Release Notes (Intacct)

to learn about how to update your plugin visit updating the plugin (intacct) docid 2t1ijfyoep7ite3pe5dxg 2026 note these updates are part of our june 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on june 10, 2026 june 2026 new features added we're excited to introduce the sandbox checklist via the portal docid 40p95q9trhsfyqlem8yog , 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 key benefits and highlights my journey tab a new my journey tab now appears in the 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 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 tailored to your bank’s products the checklist only displays tasks relevant to the products enabled for you 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 are introducing an upgraded positive pay (intacct) docid\ pfyh p1agf5cldsvhuqyj experience for the intacct plugin; featuring a modern ui, enhanced visibility, and greater control to enable this feature, please contact your bank representative key benefits and highlights 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 real time dashboard & alerts see counts of open, failed, and invalid checks at a glance, with instant alerts highlighting issues that need your attention 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 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 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 intacct data 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 modern upa interface dashboard counters for open, failed, and invalid checks; consistent layout with other upa features; cleaner navigation 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 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 improvements 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 balances & transactions (intacct) docid\ d1bhh8rfpywlegkry m 5 key benefits and highlights 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 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 distinct from other account types 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 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’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 april 2026 march 2026 february 2026 january 2026 2025 december 2025 november 2025 october 2025 september 2025 august 2025