Release Notes (Xero)

2026 note these updates are part of our july 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on july 15, 2026 july 2026 new feature added we are excited to introduce account transfers (xero) docid\ hils6edluw5mzx5qldsmz , 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 key benefits and highlights modern interface seamlessly initiate transfers with a guided workflow, quickly select accounts and view balances, then review a comprehensive summary before final confirmation proactive overdraft warnings avoid processing errors with "soft warning" alerts on the amount field and a confirmation banner on the review screen history & csv export easily track transfers with a searchable, filterable history log, detailed transfer views, and csv downloads detailed action logs maintain a clear audit trail with timestamped status tracking for every transfer approval aware workflows automatically routes transfers through your existing internal payment approvals process before sending them to the bank june 2026 new feature xero fispan sync now includes enhanced user level permission controls that provide more granular access management for administrators the system enforces role based permissions, ensuring that users only see and can interact with features and data appropriate to their assigned roles improved feature following a one month preview period, our upgraded interface is now the default experience for all users, and the legacy interface has been retired simply log in to start using the upgraded features may 2026 enhanced features as part of our commitment to continue delivering a better user experience, we are introducing an enhanced version of the xero fispan sync plugin with an updated interface, better performance, and expanded features this release is available as an opt in experience, giving you early access to explore the new look and functionality before the full rollout the previous interface will remain accessible and supported until it is officially retired on june 10, 2026 april improvements as part of our commitment to delivering a modern, reliable, and scalable plugin, we are excited to announce a significant upgrade to your integration experience through a new and improved user interface xero fispan sync this evolution is designed to streamline your workflow and provide a more intuitive way to manage your business needs clients require no action to receive this update; upon your next login, you will automatically see the new interface 2025 2024 2023