Upgrading to PSA Direct for Concur Expense 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 PSA Direct for Concur Expense 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.

Multiple Currencies Support

Upgrade Steps

To upgrade this feature to Summer 2023, take the following action.

Upgrade Steps for Summer 2023
Action Further Information
Perform step 6 of the PSA Direct for Concur Expense feature in the Feature Console to confirm whether the Salesforce Multiple Currencies have been configured or not and allow users to include multiple expense lines with different currencies in a single report for Concur Expense expenses. Enabling PSA Direct for Concur Expense

Included in this Feature

This section details the items that have been added in this release for this feature.

Custom Settings

Custom Setting Updated in Summer 2023
Custom Setting Further Information
PSA Direct for Concur Expense PSA Direct for Concur Expense Custom Settings

Fields

Fields Added in Summer 2023
Fields Custom Setting Further Information
Use Salesforce Advanced Multi Currency PSA Direct for Concur Expense PSA Direct for Concur Expense Custom Settings

Creating Expense Reports From Expense Lines

Upgrade Steps

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

Included in this Feature

This section details the items that have been added in this release for this feature.

Lightning Tab

Lightning Tab Updated in Summer 2023
Lightning Tab Further Information
PSA Direct for Concur Expense Settings Configuring the PSA Direct for Concur Expense Settings

Fields

Fields Added in Summer 2023

Fields

Tab Further Information
Generate Reports from Expense Lines PSA Direct for Concur Expense Settings PSA Direct for Concur Expense Settings Fields

Custom Settings

Custom Setting Updated in Summer 2023
Custom Setting Further Information
PSA Direct for Concur Expense PSA Direct for Concur Expense Custom Settings

Fields

Fields Added in Summer 2023

Fields

Custom Setting Further Information
Generate Reports from Expense Lines PSA Direct for Concur Expense PSA Direct for Concur Expense Custom Settings

Switching Between Expense Line and Expense Report Modes

Upgrade Steps

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

Managing Expense Reports and Expenses within Expense Line Mode

Upgrade Steps

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

Synchronize PSA Expense Images to Report

Upgrade Steps

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

Enhancements to PSA Direct for Concur Expense Queue Status

Upgrade Steps

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

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields

Fields Added in Summer 2023

Fields

Lightning Tab Further Information
Processing Message PSA Dir for Concur Expense Queue Status PSA Direct for Concur Expense Queue Status
Event Data

Enhancements to PSA Direct for Concur Expense Settings Tab

Upgrade Steps

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

Included in this Feature

This section details the items that have been added in this release for this feature.

Fields

Fields Added in Summer 2023

Fields

Lightning Tab Further Information
Generate Reports from Expense Lines PSA Direct for Concur Expense Settings Configuring the PSA Direct for Concur Expense Settings
Expense Report Synced Status
Fields Renamed in Summer 2023

Previous Field Labels

 New Field Labels Lightning Tab Further Information
Synchronize Expense Images Expense Images PSA Direct for Concur Expense Settings Configuring the PSA Direct for Concur Expense Settings
Synchronize Expense Report Images Expense Report Images
Synchronize Empty Expense Reports Empty Expense Reports    

Buttons

Buttons Renamed in Summer 2023

Previous Button Labels

 New button Labels Lightning Tab Further Information
Cancel Restore PSA Direct for Concur Expense Settings Configuring the PSA Direct for Concur Expense Settings