To learn about how to update your plugin visit: Updating the Plugin (Intacct)

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.

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.

Also, we simplified the note section on the Pay Bills page to make vendor management more straightforward. The updated note provides direct, clear instructions guiding you to the Payment Methods page to manage vendor records and preferences.

We're excited to launch Payables Insights (Intacct), 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've improved the Bill Payments page by consistently aligning the 'To Pay' column, making your data easy to read with or without applied credits.

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 are introducing an upgraded Positive Pay (Intacct) experience for the Intacct plugin; featuring a modern UI, enhanced visibility, and greater control. To enable this feature, please contact your Bank Representative. 

Also, 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 Intacct interface, while maintaining the workflows users know today. This release includes visual updates only; no functionality or processes have changed.

In addition, the Intacct plugin now features an improved "Vendor is Individual" custom field on the Vendor page with cleaner presentation and enhanced usability. The field has been updated and now includes a helpful tooltip that reads "Used by your bank plugin" when users hover over it, making its purpose immediately clear.

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. To support our expanding ecosystem of account types, 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: Managing Bank Accounts (Intacct)

We’ve also 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.