Upgrading to PSA – Accounting Connector Summer 2026

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

Enhance the Revert Billing Process

Upgrade Steps

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

Action	Further Information
Add the Sales Invoice Line Item field to the Sales Credit Note Line Item page layout. This field is a lookup to the sales invoice line item that this credit note line reverses.	Sales Credit Note Fields
Add the Sales Credit Note Line Item field to the Sales Invoice Line Item page layout. This field is a lookup to the sales credit note line item that reverses this sales invoice line.	Sales Invoice Fields
Add the Sales Invoice Line Item and Sales Credit Note Line Item fields to the Billing Event Item page layout.	Billing Event Fields
Update custom permission sets to include View and Edit access for the new fields on the Sales Invoice Line Item, Sales Credit Note Line Item, and Billing Event Item objects. We recommend updating the PSA-Accounting Billing Events to Sales Invoices or Sales Credit Notes permission set.	Billing Event Fields

Included in This Feature

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

Sales Credit Note Line Item Fields

Object	Field	Description
Sales Credit Note Line Item	Sales Invoice Line Item	Lookup field that links the sales credit note line item to the sales invoice line item it reverses. Automatically populated during the Revert Billing process.

Sales Invoice Line Item Fields

Object	Field	Description
Sales Invoice Line Item	Sales Credit Note Line Item	Lookup field that links the sales invoice line item to the sales credit note line item that reverses it. Automatically populated during the Revert Billing process.

Billing Event Item Fields

Object	Field	Description
Billing Event Item	Sales Invoice Line Item	Lookup field that links the billing event item to the sales invoice line item it created. Automatically populated during the Revert Billing process.
Billing Event Item	Sales Credit Note Line Item	Lookup field that links the billing event item to the sales credit note line item that reverses it. Automatically populated during the Revert Billing process.

Permission Sets

Permission Set	Description	Further Information
PSA-Accounting Billing Events to Sales Invoices or Sales Credit Notes	Updated to include permissions for the new lookup fields on the Sales Invoice Line Item, Sales Credit Note Line Item, and Billing Event Item objects.	Billing Event Fields