--- title: Release Notes (QBO) slug: citizens/release-notes-qbo icon: {"faIcon":"fa-solid fa-rocket"} docTags: UiAorlxQIO6JpqxlFX5My createdAt: 2025-09-11T19:25:40.387Z --- ## 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="October 14, 2026"} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::: ### Improvements Table headers now remain fixed in view while scrolling through long lists on the **Bank Accounts **and **Account Transfers **pages and their **History **tabs, allowing you to reference column labels without returning to the top of the page. *** ## September 2026 :::Changelog{title="September 16, 2026"} ::ChangelogItem{type="added" description="Introducing Payment Method Approvals."} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::: ### New Features Added We're excited to introduce [Payment Method Approvals (QBO)](docId:2ExC1xrirF3K9sKMsG3TR) designed to strengthen fraud prevention and internal controls around vendor payment information. Now you can require review and approval before sensitive vendor changes, such as bank account updates, address modifications, and email changes, take effect in your payment workflows. To access this feature, please reach out to your Bank Representative. :::::ExpandableHeading{isOpen="true"} **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Controlled Vendor Changes** Add a formal approval layer for vendor bank account, address, and email updates, ensuring no sensitive change flows into payment operations without proper review. ::: :::WorkflowBlockItem **Real-Time Payment Safeguards** While a vendor change is pending approval, payments for that vendor are automatically blocked on the Pay Bills page, preventing transactions against unverified information. ::: :::WorkflowBlockItem **Detailed Change Comparison** Every approval request includes a Detailed Breakdown showing the exact proposed changes; additions, updates, or deletions, so approvers can make informed decisions at a glance. ::: :::WorkflowBlockItem **Multi-Tier Approval Workflows** Configure single or multi-tier approval rules to match your organization's control requirements, with clear progress tracking at every stage. ::: :::WorkflowBlockItem **ERP-Synced Change Awareness** Vendor address and email changes made directly in QuickBooks Online are automatically surfaced in the approval workflow, keeping your plugin and ERP data consistent. ::: :::WorkflowBlockItem **Comprehensive Approval History & Audit Trail** Track every approval and rejection with full details, who made the decision, when, and why,  giving your team a reliable record for compliance and internal review. ::: :::: ::::: ### Improvements We've made a series of enhancements across FISPAN Sync 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 Accounts Payable, History, Positive Pay and Vendors 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/0N5juJ8T701-Epnhyhu3W_rn-no-method-available-bc.png" size="30" isUploading="false" position="center" caption="Displaying No Method Available" width="666" height="214" darkWidth="666" darkHeight="214" showCaption="true"} *** ## August 2026 :::Changelog{title="August 12, 2026"} ::ChangelogItem{type="added" description="Payment Approvals is now available."} ::ChangelogItem{type="improved" description="Improved tabs alignment. "} ::: ### New Features Added We're pleased to announce that [Payment Approvals (QBO)](docId\:SQ2PgIfIp0F_z1tD8XAlw) is now available for QuickBooks Online FISPAN Sync. This feature integrates a secure, multi-tiered payment approval workflow directly into your FISPAN Sync dashboard, giving your organization greater control over outgoing payments. :::::ExpandableHeading{isOpen="true"} **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Global and Dedicated Workflows** Apply a default workflow to all payments, or create dedicated workflows for specific bank accounts and payment methods. ::: :::WorkflowBlockItem **Multi-Tiered Approvals** Configure up to three approval tiers, each with customizable thresholds, up to five approvers, and the number of approvals required. ::: :::WorkflowBlockItem **Individual and Bulk Actions** Review, approve, or reject payments one at a time or in bulk (up to 1,000 at once) from the Payment Approval Request page. ::: :::WorkflowBlockItem **Complete Audit Trail** Track every decision on the Approval History page, with export capability for record-keeping and analysis. ::: :::: ::::: ### Improvements FISPAN Sync now maintains seamless tab alignment across all display scaling and browser zoom levels, including magnification up to 200%. This update ensures a smooth, consistent navigation experience and improved accessibility for users who rely on higher screen zoom settings. *** ## July 2026 :::Changelog{title="July 15, 2026"} ::ChangelogItem{type="added" description="Introducing the Account Transfers (A2A) experience."} ::ChangelogItem{type="added" description="Introducing the Positive Pay feature."} ::ChangelogItem{type="improved" description="Added Bill Number column."} ::: ### New Features Added We are excited to introduce [Account Transfers (QBO)](docId\:th9JQXhQXy8LOxvZOlaYh), a brand-new feature for the plugin. This feature allows you to seamlessly manage and execute transfers between your accounts directly within your ERP, featuring a modern interface, robust tracking tools, and enhanced operational controls. To access this feature, please reach out to your Bank Representative. :::::ExpandableHeading{isOpen="true"} **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Modern 2-Step Interface** Seamlessly initiate transfers with a guided workflow, quickly select accounts and view balances (Step 1), then review a comprehensive summary before final confirmation (Step 2). ::: :::WorkflowBlockItem **Proactive Overdraft Warnings** Avoid processing errors with "soft warning" alerts on the amount field and a confirmation banner on the review screen. ::: :::WorkflowBlockItem **History & CSV Export** Easily track transfers with a searchable, filterable history log, detailed transfer views, and CSV downloads. ::: :::WorkflowBlockItem **Detailed Action Logs** Maintain a clear audit trail with timestamped status tracking for every transfer. ::: :::WorkflowBlockItem **Approval-Aware Workflows** Automatically routes transfers through your existing internal Payment Approvals process before sending them to the bank. ::: :::: ::::: We’re also excited to introduce the [Positive Pay (QBO)](docId\:B7zHlld9llPrTvchTf1oO) feature, designed to enhance the security and efficiency of your check payment process. Now you can quickly and safely send detailed check files directly to your bank, reducing fraud risk and simplifying your payment workflows. To access this feature, please reach out to your Bank Representative. :::::ExpandableHeading{isOpen="true"} **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Streamlined Check Transmission** Automatically extract check details from QuickBooks Online and transmit your entire check run to the bank with just a few clicks, saving time and minimizing manual effort. ::: :::WorkflowBlockItem **Real-Time Dashboard & Alerts** See counts of Open, Failed, and Invalid checks at a glance, with instant alerts highlighting issues that need your attention. ::: :::WorkflowBlockItem **Seamless Payment Approvals Integration** If Payment Approvals is enabled, Positive Pay transactions move into the approval workflow before final transmission, ensuring proper controls while preventing delays. ::: :::WorkflowBlockItem **Comprehensive Audit Trail & History** Track every transmission’s real-time status, Completed, Failed, or In Progress, with detailed feedback messages and who initiated the transmission. ::: :::WorkflowBlockItem **Exception Handling & Resolution** Easily identify invalid checks caused by bank account mismatches and resolve issues through the FISPAN Portal. Unwanted checks can be removed from the plugin without affecting QuickBooks Online data. ::: :::: ::::: ### Improvements We've added a dedicated **Bill Number **column to the Pay Bill page. Bills synced from QuickBooks Online now display the exact QuickBooks "Bill no." on each record, making it faster and easier to match your records. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/LElXX4siRy6cQizs5MTM8_qbo-bill-number-column.png" size="70" isUploading="false" position="center" width="3404" height="804" darkWidth="3404" darkHeight="804" alt="View Bill Number on Each Record" showCaption="false"}