General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

We have resolved an issue where employee records were not loading on the Approvals page. You can now view employee Entity Bank Details approval records.

Our improved Approval Workflow now prevents unauthorized changes to Entity Bank Details Records. When approvals are enabled, any modifications made to the Entity Bank Details record outside of the plugin will be blocked. If approvals are disabled, native record changes will proceed. This update ensures all native modifications are now captured for better traceability.

We have enhanced the Account Number field to ensure greater accuracy in payment processing. The system now prevents the entry of special characters (like &, *, @, -, /), letters (A-Z), and spaces. When entering your account number, only numbers will be accepted, preventing potential payment failures and ensuring smoother transactions.

Previously, some fields on the Entity Bank Details record were not aligned when scrolled through the page. This has been fixed. Consistent alignment is now in place across the fields, improving user experience.

General improvements and bug fixes.

Previously, clients were unable to import Entity Bank Details records via CSV. This issue has been resolved, and clients can now successfully import these records.

The ability to add Intermediary Bank Details is now supported in the Entity Bank Details bundle for selected bank partners. At this time, KeyBank does not support this functionality. If you are interested in this feature, please add a feature request here: https://portal.productboard.com/fispan/4-fispan-feature-request-portal

We've resolved an issue on the Entity Bank Details History Page where clicking on subsequent Entity Bank Details record links would always navigate to the first clicked record. This fix ensures that each link now correctly navigates to its respective record.

Fixed an issue on the Entity Bank Details Overview page where only auto-generated numbers for vendors or employees were displayed in the "Vendor/Employee Name" column. A new "Vendor/Employee ID" column has been added to display the actual ID, while the "Vendor/Employee Name" column now correctly displays the name, increasing visibility to your Vendor/Employee information.

Fixed an issue on the History Page where some entity bank detail records were not appearing. This fix ensures that all records are now displayed correctly, providing complete visibility to any changes, deletions or additions made.

Previously, the export file for the Entity Bank Details History page was missing the "Modified By" and "Reviewed By" columns. This issue has been resolved, and the export file now includes these columns, ensuring clients have complete auditability and transparency over changes made to Entity Bank Details records.

Resolved an issue that caused fields such as IBAN, Purpose of Payment and Receiving Bank Address to not be displayed on the Approval pop-up. This issue has been fixed so now approvers can see a complete list of changes made to a bank account when approving changes.

General improvements and bug fixes.

General back-end updates and improvements

Resolved a bug that prevented deleted Entity Bank Details (EBD) records from appearing on the EBD History Page. Clients can now view all changes, including deletions, to EBD records through the History Page, ensuring comprehensive visibility of record modifications.

Users who modify records on the Entity Bank Details Approvals and History pages will now be labeled as 'Modified By'. This enhancement helps clients easily identify who made changes to EBD records.

Previously, there was a bug where the Modified By and Approval user names appeared the same on the History Page after changes were approved or rejected. This issue has now been fixed, ensuring that the correct user names are displayed for each action.

When updating a record in Entity Bank Details, there is the option to set a bank account as the primary account used for payments for that vendor. However, on the Approvals page, the ability to approve this selection contained a bug. This issue has been resolved to allow approvers to confirm the changed primary record.

Previously on the Entity Bank Details Approvals page, records that were reviewed continued to be accessible after they were approved or rejected. This issue has been resolved so that once records have been reviewed, clients will no longer have the option to navigate back to these records.

The Entity Bank Details bundle now supports approvals. This feature aims to prevent unauthorized changes to entity bank account details, ensuring your company's financial transactions remain secure. Key Features: Enable/Disable Approvals: You can now toggle approvals on or off for EBD changes. However, approvals cannot be turned off if there are any pending approvals. Single Approval Process: Any change to the EBD must be approved by a different user. For example, if User A makes a change, it must be approved by User B or User C. EBD Interface and Import/Export Changes: Approvals can be applied to changes made directly through the EBD Interface or via the Import/Export functionality. You can also toggle the Import/Export functionality on or off depending on your organization’s needs. Payment Blocking: Payments to vendors or employees with pending approvals will be blocked until the necessary approvals are obtained. Approval History: The History page now includes a record of all approvals, providing greater transparency and auditability. This history log can also be exported for your records. For more information on using the new Approvals feature and any required permissions, please refer to our user guide or contact our support team.

Previously, the Entity Bank Details History page and Export would not respect your subsidiary and would show data across subsidiaries. This has been resolved and you will now only be able to see history records and export data that belongs to a subsidiary or the subsidiaries to which you have access.

Patch release to address an issue in 2024.2.0 version with the Entity Bank Details, Settings RESTlet (customdeploy_fispan_vbd_settings_r) and the "Set Up Company (Level: View)" permission becoming required for anyone wishing to access the Overview page of the Entity Bank Details bundle. This RESTlet is now enabled for all users by default as it is necessary for a future release. Access to the Overview page is unchanged, and is still controlled by the Entity Bank Details, Overview (customdeploy_fispan_vbd_overview) Suitelet. The "Set Up Company (Level: View)" permission must be added to a Role as this RESTlet now accesses the Company Information record. This is a required permission.

A small styling update has been made to the Vendors and Employees tab design at the top of the page. The “View” column has been renamed to “Actions” and has been moved to the far right column. Each row in this column displays a “View EBD Record '' hyperlink, linking to the EBD record.

Additional fixes to catch any undefined or null values were applied to the Entity Bank Details History page that prevented users from generating a CSV export file. This is in addition to fixes made in the previous 2023.12.0 version.

Resolved an issue on the Entity Bank Details History page that prevented users from generating a CSV export file.

The Entity Bank Details Import feature now detects By Order Mark (BOM) characters in the column headers of CSV files during the upload process. If a BOM character is detected, you will now receive an error message stating: "Error: BOM Character Detected in Header. Please resave the CSV file without UTF-8 encoding and try again."

The validations on the IFSC code field have been updated to make them optional and to accept alphanumeric characters.

Added support for storing domestic payment information for the following countries: Australia, Singapore, New Zealand, and South Africa.

The Entity Bank Details bundle now shows an optional "Receiving Bank Name" field if the "Country" field is defined as the United States of America.

This is a re-release of optimizations made to the Entity Bank Details bundle that did not apply in the March 2023 release. API versions of Entity Bank Details scripts as seen on the Script Deployments page in NetSuite have been updated from API version 2.0 to 2.1 in response to the optimizations.

Vendor or Employee records with a negative entity ID caused issues with the Entity Bank Details bundle not displaying properly as a sub-tab on the Vendor or Employee record. Updates have been made to account for negative IDs.

Optimizations were made to the Entity Bank Details bundle. API versions of Entity Bank Details scripts as seen on the Script Deployments page in NetSuite have been updated from API version 2.0 to 2.1 in response to the optimizations.

Removed option to "Open Link in New Tab" when right-clicking on an Entity Bank Details record as NetSuite was auto-redirecting users to the Company Storefront. Custom record types "Entity Bank Details" and "Entity Bank Details Log" have been renamed to "Entity Bank Details (FI)" and "Entity Bank Details (FI) Log" to avoid clashing with a new custom record type created by NetSuite of the same name.

General back-end updates and improvements.

Added additional Purpose Codes for payments to India.

The Vendor Bank Details bundle has been renamed to the Entity Bank Details bundle since the bundle as of version 2022.8 now also accepts Employee bank details. Please note that Script Names have also been updated to reflect the new name, but Script IDs will remain the same. There are no changes to functionality.

UI updates to progress bars on the Vendor Bank Details Import/Export page. Users can now see progress bars for the VBD export and EBP export processes that match the existing VBD import process.

General back-end updates and improvements.

General updates to the padding around the text

Font size and colour changes on text on the Vendor Bank Details bundle Import/Export change for better visibility.

Text changes on Vendor Bank Details bundle Import/Export page for clarity.

Text changes on Vendor Bank Details “Save” button on the VBD record add/edit page to distinguish from “Save” button shown on the Vendor Record.

Fix addressing Vendor Bank Details script permissions for administrators.

Support for Canadian Domestic accounts for more payment rails

Set US and domestic as the default values and moved North American countries to the top of the drop-down list when creating a new Vendor Bank Detail record for either Domestic or International methods.

Bug fixes addressing the number of records showing on the Vendor Bank Details Bundle Overview page.

Users now have the ability to export VBD log history to CSV format. This feature also accounts for the date filter used in the same log history page.

Fixes the bug where history page was not being rendered when a log record was related to a deleted VBD record.

The History Page in the Vendor Bank Details bundle can now filter records based on date.

Bug fixes addressing pagination issues on the Vendor Bank Details bundle History Page.

Bug fixes addressing the creation of additional records when importing and creating records in Vendor Bank Details.

Updated the button and body text wording for additional clarity on the Export area of the Vendor Bank Details bundle Import/Export page.

Bug fixes when deleting and reinstalling the Vendor Bank Details bundle.