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.
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.
| Action | Further Information |
|---|---|
|
Add the Asperato Refund field to your page layouts of:
|
Included in This Feature
| 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 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.
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