Upgrading to PSA Direct for Concur Expense Spring 2024

This page describes the changes to make when upgrading to Spring 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 Spring 2024, see New Features and Enhancements in PSA Direct for Concur Expense Spring 2024.

Setting Date Range to Synchronize PSA to Concur Information

Upgrade Steps

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

Included in This Feature

Fields

Fields Added in Spring 2024

Field	Lightning Tab	Further Information
Last Synchronized	PSA Direct for Concur Expense Settings	Configuring the PSA Direct for Concur Expense Settings
Custom Date and Time Range

Enhancements to PSA Direct for Concur Expense Settings Page

Upgrade Steps

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

Included in This Feature

Field Renamed in Spring 2024

New Field	Previous Field	Lightning Tab	Further Information
Enable PSA Direct for Concur Expense	Activate PSA Direct for Concur Expense	PSA Direct for Concur Expense Settings	Configuring the PSA Direct for Concur Expense Settings