Upgrading to PSA – Accounting Connector 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.

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 Summer 2024, see New Features and Enhancements in PSA – Accounting Connector Summer 2024.

PSA – Accounting Connector Enhancements

The following are the new features and enhancements that have been implemented in PSA – Accounting Connector in Summer 2024.

PSA – Accounting Connector Admin Page Link in Foundations and Integrations Task Launcher Page

Upgrade Steps

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

Enhancements to PSA – Accounting Connector Custom Settings

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

Custom Setting Fields Added in Summer 2024
Custom Setting	Custom Setting Field	Flow	Further Information
PSA – Accounting Connector Settings	Auto-Post Journals	Miscellaneous Adjustments to Journals	PSA – Accounting Connector Settings Fields
	Auto-Post PIN or PCR from Expense Report	Expense Reports to Payable Invoices or Credit Notes
	Auto-Post PIN or PCR from Vendor Invoice	Vendor Invoices to Payable Invoices or Credit Notes
	Auto-Post Sales Invoices or Credit Notes	Billing Events to Sales Invoices or Credit Notes
	BE Create SIN or SCR on Release	Billing Events to Sales Invoices or Credit Notes
	ER Create PIN or PCR on Approval	Expense Reports to Payable Invoices or Credit Notes
	JLI Create MA on Journal Posted	Journal Line Items to Miscellaneous Adjustments
	MA Create Journal on Approval	Miscellaneous Adjustments to Journals
	PINELI Create MA on PIN Posted	Payable Invoice Expense Line Items to Miscellaneous Adjustments
	PCRELI Create MA on PCR Posted	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
	Send Emails	General Settings
	Send Notifications	General Settings
	VI Create PIN or PCR on Approval	Vendor Invoices to Payable Invoices or Credit Notes

Permission Sets

Permission Sets Added in Summer 2024
Permission Set	Description	Further Information
PSA – Accounting - Administration	The following have been provided: Class access for class AdministrationSettingsController. Read access to the Category field on the Billing Event Item object. Read access for the Billing Event Item object.	Permission Sets and Other Technical Documentation

Enhancements to PSA – Accounting Connector Admin Page

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

Custom Setting Fields Updated in Summer 2024
Page	Custom Setting Field	Flow	Further Information
PSA – Accounting Connector Admin	Additional Notification Recipients	General Settings	PSA – Accounting Connector Admin Page PSA – Accounting Connector Administration Fields
	Company Source
	Copy Analysis 1-4 when Posting
	Send Emails
	Send Notifications
	Additional Eligibility Field	Billing Events to Sales Invoices or Credit Notes - Billing Event Settings
	Maximum Billing Event Items per Billing Event
	BE Validation Limit for BEAR and BEAI
	Automatically Create Sales Invoices or Sales Credit Notes
	Custom Criteria Field
	Synchronous Line Limit
	Account Optional for Release
	Company Optional for Release
	Currency Optional for Release
	Automatically Post Sales Invoices or Sales Credit Notes
	Additional Eligibility Field	Billing Events to Sales Invoices or Credit Notes - Billing Event Item Settings
	Budget Category
	Expense Category
	Milestone Category
	Miscellaneous Adjustment Category
	Timecard Category
	Product Optional for Release
	Additional Eligibility Field	Expense Reports to Payable Invoices or Credit Notes - Expense Report Settings
	Automatically Post Payable Invoices or Payable Credit Notes
	Automatically Create Payable Invoices or Payable Credit Notes
	Custom Criteria Field
	Company Optional for Approve
	Currency Optional for Approve
	Additional Eligibility Field	Expense Reports to Payable Invoices or Credit Notes - Expense Settings
	Expense GLA Optional
	Non-Reimbursable
	Reimbursable
	Additional Eligibility Field	Vendor Invoices to Payable Invoices or Credit Notes - Vendor Invoice Settings
	Automatically Post Payable Invoices or Payable Credit Notes
	Automatically Create Payable Invoices or Payable Credit Notes
	Custom Criteria Field
	Maximum Vendor Invoice Items per Vendor Invoice
	Synchronous Line Limit
	Company Optional for Submit
	Currency Optional for Submit
	Invoice Number Optional for Submit
	Additional Eligibility Field	Vendor Invoices to Payable Invoices or Credit Notes - Vendor Invoice Item Settings
	GLA Optional for Submit
	Additional Eligibility Field	Miscellaneous Adjustments to Journals
	Automatically Post Journals
	Automatically Create Journals
	Custom Criteria
	Default Balancing GLA
	Company Optional for Approve
	Currency Optional for Approve
	MA GLAs Optional for Approve
	Additional Eligibility Field	Journal Line Items to Miscellaneous Adjustments
	Automatically Create Miscellaneous Adjustments	Journal Line Items to Miscellaneous Adjustments
	Additional Eligibility Field	Payable Invoice Expense Line Items to Miscellaneous Adjustments
	Automatically Create Miscellaneous Adjustments
	Custom Criteria Field
	Additional Eligibility Field	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
	Automatically Create Miscellaneous Adjustments
	Custom Criteria Field