Release Notes (Xero)

2026

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

October 14, 2026

Added

Introducing Payment Method Approvals.

Improved

Interface refinements and usability improvements.

New Features Added

We're excited to introduce Payment Method Approvals (Xero), 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.

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.

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.

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.

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.

ERP-Synced Change Awareness

Vendor address and email changes made directly in Xero are automatically surfaced in the approval workflow, keeping your plugin and ERP data consistent.

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

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

September 16, 2026

Added

Payment Approvals is now available.

Improved

Interface refinements and usability improvements.

New Features Added

We're pleased to announce that Payment Approvals (Xero) is now available for Xero 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.

Global and Dedicated Workflows

Apply a default workflow to all payments, or create dedicated workflows for specific bank accounts and payment methods.

Multi-Tiered Approvals

Configure up to three approval tiers, each with customizable thresholds, up to five approvers, and the number of approvals required.

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.

Complete Audit Trail

Track every decision on the Approval History page, with export capability for record-keeping and analysis.

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, 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.

Displaying No Method Available

August 2026

August 12, 2026

Improved

Improved tabs alignment.

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

July 15, 2026

Added

Introducing the New Account Transfers (A2A) experience.

New Feature Added

We are excited to introduce Account Transfers (Xero), 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.

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

June 10, 2026

Added

User-level permissions improvements for admin users.

Improved

The new Xero FISPAN Sync interface is now the default experience.

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

May 13, 2026

Improved

Preview the updated Xero FISPAN Sync plugin experience.

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

April 08, 2026

Added

Enhanced user experience for FISPAN Sync with Xero.

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

September

Fixed