--- title: Release Notes (NetSuite) slug: firstcitizens/release-notes-netsuite description: Discover the latest updates and bug fixes for the NetSuite plugin in this document. docTags: bSho0M8HRjDvZq9EBIWDy createdAt: 2022-08-03T21:44:08.000Z --- 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 :::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 - October 14, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## September 2026 :::Changelog{title="2026.9.0 - September 16, 2026"} ::ChangelogItem{type="improved" description="Enhanced payee name for Positive Pay files."} ::: ### Improvements We've improved Positive Pay file generation to ensure payee names match your printed checks seamlessly. The system now reliably prioritizes custom check payee details, such as "Print on Check As," ensuring accurate vendor information, smoother bank processing, and a more streamlined payment workflow.  *** ## August 2026 :::Changelog{title="2026.8.0 - August 12, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## July 2026 :::Changelog{title=" 2026.7.0 - July 15, 2026"} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::: ### Improvements We've added an automated workflow step to our onboarding wizard. New users will see one additional step during initial setup: - [Step 11: Enable Bank Feeds](docId:4FcsTKjcvG8CeC30Rz9oF)**: **Seamlessly connect your bank accounts during setup to automatically sync transactions directly into your ERP, eliminating manual data entry. :::hint{type="info"} **NOTE: **This step only applies to users going through onboarding for the first time. ::: *** ## June 2026 :::Changelog{title="2026.6.0 - June 10, 2026"} ::ChangelogItem{type="added" description="Introducing Sandbox Checklist."} ::ChangelogItem{type="added" description="Introducing Product Assistant."} ::ChangelogItem{type="improved" description="Enhanced NetSuite-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\:k1pqEffwIj5YDQPc8llW7), 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 Payment 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 NetSuite 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="2026.5.4 - May 29, 2026"} ::ChangelogItem{type="fixed" description="Fixed a page scrolling issue on the Balances & Transactions page."} ::: :::Changelog{title="2026.5.0 - May 13, 2026"} ::ChangelogItem{type="added" description="Bank Accounts Page Enhancements."} ::ChangelogItem{type="fixed" description="Enhance bank account name tooltips on the Pay Bills page."} ::: ### 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. :::hint{type="warning"} **IMPORTANT: Action Required for Bank Account Permissions** Upgrading to this release replaces the previous Balances & Transactions (B\&T) page. After updating, all users will temporarily lose access until permissions are re-granted. **To restore access, administrators must:** 1. Grant users permission to the new **Bank Accounts** page. 2. Assign the appropriate **ERP permissions** within the new Bank Accounts page settings. ::: For more information, please refer to our Product Guide: [Managing Bank Accounts (NetSuite)](docId\:iiFYCNzWkpV1xdLsnQ27V) :::::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. ::: :::: ::::: ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/q0e9U7jSyH4pKsuRaJlzE-20260505-054728.png" size="80" width="3690" height="1152" position="center" caption="Confirm Payment Pop-up" darkWidth="3690" darkHeight="1152" showCaption="true"} *** ## April 2026 :::Changelog{title="2026.4.0 - April 15, 2026"} ::ChangelogItem{type="improved" description="Bank Feeds Update for NetSuite 2026.1."} ::: ### 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.