Upgrading to Asperato Connector Winter 2024

This page describes the changes to make when upgrading to Winter 2024.

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 Winter 2024, see New Features and Enhancements in Asperato Connector Winter 2024.

Automated Cash Matching for Inbound Customer Payment Refunds via Asperato

Upgrade Steps

To upgrade this feature to Winter 2024 take the following action.

Upgrade Steps
Action Further Information

Add the Asperato Refund field to your page layouts of:

  • The Cash Entry object in Accounting
  • The Payment Worker object in Asperato Connector

Included in This Feature

Fields Added in Winter 2024
Object Field Further Information
Cash Entry   Asperato Refund  Inbound Customer Payments Field Reference
Payment Worker

Single Payment for Multiple Invoices

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Included in This Feature

Permission Sets Updated in Winter 2024
Permission Set Further Information
ASP Connector Inbound Customer Payments Permissions
ASP Connector - Accounting Sales Invoice Create Payment
ASP Connector - Billing Document Create Payment
ASP Connector - FM Community Make Payment

Payment Lookup on Cash Entries for Outbound Payments

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2024.

Certinia Help Is Now Available from help.certinia.com

No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Asperato Connector.

For more information, see Certinia Help URL.