Release Notes (NetSuite)

to learn how to update your bundle visit updating the suiteapp (netsuite) docid\ wwh knultivouv2pmvv5w also see entity bank detail release notes docid\ wekrq0r75xiutwwb8stcc 2026 may 2026 note these updates are part of our may 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on may 13, 2026 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 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 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 improvements we’ve fixed a display issue on the pay bills page where tooltips for bank accounts with long names weren't appearing correctly in the confirm payment pop up now, when you hover over a truncated name, the full account title displays clearly, allowing you to verify your payment details with total confidence before submitting april 2026 updates we have enhanced our bank feeds integration to fully support the new custom scheduling and transaction import features in netsuite's 2026 1 release during initial account setup, you can now independently select a custom start date to automatically sync up to 60 days of historical transactions this update eliminates our previous "tomorrow onwards" restriction, meaning you no longer need to contact support to backfill past data additionally, our service seamlessly responds to netsuite's new custom scheduling, ensuring your data imports exactly when you need it for clients still operating on netsuite 2025 2, our system will automatically sync up to the last 60 days of historical data by default upon connecting