Upgrading to Accounting Winter 2025

This page describes the changes to make when upgrading to Winter 2025.

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 Winter 2025, see New Features and Enhancements in Accounting Winter 2025.

Bank Reconciliation Enhancements

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Actions for Bank Reconciliation
Action Further Information
Perform steps 7 and 8 of the Reconciliation Processes Feature on the Feature Console. Enabling the Reconciliation Processes

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

New Fields
Fields added in Winter 2025
Object Field Further Information
Bank Account Bank Charges Keywords 1 to 3 Bank Account Fields
Interest Paid Keywords 1 to 3
Interest Received Keywords 1 to 3
Bank Statement Line Items Transaction Bank Statement Fields
Custom Setting Fields
Custom Setting Fields added in Winter 2025
Custom Setting Custom Setting Field Further Information
Reconciliation Settings Allow Full Transaction Auto Creation Reconciliation Settings
Default Transaction Type - Cash Entry
Transactions Auto-Creation Sync Limit

Account Default Information in Multiple Companies Configuration

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025
Action Further Information
Perform step 6 of the Multiple Companies Configuration Feature Console feature. Enabling Multiple Companies Configuration

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Fields Updated in Winter 2025
Object Field Further Information
Multiple Companies Account Config Input VAT/GST Code Multiple Companies Account Config Fields
Output VAT/GST Code
Tax Status
Feature Console Feature Updated in Winter 2025
Feature Description Further Information

Multiple Companies Configuration

 Enables the Multiple Company Configuration feature. Enabling Multiple Companies Configuration

Multiple Contacts per Account and Company in Multiple Companies Configuration

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025
Step Action Further Information
1 Perform steps 6-8 of the Multiple Companies Configuration Feature Console feature. Enabling Multiple Companies Configuration
2 If you use the deprecated Finance Contact field on the Multiple Companies Account Config object, create a multi-account contact for each multiple-companies account config record that has the Finance Contact field populated. Creating Multi-Account Contacts
3 Remove the Finance Contact field from the Multiple Companies Account Config Layout page layout. See the Salesforce Help.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Objects

Object Added in Winter 2025
Object Description Further Information
Multi-Account Contact Represents a contact that can be associated with more than one multiple companies account config records. Multi-Account Contacts

Fields

Field Deprecated in Winter 2025
Field Object Replaced By Further Information
Finance Contact Multiple Companies Account Config Multi-Account Contact object Deprecated Elements

Permission Sets

Permission Sets Updated in Winter 2025
Permission Set Further Information
Accounting - Payment Template - Template Permission Sets and Other Technical Documentation
Accounting and Billing - Account - Template
Accounting and Billing - Collections - Template
Accounting and Billing - Statement Rule - Template

Page Layouts

Page Layouts Updated in Winter 2025
Page Layout Object Description Further Information
Contact Layout (Accounting) Contact These page layouts now include the Multi-Account Contacts related list that displays the multi-account contact records that the contact and the multiple companies account config relate to. For more information about page layouts, see the Salesforce Help.
Multiple Companies Account Config Layout Multiple Companies Account Config

Compact Layouts

Compact Layout Added in Winter 2025
Compact Layout Object Description Further Information
Multiple Companies Account Config Compact Layout Multiple Companies Account Config

Displays the following information about the Multiple Companies Account Config object:

  • Account
  • Company
  • Name
  • Tax Status
 Multiple Companies Account Config Fields

Feature Console Features

Feature Console Feature Updated in Winter 2025
Feature Console Feature Description Further Information
Multiple Companies Configuration

Enables the Multiple Companies Configuration feature so that you can define the following information for multiple companies:

  • Accounts payable control and accounts receivable control GLAs
  • Credit terms
  • Default tax
  • Multi-account contacts
 Enabling Multiple Companies Configuration

Tax Calculation at Line Level Using Avalara AvaTax

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025
Action Further Information
Add the Ship To and Ship From fields on the page layouts and required field sets for sales invoice line items, sales credit note line items, payable invoice line items, payable credit note line items, payable credit note expense line items, and payable invoice expense line items.
Enable the Calculate Tax Using Line Level Address custom setting in External Tax Calculation Settings to use the Ship To and Ship From fields when calculating tax on sales invoice line item, sales credit note line item, payable invoice line item, or payable credit note line item. Accounting Tax Calculation Settings Fields

Ensure that the users who will use the line level address mappings:

  • When calculating tax on sales invoice line item or sales credit note line item have the Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable permission set assigned.
  • When calculating tax on payable invoice lines, payable credit note lines, payable invoice expense lines, or payable credit note expense lines, have the Accounting and Billing - Tax Code - Calculate Tax for Accounts Payable permission set assigned.
 Permission Sets and Other Technical Documentation

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Fields

Fields Added in Winter 2025
Object Field Further Information
Payable Credit Note Expense Line Item Ship From Payable Credit Note Fields
Ship To
Payable Credit Note Line Item Ship From
Ship To
Payable Invoice Expense Line Item Ship From Payable Invoice Fields
Ship To
Payable Invoice Line Item Ship From
Ship To
Sales Credit Note Line Item Ship From Sales Credit Note Fields
Ship To
Sales Invoice Line Item Ship From Sales Invoice Fields
Ship To

Updated Permission Sets

Permission Sets Updated in Winter 2025
Permission Set Description Further Information
Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable Added Read access to the Ship From and Ship To fields in sales invoice line item and sales credit note line item. Permission Sets and Other Technical Documentation

Cash Matching Visualforce Retirement

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Actions for Cash Matching Deprecation
Action Further Information

Replace the Visualforce page layouts for the following with Lightning Record Pages:

  • Cash Entry
  • Sales Credit Note
  • Purchase Credit Note
 Activating and Configuring Lightning Record Pages for Documents

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Deprecated Visualforce Actions

In this release we have deprecated the following Visualforce actions.

Visualforce Actions deprecated in Winter 2025
Visualforce Action Replaced By Further Information
DEPRECATED: Cash Matching Cash Matching Deprecated Elements

Envestnet Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

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 Winter 2025, take the following action.

Upgrade steps for Winter 2025
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

Accounting In-App Guidance Updated in Winter 2025

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

Deprecated Elements

Fields

Fields Deprecated in Accounting
Field Label Replaced By Further Information
DEPRECATED: Finance Contact Multi-Account Contact object Deprecated Elements

Deprecated Visualforce Actions

In this release we have deprecated the following Visualforce actions.

Visualforce Actions deprecated in Winter 2025
Visualforce Action Replaced By Further Information
DEPRECATED: Cash Matching Cash Matching Deprecated Elements