New Features and Enhancements in Accounting Summer 2025

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

If you are upgrading from a previous version, see Upgrading to Accounting Summer 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 Summer 2025 requires the following Certinia packages to be installed in this order:

  1. Foundations Summer 2025
  2. Reporting Spring 2020

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

Cash Matching Enhancements

We have updated the cash matching process to use the default cash matching date specified on the accounting company record, when matching cash entries manually. You can now use "Current Date" and "Cash Entry Date" as your default values.

We have also changed the way "Period" is applied when selected in the Match Up To field. If all selected cash entries use the same period, then that period is applied when you commit the match. If the cash entries use different periods, the matching period is derived from the matching date.

For more information, see About Cash Matching and Accounting Company Fields.

Finally, we have added a new field to the cash matching custom settings, Cash Matching Alternative. This field can help you manage performance issues when opening the Select Filters window from the cash matching page. If you select this field, instead of displaying all accounts in the Select Filters window, an additional filter is displayed, so that you can choose any account field to restrict the number of accounts that display.

For more information, see Cash Matching Settings and Matching Cash.

Transaction Management in the Envestnet Bank Integration

We have enhanced the functionality for refreshing and requesting institution information, providing you with greater flexibility and on-demand access to your bank transactions.

Refreshing Transaction

We've enhanced the Bank Connections feature, giving you more control over your financial data. You can now refresh the latest transaction details for bank accounts linked to Envestnet whenever you need them.

Previously, you had to wait for scheduled updates. Now, you can instantly pull your bank transactions on demand and view when you last connected to a banking institution. This means you'll always have access to the newest transactions available without delay.

To use this new capability, we've added a Refresh Institution Information - Envestnet action to the Bank Connection Actions panel. Here, you'll view your connected institutions, their bank accounts, and their names. Use the search box to easily find and select the specific accounts you want to update.

Clicking Refresh starts a process of pulling the latest information for your selected bank accounts.

The Refresh Institution Information - Envestnet action currently works only for bank accounts that do not require multi-factor authentication. Therefore, the window will only display these eligible accounts.

You'll receive on-screen messages confirming that the refresh process has started, or if there are any errors preventing it. For a complete update, we'll also send you an email notification when the process finishes or if any errors occur during the refresh.

If you're notified that an institution's credentials haven't been updated in Envestnet, we recommend updating them as soon as possible to prevent any loss of transaction data. In some cases, validation issues might prevent further action within the Refresh Institution Information - Envestnet window; if this happens, the window will close automatically, and an error message will display.

We've also added an option to specify the maximum number of retry attempts for checking an Institution ID's status, from zero to nine. By default, this is set to four. While more attempts mean the system will spend more time checking, it can be beneficial in certain situations. If you need to change this default, contact Certinia Customer Support.

For more information, see Bank Account Connection Fields and Refreshing Envestnet Institution Details Details.

Requesting Latest Institution Information

To improve and streamline the user experience, we have made the following enhancements to the Request Latest Institution Information - Envestnet functionality:

  • The Request Latest Institution Information - Envestnet action applies only to bank accounts without multi-factor authentication. As a result, the Request Latest Institution Information - Envestnet window now displays only these accounts.
  • On-screen messages now confirm the launch of the Request process or notify you of errors that prevent the process from starting. You are notified by email when the process completes or if there are errors.
  • The feature has validation that prevents you from taking further action in the Request Latest Institution Information - Envestnet. If that occurs, the window closes automatically and an error message is displayed.

For more information, see Requesting Envestnet Institution Details.

Bank Account Credential Updates in the Envestnet Bank Integration

We have enhanced the Bank Connections feature so that connecting and updating your Envestnet bank accounts credentials is now simpler and more efficient, offering streamlined access and smarter guidance. You can now easily select an Institution and the specific accounts you wish to work with. To enable this, we’ve added an Update Bank Connections - Envestnet action to the Bank Connection Actions panel to update your credentials.

For more information, see Updating Bank Connections Details.

Enhancing Avalara VAT Reporting for Security Updates and Poland Support

We have enhanced the Avalara VAT Reporting Integration feature to improve security and streamline configuration. You can now configure Avalara settings including Account ID, API Key, and Avalara Environment, through a new user interface instead of directly in custom settings. This ensures that Avalara VAT Reporting Integration credentials are stored securely and simplifies the setup process. The new user interface is accessed through the Launch button within the Avalara VAT Reporting Integration feature on the Feature Console page.

Improved Security and Streamlined Setup

We've enhanced the security and simplify the configuration ofAvalara VAT reporting:

  • You can now configure Avalara settings, including Account ID, API Key, and Avalara Environment, directly from the Accounting Task Launcher through a new user interface. This improves security and also simplifies the setup process, as you no longer have to configure them directly in custom settings.
  • You can use the new Manage Avalara VAT Reporting Credentials action in the Accountingg Task Launcher to securely store your credentials, making the setup even better. If you're an existing user, re-enter all Avalara details to configure the setup.

Support for Poland VAT Reporting

You can now use the Avalara VAT Reporting solution to facilitate your tax reporting for Poland.

To enable this, we've made the following changes:

  • The Poland ISO Code (PL) is added to the localization picklist field. You'll find this value available for both Accounting Company and General Ledger Account objects, providing more precise localization options.
  • Expanded accounting mappings are now available to support Poland VAT reporting. These mappings are accessible in the Avalara VAT Reporting Integration custom metadata under Foundations Configurations Items.
  • To simplify the configuration, the integration now automatically creates Poland-specific fields. This is achieved by performing a step from the Avalara VAT Reporting Integration feature in the Feature Console page.

After Poland-specific fields are created, you'll need to manually add the following and update Poland mappings in the custom metadata.

  • The OutsourcingPartyType, OutsourcingPartyName, OutsourcingPartyAddress, OutsourcingPartyVRN, and ExemptionReason fields are added to the Sales Invoice and Credit Note page layout.
  • ItemIdentifier to the Sales Invoice and Credit Note Line page layout and to the Payable Invoice and Credit Note Line field set.

For more information, see:

Enhancements to Plaid Integration

We have updated the Plaid integration so that you can retrieve and import bank transactions that are older than 90 days. The maximum number of bank transaction days that you can retrieve is 730. This enhancement enables you to reconcile older transactions and helps with the initial Plaid setup, providing greater flexibility and a more comprehensive view of financial data. To enable this feature, you must contact Certinia Customer Support.

Note:

If you have existing Plaid bank account connections, you must delete and recreate your bank account connection tokens after this setting has been updated.

For more information, see Setting up the Plaid Bank Integration and Importing Plaid Bank Statement Details.

Enhanced Tax Calculation Process with Avalara

We have introduced an Automatic Tax Calculation field to the Accounting Settings on the Tax Calculation Settings page for the following objects:

  • Sales Credit Note
  • Sales Invoice
  • Payable Credit Note
  • Payable Invoice

Taxes are calculated automatically as soon as a sales credit note or a payable credit note is created based on the automatic tax calculation custom setting. This is done by clicking Convert to Credit on a sales invoice or a payable invoice.

This results in significant time savings and a more efficient workflow with Avalara.

Note:

Using the Automatic Tax Calculation field, you can automatically calculate tax for a maximum of 200 records at once.

For more information, see Accounting Tax Calculation.

Bank Reconciliation Report

We have added a new Bank Reconciliation Report tab to the Bank Account page. You can use this tab to generate and export a report that contains the unreconciled bank statement lines and transaction line items for a selected date range. It also contains summary card and balance analysis, giving you a snapshot of your bank account and statement balances for the selected date range.

The report displays the following sections:

  • Summary cards showing the opening balance, the total valuer of the unreconciled bank statement and transaction lines, and the difference between the unreconciled items.
  • Balance analysis showing opening and closing balances for your bank accounts and bank statements, the sum of movements for each and the difference, if any, between the account and the statement lines.
  • All unreconciled bank statement lines that do not have the status "In Progress" or "Reconciled".
  • All unreconciled transaction line items that do have the status "In Progress or "Complete".

For optimal results you should run this report when you have reconciled most of your bank statement lines.

For more information, see Bank Reconciliation Report.

Using Custom Filters in Vendor Payments

We've enhanced the Vendor Payments feature to include custom filters for transactions. These filters help refine search results, allowing you to add specifications to meet specific requirements and make the vendor payment process more efficient.

You can now:

  • Create and apply custom filters to transactions, with a maximum of four filters.
  • Create custom filters for Transaction, Transaction Line Item, and Account objects on the Selection Definitions page.
Note:

When you create a selection definition, you must add the selection name to the Payments Plus Custom Filters field in the Payments Options custom setting.

For more information, see Selection Definition Fields, Selection Definition Fields, and Payments Options.

Enhanced Visibility of Payment Status for Services Credits

We've added the IValidateAndUpdateSINLineItemService global API, which is used in combination with the PSA – Accounting Connector package to populate the Services Credits Customer Purchase value on the Sales Invoice Line Item. This enables you to update the SIN payment status in Services Credits Customer Purchase in PSA.

For more information, see the Permission Sets and Other Technical Documentation.

Currency Revaluation Enhancements

We have added a new field, Allow Zero Value Document TLIs in CRV, in the Accounting Settings custom setting. This new field allows you to include transaction line items that have zero document values when you create transaction-based currency revaluations.

For more information, see Accounting Settings.

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 - Summer 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.