New Features and Enhancements in Billing Central Spring 2024

The following new features have been introduced in the Spring 2024 release of Billing Central.

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

Before you upgrade to Spring 2024, we recommend you also check the new features and enhancements information for each incremental release. This information for the two most recent Billing Central releases can be found here:

Multi-Revenue Billing

Billing Central Enhancements in Lightning Experience

Mass Actions

We have implemented Billing Contracts and Billing Documents mass actions in Lightning. These pages provide a modern user experience and enable you to perform your billing related tasks in a streamlined way.

Using the Billing Contracts Lightning page, you can:

  • Create billing documents from Active or Expired contracts that contain one or more contract line items. For more information, see Creating Creating Billing Documents from Contracts.
  • Complete billing documents with the status "Draft" or "Ready for Review" when they have one or more line items. For more information, see Completing Billing Documents.
  • Discard billing documents with the status "Draft", "Ready for Review", or "Superseded" if they are not linked to a consolidated billing document. For more information, see Discarding Billing Documents.
  • Activate draft contracts. For more information, see Activating Contracts.
  • Renew contracts. For more information, see Renewing Contracts.

Release Content

We want to help you find all of the information and resources that you need to use our products effectively.

In-App Guidance

Certinia in-app guidance uses Salesforce user engagement features to deliver Certinia content, such as tutorials and walkthroughs, directly from our products.

In this release, we've updated our in-app guidance. For more information, see Billing Central In-App Guidance.

Certinia Trailhead

If you want to learn more about the new features in this release, see the ERP Cloud - Spring 2024 Release Highlights Certinia Trailhead module. This module will guide you through the new features in ERP Cloud.

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 Billing Central, see the relevant section of the Known Issues page.