Upgrading to Accounting Summer 2025

This page describes the changes to make when upgrading to Summer 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 Summer 2025, see New Features and Enhancements in Accounting Summer 2025.

Cash Matching Enhancements

Upgrade Steps

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

Upgrade Steps for Summer 2025
Action Further Information
To use the additional filter when retrieving accounts, select the Cash Matching Alternative field in the Cash Matching Settings. Cash Matching Settings

Included in This Feature

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

Custom Settings Fields

Custom Setting Fields added for Summer 2025
Custom Setting Fields Further Information
Cash Matching Settings Cash Matching Alternative Cash Matching Settings

Transaction Management in the Envestnet Bank Integration

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2025

Included in This Feature

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

Buttons Added in Summer 2025

Button Component Name Further Information
Refresh Institution Information - Envestnet Bank Connections Panel Bank Account Connection Fields

Bank Account Credential Updates in the Envestnet Bank Integration

Upgrade Steps

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

Included in This Feature

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

Buttons

Buttons Added in Summer 2025

Button Component Name Further Information
Update Bank Connections - Envestnet Bank Connections Panel Bank Account Connection Fields

Using Custom Filters in Vendor Payments

Upgrade Steps

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

Enhancing Avalara VAT Reporting for Security Updates and Poland Support

Upgrade Steps

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

Upgrade Actions for Summer 2025

Action Further Information
Ensure you perform step 1 of the Avalara VAT Reporting Integration feature in the Feature Console and click Mark as Done when the step is complete. Bank Account Connection Fields
If you previously performed steps 3, 4, and 5 of the Localization Setup feature, perform these steps again to add the PL country ISO Code. To do this, click the Revert, and then click Perform.

Included in This Feature

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

Buttons

Buttons Added in Summer 2025

Button Component Name Further Information
Manage Avalara VAT Reporting Credentials Accounting Task Launcher Accounting Task Launcher Overview

Enhancements to Plaid Integration

Upgrade Steps

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

Upgrade Steps for Summer 2025

Action Further Information
  1. Contact the Certinia Customer Support team to enable this feature.
  2. If you have existing Plaid bank account connections, delete and recreate your bank account connection tokens and import statements for those accounts.
 Updating Plaid Bank Account Connections

Enhanced Tax Calculation Process with Avalara

Upgrade Steps

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

Included in This Feature

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

Fields

Fields Added in Summer 2025
Object Field Further Information
Accounting Settings Automatic Tax Calculation Accounting Tax Calculation Settings

Bank Reconciliation Report

Upgrade Steps

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

Using Custom Filters in Vendor Payments

Upgrade Steps

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

Enhanced Visibility of Payment Status for Services Credits

Upgrade Steps

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

Currency Revaluation Enhancements

Upgrade Steps

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

Included in This Feature

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

Custom Settings Fields

Custom Setting Fields added for Summer 2025
Custom Setting Fields Further Information
Accounting Settings Allow Zero Value Document TLIs in CRV Accounting Settings

Release Content

In-App Guidance

Accounting In-App Guidance Updated in Summer 2025
Name App Tab Type Active Created
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

Custom Settings

Custom Settings Deprecated in Accounting
Custom Setting Replaced By Further Information
Avalara VAT Reporting Saas Settings Avalara VAT Reporting Saas Settings Deprecated Elements
Support Data Access Key Support Data Access Key Deprecated Elements