Release Notes (Intacct)

2026 note these updates are part of our june 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on june 10, 2026 june 2026 new features added we're excited to introduce the sandbox checklist via the portal docid 7nyk0yxkg5wxyemsaffxi , a guided, self serve onboarding experience built directly in the fispan portal to help clients get the most out of their sandbox environment the sandbox checklist is a structured list of post onboarding sandbox checklist that guides clients through the plugin this allows them to gain immediate clarity on the next steps once they are onboarding it eliminates the guesswork by giving clients a clear, prioritized path through fispan's core capabilities, at their own pace key benefits and highlights my journey tab a new my journey tab now appears in the portal once the onboarding wizard has been completed this allows for tracking progress through your sandbox it remains up to date as you explore the plugin automated task completion as you perform actions in their erp, such as loading bills, viewing transactions, or confirming a payment, the sandbox checklist will mark those tasks as complete upon the next refresh tailored to your bank’s products the checklist only displays tasks relevant to the products enabled for you learn more redirect the sandbox checklist includes a learn more link that takes you directly to the relevant section of our product guide or interactive demo, providing step by step guidance exactly when and where it's needed also, product assistant docid\ its7zhslrjqsesuqjozic is now available on the payables (beta) , payment methods (beta) , payment approvals , and vendor approvals pages product assistant uses ai to instantly cross reference your questions with our product guide, delivering real time answers and direct links to the relevant documentation it searches publicly available product guide content and provides trusted guidance, feature explanations, and links to source documentation directly in the experience product assistant is a guidance tool only and does not make changes in the erp or plugin in addition, we are excited to launch payables insights (intacct) docid\ fyiohwm4tw6usbzhow dz , a centralized, real time dashboard designed to give your finance team total visibility over your accounts payable, all in one place the payables insights brings your most critical financial metrics into a single, actionable view key benefits and highlights payables summary instantly review outstanding obligations with a consolidated view of overdue, current week, and total open payables monthly payment tracking monitor transaction statuses, including paid, processing, pending, and failed payments, within a single view to mitigate execution risk integrated account balances view near real time, intraday balances across all connected bank accounts to optimize liquidity and funding decisions ap aging analytics visualize outstanding payables across standard aging categories to optimize working capital vendor spend analysis identify top vendors by volume over a rolling 30 day period to support strategic sourcing and treasury reviews payment method distribution track payment volume across payment types to manage transaction costs and efficiency remittance advice tracking if available, view remittance delivery statuses alongside an aggregate delivery success percentage rate to ensure vendor alignment improvements we are excited to announce a streamlined ui refresh and enhanced data visibility for our clients this update focuses on better organization for diverse account types and improved transaction tracking the page you know as balances and transactions is evolving to support our expanding ecosystem of account types, we have rebranded this space to bank accounts this new ui provides a cleaner foundation for managing multiple financial streams in one place for more information, please refer to our product guide managing bank accounts (intacct) docid\ xa4q6egnnjaw0vvjcuiqq key benefits and highlights new "counterparty name" column to help you identify partners and sources faster, we’ve added a counterparty name column to the transactions model note this column will appear blank as we are working on extracting out this information dedicated deposit account tabs organization just got easier use the new deposit account type tab to instantly access all information related to your checking and savings accounts, keeping them distinct from other account types enhanced filtering & search stop digging through rows of data you can now perform targeted searches and filter your views by bank reference customer reference amount description post date visual ui refresh & country identifiers we’ve added country images (flags/identifiers) to the account interface this allows you to spot the geographic source of funds and account origins at a single glance, providing better global context for your treasury team also, we've enhanced the plugin experience with a refined user interface designed to create a more seamless and consistent experience across systems driven by customer feedback, these enhancements improve usability and navigation, seamlessly matching the native intacct interface, while maintaining the workflows users know today this release includes visual updates only; no functionality or processes have changed in addition, the intacct plugin now features an improved " vendor is individual " custom field on the vendor page with cleaner presentation and enhanced usability the field has been updated and now includes a helpful tooltip that reads " used by your bank plugin " when users hover over it, making its purpose immediately clear may 2026 improvements we’ve updated the payment history page to ensure all transaction statuses are accurately represented records designated as "completed with change" now populate correctly within your history view this update ensures the continued integrity of your payment data, providing a comprehensive and reliable audit trail for all finalized transactions april 2026 new features added we're thrilled to announce the next generation of the payables experience (payables 2 0) with the introduction of two new modules payments (beta) and payment methods (beta) these new interfaces deliver powerful new capabilities to help you streamline payment runs and reduce errors improved user interface retain bill selection select bills across multiple pages without losing your previous selection, and apply different filters while maintaining your selection fixed columns key information (vendor name, amount) now remains visible at all times as you scroll horizontally quickly reference critical payment details without scrolling back batch summary bills selected for payment are now summarized at the top of the list the selection is broken down by currency for a quick "sanity check" before processing enhanced filtering advanced filters are now available for every column on the page find and organize payments with greater precision quick actions set a vendor's default payment method directly from the payments page, eliminating unnecessary navigation to vendor settings better error handling & visibility failure alerts a new banner on the payments page alerts you immediately if one or more payments fail within a run, allowing you to catch issues early and take corrective action quickly detailed error insights failed payments now display an error icon within the list of open bills click the icon to reveal the specific error message for rapid troubleshooting vendor health alert a prominent alert at the top of the page notifies you if any vendors are missing a default payment method addressing missing payment methods ensures smoother payment runs simplified vendor management bulk vendor updates easily manage vendor data at scale you can now export a pre formatted template, add your bank and contact details, and re import them in seconds direct grid toggles manage vendor specific settings, such as excluding bills, combining payments, or enabling automatic remittances directly from your main list for more information on accounts payable 2 0 and payment methods (beta), please refer to our product guides introducing payables 2 0 (intacct) docid\ jhztxz fy3utax 6zrajc and payables 2 0 payment methods (intacct) docid\ u0lk5ncp716pljkth3vs features added for testing we’ve added additional check delivery codes on a per vendor basis please note that this functionality is currently in the testing phase and is not yet available for general production use the following methods are currently available for testing within the plugin standard usps / canada post courier to debtor address courier to payee address courier to special handling address march 2026 improvements we’ve improved the bill payment process to prevent selection of bills linked to vendors with pending approval changes this update enhances accuracy and ensures payments are processed only when vendor updates are fully approved february 2026 features added the positive pay feature is now enabled for testing purposes only please note, this is not yet active for use you may now see the option to add check as a payment method under the bmo sync / lien bmo sub tab within the vendor profile this functionality is currently available for testing purposes only and is not yet enabled for live use the feature is expected to become available in the coming months to support domestic payment processing january 2026 improvements general improvements and bug fixes 2025 december 2025 improvements the feature previously known as vendor approvals (new) will be renamed simply to vendor approvals no changes have been made to the functionality, processes, or user interface of this feature all existing capabilities remain the same november 2025 improvements we've improved the user experience on the payment approval request page to enhance efficiency in managing your assigned tasks the page now defaults to the "show assigned to me only" filter, ensuring that upon loading, you immediately see the relevant payments requiring your approval october 2025 september 2025 august 2025 for more information on payment approvals, please refer to our product guide payment approvals (intacct) docid l8sar3z6 h3vfvwecku july 2025 july 2025 june 2025 for more details on the vendor bank details approval module, please refer to our product guide vendor approvals (intacct) docid\ jxov3cfxg6vfbjip 2pr1 may 2025 april 2025 march 2025 february 2025 january 2025 2024 2024 10 2024 9 2024 8 2024 7 2024 6 2024 5 2024 4 2024 3 2024 2 2024 1 2023 2023 12 2023 11 2023 10