--- title: Release Notes (Intacct) slug: firstcitizens/release-notes-intacct description: Stay up to date on the latest releases and updates by checking these release notes, which are refreshed with every new version. icon: {"faIcon":"fa-solid fa-bullhorn"} docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2022-08-18T19:02:38.000Z --- To learn about how to update your plugin visit: [Updating the Plugin (Intacct)](docId:2t1IJfyOEp7ItE3Pe5Dxg) *** ## 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="2026.11 - 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="2026.10 - 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/R-PcmI-2JlHR9C4pXvu9L_rn-intacct-payment-method-approvals.png" size="50" isUploading="false" position="center" caption=""Vendor Record Approvals" is renamed "Payment Method Approvals"" width="966" height="406" darkWidth="966" darkHeight="406" showCaption="true"} *** ## August 2026 :::Changelog{title="2026.9 - August 12, 2026"} ::ChangelogItem{type="improved" description="Improved bank account validation tooltip display."} ::ChangelogItem{type="improved" description="Clearer guidance to the Payment Methods page."} ::: ### 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"} 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/VaqQfPQxMTMukAQ0wOtsS_intacct-pay-bills.png" size="60" isUploading="false" position="center" caption="Guidance to the Payment Methods Page" width="839" height="335" darkWidth="839" darkHeight="335" showCaption="true"} *** ## July 2026 :::Changelog{title="2026.8 - July 15, 2026"} ::ChangelogItem{type="added" description="Introducing Payables Insights."} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::ChangelogItem{type="fixed" description="Optimized Bill Payment display."} ::: ### New Features Added We're excited to launch [Payables Insights (Intacct)](docId\:bU5TDACqLFFz2xCgxtzfG), 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 16: Enable Bank Feeds](docId\:AvaGJol9vTbXP8NQRUFuE)**: **Configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one. :::hint{type="warning"} **NOTE: **This step only applies to users going through onboarding for the first time. ::: ### Bug Fixes 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. *** ## June 2026 :::Changelog{title="2026.7 - June 10, 2026"} ::ChangelogItem{type="added" description="Introducing Sandbox Checklist."} ::ChangelogItem{type="added" description="Introducing Product Assistant."} ::ChangelogItem{type="improved" description="Introducing the new Positive Pay experience."} ::ChangelogItem{type="improved" description="Enhanced Intacct-Themed experience."} ::ChangelogItem{type="improved" description="The vendor page is improved with updates to the “Vendor is Individual” field."} ::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: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. :::::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 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.  :::::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 Intacct 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. ::: :::: ::::: 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Al0o-misikqR9Hq4RXyWA-20260603-160122.png" size="60" width="672" height="633" position="center" caption="Vendor is Individual Custom Field" darkWidth="672" darkHeight="633" showCaption="true"} ### 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="2026.6 - May 13, 2026"} ::ChangelogItem{type="improved" description="Bank Accounts Page Enhancements."} ::ChangelogItem{type="improved" description="Enhanced status accuracy for Payment History."} ::: ### 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 Bank Accounts (Intacct)](docId\:D1Bhh8rfpYWLeGkRy_m_5) :::::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 distinct from other account types. ::: :::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’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 :::Changelog{title="2026.5 - April 15, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## March 2026 :::Changelog{title="2026.4 - March 11, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## February 2026 :::Changelog{title="2026.3 - February 11, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## January 2026 :::Changelog{title="2026.1 - January 14, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** # 2025 ## December 2025 :::Changelog{title="2025.16 - December 10, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## November 2025 :::Changelog{title="2025.15 - November 12, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## October 2025 :::Changelog{title="2025.14 - October 15, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## September 2025 :::Changelog{title="2025.13 - 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. "} ::ChangelogItem{type="improved" description="We've updated the Open Bills page to improve how credits are applied. Now, credits will be seamlessly and accurately applied to a wider range of transaction amounts, making your experience smoother and more reliable. "} ::: *** ## August 2025 :::Changelog{title="2025.12 - August 13, 2025"} ::ChangelogItem{type="improved" description="We've updated the plugin to support email addresses with multiple periods in their domain names. This improvement ensures greater flexibility and accuracy when entering and storing email information. You can now successfully add and validate email addresses like jane.doe@example.co.ca. "} ::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."} :::