What the Heck! I Am Not on the Latest Version of FinancialForce PSA

FinancialForce PSA
Administration

Do you want to have the latest and greatest features in your FinancialForce PSA system? If you answered yes, this short guide will help you stay up to date with FinancialForce PSA releases.

How do I find out what version of FinancialForce PSA is in my environment?

To find out what version of FinancialForce PSA your organization is currently on, follow these steps:

  1. Go to Setup
  2. Enter Installed Packages in the Quick Find box
  3. Select Installed Packages
  4. From Installed Packages, click on the name of Installed Package called “PS Enterprise.”
  5. On the PS Enterprise Package Detail page, you will see a field called “Version Name.” The Version Name field lets you know the version of FinancialForce PSA your organization is currently on.

PS Enterprise

How do I find out what the latest version and features are for FinancialForce PSA?

To find out what the latest FinancialForce PSA version is and what features are included go to the FinancialForce Xtra site under the Upgrade process section.

How does my organization get upgraded to the latest version of FinancialForce PSA?

In the FinancialForce Xtra site under the Upgrade process section, you will also find instructions on how to upgrade to the latest version of FinancialForce PSA. We highly recommend that you upgrade and test in your sandbox environment before upgrading your production environment.

Do you need assistance in understanding how to take advantage the latest features and functionality for your organization? Check out our FinancialForce PSA Virtual Administration services.

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