SECTIONSNew Features and Enhancements in In-App Guidance Summer 2023
The following new features have been introduced in the Summer 2023 release of In-App Guidance.
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.
Accounting In-App Guidance
The Summer 2023 release of Accounting introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Period End Playbook Template Creation | Any | Period End Playbooks | Other | Yes | Summer 2023 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Accounts Receivable Write-Off | Accounting | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| Background Matching | Accounting | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| Creating a Currency Revaluation Template | Accounting | Currency Revaluation Template (List) | Tutorial | No | Spring 2021 |
| Currency Revaluation Criteria Walkthrough | Accounting | Currency Revaluation Templates (List) | Walkthrough | Yes | Fall 2021 |
| Generating Currency Revaluation Documents | Accounting | Currency Revaluation Criteria (List) | Tutorial | No | Spring 2021 |
| Payable Credit Note Walkthrough | Accounting | Payable Credit Notes (List) | Walkthrough | No | Fall 2021 |
| Payable Invoice Walkthrough | Accounting | Payable Invoice (List) | Walkthrough | No | Fall 2021 |
| Release Overview | Accounting | Select Company | Tutorial | Yes | Fall 2020 |
| Sales Credit Note Walkthrough | Accounting | Sales Credit Notes (List) | Walkthrough | No | Spring 2022 |
| Sales Invoice Walkthrough | Accounting | Sales Invoice (List) | Walkthrough | No | Spring 2022 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Collections Plus Configuring Customer Statement Rules | Accounting | Customer Statement Rules (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Collections Plus Configuring Reminder Rules | Accounting | Reminder Rules (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Separate Payments per PIN | Accounting | Payments Plus | Tutorial | No | Fall 2020 |
Billing Central In-App Guidance
The Summer 2023 release of Billing Central introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Billing Central | Select Company | Tutorial | Yes | Fall 2020 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Charge Terms | Billing Central | Billing Contract (Record) |
Tutorial |
No | Spring 2021 |
| DEPRECATED: Company Default Tax Calculation | Billing Central | Foundation Company (Record) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating a Consolidation Grouping Method | Billing Central | Consolidation Grouping Method (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating a Consolidation Rule, (Record) Filter, and Grouping Method | Billing Central | Consolidation Rules (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating a Contract Manually | Billing Central | Billing Contracts (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating and Deleting Soft Dates | Billing Central | BC Task Launcher | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating Billing Documents from Contracts | Billing Central | Billing Contract (Record) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating Plans | Billing Central | Plans (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Creating, Editing and Deleting Discounts | Billing Central | Discounts (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Setting up Pricing Structures on Price Books | Billing Central | Pricing Structures (List) | Tutorial | No | Fall 2020 |
Financial Report Builder In-App Guidance
The Summer 2023 release of Financial Report Builder introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Financial Report Builder | Financial Report (List) | Tutorial | No | Spring 2021 |
Foundations In-App Guidance
The Summer 2023 release of Foundations introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Highlights | Any | Any | Floating | Yes | Winter 2023 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Highlights Configuration Builder | Any | Highlights Configuration Builder | Tutorial | No | Spring 2022 |
PSA In-App Guidance
The Summer 2023 release of PSA introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | PSA | Home | Docked | Yes | Fall 2020 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Project Template LP | PSA | Opportunities (Record) | Floating | No | Spring 2021 |
| Project Template LP CPFT | PSA | Create Project From a Template | Floating | No | Spring 2021 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Add Project Tasks From Template | PSA | Projects (Record) | Tutorial | No | Fall 2020 |
| DEPRECATED: Billing Forecasting - Running a Forecast | PSA | Billing Forecast Calculations (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Billing Forecasting - Setting up Billing Forecasts | PSA | Billing Forecast Setup | Tutorial | No | Fall 2020 |
| DEPRECATED: Billing Forecasting - Setting up Forecast Curves | PSA | Billing Forecast Curves (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Billing Forecasting - Viewing a Forecast and Overrides | PSA | Billing Forecast Calculation (Record) | Tutorial | No | Fall 2020 |
| DEPRECATED: Change Requests | PSA | Opportunities (Record) | Tutorial | No | Spring 2021 |
| DEPRECATED: Concurrent Billing Processes | PSA | Billing Event Generation | Tutorial | No | Fall 2020 |
| DEPRECATED: Gantt Usability Improvements | PSA | Gantt | Tutorial | No | Fall 2020 |
| DEPRECATED: Project Team Schedule | Any | Projects (Record) | Tutorial | No | Fall 2021 |
Revenue Management In-App Guidance
The Summer 2023 release of Revenue Management introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Revenue Management | Recognize Revenue | Tutorial | Yes | Fall 2020 |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Accounting Journal Integration | Revenue Management | Revenue Recognition Transactions (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Configuring Summarization Criteria | Revenue Management | Revenue Recognition Transactions (Record) | Tutorial | No | Fall 2020 |
| DEPRECATED: Recognition Views Tutorial | Revenue Management Setup | Recognition Views (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Recognize All Tutorial | Revenue Management | Recognize Revenue | Tutorial | No | Fall 2020 |
| DEPRECATED: Recognition Settings Tutorial | Revenue Management Setup | Settings (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Recognition Templates Tutorial | Revenue Management Setup | Templates (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Updated Forecast Filters | Revenue Management | Forecast Revenue | Tutorial | No | Fall 2020 |
| DEPRECATED: Years and Periods Tutorial | Revenue Management Setup | Recognition Years (List) | Tutorial | No | Fall 2020 |
Order and Inventory Management In-App Guidance
The Summer 2023 release of Order and Inventory Management introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
|---|---|---|---|---|
| Summary Detail View Tree Grid | Any | Purchase Contract | Floating | Yes |
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Acquisition Process | Any | Tutorial | Yes | Spring 2022 |
| Release Overview | Action Queues | Any | Tutorial | Yes | Spring 2022 |
| Release Overview | Order Fulfillment Process | Any | Tutorial | No | Winter 2023 |