--- title: Release Notes (Business Central) slug: customersbank/release-notes-business-central description: Stay up to date with the latest updates to your Business Central plugin by reading our release notes. icon: {"faIcon":"fa-solid fa-bullhorn"} docTags: kOBW7Pa05SaMsJIm9Vdtp createdAt: 2022-08-18T19:20:26.000Z --- To learn how to update the bundle, visit: [Updating the Plugin (Business Central)](docId\:YrMZUWVKVXH6xMSFCN2in) *** ## 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="2026.10.0.0 - October 14, 2026"} ::ChangelogItem{type="added" description="Introducing Account Transfers (A2A)."} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::ChangelogItem{type="fixed" description="Resolved an issue with exporting approval history using a date filter."} ::: ### New Features Added We are excited to introduce [Account Transfers (Business Central)](docId\:ajWJJXC342e7O39CrW56b), 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 **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Modern Interface** Seamlessly initiate transfers with a guided workflow, quickly select accounts and view balances, then review a comprehensive summary before final confirmation. ::: :::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. ::: :::: ::::: ### 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. ### Bug Fixes We fixed an issue where exporting **Payment Approvals** history with a date range filter failed with an error. Filtered exports now generate files as expected. *** ## September 2026 :::Changelog{title="2026.9.1.0 - September 17, 2026"} ::ChangelogItem{type="fixed" description="Addressed and resolved a minor deployment issue."} ::: :::Changelog{title="2026.9.0.0 - 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 Customers Bank. 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: [Customizable Columns and Filters (Business Central)](docId\:izJzBJlVs8Q_TQr3PDrWC) ::::::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/0N5juJ8T701-Epnhyhu3W_rn-no-method-available-bc.png" size="40" isUploading="false" position="center" caption="Displaying No Method Available " width="666" height="214" darkWidth="666" darkHeight="214" showCaption="false"} - **Improved guidance for setting up approval workflows: **The Customers Bank 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/HqZcjL4zCAOAWWuCEwErJ_rn-bc-payment-method-approvals.png" size="50" isUploading="false" position="center" caption=""Vendor Record Approvals" is renamed "Payment Method Approvals"" width="802" height="234" darkWidth="802" darkHeight="234" showCaption="true"} *** ## August 2026 :::Changelog{title="2026.8.0.0 - August 12, 2026"} ::ChangelogItem{type="added" description="Payment Optimization is now available within the Payments page."} ::ChangelogItem{type="added" description="Introducing Partial Payments."} ::ChangelogItem{type="improved" description="Improved bank account validation tooltip display."} ::ChangelogItem{type="improved" description="Clearer guidance to the Payment Methods page."} ::ChangelogItem{type="improved" description="Re-order pages in the navigation bar."} ::: ### New Features Added This AI-assisted feature enables you to describe your payment run using natural language. Upon submitting a request, the system generates a proposed payment run. You can then review and modify the proposed run prior to submission. For more information, please refer to our Product Guide: [Payment Optimization (Business Central)](docId\:JC5C8qwiCAheFsHYW92oo) We're also excited to introduce [Partial Payments (Business Central)](docId\:RStjkJI0fsyZWWppMBXyb), a new capability for the plugin. This feature allows you to pay bills in multiple instalments directly within your ERP, without splitting bills into separate records or leaving the normal payment workflow, giving you greater cash-flow flexibility and control over your payables. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Flexible Installment Payments** Pay any eligible bill in as many installments as you need, simply edit the **To Pay** amount and submit through the standard payment flow. ::: :::WorkflowBlockItem **Guided Input Validation** A clear range message ("Partial Payment: $0.01 – $X") appears when editing, so you always know the minimum and maximum allowed for each bill. ::: :::WorkflowBlockItem **Smart Discount Handling** Discounts are automatically reserved and applied only on the final payment that clears the remaining balance, ensuring accurate reconciliation without manual tracking. ::: :::WorkflowBlockItem **Seamless Remaining-Balance Tracking** After each partial payment, the bill stays available with its updated balance for future payment runs, no duplicate records or manual adjustments required. ::: :::: ::::: ### 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"} In addition, the **note** section on the Pay Bills page has been updated with cleaner, more direct messaging. You'll now see clear instructions directing you to the **Payment Methods** page whenever you need to adjust vendor records or preferences. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/7iayRSBR-RBriENA_kGx9_bc-pay-bills.png" size="80" isUploading="false" position="center" caption="Simplified Vendor Management Guidance" width="977" height="297" darkWidth="977" darkHeight="297" showCaption="true"} We’ve also updated the layout of the navigation bar to offer a more logical browsing experience. Menu items have been re-ordered to group related features and workflows together, making everyday navigation more intuitive and helping you find the pages you need faster. *** ## July 2026 :::Changelog{title=" 2026.7.0.0 - July 15, 2026"} ::ChangelogItem{type="added" description="Introducing the Scheduled Payments functionality."} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::: ### New Features Added We're also excited to announce support for [Scheduled Payments (Business Central)](docId\:R_Af2lWk0TKK_beYKAsUL) within the Payments (Beta) page. You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow. ### 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 13: Set Up Approval Rules](docId\:I9U93VWbcG1JXWxA6Hddq)**: **Configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one. - [Step 14: Enable Bank Feeds](docId\:kNfHDBzdZ1cxNdRESXWTX)**: **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. ::: *** :::Changelog{title="2026.6.2.0 - June 18, 2026"} ::ChangelogItem{type="fixed" description="Addressed and resolved a minor deployment issue."} ::: :::Changelog{title="2026.6.1.0 - June 16, 2026"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: ## June 2026 :::Changelog{title="2026.6.0.0 - 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 Business Central-themed experience."} ::ChangelogItem{type="fixed" description="Resolved scrolling issue on Balances and Transactions page."} ::: ### New Features Added We're excited to introduce the [Sandbox Checklist via the Portal](docId\:a9685IeHYrX9W4YrCrLio), 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 Customers Bank 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:8kiDiQV1JYJ_kaaYKjHRL) 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 (Business Central)](docId\:TtHueXawpEtJVgvL41YqM), 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’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 Business Central interface**, **while maintaining the workflows users know today. This release includes visual updates only; no functionality or processes have changed. ### Bug Fixes We’ve resolved a scrolling issue on the **Balances and Transactions** page, ensuring that clients with extensive account lists can now effortlessly view and access all bank accounts beyond the initial screen layout. *** ## May 2026 :::Changelog{title="2026.5.0.0 - May 13, 2026"} ::ChangelogItem{type="added" description="Bank Accounts Page Enhancements."} ::ChangelogItem{type="added" description="Introducing the new Positive Pay experience."} ::ChangelogItem{type="improved" description="Enhanced status accuracy for Payment History."} ::: ### New Products Added 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. 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: [Viewing Bank Accounts (Business Central)](docId\:Jxj1oDNzWZScwkHNbRFXx) :::::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 organized all in one place. ::: :::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. ::: :::: ::::: We’re excited to introduce the **Positive Pay** 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. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Streamlined Check Transmission** Automatically extract check details from your plugin 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 Business Central data. ::: :::WorkflowBlockItem **Dual Menu Options** You’ll see both the legacy Positive Pay page and Positive Pay (New), enabling you to explore the modern interface at your own pace. ::: :::WorkflowBlockItem **Modern UPA Interface** Dashboard counters for Open, Failed, and Invalid checks; consistent layout with other UPA features; cleaner navigation. ::: :::: ::::: ### 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="2026.4.0.0 - April 15, 2026"} ::ChangelogItem{type="improved" description="Enhanced Payments and Payment Methods modules."} ::: ### Improvements Experience the next generation of payment management with **Accounts Payable**. We've launched our new **Payments **and **Payment Methods **modules, offering a powerful suite of capabilities to help you streamline payment runs and improve operational efficiency. :::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"} - **Enhanced Filtering: **Filters are now available for every column on the Payments (Beta) page. Find and organize payments with greater precision. - **Quick Actions: **Set a vendor's default payment method directly from the Payments (Beta) page, eliminating unnecessary navigation to vendor settings. ::: :::ExpandableHeading **Better Error Handling & Visibility** - **Failure Alerts:** A new banner on the Payments (Beta) 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: **An alert at the top of the Payment Methods (Beta) page notifies you if any vendors are missing a default payment method. Addressing missing payment methods ensures smoother payment runs. ::: :::ExpandableHeading **Simplified Vendor Management** - **Exclude Vendors: **Select any vendors that would never be paid in the plugin by preventing their bills from appearing in the Payments (Beta) page. ::: For more information on Accounts Payable and Payment Methods, please refer to our Product Guides: [Paying Invoices (Business Central)](docId\:drxuxU1o5WsmeSPJ-OD-k) and [Payment Methods (Business Central)](docId\:lfISI0onoLNNxiCCYM_EY) *** ## March 2026 :::Changelog{title="2026.3.0.0 - March 11, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## February 2026 :::Changelog{title="2026.2.0.0 - January 14, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## January 2026 :::Changelog{title="2026.1.0.0 - January 14, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** # 2025 ## December 2025 :::Changelog{title="2025.11.0.0 - December 10, 2025"} ::ChangelogItem{type="added" description="Payment Approvals is now available."} ::: ### Added You may now see that the **Payment Approvals** product is available with your ERP. Please note that this product is currently in a pilot phase. To inquire about being added to the pilot, please contact your bank representative directly. For more information on **Payment Approvals**, please refer to our Product Guide: [Payment Approvals (Business Central)](docId\:MEmZSxGMCEoziwkGInAdP)