SECTIONSUpgrading to Accounting Winter 2026
This page describes the changes to make when upgrading to Winter 2026.
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.
If you are upgrading from a version earlier than Summer 2025, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Winter 2026, see New Features and Enhancements in Accounting Winter 2026.
Enhanced Tax Calculation Process with Avalara
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Field Sets
The following field sets have been added in this release.
| Object | Field Set | Description | Further Information |
|---|---|---|---|
| Payable Credit Note Expense Line Item | Manage External Tax Status | Used to determine the External Tax Status of the document. If you change values in any of these fields after calculating the external tax, the External Tax Status is set to Not Calculated. | Payable Credit Note Expense Line Item Field Sets |
| Payable Credit Note Line Item | Payable Credit Note Line Item Field Sets | ||
| Payable Invoice Expense Line Item | Payable Invoice Expense Line Item Field Sets | ||
| Payable Invoice Line Item | Payable Invoice Line Item Field Sets | ||
| Sales Credit Note Line Item | Sales Credit Note Line Item Field Sets | ||
| Sales Invoice Line Item | Sales Invoice Line Item Field Sets |
Cash Matching Enhancements
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Field Sets
The following field set has been added in this release.
| Object | Field Set | Description | Further Information |
|---|---|---|---|
| Account | Cash Matching Dynamic Fields | Used to define the columns displayed on the Select Account window in Cash Matching. | Account Field Sets |
Duplicate Accounting Documents to Streamline Your Workflow
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Enhancements to Creating Sales Invoices from Opportunities
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Add the Opportunity Product field to your Sales Invoice Line Item page layouts. | See the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
The following fields have been added for Winter 2026.
| Object | Field | Description | Further Information |
|---|---|---|---|
| Sales Invoice Line Item | Opportunity Product | A lookup to the product on the opportunity that the line item was created for. | Sales Invoice Fields |
Added Mappings to Enhance Support for Poland VAT Reporting
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
|
Add the following picklist values to the Avalara VAT Reporting Document Indicator field on the Sales Invoices, Sales Credit Note, Payable Invoice, Payable Credit Note, and Billing Document objects:
|
For more information, see the Salesforce Help. |
Enhanced the Integration of Accounting with Storecove to Support Malaysia's Electronic Invoicing
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Create custom fields within Accounting that correspond to the fields from the internal object ElectronicInvoicingService.Document. | For more information, see Step 7 Setting up Electronic Invoicing for Malaysia |
| Add the Reference fields at the line level. | For more information, see Step 8 Setting up Electronic Invoicing for Malaysia |
| Map the new custom fields created within Accounting to the fields of the internal object ElectronicInvoicingService.Document. | For more information, see Step 9 Setting up Electronic Invoicing for Malaysia |
|
Add the following picklist values to the E-Invoicing Tax Category field on the Accounting Company object.
|
For more information, see the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Sales Invoice and Sales Credit Note | |||
|---|---|---|---|
| Object | Field | Description | Further Information |
| ElectronicInvoicingService.Document | AccountingCustomerParty.PostalAddress.County | The county in which the recipient of the document is located. | For more information, see Field Mappings for Sales Invoice to Electronic Invoice and Field Mappings for Sales Credit Note to Electronic Invoice |
| Delivery.ActualDate | The actual date when the delivery takes place. | ||
| Delivery.DeliveryLocation | Indicates the address of the delivery location. | ||
| Delivery.DeliveryParty.PublicIdentifiers[0].ID | Stores the delivery location and time of the goods and services invoiced. | ||
| Delivery.DeliveryParty.PublicIdentifiers[0].Scheme | Defines the scheme and format for the electronic address required by the e-invoicing provider. | ||
| Delivery.DeliveryParty.Party.CompanyName | Used to define the company name where the delivery is sent. | ||
| Delivery.DeliveryParty.Party.Address.CountryIdentificationCode | Used to determine the company country where the delivery is sent. | ||
| Delivery.DeliveryPeriod | The start and the end date from the invoice period. | ||
| Delivery.Shipment | The details of the shipment. (Country ISO Code is only supported). | ||
| Delivery.Terms.Incoterms | The rules that define who is responsible for a shipment throughout the shipping process. | ||
| DeliveryTerms.DeliveryLocationId | The delivery location specified by the terms. | ||
| DeliveryTerms.SpecialTerms | Used to detail the special conditions in the delivery terms. | ||
| References[..].DocumentType | The type of the referenced documents. | ||
| References[..].DocumentID | The unique identifier of the referenced documents. | ||
| References[..].DocumentDescription | The description of the referenced documents. | ||
| References[..].IssueDate | The issue date of the referenced documents. | ||
| References[..].DocumentIdListID | The ID that identifies the list of referenced documents. | ||
| DocumenLines[..].References[..].DocumentDescription | The description of the referenced documents. | ||
| DocumentLines[..].References [..].DocumentType | The type of the referenced documents. | ||
| DocumentLines[..].References [..].DocumentIdListID | The ID that identifies the list of referenced documents. | ||
| DocumentLines[..].References [..].DocumentID | The ID that identifies the referenced document. | ||
| Payable Invoice and Payable Credit Note | |||
|---|---|---|---|
| Object | Field | Description | Further Information |
| ElectronicInvoicingService.Document | References[..].DocumentType | The type of the referenced documents. | For more information, see, Field Mappings for Electronic Invoice to Payable Invoice and Field Mappings for Electronic Invoice to Payable Credit Note |
| References[..].DocumentID | The ID that identifies the referenced document. | ||
| References[..].DocumentDescription | The description of the referenced documents. | ||
| References[..].IssueDate | The issue date of the referenced documents. | ||
| References[..].DocumentIdListID | The ID that identifies the list of referenced documents. | ||
| DocumenLines[..].References[..].DocumentDescription | The description of the referenced documents. | ||
| DocumentLines[..].References [..].DocumentType | The type of the referenced documents. | ||
| DocumentLines[..].References [..].DocumentIdListID | The ID that identifies the list of referenced documents. | ||
| DocumentLines[..].References [..].DocumentID | The ID that identifies the referenced document. | ||
Automated Creation of Sales Credit Notes for Billing Contracts
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
|
Add the following picklist values to the Credit Note Reason field on the Sales Credit Note object:
|
Sales Credit Note Fields |
|
Add the following picklist values to the Reason for Ending Contract field on the Billing Contract object:
|
Billing Contract Fields |
| Enable the Auto Create SCR When Ending Contract field in the Billing Central custom settings. | Billing Central Settings |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Picklist Values
| Object | Field | Values | Further Information |
|---|---|---|---|
| Sales Credit Note | Credit Note Reason |
Bad debt Early settlement |
Sales Credit Note Fields |
Journal Extension, Account Payable Extension, and OneTouch Are Being Retired
Journal Extension Package Is Removed
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Ensure the page layouts are assigned to the Accounting package instead of the Journal Extension package. | For more information, see the Salesforce Help. |
Account Payable Extension Package Is Removed
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Ensure the page layouts are assigned to the Accounting package instead of the Account Payable Extension package. | For more information, see the Salesforce Help. |
OneTouch Package Is Retired
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Consult the Transaction Details Report from the Accounting Reporting Expansion package instead of the Transaction Inquiry Report from OneTouch. | The Accounting Expansion Pack |
| Consult the Cash Matching Details Report from the Accounting Reporting Expansion package instead of the OneTouch Cash Matching Report. | Cash Matching Report |
| Post documents through Mass Action in Accounting instead of posting multiple documents with OneTouch. | |
| Post journals through Mass Action in Accounting instead of posting multiple journals with OneTouch. | Posting Journals |
| Clone multiple journals in Accounting instead of cloning with OneTouch. | Cloning Multiple Journals |
Currency Revaluation Visualforce Page Deprecation
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2026.
Asperato is Now Unaric
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Complete the Asperato payments which are in progress. | For more information, see the Unaric Help. |
|
Upgrade Unaric Payments, Accounting, and Unaric Payments Connector packages to Winter 2026. |
Installing Managed Packages |
|
Enable the Vendor Payments Customizations feature in Feature Console to update the payment method picklists. |
Enabling the Vendor Payment Customizations Feature |
| Update the payment method picklist from the Vendor Payments object. | For more information, see the Salesforce Help. |
| Update Unaric values in the Payment Method picklists on the Payment Details Template. | Managing Payment Templates |
| Ensure you are using the latest instance of the Lightning Pages provided in Winter 2026. | For more information, see the Salesforce Help. |
| Rename manually the Asperato ONE application label to Unaric Payments. | For more information, see the Unaric Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Picklist Values
| Field API Name | Previous Label | New Label |
|---|---|---|
| c2g__CODAPaymentMethod__c | Asperato - Domestic | Unaric - Domestic |
| Asperato - Domestic - ACH | Unaric - Domestic - ACH | |
| Asperato - Domestic - BANK_TRANSFER | Unaric - Domestic - BANK_TRANSFER | |
| Asperato - Domestic - BPAY | Unaric - Domestic - BPAY | |
| Asperato - Domestic - FAST | Unaric - Domestic - FAST | |
| Asperato - Domestic - FASTER_PAYMENTS | Unaric - Domestic - FASTER_PAYMENTS | |
| Asperato - Domestic - FEDWIRE | Unaric - Domestic - FEDWIRE | |
| Asperato - Domestic - FPS | Unaric - Domestic - FPS | |
| Asperato - Domestic - GIRO | Unaric - Domestic - GIRO | |
| Asperato - Domestic - RTGS | Unaric - Domestic - RTGS | |
| Asperato - International | Unaric - International | |
| c2g__PaymentMediaTypes__c | Asperato | Unaric |
| c2g__PaymentMethod__c | ||
| c2g__PaymentMethodMedia__c | ||
| c2g__VendorPaymentMethod__c | Asperato - Domestic | Unaric - Domestic |
| Asperato - Domestic - ACH | Unaric - Domestic - ACH | |
| Asperato - Domestic - BANK_TRANSFER | Unaric - Domestic - BANK_TRANSFER | |
| Asperato - Domestic - BPAY | Unaric - Domestic - BPAY | |
| Asperato - Domestic - FAST | Unaric - Domestic - FAST | |
| Asperato - Domestic - FASTER_PAYMENTS | Unaric - Domestic - FASTER_PAYMENTS | |
| Asperato - Domestic - FEDWIRE | Unaric - Domestic - FEDWIRE | |
| Asperato - Domestic - FPS | Unaric - Domestic - FPS | |
| Asperato - Domestic - GIRO | Unaric - Domestic - GIRO | |
| Asperato - Domestic - RTGS | Unaric - Domestic - RTGS | |
| Asperato - International | Unaric - International |
Release Content
Upgrade Steps
To upgrade this feature to Winter 2026, take the following action.
| Action | Further Information |
|---|---|
| Deactivate any deprecated prompts that are active in your org. |
Managing Certinia In-App Guidance
|
Included in this Feature
This section details the items that have been added or updated in this release.
In-App Guidance
| Name | App | Tab | Type | Active | Created |
|---|---|---|---|---|---|
| Currency Revaluation Criteria Walkthrough | Any | Currency Revaluation Templates (List) | Walkthrough | No | Fall 2021 |
| Currency Revaluation Template Walkthrough | Any | Currency Revaluation Templates (List) | Walkthrough | No | Fall 2021 |
| 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 | 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 |
| Name | App | Tab | Type | Active | Created |
|---|---|---|---|---|---|
| DEPRECATED: About Accounting Books | Any | Accounting Books (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Account and Tax Code Audit File Mapping | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| DEPRECATED: Accounting Audit File | Any | Accounting Companies (Record) | Tutorial | No | Fall 2021 |
| DEPRECATED: Accounts Receivable Write-Off | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| DEPRECATED: Background Matching | Any | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| DEPRECATED: Background Matching Scheduler | Any | Accounting Task Launcher | Tutorial | No | Spring 2022 |
| DEPRECATED: Chart of Accounts Localization | Any | Chart of Accounts Localization | Tutorial | No | Fall 2020 |
| DEPRECATED: Chart of Accounts Localization | Any | Chart of Accounts Localization | Tutorial | No | Fall 2020 |
| DEPRECATED: Combination Rules Configuring Combination Rules | Any | Combination Rules Setup | Tutorial | No | Fall 2020 |
| DEPRECATED: Configuring Prepaid Expenses | Any | Prepaid Expenses Schedule Definition (List) | Tutorial | No | Fall 2020 |
| DEPRECATED: Consolidating Sales Invoices | Any | Invoice Consolidation Rules (List) | Tutorial | No | Spring 2022 |
| DEPRECATED: Creating a Currency Revaluation Template | Any | Currency Revaluation Template (List) | Tutorial | No | Spring 2021 |
| DEPRECATED: Creating Prepaid Expenses Journals | Any | Prepaid Expenses | Tutorial | No | Fall 2020 |
| DEPRECATED: Generating Currency Revaluation Documents | Any | Currency Revaluation Criteria (List) | Tutorial | No | Spring 2021 |
| DEPRECATED: Intercompany Tax | Any | Intercompany Tax Code Mappings | Tutorial | No | Spring 2022 |
| DEPRECATED: Journal Loader | Any | Journal Loader | Tutorial | No | Fall 2021 |
| DEPRECATED: Reporting Currencies | Any | Accounting Currencies | Tutorial | No | Fall 2021 |
| DEPRECATED: Types of Balance Record | Any | Accounting Task Launcher | Tutorial | No | Fall 2020 |
| DEPRECATED: Using Accounting Books | Any | Journal (List) | Tutorial | No | Fall 2020 |
Deprecated Elements
Actions
| Action | Replaced By | Further Information |
|---|---|---|
| OneTouch Posting Mass Action | Posting Mass Action in Accounting | Deprecated Elements |
| OneTouchBulk Posting of Journals | Bulk Posting Journals in Accounting | Deprecated Elements |
| OneTouchBulk Cloning of Journals | Bulk Cloning Journals in Accounting | Deprecated Elements |
Reports
| Report | Replaced By | Further Information |
|---|---|---|
| Transaction Inquiry Report | Transaction Details Report found in Accounting Reporting Expansion package | Deprecated Elements |
| OneTouch Cash Matching Report | Cash Matching Details Report found in Accounting Reporting Expansion | Deprecated Elements |