summer 2023, add the Income Schedule field manually to the Sales Invoice Line Item field sets.	Sales Invoice Line Item Field Sets

Included in This Feature

Updated Field Sets

Field Sets Updated in Summer 2023
Field Set	Added Field	Further Information
Manage Lines (Combined Text)	Income Schedule	Sales Invoice Line Item Field Sets
Manage Lines (SUT)
Manage Lines (VAT/GST)

Buttons

Buttons Added in Summer 2023
Button	Page	Further Information
Edit Income Schedule	In progress Sales Invoice	Edit Income Schedule
View Income Schedule	Completed Sales Invoice	View Income Schedule

Payable Invoices

Upgrade Steps

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

Included in This Feature

Permission Sets

Permission Sets Updated in Summer 2023
Permission Set	Further Information
Accounting - Payable Invoice - Save	Permission Sets and Other Technical Documentation

Lightning Actions

Lightning Actions Added in Summer 2023
Lightning Action	Page Layout	Further Information
Create Payable Invoice	Scanned Payable Document Lightning Page	Scanned Payable Document Fields

Local GLAs for Intercompany Transactions

Upgrade Steps

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

Included in This Feature

Fields

Fields Added in Summer 2023
Object	Field	Further Information
Intercompany Transfer Line Item	Local GLA	Intercompany Transfer Fields

Journals

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
[Optional] If you are using the Journal Summarization feature in Fixed Asset Management, we recommend adding the following fields to your page layouts of the Accounting Company object: Acquisition Journal Summarization Depreciation Journal Summarization Disposal Journal Summarization	Accounting Company Fields

Included in This Feature

Fields

Fields Added in Summer 2023
Object	Field	Further Information
Accounting Company	Acquisition Journal Summarization	Accounting Company Fields
	Depreciation Journal Summarization
	Disposal Journal Summarization
Journal	Hash Code	Journal Fields

Accounting Playbooks

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Action	Further Information
Assign the Accounting - Playbook permission set to the playbook owners and the Accounting - Playbook - Edit Task permission set to the assignees of the playbook tasks.	Assigning and Removing Permission Sets
[Optional] Activate the Period End Playbook Template Creation prompt to enable users to generate sample period end playbook templates.	Managing Certinia In-App Guidance Sample Period End Playbook Templates

Included in This Feature

Lightning Record Pages

Lightning Record Pages Added in Summer 2023
Page	Object	Description	Further Information
Accounting Playbook Record Page	Accounting Playbook	View or customize accounting playbooks.	Accounting Playbook Fields
Accounting Playbook Task Record Page	Accounting Playbook Task	View or customize accounting playbook tasks.	Accounting Playbook Task Fields
Accounting Playbook Task Template Record Page	Accounting Playbook Task Template	View or customize accounting playbook task templates.	Accounting Playbook Task Template Fields
Accounting Playbook Template Record Page	Accounting Playbook Template	View or customize accounting playbook templates.	Accounting Playbook Template Fields

Custom Objects

Custom Objects Added in Summer 2023
Object	Description	Further Information
Accounting Playbook	Stores all the accounting playbooks that are used to manage the related accounting activities in one place.	Accounting Playbook Fields
Accounting Playbook Task	Stores all the tasks related to their specific accounting playbook.	Accounting Playbook Task Fields
Accounting Playbook Task Template	Stores all the accounting playbook task templates.	Accounting Playbook Task Template Fields
Accounting Playbook Template	Stores all the accounting playbook templates.	Accounting Playbook Template Fields

Fields

Fields Added in Summer 2023
Object	Field	Further Information
Accounting Playbook	Company	Accounting Playbook Fields
	Description
	Due Date
	Name
	Overdue
	Period
	Period End Date
	Playbook Owner
	Status
Accounting Playbook Task	Accounting Playbook	Accounting Playbook Task Fields
	App Location 1-5
	Assignee
	Company
	Description
	Due Date
	Name
	Note 1 - 5
	Overdue
	Playbook Owner
	Report Location 1 - 10
	Status
Accounting Playbook Task Template	Accounting Playbook Template	Accounting Playbook Task Template Fields
	App Location 1-5
	Assignee
	Calculate Due Date
	Description
	Name
	Note 1-5
	Report Location 1-10
Accounting Playbook Template	Calculate Due Date	Accounting Playbook Template Fields
	Calculate Start Date
	Description
	Name
	Playbook Owner

Permission Sets

Permission Sets Added in Summer 2023
Permission Set	Description	Further Information
Accounting - Playbook	Create, edit, read, and delete accounting playbooks, tasks, templates, template tasks, and generate playbooks or tasks from their templates.	Permission Sets and Other Technical Documentation
Accounting - Playbook - Edit Task	Edit and read all accounting playbook tasks and only read all accounting playbooks, templates, and task templates.	Permission Sets and Other Technical Documentation

Collections Plus

Upgrade Steps

To start using this feature in Summer 2023 take the following action.

Upgrade Steps for Summer 2023
Action	Further Information
Update the following page layouts, using Feature Console: Reminder Log Layout Reminder Rule Layout Reminder Layout	Setting up Collections Plus

Included in This Feature

Custom Objects

Custom Objects Added in Summer 2023
Object	Description	Further Information
Reminder Contact Details Log.	Stores details of the contact email addresses that reminders were sent to, and any associated error message details.	Reminder Log Fields

Fields

Fields Added in Summer 2023
Object	Field	Further Information
Reminder Log	Additional Email Addresses	Reminder Log Fields
Reminder Rule	Maximum Invoice Age For Reminders (Days)	Reminder Rule Fields
Reminder	Error Description	Reminders Fields

Custom Settings

Custom Setting Fields Added in Summer 2023
Custom Setting Field	Custom Setting	Further Information
Detailed Reminders Batch Process Logs	Collections Plus Settings	Collections Plus Settings
Reminders Batch Scope Size	Collections Plus Settings	Collections Plus Settings

Tax Reporting

Upgrade Steps

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

Deprecated Objects

Objects Deprecated in Accounting
Object Name	Deprecated Object API Name	Deprecated Version	Removed Version	Replaced By	New Object API Name	Further Information
Business Activity Statement	c2g__BusinessActivityStatement__c	Summer 2023	Summer 2024 or later	Business Activity Statement	ffvat__BusinessActivityStatement__c	New Features and Enhancements in Tax Reporting Summer 2023

Avalara VAT Reporting Mappings for Intrastat

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps
Step	Action	Further Information
1	Configure the AP Voucher Credits to Payable Credit Notes flow.	Upgrading to Order and Inventory Management – Accounting Connector Summer 2023
2	[Optional] For your existing payable credit notes, transfer the value in the existing unmanaged AP Voucher Credit lookup field to the new AP Voucher Credit lookup field included in Order and Inventory Management – Accounting Connector. You can use Datastream for this.	Payable Credit Note Fields Datastream Overview
3	[Optional] Link the relevant payable credit note line items and payable credit note expense line items to the corresponding AP voucher credit lines using the new AP Voucher Line Credit field.	Payable Credit Note Fields
4	[Optional] Remove the following unmanaged fields: AP Voucher Credit from the Payable Credit Note object AP Voucher Line from the Payable Credit Note Line Item object AP Voucher Line from the Payable Credit Note Expense Line Item object	See the Salesforce Help.
5	Disable your custom Avalara VAT Reporting Integration metadata type record.	About the Avalara VAT Reporting Mappings
6	If you only customized Intrastat mappings for AP voucher credits, enable default managed metadata type record. Otherwise, clone the managed record, recreate your custom mappings, and enable the new record.	About the Avalara VAT Reporting Mappings
7	Verify that the mappings are correct. To do so: Disable the Avalara VAT Reporting IntegrationFeature Console feature with the Status slider in the Feature section. Click Revert for step 3. Click Perform for step 3. Enable the feature with the Status slider in the Feature section.	Enabling the Avalara VAT Reporting Integration

Bank Integrations

New Lightning Quick Action on Salesforce Pages

Upgrade Steps

To start using this feature in Summer 2023, take the following action.

Upgrade Steps for Summer 2023
Action	Further Information
Enable the Lightning Quick Actions on SF Pages feature in the Feature Console.	Enabling the Lightning Quick Actions on SF Pages Feature

Included in This Feature

Lightning Actions

Lightning Actions Added in Summer 2023
Action	Page Layout	Further Information
Import Statements	Bank Account Detail Layout	Bank Account Fields

Electronic Invoicing

Upgrade Steps

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

Included in This Feature

Field Mappings

Field Mappings added for this Feature in Summer 2023
Mapping	ElectronicInvoicingService.Document	Storecove InvoiceSubmission	Further Information
E-Invoice to Payable Credit Note E-Invoice to Payable Invoice Sales Credit Note to E-Invoice Sales Invoice to E-Invoice	PaymentMeans.Account	payment_means_array.account	Field Mappings for Electronic Invoice to Payable Credit Note Field Mappings for Electronic Invoice to Payable Invoice Field Mappings for Sales Credit Note to Electronic Invoice Field Mappings for Sales Invoice to Electronic Invoice
	PaymentMeans.BranchCode	payment_means_array.branch_code
	PaymentMeans.Code	payment_means_array.type
	PaymentMeans.Holder	payment_means_array.holder
	PaymentMeans.Mandate	payment_means_array.mandate
	PaymentMeans.Network	payment_means_array.network
	PaymentMeans.PaymentId	payment_means_array.payment_id

Deprecated Elements

Deprecated Visualforce Actions

In this release we have deprecated the following Visualforce list view actions.

Visualforce Actions Deprecated in Summer 2023
Object	Action	Replaced By
Payable Invoice	Background Post	For more information, see Deprecated Elements.
	Calculate Tax
	Place on Hold
	Post
	Release for Payment
Payable Credit Note	Background Post
	Calculate Tax
	Post
Sales Invoice	Background Post
	Calculate Tax
	Place on Hold
	Post
	Release for Collection
Sales Credit Note	Background Post
	Calculate Tax
	Post

Deprecated Visualforce Pages

In this release we have deprecated the following Visualforce pages.

Visualforce Pages Deprecated in Summer 2023
Object	Page	Replaced By
Payable Invoice	Background Post	For more information, see Deprecated Elements.
	Calculate Tax
	Place on Hold
	Post
	Release for Payment
Payable Credit Note	Background Post
	Calculate Tax
	Post
Sales Invoice	Background Post
	Calculate Tax
	Place on Hold
	Post
	Release for Collection
Sales Credit Note	Background Post
	Calculate Tax
	Post

Release Content

Upgrade Steps

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