SECTIONSNew Features and Enhancements in Accounting Spring 2025
The following new features have been introduced in the Spring 2025 release of Accounting.
If you are upgrading from a previous version, see Upgrading to Accounting Spring 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 Spring 2025 requires the following Certinia packages to be installed in this order:
- Foundations Spring 2025
- Reporting Spring 2020
You must install these packages before installing or upgrading to Accounting Spring 2025.
ERP Cloud Is Now Financial Management Cloud
Our financials product group has been renamed from ERP Cloud to Financial Management Cloud, which more accurately reflects the financial management capabilities Certinia provides for services organizations. While the name has changed, our commitment to helping services organizations achieve financial excellence remains consistent.
Bank Reconciliation
Allow Multiple Reconciliations In Progress
The bank reconciliation process validation prevents you from starting a new reconciliation until the current one is complete. If you regularly reconcile your bank statements, for example, on a daily basis, this can stop you reconciling your bank statements in a timely manner if you have to investigate items on a statement.
To help you avoid this and having a backlog of statements to reconcile, we have added a new setting, Allow Multiple Reconciliations, to the Reconciliation Settings custom setting. If you enable this setting, you can create new reconciliations when your bank account has statement reconciliations that are not complete. This allows you to have concurrent reconciliations in progress.
For more information, see Reconciliation Settings.
Background Matching Enhancements
Custom First Match By Condition
Background matching has been updated to support the use of a sales invoice field as a First Match By condition to match cash receipts to sales invoices. When you run background matching you can now select "Custom" from the First Match By field and an additional field displays, that allows you to select a sales invoice field that you want to use. If the value of the specified field appears in the Account Reference field on the cash receipt, the invoice and receipt are matched.
The Background Matching Scheduler has also been updated to support this functionality. You can now select "Custom" when specifying the First Match By field on an accounting company record, and specify the sales invoice field that you want to use.
For more information, see About Document Matching Sequence in Background Matching.
API Updates
The Accounting API has been updated to support the use of the Custom option as a First Match By condition in background matching. For more information, see https://help.certinia.com/TechnicalReference/2025.2/Default.htm.
Transaction Management in the Envestnet Bank Integration
We have made the following enhancement to the Bank Connections feature.
The Bank Connection Actions panel now includes a Request Latest Institution Information - Envestnet action, enabling you to retrieve updated status details for bank accounts linked via Envestnet.
When you select this action, a window displays a list of connected institutions, their associated bank accounts, and bank account names. You can use the search box to filter and then select the bank accounts you want to request the latest institution information for.
Clicking Request starts a process that requests the latest information for the selected bank accounts. You'll receive an email containing the following details for each selected institution:
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Institution ID
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Current Institution Status
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Date of Last Available Information
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Date of Last Update Attempt
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Date of Next Scheduled Update
We've added a search box to the Import Bank Statements window, enabling you to quickly search for bank statements by searching the Bank Name and the Bank Account Name columns.
Finally, We've enhanced your experience on the Bank Connections tab by consolidating all of the action links under a single Lightning component, called Bank Connection Actions panel.
For more information, see:
Enhancements to the Accounting - AvaTax Connector
We have introduced the following custom fields to the Accounting Settings on the Tax Calculation Settings page for Sales Invoice, Sales Credit Note, Payable Invoice, and Payable Credit Note Line Item objects. The custom fields enable you to select the field on the Line Item object that defines the eligibility of the Line Item for tax calculation.
- Sales Invoice Line Item Additional Eligibility Criteria field in the Sales Invoice Line Item object.
- Sales Credit Note Line Item Additional Eligibility Criteria field in the Sales Credit Note Line Item object.
- Payable Invoice Line Item Additional Eligibility Criteria field in the Payable Invoice Line Item object.
- Payable Invoice Expense Line Item Additional Eligibility Criteria in the Payable Invoice Line Item object.
- Payable Credit Note Line Item Additional Eligibility Criteria field in the Payable Credit Note Line Item object.
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Payable Credit Note Expense Line Item Additional Eligibility Criteria in the Payable Credit Note Line Item object.
We have also added the Manage Tax Mappings button under Accounting Settings in the Tax Calculation Settings that displays the following mappings to select from:
- External SIN Tax Mappings
- External SCR Tax Mappings
- External PIN Tax Mappings
- External PCR Tax Mappings
By default, the External SIN Tax Mappings is selected. Selecting any of the above-mentioned tax mappings redirects to the respective mapping page and helps you manage the tax mappings accordingly.
For more information, see Accounting Tax Calculation Settings Fields.
Enhancements to the Billing Document to SIN or SCR Mappings
You can now view the billing document line item when you create a sales invoice or credit note. For this, we have:
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Created the Billing Document Line Item lookup field on the Sales Invoice Line Item and Sales Credit Note Line Item objects.
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Updated the billing document to SIN or SCR mappings to map the record ID of the billing document line item to sales invoice line items and sales credit note line items.
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Added the Billing Document Line Item lookup field on Sales Invoice and Sales Credit Note lines (extended) layouts.
For more information, see Billing Document to Sales Invoice or Credit Note Mappings, Sales Invoice Fields, and Sales Credit Note Fields.
Payment Selection Sencha Removal
We have deprecated the Payment Selection tab Sencha layout originally intended to offer an alternative way to retrieve and pay transactions.
For more information, see Deprecated Elements.
Cash Entry Extension Package Deprecation
As part of the deprecation of the Cash Entry Extension package functionality that was started in the Winter 2024 release we have made the following changes.
The Cash Entry Extension package has been deactivated and removed from any other packaging organization.
For more information, see Deprecated Elements
Cash Matching Component Retirement
In this release we have completed the retirement of the Cash Matching Visualforce components.
If you are upgrading from a previous version of Accounting, you can now remove the retired components. For more information, see Upgrading to Accounting Spring 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 Academy
If you want to learn more about the new features in this release, see the FM Cloud - Spring 2025 Release Highlights Certinia Academy module. This module will guide you through the new features in Financial Management 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.