New Features and Enhancements in PSA – Accounting Connector Summer 2026

The following new features have been introduced in the Summer 2026 release of PSA – Accounting Connector.

If you are upgrading from a previous version, see Upgrading to PSA – Accounting Connector Summer 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 Spring 2026, check the documentation for previous releases for upgrade details.

Enhance the Revert Billing Process

You can now trace the relationship between reversed billing documents and their originating records directly from each object. The Sales Invoice Line Item field is now available on the Sales Credit Note Line Item object, the Sales Credit Note Line Item field is now available on the Sales Invoice Line Item object, and both the Sales Invoice Line Item and Sales Credit Note Line Item fields are now available on the Billing Event Item object, replacing manual reconciliation and custom workarounds.

This enables you to maintain a clear audit trail across sales invoices, sales credit notes, and billing event items when you revert billing data.

For more information, see Reverting Billing Data for Invoiced Billing Events.

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.