SECTIONSUpgrading to Accounting Spring 2025
This page describes the changes to make when upgrading to Spring 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.
For information on new features and changes to existing features in Spring 2025, see New Features and Enhancements in Accounting Spring 2025.
ERP Cloud Is Now Financial Management Cloud
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2025.
Bank Reconciliation
Allow Multiple Reconciliations In Progress
Upgrade Steps
To upgrade this feature to Spring 2025, take the following action.
| Action | Further Information |
|---|---|
| Select the Allow Multiple Reconciliations field in the Reconciliation Settings custom setting. | Reconciliation Settings |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release
Custom Setting Fields
| Custom Settings | Fields | Further Information |
|---|---|---|
| Reconciliation Settings | Allow Multiple Reconciliations | Reconciliation Settings |
Background Matching Enhancements
Upgrade Steps
To upgrade this feature to Spring 2025, take the following action.
| Action | Further Information |
|---|---|
| Add the "Custom" value to the First Match By picklist on the Accounting Company object. You must enter "CustomField" as the API Name for this picklist value. | See "Updating Picklists" in the Salesforce Help. |
| Add the Custom First Match By field to your Accounting Company page layouts. | See "Updating Page Layouts" in the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Object | Field | Further Information |
|---|---|---|
| Background Matching | Custom First Match By | Background Matching Fields |
| Accounting Company | Custom First Match By | Accounting Company Fields |
Picklists
| Object | Picklist | Value | Further Information |
|---|---|---|---|
| Background Matching | First Match By | Custom | Background Matching Fields |
API Updates
| Service | Further Information |
|---|---|
| c2g.BackgroundMatchingService | For more information, see |
Transaction Management in the Envestnet Bank Integration
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Components
| Lightning Component | Description | Further Information |
|---|---|---|
| Request Latest Institution Information - Envestnet | Enables you to request the latest updates for the selected institutions. | Accounting Lightning Components Overview |
Buttons
| Button | Component Name | Further Information |
|---|---|---|
| Request | Bank Connections | Bank Account Connection Fields |
Enhancements to the Accounting - AvaTax Connector
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Setting Fields
| Object | Fields | Further Information |
|---|---|---|
| Accounting Settings | Sales Invoice Line Item Additional Eligibility Criteria | Accounting Tax Calculation Settings Fields |
| Sales Credit Note Line Item Additional Eligibility Criteria | ||
| Payable Invoice Line Item Additional Eligibility Criteria | ||
| Payable Invoice Expense Line Item Additional Eligibility Criteria | ||
| Payable Credit Note Line Item Additional Eligibility Criteria | ||
| Payable Credit Note Expense Line Item Additional Eligibility Criteria |
Buttons
| Button | Location | Further Information |
|---|---|---|
| Manage Tax Mappings | Accounting Settings | Accounting Tax Calculation Settings Fields |
| Manage | Manage External Tax Mappings |
Enhancements to the Billing Document to SIN or SCR Mappings
Upgrade Steps
To upgrade this feature to Spring 2025, take the following action.
| Action | Further Information |
|---|---|
|
Ensure that users have access to the Accounting and Billing-Billing Documents to Sales Invoices and Credit Notes permission set. |
Permissions for the Billing Document to Sales Invoice or Credit Note Integration |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Object | Field | Further Information |
|---|---|---|
| Sales Credit Note Line Item | Billing Document Line Item | Sales Credit Note Fields |
| Sales Invoice Line Item | Sales Invoice Fields |
Page Layout
| Page Layout | Further Information |
|---|---|
| Sales Credit Note Line (extended) Layout | Sales Credit Note Line Items |
| Sales Invoice Line (extended) Layout | Sales Invoice Line Items |
Payment Selection Sencha Removal
Upgrade Steps
To upgrade this feature to Spring 2025, take the following action.
| Action | Further Information |
|---|---|
|
Remove the DEPRECATED: Payment Selection Visualforce tab |
For more information, see the Salesforce Help. |
Deprecated Elements
Tabs
| Field Label | Replaced By | Further Information |
|---|---|---|
| DEPRECATED: Payment Selection | Deprecated Elements |
Cash Entry Extension Package Deprecation
This page describes the changes to make when upgrading to Spring 2025
Notice of Deprecated Features and Functionality.
We are deprecating the following features and functionality.
Cash Entry Extension Package Depreciation in Accounting
The cash entry extension will no longer be available for use or installation in future releases for Accounting. We recommend you migrate to the enhanced mode.
Cash Matching Component Retirement
Upgrade Steps
To upgrade this feature to Spring 2025, take the following action.
| Action |
Further Information |
|---|---|
|
Remove the following Visualforce tabs:
|
For more information, see "Remove Components from First-Generation Managed Packages" in the Salesforce Help. |
|
Remove the following Visualforce pages:
|
|
| Remove the cashMatchingFromAccountQuickAction Lightning component. | |
| On the Account object, remove the DEPRECATED: Cash Matching detail page button. |
Included in This Feature
There are no new fields or objects included in this feature.
Release Content
In-App Guidance
|
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
| 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 Action | Replaced By | Further Information |
|---|---|---|
| DEPRECATED: Cash Matching | Cash Matching | Deprecated Elements |