Upgrading to Accounting Spring 2026

This page describes the changes to make when upgrading to Spring 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 Winter 2026, 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 Spring 2026, see New Features and Enhancements in Accounting Spring 2026.

Mass Duplicate Accounting Documents with Greater Control and Visibility

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Enhance the Certinia-Unaric Connector Error Handling for Outbound Payments

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026
Action Further Information
Add the Vendor Payment lookup field to the Payment Outbound Layout or your Unaric Payments layout on the Unaric Payments object. For more information, see the Salesforce Help.
Add the Unaric Payments related list to the Payment Detail Layout or your Vendor Payments layout on the Vendor Payment object.
Ensure you are using the latest instance of the Lightning Pages provided in Spring 2026 to access the Remove Accounts from Proposal and Pay Now buttons in Vendor Payments.

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 in this release.

Fields added in Spring 2026.
Object Field Description Further Information
Unaric Payments Vendor Payment Lookup to the Vendor Payment associated with the Unaric payment record.

Outbound Vendor Payments Field Reference

Amortizing Prepaid Expenses On A Days Pro Rata Basis

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026
Action Further Information
Add the Days Pro Rata field to your Prepaid Expenses Schedule Definition page layouts. See "Updating Page Layouts" in the Salesforce Help

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Fields Added in Spring 2026
Object Field Description Further Information
Prepaid Expenses Schedule Definition Days Pro Rata If selected, indicates that the expenses are pro rated across the initial journal. This allows you to create a journal for an initial payment due after the 1st day of the month. Prepaid Expenses Schedule Definition Fields

Currency Revaluation Visualforce Page Retirement

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026
  Action Further Information

Update the Currency Revaluation Layout page layout.

  1. Remove the following buttons:
    • DEPRECATED: Cancel Revaluation
    • DEPRECATED: Clear History
    • DEPRECATED: Delete Zero Value Discarded CRVs
    • DEPRECATED: Discard
    • DEPRECATED: Restart Currency Revaluation Group
    • DEPRECATED: Unlock
    • Post (DEPRECATED)
  2. Remove the deprecated Errors List View page link from the Errors section.
  3. Add the related list Currency Revaluation Batches to the Related Lists section of the page layout.
  4. In the List View Button Layout section of the Currency Revaluation Object, deselect the New button.
 Deprecated Elements

For more information, see "Updating Page Layouts" in the Salesforce Help.

Update the Currency Revaluation Group Layout page layout.

  1. Remove the following buttons:
    • DEPRECATED: Post
    • DEPRECATED: Revaluation Summary
  2. Remove the DEPRECATED Currency Revaluation Progress Info Visualforce page from the Job Status section of the page layout.

Bank Account Credential Updates in the Plaid Bank Integration

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Buttons

Buttons Added in Spring 2026
Button Component Name Further Information
Update Bank Connections - Plaid Bank Connections Panel Bank Account Connection Fields
Buttons Updated in Spring 2026
Button Component Name Further Information
Update Update Bank Connection Bank Account Connection Fields

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

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026
Action Further Information
Ensure that your LegalEntity has been setup for the Storecove network. For more information, see the Storecove Help.

Release Content

Deprecated Elements

The following elements have been deactivated in this release.

Currency Revaluation Visualforce Pages

Visualforce Pages Deprecated in Accounting
Page Name Object Label Deprecated Version Removed Version Replaced By Further Information
codacurrencyrevaldelete Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codacurrencyrevaldiscard Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codacurrencyrevalrestart Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codahelpcurrencyrevaluation Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalconfirm Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalcriteria Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalcurbatchlistview Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalcurrencycancel Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalcurrencyunlock Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevaldoccur Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance

codarevalexchangerates

 Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalfinished Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalgla Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
codarevalperiod Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevalcancelhistory Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevaldataexporter Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevalpost Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevaluationgrouppost Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevaluationprogressinfo Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance
currencyrevaluationreview Currency Revaluation Spring 2026     Assigning Lightning Record Pages and In-App Guidance

Currency Revaluation Visualforce Actions

Visualforce Actions Deprecated in Accounting
Action Name Object Label Deprecated Version Removed Version Replaced By Further Information
Cancel Revaluation Currency Revaluation Spring 2024   Cancel Currency Revaluation Fields
Clear History Currency Revaluation Spring 2026     Currency Revaluation Fields
Delete Zero Value Discarded CRVs Currency Revaluation Spring 2026     Currency Revaluation Fields
Discard Currency Revaluation Spring 2024   Discard Currency Revaluation Fields
Errors List View Currency Revaluation Spring 2026   Currency Revaluation Batches Currency Revaluation Fields
Post Currency Revaluation Spring 2024   Post Currency Revaluation Fields
Restart Currency Revaluation Currency Revaluation Spring 2026   Restart Currency Revaluation Currency Revaluation Fields
Unlock Currency Revaluation Spring 2024   Unlock Currency Revaluation Fields
Post Currency Revaluation Group Spring 2024   Post Currency Revaluation Group Fields
Revaluation Summary Currency Revaluation Group Spring 2024   Revaluation Summary Currency Revaluation Group Fields