Upgrading to PSA Direct for Concur Expense 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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Winter 2026, see New Features and Enhancements in PSA Direct for Concur Expense Winter 2026.

Improve High-Volume Expense Processing with Controlled Batch Sizes

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.

Custom Setting Fields Added in Win

Custom Setting Field	Custom Setting	Further Information
Max Expense Lines per Batch Execution	PSA Direct for Concur Expense	PSA Direct for Concur Expense Custom Settings