SECTIONSUpgrading to Accounting Summer 2024
This page describes the changes to make when upgrading to Summer 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 Summer 2024, see New Features and Enhancements in Accounting Summer 2024.
Year End Accounting Playbooks
Upgrade Steps
To start using this feature in Summer 2024, take the following action.
| Action | Further Information |
|---|---|
| Perform the new feature steps in the Accounting Playbook Enhancements feature in the Feature Console. |
Included in This Feature
This section details the items added in this release for this feature.
Fields
| Object | Field | Further Information |
|---|---|---|
| Accounting Playbook | Auto-Generated | Accounting Playbook Fields |
| Type | ||
| Year | ||
| Year End Date | ||
| Accounting Playbook Template | Auto-Generated | Accounting Playbook Template Fields |
| Type | ||
| Accounting Playbook Task | Auto-Generated | Accounting Playbook Task Fields |
| Type | ||
| Validation | ||
| Year | ||
| Year End Date | ||
| Accounting Playbook Task Template | Auto-Generated | Accounting Playbook Task Template Fields |
| Type |
Tab Label Changes
| API Name | Original Label | New Label | Further Information |
|---|---|---|---|
| c2g_Period_End_Playbooks | Period End Playbooks | Manage Accounting Playbooks | Managing Accounting Playbooks |
Lightning Actions
| Action | Lightning Tab | Further Information |
|---|---|---|
| Create or Restore a Default Year End Template | Manage Accounting Playbooks | Managing Accounting Playbooks |
| Validate | Accounting Playbooks | Year End Playbook Templates |
Year End Process Validations
Upgrade Steps
No upgrade steps are required for this feature in Summer 2024.
Included in This Feature
This section details the items added in this release for this feature.
Custom Settings
| Custom Setting | Field | Further Information |
|---|---|---|
| Year End Validation Settings | Pending Adjustment Validation | Year End Validation Settings |
Intercompany Cash Matching Enhancements
The following are the new features and improvements that have been implemented in Accounting - Cash Matching in Summer 2024.
Selecting Intercompany Accounts for Cash Matching
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Setting Fields
|
Field |
Further Information |
|---|---|
|
Enable Matching to Intercompany Cash |
Cash Matching in Multi-Company Mode
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Window Names
|
Old Window Name |
New Window Name |
Further Information |
|---|---|---|
|
Select Accounts |
Select Filters |
Buttons
|
Old Label |
New Label |
Further Information |
|---|---|---|
|
Select Accounts |
Select Filters |
Balance Based Currency Revaluation
Upgrade Steps
To start using this feature in Summer 2024, take the following action.
| Action | Further Information |
|---|---|
| Enable the Balance Based Currency Revaluation feature in Feature Console. | Enabling the Balance Based Currency Revaluation Feature |
|
Make the following changes to your Currency revaluation History page layouts:
|
"Customizing page layouts" in the Salesforce Help. |
Included in this Feature
New Objects
| Object | Further Information |
|---|---|
| Currency Revaluation History Line Item | Currency Revaluation History Fields |
New Fields
| Object | Field | Further Information |
|---|---|---|
| Currency Revaluation Template | Bank Account Balance Revaluation | Currency Revaluation Template Fields |
| Currency Revaluation History |
Total Journals |
Currency Revaluation History Fields |
|
Revaluation Journal Canceled |
||
|
Revaluation Journal Status |
||
|
Reversing Revaluation Journal Canceled |
||
|
Reversing Revaluation Journal Status |
||
|
Reversing Translation Journal Canceled |
||
|
Reversing Translation Journal Status |
||
|
Translation Journal Canceled |
||
|
Translation Journal Status |
Permission Sets Updated
| Permission Set | Further Information |
|---|---|
| Accounting - Currency Revaluation | https://help.certinia.com/TechnicalReference/2024.3/Accounting/Permissions/PermissionChanges.htm |
Conga Support for Statements in Automated Collections
Upgrade Steps
To start using this feature in Summer 2024, take the following action.
| Action | Further Information |
|---|---|
| Enable the additional feature steps in the Accounting Collections Plus feature in theFeature Console. | Setting up Collections |
Included in this Feature
This section details the items added in this release for this feature.
New Fields
|
Object |
Field |
Further Information |
|---|---|---|
| Customer Statement Rule | Use Conga Attachments | Customer Statement Rule Fields |
New Custom Setting Fields
|
Custom Setting |
Field |
Further Information |
|---|---|---|
| Collections Plus Settings | Conga Statements Attachment Prefix | Collections Plus Settings |
Lightning Experience for 1099-MISC and Support for 1099-NEC
Income Tax Type
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
| Action | Further Information |
|---|---|
| Complete the upgrade steps detailed in Upgrading to Tax Reporting Summer 2024 required for the Forms 1099 functionality. | Setting up Forms 1099 |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Feature | Description | Further Information |
|---|---|---|
|
1099 Income Tax Type Picklist Update |
Update the Income Tax Type picklist values on the following objects: Account, Payable Invoice, Payable Credit Note, and Transaction Line Item. | Enabling 1099 Income Tax Type Picklist Update |
| Object | Field | Further Information |
|---|---|---|
| Account | Income Tax Type | Custom Account Fields |
| Payable Credit Note | Payable Credit Note Fields | |
| Payable Invoice | Payable Invoice Fields | |
| Transaction Line Item | Transaction Fields |
1099-MISC Payments Report in Accounting Reporting Expansion Pack
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
| Step | Action | Further Information |
|---|---|---|
| 1 | Delete the 1099-MISC Payments report from the Certinia Tax Reports folder manually. | See the Salesforce Help. |
| 2 | Complete the upgrade steps detailed in Upgrading to Tax Reporting Summer 2024 required for the Forms 1099 functionality. | Upgrading to Tax Reporting Summer 2024 |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Report | Description | Further Information |
|---|---|---|
|
1099-MISC Payments Report |
Enables you to view the home total value of transaction line items of type "Account" per income tax type and account. | 1099 Reports |
Sending and Receiving Attachments in Electronic Invoicing
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Automatically Populating the PSA Project and Dimensions in Scanned Payable Documents
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Fields | Object | Further Information |
|---|---|---|
| Project | Payable Invoice | Payable Invoice Fields |
Allocations in Lightning Experience
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Billing Document to Sales Invoice or Sales Credit Note Feature Console Enhancements
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Feature Console
| Previous Name | New Name | Further Information |
|---|---|---|
| Billing Document to Sales Invoice | Billing Document to SIN or SCR | Enabling the Billing Document to SIN or SCR Feature |
Mandatory Steps to Upgrade Payments Plus
If you have previously set up this feature in your org, complete the mandatory upgrade by enabling the Vendor Payment Customizations feature in the Feature Console. For more information, see Enabling the Vendor Payments Customizations Feature.
Release Content
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action.
| Action | Further Information |
|---|---|
| Deactivate any deprecated prompts that are active in your org. |
Managing Certinia In-App Guidance
|
Included in this Feature
This section details the items that have been added or updated in this release.
In-App Guidance
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Background Matching | Accounting | Accounting Task Launcher | Tutorial | No | Fall 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 |
| Period End Playbook Template New Due Date Calculation On Task Template List View | Any | Accounting Playbook Task Templates | Other | Yes | Winter 2024 |
| Period End Playbook Template New Due Date Calculation On Template List View | Any | Accounting Playbook Templates | Other | Yes | Winter 2024 |
| 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 Sending Email Reminders | Accounting | Collections | Tutorial | No | Fall 2020 |
| DEPRECATED: Cross Company Allocations | Accounting | Allocations (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Currency Revaluation | Accounting | Currency Revaluation (List) | Tutorial | No | Fall 2020 |