--- title: Release Notes (Intacct) slug: bmo/release-notes-intacct description: Stay up to date on the latest releases and updates by checking these release notes, which are refreshed with every new version. icon: {"faIcon":"fa-solid fa-bullhorn"} docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2023-10-12T20:54:09.792Z --- ## 2026 :::hint{type="info"} **NOTE: **These updates are part of our October 2026 release. While you may see these features documented in our guides earlier, please note that all changes will officially go live on **October 14, 2026.** ::: ## October 2026 :::Changelog{title="2026.11 - October 14, 2026"} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::ChangelogItem{type="fixed" description="Resolved an issue with exporting approval history using a date filter."} ::: ### Improvements **Table headers now stay visible as you scroll:** Table headers now remain fixed in view while scrolling through long lists on the Bank Accounts page, allowing you to reference column labels without returning to the top of the page. ### Bug Fixes We fixed an issue where exporting Payment Approvals or Payment Method Approvals history with a date range filter failed with an error. Filtered exports now generate files as expected. *** ## September 2026 :::Changelog{title="2026.10 - September 17, 2026"} ::ChangelogItem{type="fixed" description="Addressed and resolved a minor deployment issue."} ::: :::Changelog{title="2026.10 - September 16, 2026"} ::ChangelogItem{type="added" description="Introducing Customizable Columns and Filters."} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::: ### New Features Added We're excited to bring you enhanced table customization and persistent filtering capabilities for your BMO Sync. You can now tailor your payables management workspace by personalizing visible data fields, reordering your table layout, and pinning your most-used filters, so your workspace works the way you do. For more information, please refer to our Product Guide: [Payables 2.0 - Customizable Columns and Filters (Intacct)](docId:0gAs27zkVYi9IZXfreJyE) ::::::ExpandableHeading **Key Benefits and Highlights** :::::WorkflowBlock :::WorkflowBlockItem **Tailored Column Selection** Display the exact data you need by choosing from standard and custom ERP fields, including Vendor Name, Amount Due, Due Date, Currency, and Payment Method. ::: :::WorkflowBlockItem **Drag-and-Drop Reordering** Easily rearrange your table layouts by dragging and dropping columns into your preferred order. ::: :::WorkflowBlockItem **Pinned Filter Views** Pin your most-used filters, such as date ranges, currency, and invoice numbers, so your search controls stay saved and ready across sessions. ::: ::::WorkflowBlockItem **Persistent Preferences & One-Click Reset** Your customized view is saved to your profile automatically, per workspace (such as Open Payables vs. Failed Payables). :::Paragraph{listStyleType="circle" indent="2"} **Cross-Session Persistence:** Log back in and your table is exactly where you left it, no additional setup required. ::: :::Paragraph{listStyleType="circle" indent="2"} **Reset to Default:** Ability to restore the standard layout and filters in a single click. ::: :::: :::WorkflowBlockItem **Searchable Field Catalog** Instantly find any standard or custom ERP field using the quick-search bar in the customization panel. ::: ::::: :::::: ### Improvements We've made a series of enhancements across the plugin to improve usability and visual clarity: - **Refined payment Action Log layout: **The Action Log timeline now displays with correct alignment, spacing, and styling, making it easier to track payment statuses at a glance. - **Table headers now stay visible as you scroll: **Table headers now remain fixed in view while scrolling through long lists on the Payments, History, Schedule Payments, Positive Pay, and Payment Methods pages, allowing you to reference column labels without returning to the top of the page. - **Clearer labeling when no payment methods are available: **Payment method fields now display "No Method Available" when a vendor or employee has no configured payment methods, clearly indicating that no selection can be made. This applies across all payment method fields and drop-downs. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6dkvpVIZJDJ6npCUp--cr_rn-no-method-available.png" size="50" isUploading="false" position="center" caption="Displaying No Method Available " width="620" height="246" darkWidth="620" darkHeight="246" showCaption="true"} - **Improved guidance for setting up approval workflows: **The BMO Sync plugin now offers clearer direction when approval rules have not yet been configured, distinguishing between rules that still need to be set up and an empty approval queue. When approval rules aren't yet in place in the FISPAN Portal, users see a helpful "Approval Rules Required" screen with direct links to the configuration area, guiding them to complete setup before processing payment or vendor approvals. - **Clearer labeling for vendor change reviews: **The "Vendor Record Approvals" section under Approvals is now labeled "Payment Method Approvals" to clearly indicate that pending updates relate specifically to vendor payment methods and bank details. This is a naming change only and does not affect existing permissions or pending requests. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/R-PcmI-2JlHR9C4pXvu9L_rn-intacct-payment-method-approvals.png" size="50" isUploading="false" position="center" caption=""Vendor Record Approvals" is renamed "Payment Method Approvals"" width="966" height="406" darkWidth="966" darkHeight="406" showCaption="true"} *** ## August 2026 :::Changelog{title="2026.9 - August 12, 2026"} ::ChangelogItem{type="added" description="Introducing the Scheduled Payments functionality."} ::ChangelogItem{type="improved" description="Improved bank account validation tooltip display."} ::ChangelogItem{type="improved" description="Clearer guidance to the Payment Methods page."} ::: ### New Features Added We're excited to announce support for [Payables 2.0 - Scheduled Payments (Intacct)](docId\:nMcy4kyawzrgWcFK8nYaG) within the Payables (Beta) Page. You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow. ### Improvements We updated the tooltips in the Bank Account configuration modal so all messages under **Available Payment Methods** are fully visible, clearly readable, and easy to act on regardless of your screen or modal size. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dWHqAiBVM4rdxH-KFA3nO_bank-accounts.png" size="80" isUploading="false" position="center" caption="Bank Account Validation Tooltip Display" width="927" height="548" darkWidth="927" darkHeight="548" showCaption="true"} Also, we simplified the note section on the Pay Bills page to make vendor management more straightforward. The updated note provides direct, clear instructions guiding you to the **Payment Methods** page to manage vendor records and preferences. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/VaqQfPQxMTMukAQ0wOtsS_intacct-pay-bills.png" size="60" isUploading="false" position="center" caption="Guidance to the Payment Methods Page" width="839" height="335" darkWidth="839" darkHeight="335" showCaption="true"} *** ## July 2026 :::Changelog{title=" 2026.8 - July 15, 2026"} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::ChangelogItem{type="fixed" description="Optimized Bill Payment display."} ::: ### Improvements We've updated our onboarding wizard with new setup steps for automated workflows and approvals. New users will now see two additional steps during initial setup: - [Step 18: Enable Bank Feeds](docId:-raG8XDhy82igL_wYwg_0)**: **Configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one. - [Step 18: Enable Bank Feeds](docId:-raG8XDhy82igL_wYwg_0)**: **Seamlessly connect your bank accounts during setup to automatically sync transactions directly into your ERP, eliminating manual data entry. :::hint{type="warning"} **NOTE: **These new steps apply exclusively to new users going through the onboarding process for the very first time. ::: ### Bug Fixes We've improved the Bill Payments page by consistently aligning the **'To Pay' **column, making your data easy to read with or without applied credits. *** ## June 2026 :::Changelog{title="2026.7 - June 10, 2026"} ::ChangelogItem{type="added" description="Introducing Sandbox Checklist."} ::ChangelogItem{type="added" description="Introducing Product Assistant."} ::ChangelogItem{type="added" description="Introducing Payables Insights."} ::ChangelogItem{type="improved" description="Enhanced Intacct-themed experience."} ::ChangelogItem{type="improved" description="The vendor page is improved with updates to the “Vendor is Individual” field."} ::ChangelogItem{type="improved" description="Bank Accounts page enhancements."} ::: ### 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. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **My Journey Tab** A new **My Journey tab** now appears in the BMO Sync 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. ::: :::WorkflowBlockItem ** 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. ::: :::WorkflowBlockItem **Tailored to Your Bank’s Products** The checklist only displays tasks relevant to the products enabled for you. ::: :::WorkflowBlockItem **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. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Payables Summary** Instantly review outstanding obligations with a consolidated view of overdue, current-week, and total open payables. ::: :::WorkflowBlockItem **Monthly Payment Tracking** Monitor transaction statuses, including paid, processing, pending, and failed payments, within a single view to mitigate execution risk. ::: :::WorkflowBlockItem **Integrated Account Balances** View near real-time, intraday balances across all connected bank accounts to optimize liquidity and funding decisions. ::: :::WorkflowBlockItem **AP Aging Analytics** Visualize outstanding payables across standard aging categories to optimize working capital. ::: :::WorkflowBlockItem **Vendor Spend Analysis** Identify top vendors by volume over a rolling 30-day period to support strategic sourcing and treasury reviews. ::: :::WorkflowBlockItem **Payment Method Distribution** Track payment volume across payment types to manage transaction costs and efficiency. ::: :::WorkflowBlockItem **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) :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **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. ::: :::WorkflowBlockItem ** 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. ::: :::WorkflowBlockItem **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** ::: :::WorkflowBlockItem **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Al0o-misikqR9Hq4RXyWA-20260603-160122.png" size="60" width="672" height="633" position="center" caption="Vendor is Individual Custom Field" darkWidth="672" darkHeight="633" showCaption="true"} *** ## May 2026 :::Changelog{title="2026.6 - May 13, 2026"} ::ChangelogItem{type="improved" description="Enhanced status accuracy for Payment History."} ::: ### 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 :::Changelog{title="2026.5 - April 15, 2026"} ::ChangelogItem{type="added" description="Introducing Accounts Payable 2.0 and Payment Methods (Beta)."} ::ChangelogItem{type="added" description="Added new check delivery codes for testing purposes."} ::: ### 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. :::ExpandableHeading **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/9VqaRqcPCz4SIz0apjjnD-20251103-181522.png" size="50" width="1324" height="1646" position="center" caption="Fixed Columns" darkWidth="1324" darkHeight="1646" showCaption="true"} - **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Vn1fdPLdMQRpzji7-UMsz-20251103-181522.png" size="80" width="2466" height="914" position="center" caption="View Batch Summary of Selected Invoices" darkWidth="2466" darkHeight="914" showCaption="true"} - **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. ::: ::::ExpandableHeading **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/kvyp6tyCkHYGZvJ1XEWZP-20251103-181522.png" size="80" width="2498" height="900" position="center" caption="Click failed payments banner" darkWidth="2498" darkHeight="900" showCaption="true"} - **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Xxz329qJtqXoEwCera_Fl-20251103-181522.png" size="80" width="2464" height="1110" position="center" caption="Review error message" darkWidth="2464" darkHeight="1110" showCaption="true"} - **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. :::ExpandableHeading **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 :::Changelog{title="2026.4 - March 11, 2026"} ::ChangelogItem{type="improved" description="Enhanced payment controls for pending vendor updates."} ::: ### 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 :::Changelog{title="2026.3 - February 11, 2026"} ::ChangelogItem{type="added" description="Positive Pay is now enabled for pilot testing."} ::ChangelogItem{type="added" description="Check Print payment method enabled for pilot testing."} ::: ### 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 :::Changelog{title="2026.1 - January 14, 2026"} ::ChangelogItem{type="improved" description="General improvements."} ::: ### Improvements General improvements and bug fixes. *** # 2025 ## December 2025 :::Changelog{title="2025.16 - December 10, 2025"} ::ChangelogItem{type="improved" description="Simplified naming for Vendor Approvals."} ::: ### 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 :::Changelog{title="2025.15 - November 12, 2025"} ::ChangelogItem{type="improved" description="Payment approval filter enhancement. "} ::: ### 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 :::Changelog{title="2025.14 - October 15, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## September 2025 :::Changelog{title="2025.13 - September 10, 2025"} ::ChangelogItem{type="improved" description="As part of our ongoing efforts to maintain consistency across the platform, we’ve updated the Payment Details page within the Activity view to reflect current interface standards. "} ::ChangelogItem{type="improved" description="We've updated the Open Bills page to improve how credits are applied. Now, credits will be seamlessly and accurately applied to a wider range of transaction amounts, making your experience smoother and more reliable. "} ::: *** ## August 2025 :::Changelog{title="2025.12 - August 13, 2025"} ::ChangelogItem{type="improved" description="We've updated the plugin to support email addresses with multiple periods in their domain names. This improvement ensures greater flexibility and accuracy when entering and storing email information. You can now successfully add and validate email addresses like jane.doe@example.co.ca."} ::ChangelogItem{type="fixed" description="The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., Jane.Doe@example.com). This ensures that users can approve requests regardless of how their email address is capitalized."} ::ChangelogItem{type="improved" description="The payment status display has been updated to include a new status, "Waiting for Approval" to all relevant History pages. This improvement gives you a more precise understanding of where your payment is in the process, making it easier to track transactions that are pending review. Please note that this new status will be visible on all new transactions going forward."} ::ChangelogItem{type="added" description="You may now see that the Payment Approvals product is available with your ERP. Please note, this product is currently in a pilot phase. To inquire about being added to the pilot, please reach out directly to your Bank Representative."} ::: For more information on Payment Approvals, please refer to our Product Guide: [Payment Approvals (Intacct)](docId:-L8sar3Z6-h3VFVWeCku-) *** ## July 2025 :::Changelog{title="2025.11 - July 16, 2025"} ::ChangelogItem{type="fixed" description="We've improved our billboard notifications. This update ensures that critical information is more prominent and easier to read, providing a more seamless and informative experience."} ::: *** ## July 2025 :::Changelog{title="2025.10 - June 20, 2025"} ::ChangelogItem{type="fixed" description="We resolved a bug that affected how discounts were applied to bills."} ::: *** ## June 2025 :::Changelog{title="2025.9 - June 16, 2025"} ::ChangelogItem{type="fixed" description="We resolved a deployment issue."} ::: :::Changelog{title="2025.8 - June 11, 2025"} ::ChangelogItem{type="improved" description="We have renamed all references to BAI Code to Transaction Code in the Balances & Transactions section and the Transaction Details pop-up. This change helps us better support global clients and aligns with industry standards."} ::ChangelogItem{type="added" description="We are excited to announce a new feature for Vendor Bank Details Approvals through the BMO Plugin. This new feature streamlines the approval process, improves data accuracy, and enhances security and granular control over vendor banking information within the plugin. Key Features and Benefits: * Multi-level Approvals: Establish up to three approval levels with multiple approvers at each level, requiring a specified number of approvals for each stage. * Approval History: Maintain a comprehensive audit trail of all approval requests, including approved, rejected, and pending requests, with detailed information about each action. Impact on Payment Processing: Pending approval requests prevent payments to the affected vendor, ensuring payments are processed only with accurate and approved bank details. * Approval Workflows: Define customized approval processes for different types of vendor bank detail changes (updates, additions, deletions). * ERP-Synced Change Handling: Approvals are required for manual changes within the FISPAN plugin. Changes originating from your ERP system are automatically synced, preventing accidental overwrites and ensuring data consistency. To access the Vendor Bank Details Approval module, please follow the below steps: * Access Approval Workflows: Log in to the FISPAN Portal (sys.fispan.live) and navigate to the Vendor Record Approvals section in the Control Center. * Create and Manage Workflows: Define your approval workflows, specifying approvers, required approvals, and applicable entities. * Review and Approve Requests: Access pending approval requests within the Intacct plugin, review the proposed changes, and approve or reject them accordingly."} ::: For more details on the Vendor Bank Details Approval module, please refer to our Product Guide: [Payment Method Approvals (Intacct)](docId\:JXov3cFxG6vfbJip_2pR1) *** ## May 2025 :::Changelog{title="2025.7 - May 14, 2025"} ::ChangelogItem{type="improved" description="To enhance the payment confirmation review process, clients can now export payment details before proceeding to pay using the new 'Export' button. The Export button gives you two formats for downloading the report i.e. 'List Bills' and 'By Payment' for easy review, record-keeping, and sharing."} ::ChangelogItem{type="improved" description="We have fixed an issue on the Payables page where clients with multiple Payment Methods couldn't see the complete list while paying a bill, preventing them from scrolling through the list. This update ensures all available Payment Methods are now accessible."} ::: *** ## April 2025 :::Changelog{title="2025.6 - April 9, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## March 2025 :::Changelog{title="2025.5 - March 21, 2025"} ::ChangelogItem{type="fixed" description="Resolved a deployment issue."} ::: :::Changelog{title="2025.4 - March 19, 2025"} ::ChangelogItem{type="fixed" description="Resolved a bug that affected clients when an account’s entity identifier was missing."} ::: :::Changelog{title="2025.3 - March 12, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## February 2025 :::Changelog{title="2025.2 - February 12, 2025"} ::ChangelogItem{type="fixed" description="Fixed an issue where some mapped accounts for clients with a large number of bank accounts were not appearing in the Payment Confirmation pop-up. The pop-up now correctly loads and displays all mapped accounts."} ::: *** ## January 2025 :::Changelog{title="2025.1 - January 15, 2025"} ::ChangelogItem{type="added" description="Clients can now set a single available payment method as the default for their vendors and unselect it when needed. This enhancement also enables filtering by the default payment method on the Payment Method and Pay Bills pages, simplifying vendor payment workflows."} ::ChangelogItem{type="added" description="The Payment Methods page and associated popups have been redesigned with a refreshed interface to ensure a consistent look and feel across the Intacct plugin. Updated popups include: Vendor Overview, Addresses, Email Groups, Bank Accounts, Mass Updating Vendor Settings and CSV Import. These improvements create a cohesive experience throughout the plugin."} ::: *** # 2024 **2024.10** :::Changelog{title="December 11, 2024"} ::ChangelogItem{type="fixed" description="Fixed an issue on the Payables and Payment Method page where users were unable to unselect the default payment method for a vendor. This fix ensures that users can now successfully unselect a payment method."} ::: **2024.9** :::Changelog{title="November 13, 2024"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: **2024.8** :::Changelog{title="July 17, 2024"} ::ChangelogItem{type="added" description="Payer Email Displayed on the Payment History Page The email of the client who submits a payment (Payer Email) has been added to the Payment History page. For each payment submitted through the plugin, expanding the record on the Payment History page will now show the individual’s email, allowing clients to track who submitted the payment for processing. "} ::ChangelogItem{type="added" description="BAI codes displayed on the Transactions page and the BAI2 file export option have been removed. Clients will now have the option to export transactions via .csv file. "} ::ChangelogItem{type="added" description="Help Drop-Down Button Added to the Plugin We’ve added a help button to each plugin page, providing quick access to Product Guides, Release Notes, and Support Contact information."} ::: **2024.7** :::Changelog{title="June 12, 2024"} ::ChangelogItem{type="fixed" description="General Bug Fixes and Improvements"} ::: **2024.6** :::Changelog{title="May 24, 2024"} ::ChangelogItem{type="fixed" description="We've resolved an issue which was causing payments to not properly process if you did not have a default source account selected. As part of this fix, we have automatically selected a default source account for you if you did not have one selected. To change the default value. Login to sys.fispan.live. Hover over the three dots beside Intacct and select Associate Accounts. On the right hand of the page where the bank accounts are matched, hover over your desired source account. A star icon should appear, click on the icon. When making payments, this account will show up as your default account when navigating through the payment confirmation screen. "} ::ChangelogItem{type="fixed" description="We've resolved an issue where the Last Updated date for bank balances on the Balances and Transactions page didn’t reflect the actual bank sync time. With this fix, the Last Updated date now accurately reflects the latest bank sync time and timestamps are consistent across all plugin pages. "} ::: **2024.5** :::Changelog{title="May 15, 2024"} ::ChangelogItem{type="added" description="To maintain the Pay Bills page's formatting and prevent rows from expanding due to lengthy method names, we've shortened the display name. This adjustment effectively resolves formatting issues and ensures the consistent appearance of the Pay Bills page."} ::ChangelogItem{type="fixed" description="We've resolved an issue with the Source Account drop-down display on the Confirm Payments screen not displaying the selected account. Now, the default bank account designated in the FISPAN Wizard's Account Matching step will be preset for selection. This preset selection persists until changed, even after page refresh. "} ::: **2024.4** :::Changelog{title="April 10, 2024"} ::ChangelogItem{type="improved" description="The “Please try again later” messaging has been removed from the Communication Error banner that appears when the Bank API is inaccessible to dissuade users in those countries from retrying. This is due to OFAC-sanctioned countries are not permitted to access the plugin. "} ::: **2024.3** :::Changelog{title="March 14th, 2024"} ::ChangelogItem{type="added" description="We're excited to announce significant enhancements to the Payment Methods page within your Intacct bank plugin! These improvements are designed to streamline your payment processes and provide greater flexibility in managing vendor payment information. Key Features and Benefits: * Multiple Payment Information Sets: Users can now store more than one set of vendor payment information simultaneously, catering to both International and Domestic payments. * Enhanced Vendor Address Management: Enjoy the flexibility of assigning multiple addresses to a single vendor, facilitating smoother transaction management. * Expanded Email Address Storage: Store multiple email addresses for the same payment method, eliminating the need for the "email override" column. Users can now conveniently select the desired email address for each transaction. * User Interface Enhancements: Experience a more intuitive interface with various improvements: * Soft Display of Default Payment Method: Default payment methods are now softly displayed, improving visibility and usability. * Gear Icon for Batch Updates: A gear icon has been added to the Combined Bills column, enabling users to update all vendors at once, saving time and effort. To leverage the enhanced Payment Methods page, please follow the below steps: * Update your Intacct plugin * With Intacct open, refresh your browser window * Navigate to the Payables page and refresh again * Allow ~20 minutes for the migration to automatically trigger and process before navigating to the Payment Methods page "} ::: **2024.2** :::Changelog{title="February 14th, 2024"} ::ChangelogItem{type="fixed" description="Bug fix to report correct error messages when failing to post a Fund Transfer if it fails on both CDJ and CD GL accounts."} ::: **2024.1** :::Changelog{title="January 17th, 2024"} ::ChangelogItem{type="fixed" description="Intacct has updated their color scheme from blue to green in their 2023 Release 4, resulting in a color mismatch in various links and buttons in the bank plugin. An update has been made to the bank plugin to ensure consistency between the plugin and other areas of Intacct."} ::: *** # 2023 **2023.12** :::Changelog{title="December 6th, 2023"} ::ChangelogItem{type="fixed" description="General bug fixes and improvements to reliability."} ::: **2023.11** :::Changelog{title="November 15th, 2023"} ::ChangelogItem{type="fixed" description="General bug fixes and improvements to reliability."} ::: **2023.10** :::Changelog{title="October 18, 2023"} ::ChangelogItem{type="added" description="The BMO Intacct plugin is now available! This plugin supports bill payments and the ability to view your bank balances and transactions within Intacct. The following methods are supported for bill payments: ACH, EFT, US Domestic Wire, Canadian Domestic Wire."} ::ChangelogItem{type="added" description="On the Account Details page of Balances & Transactions, the date range users can export their bank transactions for has been limited to 65 days due to large date ranges causing the retrieval and export services to fail. A small update to include this messaging upfront is pending."} :::