New Features and Enhancements in Asperato Connector Spring 2025

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

If you are upgrading from a previous version, see Upgrading to Asperato Connector Spring 2025. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

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.

Outbound Vendor Payments

We have changed the package dependencies for outbound vendor payments. Now, to use Asperato Connector to pay multiple vendors, you must install and configure Accounting Summer 2023 SP5 or later in your org. This helps avoid payment processing issues when one of the payments is unsuccessful when paying multiple vendors via Asperato.

For more information, see Upgrading to Asperato Connector Spring 2025.

Enhancements to Single Asperato Payments for Multiple Invoices with Future Due Date

We have made several enhancements to Single Payments for Multiple Invoices to improve the user experience:

  • Enhanced the Payment Multiple Invoices window by making the Company Name and Document Number columns linkable. You can now:

    • Click on a company name to redirect to the corresponding company record.

    • Click on a document number to redirect to the corresponding document record.

    • You can customize the column layout in the Payment Multiple Invoices window by editing the Multiple Invoice Payment Preview Column field set on the Transaction Line Item object. This feature is available as an optional upgrade for users.

  • Added a Summary Toolbar which displays the total amount of selected invoices when creating an Asperato payment. This total updates dynamically as invoices are selected or deselected, providing a real-time summary of the outstanding value.

  • Added a Search Box on the Payment Multiple Invoices window to search for and select the sales invoices displayed within the window.

  • Added Filter and Refresh buttons on the Payment Multiple Invoices window. This allows you to filter and refresh the displayed sales invoices within the window.

  • Added a title and subtitle that displays the text Sales Invoices and the number of selected items. This count updates dynamically as items are selected or deselected, providing a real-time summary of the sales invoices.

  • Hidden the ‘Document Type’ field from the Payment Multiple Invoices window, because this window supports only Sales Invoices and this field does not add any value.

  • Added Due Date From and Due Date To date fields in the Payment Multiple Invoices window to enter the start date and the end date to retrieve the sales invoices whose due date is within the Due Date From and Due Date To interval.

  • Added an Overdue Invoices checkbox to display only the overdue invoices in the Payment Multiple Invoices window.

  • Added a Rest button under filters panel to reset the applied filters in the Payment Multiple Invoices window.

  • When selecting the sales invoices in Payment Multiple Invoices, you can now view all the unpaid or partially paid invoices regardless of due date. A notification within the window indicates that the list includes overdue and future-dated invoices that have not yet been paid, specifically when accessing the Community.

For more information, see Creating Single Payments for Multiple Invoices.