New Features and Enhancements in PSA Direct for Concur Expense Spring 2024

The following new features have been introduced in the Spring 2024 release of PSA Direct for Concur Expense.

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

Dependencies on other Certinia Packages

This release of PSA Direct for Concur Expense connector requires the following Certinia package to be installed:

  • Foundations Spring 2024

You must install this package before installing or upgrading to this release of PSA Direct for Concur Expense.

Setting Date Range to Synchronize PSA to Concur Information

Prior to this release, all the information from PSA to Concur was synchronized irrespective of the date and time. We have now added the capability to select a specific date and time for synchronizing the information between PSA and Concur by adding the Last Synchronized checkbox and a Custom Date and Time Range checkbox that enables you to view the date and time of the last synchronization. The date time format displayed is based on the Salesforce user's locale, and you can manually enter the date range to synchronize the information.

For more information, see:

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 Direct for Concur Expense, see the relevant section of the Known Issues page.