Release Notes (BC365)

General improvements and bug fixes.

We've fixed a bug that caused the Remittance column to appear for all clients, regardless of whether they had the feature enabled. Now, the Remittance column will only appear visible to clients who have the feature enabled.

Previously, the Vendor No. filter on the Pay Invoices required an exact match to filter the page. Now, the filter will load bills if there is a partially matching Vendor No. entered in the filter. Please note, that if a large number of invoices are for a vendor with a partially matching Vendor No., you may see increased waiting time for the page to load.

Previously, authenticating users needed access to the TableData object 380 within the plugin to make payments. We've removed this requirement by making improvements to permissions. If you are running into permission errors when making payments, please ask your administrator to reauthenticate through the wizard and re-assign their plugin permissions to themselves.

Fixed a bug in the Help Dropdown to ensure all available options are displayed correctly on top of the page's table. Previously, the dropdown would be hidden under the page’s table, leading to those options being hidden from clients.

Previously, the Last Updated time on pages would not update to reflect syncs occurring while the page was open. This has now been improved to accurately reflect syncs in real-time when clients refresh the page.

When opening dialog boxes on the Payment Method page, columns in the background would become distorted on larger screens. This issue has been fixed to ensure that columns remain static and undistorted regardless of screen size.

Previously, on the Bank Statement page, if a client applied a date filter and navigated through multiple pages, the pagination would freeze, preventing further navigation. This issue has been resolved, allowing clients to navigate through multiple pages of transactions even with a date filter applied.

Previously, when clients applied multiple filters, they would be cut off and become difficult to see on smaller screens. This section has become scrollable, ensuring that all filters can be easily viewed, added, and modified.

A line has been added at the bottom of the last record on a page when there are only a few records present, enhancing the page's appearance and preventing the last record from appearing long.

The new Bank Feeds Service has been updated to handle large transaction volumes (1000+) more efficiently, minimizing the risk of timeout errors. This improvement doesn't affect client experience; clients can still pull in transactions as they normally would without any changes. There is no impact to users on the Legacy Bank Feeds.

Previously, clients encountered an error message when entering any Purpose Code for international payments, causing confusion for clients but would not block the payment. This issue has been resolved, ensuring that Purpose Codes are now properly supported for international payments, reducing potential confusion.

Previously, the plugin only supported up to 50 batched invoices in one payment. We have now increased the limit to be able to support an unlimited number of batched invoices in one payment.

In Business Central, there are various “roles” available to clients. These roles have different views for users which highlight different key modules based on where the user is likely most active. In this plugin release, we have added support for the AP Coordinator role to be able to see the plugin from the navigation bar.

The plugin can sync semi-colon-separated emails from the Business Central vendor record. This ensures that multiple emails are accurately imported and saved as separate entries within an email group on the plugin’s Payment Method page. Previously, semi-colon-separated emails would not be synced into the plugin.

Resolved a bug which prevented users from selecting invoices across pages. This has been improved so users can select bills across all pages or exclusively on the current page, with a dynamic bill count updating for clarity.

The Vendor Invoice No. field is now mapped to the Payment Reference field in the Vendor Ledger Entries. Note, that when payment entry batching is enabled and combined invoices are enabled for a vendor, this field will not be populated.

This release introduces enhanced batching for payment entries. When the combined invoices toggle is enabled for a vendor and the batching of payments toggle is also enabled, all payment entries in Business Central will be batched. To enable batching, please navigate to the Settings page and toggle on the “Payment Entry Batching” button.

The addition of new filters on the Pay Invoices page: Vendor ID and Discount Due Date. The Payment Method column is now also sortable.

We're introducing the latest enhancement: the new Bank Feeds product for the Business Central plugin! This update revolutionizes the way you handle bank transactions by eliminating the need to select date ranges. Here's what you can expect from this release: Key Features and Benefits: Daily Transaction Updates: Experience seamless daily bank transaction imports without the hassle of manually selecting date ranges. You now need to just click “Import” and all transactions since your last download will be imported. Easy Setup: Get up and running within minutes! Say goodbye to the time-consuming process of mapping data exchange fields to access additional data. Reduced Duplicate Transaction Risks: Minimize the likelihood of accidentally selecting and importing duplicate transactions. Enhanced Transaction Details: Enjoy a richer set of transaction details and increased data availability, ensuring a smoother reconciliation experience. Action Required: To leverage the new Bank Feeds product, follow these steps: Update Your Plugin: Ensure you have the latest version of the plugin installed. Setup Guidance: Refer to our setup guide [https://support.fispan.com/cnb/bank-feeds-migration-bc365] for step-by-step instructions on using the new Bank Feeds product.

Resolved an issue with Credit Memos when they were not applying to Purchase Invoices that were made from Purchase Orders. Similar to the previous fix, if a credit memo does not appear, please wait a few moments and click on the Refresh button. If you have multiple credits applied, it may take a few moments and another click of the Refresh button for the credit to reappear.

Microsoft’s token expiration notification would not renew properly, requiring users to reauthenticate through the connectivity wizard. Additional safeguards and improvements to the token refreshing process to trigger this process for users instead of relying on Microsoft to decrease the number of users seeing authentication errors.

Previously on the Payment Methods page, the Default Payment Method Filter would show all available payment methods, not the methods enabled for a client. As a result, we have now filtered this list to only show a payment method if it has been enabled for a client.

Improvements were made to the Bank Statements page. If transactions do not have a BAI2 Code, Customer Reference or Bank Reference instead of displaying null, they will now display “-”. The columns on the page were also renamed from Transaction Date to Post Date and Reporting Date to Settled Date for consistency and clarity.

Resolved an issue with different browser date formats causing issues with loading the Pay Invoices page.

Resolved an issue in which credit memos would not appear on the Pay Invoice page without a delay. Now, if a credit memo does not appear, please wait a few moments and click on the Refresh button. If you have multiple credits applied, it may take a few moments and another click of the Refresh button for the credit to reappear.

Previously, users encountered an issue where attempting to apply a second filter immediately after using one would result in it not functioning correctly. Users also encountered issues with being unable to clear the Vendor filter. Now users can apply multiple filters in succession and clear applied Vendor filters.

Some users may have encountered an error message from Microsoft regarding reduced performance on the Payment Methods page or experienced slowdowns. These issues were attributed to incorrect data capture of analytic events on the page. This has been resolved, resulting in a significant improvement in performance.

Previously, some users encountered intermittent issues with the back button on the Validation screen of the Payment Methods page causing the page to freeze. This has since been resolved.

Previously, the scroll bars in all tables would only appear at the bottom of the tables. Now, we have enhanced the user experience by ensuring that scroll bars are visible on all tables, improving the navigation experience.

We've enhanced the transaction dialog on the Bank Statement page to improve the overall appearance and formatting of data. It will now better handle longer transaction data.

We've added the capability to export payment runs in the payment confirmation dialogue box, featuring vendor and payment details. You can now choose between a list of bills and/or batched payment amount displays for tailored reporting.

Previously, some users encountered intermittent issues with credit memos not appearing within the Pay Invoices page. A change has been applied to detect additional credit memo-related events to ensure invoices are updated with any new credit memos.

A unique identifier, Payment Request ID, has been introduced and now maps to the External Doc No. field on the Bank Account Ledger side of the Bank Account Reconciliation page, which was previously empty.

Resolved internal issues with deployment which has no impact to users.

Previously, the plugin would only read the address stored on the vendor record or on the plugin’s Payment Method page. However, the plugin now supports the use of modifying the address on the Pay-to, Ship-To and Buy-From fields when creating the Purchase Invoice and using that address for checkprint payments. Please note, if using this functionality, payments cannot be grouped for this vendor and any changes made to the vendor’s name will not be included.

Resolved an issue which caused the plugin icons and buttons on smaller screens to load large and cause the pages to become deformed. The plugin will now scale button properly when using a small screen.

On the Bank Statement page, 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.

Resolved an issue which caused the plugin to display some bills more than once on the Pay Invoices screen.

Resolved an issue which led to the posting of invoices with the same document no. series as other invoices. Now, the plugin will only post invoices with unique identifiers.

A “Last Updated” section of text has been added to the Pay Invoices page showing when Pay Invoices were last updated. This change is also applicable to other areas of the bank plugin that pull in data, such as Vendors on the Payment Methods page. This will give users more visibility on when syncs are occurring and if there are any issues they should be aware of.

On the Payment Methods page, we have added a gear icon on the Combine Invoice column and Remittance column. This icon allows users to set a global default for their vendors for combining invoices and enabling remittance advice. Users can now enable/disable Remittance and Combining Invoices for the following options: all vendors or this page. Note, if adding any new vendors, those records will have to be updated accordingly.

On the Pay Invoices, Bank Statements and Payment Methods page, columns are now sortable. This allows users effortlessly sort records in ascending and descending orders to quickly locate the specific item you're searching for.

Resolved plugin compatibility issues with Microsoft v23.0.

Added the payer email to the Payment History page and the Payment History CSV export.

Resolved internal deployment issues. No new functionality for users.

Added a column and filter for Entity Code for users with MEM enabled. Now users can see which entity a bill belongs to and filter bills based on entity.

Added a star icon beside the Payment Methods drop-down which allows users to define the current selected payment method as default.

Fixed deployment issues which should allow plugin releases to happen quicker once initiated.

Resolved an issue which caused payments with Credit Memos to fail before reaching your bank. Payments with credit memos can now be successfully paid.

Increase the field length on the Payment History page so longer status messages can be provided to users.

When using the dropdown menu option to match bank accounts in the wizard, it was showing the user's Internal ID instead of their External ID. This made it difficult for users to ensure they were mapping the correct accounts. Users should now see the correct ID on this page.

The new Business Central plugin is live! This includes enhancements to the Payables process and UI improvements.