New Features and Enhancements in Accounting Winter 2025

The following new features have been introduced in the Winter 2025 release of Accounting.

If you are upgrading from a previous version, see Upgrading to Accounting Winter 2025. 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

Accounting Winter 2025 requires the following Certinia packages to be installed in this order:

  1. Foundations Winter 2025
  2. Reporting Spring 2020

You must install these packages before installing or upgrading to Accounting Winter 2025.

Bank Reconciliation Enhancements

To help you easily reconcile bank charges and interest payments and receipts on your bank statements, we have updated the auto-creation of cash entries. You can now specify up to three unique keywords on your bank accounts for each of the following:

  • Bank Charges
  • Interest Paid
  • Interest Received

If any of these keywords appear in the bank statement reference field, the automated process will create a transaction to match the bank statement line item.

Note:

The bank statement line values must be:

  • Negative for bank charges and interest paid.
  • Positive for interest received.

We have also updated the transaction creation process to allow you to create cash entries for sales invoices and credit notes. You can now create cash entries for bank statement lines where the selected line is an incoming amount, the Reference field contains at least one sales invoice or sales credit note number, and the sales invoices and credit notes belong to the same account. The cash entries are created with the following details:

  • Cash Entry Type: Receipt.
  • Reference: Name of the bank reconciliation.
  • Account: Derived from the identified sales invoices or sales credit notes.
  • Currency: Derived from the sales invoices or sales credit notes.
  • Amount: Derived from the sales invoices or sales credit notes.
  • Match To: All the identified sales invoices and sales credit notes.

The cash entries are automatically created and display in the Transactions list on the Reconcile page.

We have added a new field, Default Transaction Type - Cash Entry, to the Reconciliation Settings custom setting. If you select this field, the transaction type will default to Cash Entry when you manually create transactions when reconciling your bank statement lines. If you do not select this field, you can select the transaction type when manually creating transactions in bank reconciliation. This field does not affect the transaction type of automatically created transactions.

We have also added a new field, Allow Full Transaction Auto Creation, to the Reconciliation Settings custom setting. If you select this field, transactions are automatically created for customer cash receipts, bank charges, and interest paid or received, when you begin a bank reconciliation. The transactions and bank statements lines are automatically matched for reconciliation.

Note:

You must also have the Allow Transactions Auto Creation setting enabled for this setting to take effect.

Finally, we have added the Transactions Auto-Creation Sync Limit field to the Reconciliation Settings custom setting. This field allows you to specify the maximum number of transactions that are automatically created when opening a bank statement reconciliation. The default value for this field is 30. You can reduce the value of this field to improve the performance when opening a bank reconciliation. If the number of bank statement lines that can have transactions automatically created exceeds the value of this field, a message displays and you can close and re-open the reconciliation to create additional transactions.

Account Default Information in Multiple Companies Configuration

We have introduced several enhancements to the Multiple Companies Configuration feature to provide more flexibility when defining information for multiple companies. You can now define information related to accounts payable control and accounts receivable control GLAs, credit terms, default tax, and multi-account contact individually. This enables you to adapt the feature to your business needs.

We have updated the process to default the information related to the accounts receivable control and accounts payable control GLAs on the transaction line items of the "Account" type when posting sales and payable documents. The record that the GLAs are defaulted from depends on whether the Accounts Payable Control and Accounts Receivable Control fields are populated in the account record or the related multiple companies account config record.

For more information, see:

We have also updated the process to calculate the due date when you create sales and payable documents. This depends on whether you define credit terms information at multiple companies account config, account, or Accounting company level.

For more information, see:

Additionally, we have updated the process to calculate discounts when you post sales invoices and payable invoices. This depends on whether you define credit terms information at multiple companies account config, account, or Accounting company level. Discounts are now calculated for sales credit notes and payable credit notes as well.

For more information, see:

We have also updated the processes to create cash entry line items and post cash entries when the Multiple Companies Configuration feature is enabled. The processes now check that there is an accounts receivable control account or an accounts payable control account associated with either the related account or multiple companies account config.

For more information, see:

We have updated several tax-related fields on the Multiple Companies Account Config object to make them optional. For this purpose, we have added a new step to the Multiple Companies Configuration Feature Console feature to update the Multiple Companies Account Config Layout page layout.

For more information, see:

We have also updated the Multiple Companies Account Config Layout and Multiple Companies Account Product Layout page layouts to rearrange the fields and better display the information.

We have enhanced the validation of customer and vendor accounts to check that the fields related to the accounts payable control and accounts receivable control GLAs, credit terms, and the tax status are populated. This depends on whether the information is defined and in which record.

For more information, see:

Finally, we have updated Payments Plus and Vendor Payments to support accounts associated with multiple companies account configs when the Multiple Companies Account Config feature is enabled.

For more information, see Default of Accounts Payable Control Account in Payments Plus and Vendor Payments.

Multiple Contacts per Account and Company in Multiple Companies Configuration

We have added a new custom object, Multi-Account Contact. This object enables you to associate multiple contacts with the same Accounting companies and accounts. It also enables you to associate the same contact with multiple Accounting companies and accounts.

For more information, see Multi-Account Contacts.

We have also updated several permission sets to include the Multi-Account Contact object.

To enable you to create and access multi-account contacts, we have added two new steps to the Multiple Companies Configuration Feature Console feature that add the Multi-Account Contacts related list to the Multiple Companies Account Config Layout and the Contact Layout (Accounting) page layouts.

For more information, see Enabling Multiple Companies Configuration.

Additionally, we have updated Automated Collections to support multi-account contacts when the Multiple Companies Account Config feature is enabled. This enables you to send reminders and customer statements to the relevant users in your organization. As part of this, we have also updated the Accounting and Billing - Collections - Template permission set.

For more information, see:

Finally, we have deprecated the Finance Contact field on the Multiple Companies Account object as it has been replaced by the new Multi-Account Contact object.

For more information, see Deprecated Elements.

Tax Calculation at Line Level Using Avalara AvaTax

From this release, you can enable tax calculation using the line level address in the Ship From and Ship To fields on sales invoice line items, sales credit note line items, payable invoice line items, payable credit note line items, payable invoice expense line items, and payable credit note expense line items. To do so, enable the Calculate Tax Using Line Level Address custom setting in the External Tax Calculation Settings.

When you convert a sales invoice to a sales credit note, the values in the Ship From and Ship To fields on the related sales invoice line items will be automatically populated in the Ship From and Ship To fields on the created sales credit note line items. Same happens when you convert a payable invoice to a payable credit note.

For more information, see:

Cash Matching Visualforce Retirement

As part of the deprecation of the Cash Matching Visualforce functionality that was started in the Winter 2023 release we have made the following changes.

The Cash Matching Visualforce page has been deactivated and is no longer available. It will be removed in a future release of Accounting.

The Cash Matching Visualforce button on the Account object has been deprecated. You must use the Cash Matching Lightning button instead.

Visualforce pages for the following documents no longer re-direct to the cash matching process:

  • Cash Entry
  • Sales Credit Note
  • Purchase Credit Note

An error message displays instead. We recommend that you use the Lightning page layouts for these documents.

Additionally, Custom Input Form (CIF) page layouts have been updated to redirect to the Cash Matching Lightning page.

For more information, see Deprecated Elements.

Envestnet Enhancements

We have updated the email notification that you receive when importing bank statements from Envestnet. This email now contains details of the last date and time that bank transaction information as update by Envestnet. It also contains a count of the number of bank statement lines that were imported.

Mandatory Steps to Upgrade Payments Plus

In the Summer 2024 release, Payments Plus requires additional mandatory upgrade steps to be performed. For more information, see Upgrading to Accounting Winter 2025.

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 Accounting In-App Guidance.

Certinia Trailhead

If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2025 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 Accounting, see the relevant section of the Known Issues page.