SECTIONSNew Features and Enhancements in PSA – Accounting Connector Summer 2025
The following new features have been introduced in the Summer 2025 release of PSA – Accounting Connector.
If you are upgrading from a previous version, see Upgrading to PSA – Accounting Connector Summer 2025. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
PSA – Accounting Connector Enhancements
The following are the enhancements made to PSA – Accounting Connector in Summer 2025.
Default Company Field Support in PSA – Accounting Connector
You can now configure the PSA – Accounting Connector to automatically populate the Company field when creating or updating billing events, expense reports, miscellaneous adjustments, and vendor invoices. To do this, we have added a Default Company custom setting field to the PSA – Accounting Connector Settings custom setting and to the PSA – Accounting Connector Admin Lightning page. This Default Company custom setting field works for the following flows.
- Billing Event to Sales Invoice or Sales Credit Note
- Expense Report to Payable Invoice or Payable Credit Note
- Miscellaneous Adjustment to Journal
- Vendor Invoice to Payable Invoice or Payable Credit Note
This field enables you to ensure that no existing company names related to the Accounting company are overlooked when exporting from PSA.
For more information, see PSA – Accounting Connector Administration Fields and PSA – Accounting Connector Settings Fields.
Enhanced Visibility of Payment Status for Services Credits
We’ve added a Services Credits Customer Purchase field on the Sales Invoice Line Item object. This enhancement provides a direct link to the details of service credits purchased by your customers from the sales invoice line item, making it easier to track service credit payments.
When a sales invoice is created from an opportunity with the opportunity product line linked to a services credits customer purchase, the Services Credits Customer Purchase lookup field automatically populates. This makes managing installments and tracking payments for services credits more effective.
For more information, see Sales Invoice Fields and Services Credits Customer Purchase Fields
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 PSA – Accounting Connector, see the relevant section of the Known Issues page.