To learn how to update the bundle visit: Updating the Plugin (BC365)

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.

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.



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.



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.

We're excited to launch Payables Insights (Business Central), 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.

We've added an automated workflow step to our onboarding wizard. New users will see one additional step during initial setup:

We're excited to introduce the Sandbox Checklist via the Portal, 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.

Also, Product Assistant 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.

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.

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.

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.

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.

We've upgraded the plugin to ensure more reliable and seamless data exchange. This enhancement provides strong character support, allowing the system to effectively process all standard global characters (UTF-8) found in transaction descriptions, eliminating past interruptions.