New Features and Enhancements in Accounting Winter 2026

The following new features have been introduced in the Winter 2026 release of Accounting.

If you are upgrading from a previous version, see Upgrading to Accounting Winter 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

If you are upgrading from a version earlier than Summer 2025, check the documentation for previous releases for upgrade details.

Dependencies on Other Certinia Packages

Accounting Winter 2026 requires the following Certinia packages to be installed in this order:

  1. Foundations Winter 2026
  2. Reporting Spring 2020

You must install these packages before installing or upgrading to Accounting Winter 2026.

Enhanced Tax Calculation Process with Avalara

We have enhanced the external tax calculation process by adding Manage External Tax Status field sets to the following objects:

  • Payable Credit Note Expense Line Item
  • Payable Credit Note Line Item
  • Payable Invoice Expense Line Item
  • Payable Invoice Line Item
  • Sales Credit Note Line Item
  • Sales Invoice Line Item

These field sets allow you to manage the tax status of documents. If you have documents that are "In Progress" and the tax status is "Calculated", when you change the value of any of the fields in the field set, the tax status is changed to "Not Calculated". You must re-calculate the tax to continue processing the documents. This prevents you from committing incorrect tax values when you update documents.

Note:

The Manage External Tax Status field sets affect the tax status regardless of the values in the Automatic Tax Calculation fields in the Accounting Tax Calculation Settings Fields.

For more information, see:

Cash Matching Enhancements

To improve the user experience, we have made the following improvements to the Cash Matching pager and associated elements:

  • The Select Filters button has been renamed to Select Accounts.
  • The Select Filters window has been renamed to Select Accounts.
  • The Commit Transactions button has been renamed to Commit.
  • When you commit a match, you now remain on the Outstanding tab with thee selected account and any remaining cash entries and transactions displayed. This allows you to commit separate matches for an account without having to reselect the account after each commit. You can still change accounts by clicking Select Accounts.
  • We have added a field set, Cash Matching Dynamic Fields, to the Account object, that allows you to define the fields displayed on the Account page of the Select Accounts window. You can add your own custom fields to this field set. For more information, see Account Field Sets.

We have also updated the way that filters are applied on the Matched tab on the Cash Matching page. If you have selected an account on the Outstanding tab, then only matched transactions for that account display on the Matched tab.

Duplicate Accounting Documents to Streamline Your Workflow

We have enhanced the duplicate quick action to allow the duplication of sales invoices, payables invoices, cash entries, sales credit notes, payable credit notes, and journals from a closed accounting period into the next open period for multiple documents. For single documents, you can select any specific subsequent open period, regardless of current period's status. This new improvement streamlines the process of creating recurring accounting documents, significantly reducing the need for manual data entry.

Enhancements to Creating Sales Invoices from Opportunities

We have made the following improvements to the process of creating sales invoices from opportunities:

  • A lookup field to the opportunity product has been added to the Sales Invoice Line Item object.
  • We have added a warning message to the Create Invoices window when there is an existing sales invoice for a selected opportunity. We recommend that you review the existing invoice, to ensure that you are not creating duplicate invoices.

Added Mappings to Enhance Support for Poland VAT Reporting

We've expanded accounting mappings to enhance support for Poland VAT Reporting. These mappings are accessible in the Avalara VAT Reporting Integration custom metadata under Foundations Configurations Items.

To enable this, we've added the ISO code for Poland for sales invoices, sales credit notes, payable invoices, payable credit notes and billing documents. Now the ISO code PL will be sent to Avalara for all Polish companies in the following fields:

  • DateofSupply
  • Supplierdata/Address
  • Supplierdata/Zip
  • Supplierdata/City
  • Document Indicator

Enhanced the Integration of Accounting with Storecove to Support Malaysia's Electronic Invoicing

We´ve enhanced the integration of Accounting with Storecove to support sending and receiving electronic invoices in compliance with Malaysian government regulations. This leverages the Storecove connection for seamless, secure and authenticated e-invoice exchange with Malaysia. For more information, seeSetting up Electronic Invoicing for Malaysia.

Automated Creation of Sales Credit Notes for Billing Contracts

If you have enabled the Billing to Accounting integration and generate sales invoices for your billing contracts, you can now automatically create and match sales credit notes for any unpaid sales invoices when you end a billing contract. This removes the manual steps that were previously required.

To automatically create sales credit notes for sales invoices when ending a billing contract, you must configure your settings in Billing Central. For more information, see Billing Central Settings

Journal Extension, Account Payable Extension, and OneTouch Are Being Retired

Journal Extension Package Is Removed

We´ve retired the Journal Extension package and it can´t be used anymore. We no longer support this package and it has been removed from Certinia in Winter 2026. This extension has provided an alternative user interface when creating, editing, and viewing journals. We recommend that you use the core Accounting package instead.

Account Payable Extension Package Is Removed

We´ve retired the Account Payable Extension package and it can´t be used anymore. We no longer support this package and it has been removed from Certinia in Winter 2026. This extension has provided an alternative user interface that makes use of faster data entry grids for entering document lines. We recommend that you use the core Accounting package instead.

OneTouch Package Is Retired

We're retiring the OneTouch package and it'll be deactivated in a future release, no sooner than 12 months from now. We'll continue to support OneTouch and you can still use it, but we recommend that you use the core Accounting package instead.

To support this, we've deprecated the following:

  • Transaction Inquiry Report
  • OneTouch Cash Matching Report
  • OneTouch posting mass action
  • Bulk posting of journals
  • Bulk cloning of journals

For more information about the deprecated elements, see Deprecated Elements.

Currency Revaluation Visualforce Page Deprecation

As part of the ongoing deprecation and retirement of the Currency Revaluation Visualforce pages, we have added a deprecation message to pages that were not covered in the original work done in Spring 2024. For more information, see Deprecated Elements.

Asperato is Now Unaric

The Asperato is now Unaric Payments. The packages have been renamed to align with Asperato, which is part of Unaric, and the related product packages have also been renamed accordingly. The table below provides a summary of the product name in the Asperato suite.

Packages Renamed in Winter 2026
Old Package Name New Package Name
Asperato Payments Unaric Payments
Asperato Connector Unaric Payments Connector

We have updated all the relevant labels in the packages. If you are upgrading from a previous version, some labels might not be automatically updated.

We have also made the required updates in our Help so that our content is aligned with the name changes.

For a summary of the items that have been updated as a result of the renaming changes in Asperato, see Upgrading to Unaric Payments Connector Winter 2026

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 - Winter 2026 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.