SECTIONSNew Features and Enhancements in PSA – Accounting Connector Spring 2026
The following new features have been introduced in the Spring 2026 release of PSA – Accounting Connector.
If you are upgrading from a previous version, see Upgrading to PSA – Accounting Connector Spring 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 Winter 2026, check the documentation for previous releases for upgrade details.
Sales Invoice and Sales Credit Note Lookups in the Billing Event
You can now access related financial documents directly from the Billing Event page. To streamline the transition from billing to accounting, the following lookup fields are now available:
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Sales Invoice: Links to the invoice generated from the billing event. This field is automatically populated when you create an invoice.
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Sales Credit Note: Links to the credit note related to the billing event. This field is automatically populated when you create a credit note.
Click the document number in either field to open the associated record.
This update helps you to eliminate manual searching for related financial records. Maintain a clear audit trail between billing activities and final accounting outputs. Improve data accuracy by ensuring that every billing event is correctly mapped to its corresponding document.
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.