New Features and Enhancements in PSA – Accounting Connector Winter 2024

The following new features have been introduced in the Winter 2024 release of PSA – Accounting Connector.

If you are upgrading from a previous version, see Upgrading to PSA – Accounting Connector Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Customizable Region, Practice, Group, Project to Dimension 1-4 Mappings

You can now customize the target dimension object for the Region, Practice, Group, and Project objects. For example, you might want to map practices to dimension 1 records, regions to dimension 2 records, and projects to dimension 3 records. This provides you with more flexibility and enables you to configure the flows to meet your business needs. For more information, see Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records.

You can view and customize the field-level mappings for each flow from the RPGP to Dimension Mappings tab. In addition, the mapped fields now trigger the synchronization.

For more information, see the following:

Update MA to Journals Mappings

You can now enable the Miscellaneous Adjustments to Journal Mappings using the Update MAtoJournals Mappings feature in the Feature Console. So, if there is any relevant error in the existing mappings, those will get resolved by this feature. For more information about the Feature Console, see the following:

Note:

This feature is only for existing customers.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of PSA – Accounting Connector, see the relevant section of the Known Issues page.