--- title: Release Notes (Business Central) slug: firstcitizens/release-notes-bc365 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 (BC365)](docId\:fwveRLGZiyics82K2zHy7) *** ## 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="fixed" description="Resolved an issue with exporting approval history using a date filter."} ::: ### Bug Fixes We fixed an issue where exporting **Payment Method Approvals** history with a date range filter failed with an error. Filtered exports now generate files as expected. *** ## September 2026 :::Changelog{title="2026.9.0.0 - September 16, 2026"} ::ChangelogItem{type="improved" description="Clearer labeling for Vendor Record Approvals."} ::: 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="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."} ::: ### 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=" 2026.7.1.0 - July 17, 2026"} ::ChangelogItem{type="improved" description="General Improvements"} ::: :::Changelog{title=" 2026.7.0.0 - July 15, 2026"} ::ChangelogItem{type="added" description="Introducing Payables Insights."} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::: ### New Features Added We're excited to launch [Payables Insights (Business Central)](docId\:N7deSin_uTGrbIIYsm3P5), 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 added an automated workflow step to our onboarding wizard. New users will see one additional step during initial setup: - [Step 13: Enable Bank Feeds](docId:6RTYmTWe5qZLOnTFvo1UQ)**: **Seamlessly connect your bank accounts during setup to automatically sync transactions directly into your ERP, eliminating manual data entry. :::hint{type="warning"} **NOTE: **This step only applies to users going through onboarding for the first time. ::: *** ## June 2026 :::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."} ::: :::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="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\:oceqi6l0TbXtwXmVqrbcv), 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 First Citizens Link 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\:oevVAnXYYNhyEmBZjMzGb) 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. ### 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="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. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **Streamlined Check Transmission** Automatically extract check details from Business Central 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. ::: :::: ::::: ### 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="General improvements and bug fixes."} ::: *** ## 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 - February 11, 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="fixed" description="General improvements and bug fixes."} ::: *** ## November 2025 :::Changelog{title="2025.10.0.0 - November 12, 2025"} ::ChangelogItem{type="improved" description="Data exchange enhancement. "} ::: ### Improvements 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. *** ## October 2025 :::Changelog{title="2025.9.1.0 - October 29, 2025"} ::ChangelogItem{type="fixed" description="We addressed and resolved the deployment issue."} ::: :::Changelog{title="2025.9.0.0 - October 15, 2025"} ::ChangelogItem{type="improved" description="The plugin base version has been upgraded from v21 to v24. This upgrade involved updating dependencies, platform versions, and runtime configurations to align with the latest v24. Please ensure your ERP version is at least 24 before updating your plugin. To learn more about version numbers in Business Central, please click here: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/version-numbers "} ::ChangelogItem{type="improved" description="We've successfully resolved the compatibility issues between your bank plugin and Microsoft's Business Central version 27.0.38460.38988. This fix addresses the concerns you may have previously received from Microsoft regarding potential compatibility problems. You can now proceed with your Business Central upgrade. Please ensure you upgrade your plugin before upgrading your ERP to version 27."} ::: *** ## September 2025 :::Changelog{title="2025.8.0.0 - September 10, 2025"} ::ChangelogItem{type="improved" description="As part of our ongoing efforts to maintain consistency across the platform, we’ve updated the Payment Details page within the Activity view to reflect current interface standards. "} ::: *** ## August 2025 :::Changelog{title="2025.7.0.0 - August 13, 2025"} ::ChangelogItem{type="fixed" description="The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., Jane.Doe@example.com). This ensures that users can approve requests regardless of how their email address is capitalized."} :::