NOTE: These updates are part of our September 2026 release. While you may see these features documented in our guides earlier, please note that all changes will officially go live on September 16, 2026.
September 2026
2026.10 - September 17, 2026
Fixed
Addressed and resolved a minor deployment issue.
2026.10 - September 16, 2026
Added
Introducing Customizable Columns and Filters.
Improved
Interface refinements and usability improvements.
New Features Added
We're excited to bring you enhanced table customization and persistent filtering capabilities for your KeyBank plugin. You can now tailor your payables management workspace by personalizing visible data fields, reordering your table layout, and pinning your most-used filters, so your workspace works the way you do.
Display the exact data you need by choosing from standard and custom ERP fields, including Vendor Name, Amount Due, Due Date, Currency, and Payment Method.
2
Drag-and-Drop Reordering
Easily rearrange your table layouts by dragging and dropping columns into your preferred order.
3
Pinned Filter Views
Pin your most-used filters, such as date ranges, currency, and invoice numbers, so your search controls stay saved and ready across sessions.
4
Persistent Preferences & One-Click Reset
Your customized view is saved to your profile automatically, per workspace (such as Open Payables vs. Failed Payables).
Cross-Session Persistence: Log back in and your table is exactly where you left it, no additional setup required.
Reset to Default: Ability to restore the standard layout and filters in a single click.
5
Searchable Field Catalog
Instantly find any standard or custom ERP field using the quick-search bar in the customization panel.
Improvements
We've made a series of enhancements across the plugin to improve usability and visual clarity:
Refined payment Action Log layout: The Action Log timeline now displays with correct alignment, spacing, and styling, making it easier to track payment statuses at a glance.
Table headers now stay visible as you scroll: Table headers now remain fixed in view while scrolling through long lists on the Payments, History, Schedule Payments, Positive Pay, and Payment Methods pages, allowing you to reference column labels without returning to the top of the page.
Clearer labeling when no payment methods are available: Payment method fields now display "No Method Available" when a vendor or employee has no configured payment methods, clearly indicating that no selection can be made. This applies across all payment method fields and drop-downs.
Displaying No Method Available
Improved guidance for setting up approval workflows: The KeyBank plugin now offers clearer direction when approval rules have not yet been configured, distinguishing between rules that still need to be set up and an empty approval queue. When approval rules aren't yet in place in the FISPAN Portal, users see a helpful "Approval Rules Required" screen with direct links to the configuration area, guiding them to complete setup before processing payment or vendor approvals.
Clearer labeling for vendor change reviews: 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.
"Vendor Record Approvals" is renamed "Payment Method Approvals"
August 2026
2026.9 - August 12, 2026
Improved
Improved bank account validation tooltip display.
Improved
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.
Bank Account Validation Tooltip Display
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.
Guidance to the Payment Methods Page
July 2026
2026.8 - July 15, 2026
Added
Introducing Payables Insights.
Added
Introducing the Scheduled Payments functionality.
Improved
Enhanced onboarding wizard.
Improved
Bank Accounts page enhancements.
Fixed
Optimized Bill Payment display.
New Features Added
We're excited to launch Payables Insights (Intacct), 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.
1
Payables Summary
Instantly review outstanding obligations with a consolidated view of overdue, current-week, and total open payables.
2
Monthly Payment Tracking
Monitor transaction statuses, including paid, processing, pending, and failed payments, within a single view to mitigate execution risk.
3
Integrated Account Balances
View near real-time, intraday balances across all connected bank accounts to optimize liquidity and funding decisions.
4
AP Aging Analytics
Visualize outstanding payables across standard aging categories to optimize working capital.
5
Vendor Spend Analysis
Identify top vendors by volume over a rolling 30-day period to support strategic sourcing and treasury reviews.
6
Payment Method Distribution
Track payment volume across payment types to manage transaction costs and efficiency.
7
Remittance Advice Tracking
If available, view remittance delivery statuses alongside an aggregate delivery success percentage rate to ensure vendor alignment.
We're also excited to announce support for Payables 2.0 - Scheduled Payments (Intacct)within the Payables (Beta) Page. You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow.
Feature 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.
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.
2
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.
3
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
4
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 updated our onboarding wizard with new setup steps for automated workflows and approvals.
New users will now see two additional steps during initial setup:
Step 16: Set Up Approval Rules: Configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one.
Step 17: Enable Bank Feeds: Seamlessly connect your bank accounts during setup to automatically sync transactions directly into your ERP, eliminating manual data entry.
NOTE: These new steps apply exclusively to new users going through the onboarding process for the very 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
2026.7 - June 10, 2026
Added
Introducing Sandbox Checklist.
Improved
Enhanced Intacct-Themed experience.
Improved
The vendor page is improved with updates to the “Vendor is Individual” field.
New Features Added
We're excited to introduce the Sandbox Checklist via the Portal, 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.
1
My Journey Tab
A new My Journey tab now appears in the KeyBank 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.
2
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.
3
Tailored to Your Bank’s Products
The checklist only displays tasks relevant to the products enabled for you.
4
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.
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 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.
Vendor is Individual Custom Field
May 2026
2026.6 - May 13, 2026
Added
Introducing Product Assistant.
Improved
Enhanced status accuracy for Payment History.
New Features Added
Product AssistantProduct Assistantis 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’ve 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
2026.5 - April 15, 2026
Improved
Performance-optimized item selection limits for the Payments and Positive Pay pages.
Improvements
To ensure system stability and peak performance, we have introduced selection caps on the Payments and Positive Pay pages. These guardrails prevent the processing of excessively large batches that could lead to latency or errors.
Payments Page: Selection is now limited to a maximum of 2,000 items.
Positive Pay Page: Selection is now limited to a maximum of 1,000 items.
March 2026
2026.4 - March 11, 2026
Added
Introducing Payments (Beta) and Payment Methods (Beta).
Added
Introducing the new Positive Pay experience.
Improved
Enhanced payment controls for pending vendor updates.
New Features Added
We're thrilled to announce the next generation of the Payables experience (Payables 2.0) with the introduction of two new modules: Payments (Beta) and Payment Methods (Beta). These new interfaces deliver powerful new capabilities to help you streamline payment runs and reduce errors.
Multi-Source Account Payment Runs: Initiate payments across multiple currencies and bank accounts in a single payment run. Previously required separate runs are now handled in one streamlined process.
Multi-Source Account Payment Runs
Retain Bill Selection: Select bills across multiple pages without losing your previous selection, and apply different filters while maintaining your selection.
Fixed Columns: Key information (Vendor Name, Amount) now remains visible at all times as you scroll horizontally. Quickly reference critical payment details without scrolling back.
Fixed Columns
Batch Summary: Bills and Vendors selected for payment are now summarized and broken down by currency at the top of the Payments (Beta) page.
View Batch Summary of Selected Invoices
Enhanced Filtering: Filters are now available for every column on the Payments (Beta) page. Find and organize payments with greater precision.
Quick Actions: Set a vendor's default payment method directly from the Payments (Beta) page, eliminating unnecessary navigation to vendor settings.
Failure Alerts: A new banner on the Payments (Beta) page alerts you immediately if one or more payments fail within a run, allowing you to catch issues early and take corrective action quickly.
Click failed payments banner
Detailed Error Insights: Failed payments now display an error icon within the list of open bills. Click the icon to reveal the specific error message for rapid troubleshooting.
Review error message
Vendor Health Alert: An alert at the top of the Payment Methods (Beta) page notifies you if any vendors are missing a default payment method. Addressing missing payment methods ensures smoother payment runs.
Exclude Vendors: Select any vendors that would never be paid in the plugin by preventing their bills from appearing in the Payments (Beta) page.
For more information on Payments (Beta) and Payment Methods (Beta), please refer to the pages linked below:
We are also introducing an upgraded Positive Pay experience for the Intacct plugin—featuring a modern UI, enhanced visibility, and greater control. To enable this feature, please contact your Bank Representative.
1
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.
2
Modern UPA Interface
Dashboard counters for Open, Failed, and Invalid checks; consistent layout with other UPA features; cleaner navigation.
3
Streamlined Check Transmission
Automatically extract check details from Intacct and transmit your entire check run in just a few clicks.
4
Check Exclusions
Delete individual checks from the transmission list directly within the new page.
5
Improved Error Handling & Visibility
Clearer status indicators, failure alerts, and messages for faster troubleshooting.
6
Approval-Aware Workflow
If Payment Approvals is enabled, Positive Pay transmissions route through approvals before being sent to the bank.
7
Audit Trail & History
Real-time statuses, feedback messages, and who-when details for every transmission.
For more information on Positive Pay, please refer to our Product Guide:
We’ve improved the bill payment process to prevent selection of bills linked to vendors with pending approval changes. This update enhances accuracy and ensures payments are processed only when vendor updates are fully approved.
February 2026
2026.3 - February 11, 2026
Improved
General improvements.
Improvements
General improvements and bug fixes.
January 2026
2026.1 - January 14, 2026
Improved
General improvements.
Improvements
General improvements and bug fixes.
2025
December 2025
2025.16 - December 10, 2025
Improved
Simplified naming for Vendor Approvals.
Improvements
The feature previously known as Vendor Approvals (New) will be renamed simply to Vendor Approvals. No changes have been made to the functionality, processes, or user interface of this feature. All existing capabilities remain the same.
November 2025
2025.15 - November 12, 2025
Improved
Payment approval filter enhancement.
Improvements
We've improved the user experience on the Payment Approval Request page to enhance efficiency in managing your assigned tasks. The page now defaults to the "Show Assigned to Me Only" filter, ensuring that upon loading, you immediately see the relevant payments requiring your approval.
October 2025
2025.14 - October 15, 2025
Fixed
General improvements and bug fixes.
September 2025
2025.13 - September 10, 2025
Improved
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.
Improved
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.
Added
You may now see that the Payment Approvals product is available with your ERP. Please note, this product is currently in a pilot phase. To inquire about being added to the pilot, please reach out directly to your Bank Representative.
For more information on Payment Approvals, please refer to our Product Guide:
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 [email protected].
Fixed
The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., [email protected]). This ensures that users can approve requests regardless of how their email address is capitalized.
Improved
The payment status display has been updated to include a new status, "Waiting for Approval" to all relevant History pages. This improvement gives you a more precise understanding of where your payment is in the process, making it easier to track transactions that are pending review. Please note that this new status will be visible on all new transactions going forward.
July 2025
2025.11 - July 16, 2025
Improved
We've improved our billboard notifications. This update ensures that critical information is more prominent and easier to read, providing a more seamless and informative experience.
June 2025
2025.10 - June 20, 2025
Fixed
We resolved a bug that affected how discounts were applied to bills.
2025.9 - June 16, 2025
Fixed
We resolved a deployment issue.
2025.8 - June 11, 2025
Improved
We have renamed all references to BAI Code to Transaction Code in the Balances & Transactions section and the Transaction Details pop-up. This change helps us better support global clients and aligns with industry standards.
Added
We are excited to announce a new feature for Vendor Bank Details Approvals through KeyBank Plugin. This new feature streamlines the approval process, improves data accuracy, and enhances security and granular control over vendor banking information within the plugin.
Key Features and Benefits:
* Multi-level Approvals: Establish up to three approval levels with multiple approvers at each level, requiring a specified number of approvals for each stage.
* Approval History: Maintain a comprehensive audit trail of all approval requests, including approved, rejected, and pending requests, with detailed information about each action.
* Impact on Payment Processing: Pending approval requests prevent payments to the affected vendor, ensuring payments are processed only with accurate and approved bank details.
* Approval Workflows: Define customized approval processes for different types of vendor bank detail changes (updates, additions, deletions).
* ERP-Synced Change Handling: Approvals are required for manual changes within the FISPAN plugin. Changes originating from your ERP system are automatically synced, preventing accidental overwrites and ensuring data consistency.
To access the Vendor Bank Details Approval module, please follow the below steps:
* Access Approval Workflows: Log in to the FISPAN Portal (sys.fispan.live) and navigate to the Vendor Record Approvals section in the Control Center.
* Create and Manage Workflows: Define your approval workflows, specifying approvers, required approvals, and applicable entities.
* Review and Approve Requests: Access pending approval requests within the Intacct plugin, review the proposed changes, and approve or reject them accordingly.
For more details on the Vendor Bank Details Approval module, please refer to our Product Guide:
To enhance the payment confirmation review process, clients can now export payment details before proceeding to pay using the new 'Export' button. The Export button gives you two formats for downloading the report i.e. 'List Bills' and 'By Payment' for easy review, record-keeping, and sharing.
Improved
We have fixed an issue on the Payables page where clients with multiple Payment Methods couldn't see the complete list while paying a bill, preventing them from scrolling through the list. This update ensures all available Payment Methods are now accessible.
April 2025
2025.6 - April 9, 2025
Fixed
General improvements and bug fixes.
March 2025
2025.5 - March 21, 2025
Fixed
We resolved a deployment issue.
2025.4 - March 19, 2025
Fixed
We resolved a bug that affected clients when an account’s entity identifier was missing.
2025.3 - March 12, 2025
Fixed
General improvements and bug fixes.
February 2025
2025.2 - February 12, 2025
Fixed
Fixed an issue where some mapped accounts for clients with a large number of bank accounts were not appearing in the Payment Confirmation pop-up. The pop-up now correctly loads and displays all mapped accounts.
January 2025
2025.1 - January 15, 2025
Added
Clients can now set a single available payment method as the default for their vendors and unselect it when needed. This enhancement also enables filtering by the default payment method on the Payment Method and Pay Bills pages, simplifying vendor payment workflows.
Added
The Payment Methods page and associated popups have been redesigned with a refreshed interface to ensure a consistent look and feel across the Intacct plugin. Updated popups include: Vendor Overview, Addresses, Email Groups, Bank Accounts, Mass Updating Vendor Settings and CSV Import. These improvements create a cohesive experience throughout the plugin.
2024
2024.10
December 11, 2024
Fixed
Fixed an issue on the Payables and Payment Method page where users were unable to unselect the default payment method for a vendor. This fix ensures that users can now successfully unselect a payment method.
2024.9
November 13, 2024
Fixed
General improvements and bug fixes.
2024.8
July 17, 2024
Added
Payer Email Displayed on the Payment History Page
The email of the client who submits a payment (Payer Email) has been added to the Payment History page. For each payment submitted through the plugin, expanding the record on the Payment History page will now show the individual’s email, allowing clients to track who submitted the payment for processing.
Added
Help Drop-Down Button Added to the Plugin
We’ve added a help button to each plugin page, providing quick access to Product Guides, Release Notes, and Support contact information.
2024.7
June 12, 2024
Fixed
General Bug Fixes and Improvements
2024.6
May 24, 2024
Fixed
We've resolved an issue which was causing payments to not properly process if you did not have a default source account selected.
As part of this fix, we have automatically selected a default source account for you if you did not have one selected. To change the default value. Login to sys.fispan.live. Hover over the three dots beside Intacct and select Associate Accounts. On the right hand of the page where the bank accounts are matched, hover over your desired source account. A star icon should appear, click on the icon. When making payments, this account will show up as your default account when navigating through the payment confirmation screen.
Fixed
We've resolved an issue where the Last Updated date for bank balances on the Balances and Transactions page didn’t reflect the actual bank sync time. With this fix, the Last Updated date now accurately reflects the latest bank sync time and timestamps are consistent across all plugin pages.
2024.5.0
May 15, 2024
Added
To maintain the Pay Bills page's formatting and prevent rows from expanding due to lengthy method names, we've shortened the display name. This adjustment effectively resolves formatting issues and ensures the consistent appearance of the Pay Bills page.
Fixed
We've resolved an issue with the Source Account drop-down display on the Confirm Payments screen not displaying the selected account. Now, the default bank account designated in the FISPAN Wizard's Account Matching step will be preset for selection. This preset selection persists until changed, even after page refresh.
2024.4.0
April 10, 2024
Improved
The “Please try again later” messaging has been removed from the Communication Error banner that appears when the Bank API is inaccessible to dissuade users in those countries from retrying. This is due to OFAC-sanctioned countries are not permitted to access the plugin.
Added
We're excited to announce significant enhancements to the Payment Methods page within your Intacct bank plugin! These improvements are designed to streamline your payment processes and provide greater flexibility in managing vendor payment information.
Key Features and Benefits:
Multiple Payment Information Sets: Users can now store more than one set of vendor payment information simultaneously, catering to both International and Domestic payments.
Enhanced Vendor Address Management: Enjoy the flexibility of assigning multiple addresses to a single vendor, facilitating smoother transaction management.
Expanded Email Address Storage: Store multiple email addresses for the same payment method, eliminating the need for the "email override" column. Users can now conveniently select the desired email address for each transaction.
User Interface Enhancements: Experience a more intuitive interface with various improvements:
Soft Display of Default Payment Method: Default payment methods are now softly displayed, improving visibility and usability.
Gear Icon for Batch Updates: A gear icon has been added to the Combined Bills column, enabling users to update all vendors at once, saving time and effort.
To leverage the enhanced Payment Methods page, please follow the below steps:
Update your Intacct plugin
With Intacct open, refresh your browser window
Navigate to the Payables page and refresh again
Allow ~20 minutes for the migration to automatically trigger and process before navigating to the Payment Methods page
2024.3.0
March 14th, 2024
Fixed
General bug fixes and improvements.
2024.2.0
February 14th, 2024
Fixed
Bug fix to report correct error messages when failing to post a Fund Transfer if it fails on both CDJ and CD GL accounts.
2024.1.0
January 17th, 2024
Fixed
Intacct has updated their color scheme from blue to green in their 2023 Release 4, resulting in a color mismatch in various links and buttons in the bank plugin. An update has been made to the bank plugin to ensure consistency between the plugin and other areas of Intacct.
2023
2023.12.0
December 6th, 2023
Fixed
General bug fixes and improvements to reliability.
2023.11.0
November 15th, 2023
Fixed
General bug fixes and improvements to reliability.
2023.10.0
October 18th, 2023
Fixed
General bug fixes and improvements to reliability.
Added
On the Account Details page of Balances & Transactions, the date range users can export their bank transactions for has been limited to 65 days due to large date ranges causing the retrieval and export services to fail. A small update to include this messaging upfront is pending.
2023.9.0
September 20th, 2023
Added
A “Last Updated” section of text has been added to the Pay Bills page showing when Bills and AP Adjustments were last updated. This change is also applicable to other areas of the bank plugin that pull in data, such as Checks on the Positive Pay page and Vendors on the Payment Methods page. This will give users more visibility on when syncs are occurring and if there are any issues they should be aware of.
Improved
Improvements were made to the bank plugin to ensure that bills paid natively in Intacct (whether partially or in full) are now reflected on the Pay Bills page of the plugin within 30 seconds.
Fixed
Added error handling to prevent duplicate connections of the same bank account across different Sage instances, even if the account was previously connected or if the account ID had been deleted.
2023.8
August 16th, 2023
Fixed
Resolved an issue where the second call-to-action link shown in a notification banner seen within pages in the bank plugin were incorrectly directing users to the URL of the first call-to-action link.
2023.7
July 18th, 2023
Fixed
Resolved an issue where the Entity Filter did not filter for Child Entities. It now filters through all locations, whether it is a child or parent location.
Fixed
Resolved an issue where if your Intacct company is not set up as multi-currency/multi-entity and the user is not an Administrator, error messages may pop-up intermittently.
2023.6
June 14th, 2023
Improved
General bug fixes and improvements.
2023.5
May 17th, 2023
Fixed
Resolved an issue where the Entity Filter that was implemented in the last release did not scroll properly.
Fixed
Resolved an issue where if your Intacct company is not set up as multi-currency and the user is not an Administrator, error messages may pop-up intermittently.
Fixed
Resolved a few minor UI issues on the Pay Bills page, such as: memo not being truncated and native Intacct dialog boxes/pop-ups not opening in full-size.
2023.4
To use the plugin’s payables functionality on version 2023.4, it is required that the Intacct administrator applies the Company > Entities (View) permission to the Keybank role.
Entities Permission
April 26th, 2023
Added
The plugin now supports filtering per entity. The new filter allows you to select any of the entities you have enabled at the top level. You can select as many entities as you wish to see bills for. A new column listing all the entities present on the bill record has also been added to assist you in identifying which bills have multiple entities, and which do not. This new feature will help you to easily filter for entities on a bill and speed up the process of figuring out which account to pay them out of.
Added
Made some minor UI improvements to all the pages in the plugin. It should offer a smoother experience.
Fixed
When logged in at the entity level, the History Page would show all payments made with the plugin, regardless of whether they were made at the entity level. This has now been fixed.
2023.3
March 15th, 2023
Improved
General bug fixes and improvements.
2023.2
Feruary 15th, 2023
Improved
General bug fixes and improvements.
2023.1
January 19th, 2023
Improved
General bug fixes and improvements.
2022
2022.24
December 13, 2022
Improved
The History page CSV Export has been updated to accommodate the new partial payments functionality that became available in bank plugin version 2022.23.0. Users are now able to export a CSV file containing a history of all payments made with information such as the number of bills included in the payment, totals, currencies, payment method, payment statuses, etc.
2022.23
November 24, 2022
Added
Notifications will now appear within your embedded bank bundle to notify you of bundle updates, new feature availability, outages or maintenance windows. All notifications except those for outages can be dismissed.
Added
Support for partial payments is now available.
Bills can now be partially paid, allowing for easy payment of deposits, prepayments or installments. Accounting entries and payment requests sent to the bank portal take this new payment amount into account.
Pay Page: The Pay Page now allows the ‘to pay’ amount to be modified. Discounts can only be applied in specific situations. Visual indicators have been added to notify when a discount is available.
History Page: The History Page is now structured around payments, rather than bills paid in full. Related payment information can be viewed in each row. Each payment request may contain multiple bills. Click on the arrow on the left to expand the bill-focused tab, which includes: Bill Number, due date, bill amount, amount due, credit used, discount used, and amount paid.
Added
Added support for import/export of vendor payment information. This allows for the quick updating of thousands of records at a time, without having to go through the plugin itself.
Fixed
Nothing new here
2022.22
October 27, 2022
Added
Positive Pay is now available for KeyBank. This allows for the transmission of printed checks directly to the bank while minimizing the risks of fraud. More information about this new feature can be accessed here: https://support.fispan.com/keybank/KYIK-release-notes
Fixed
Nothing new here
2022.21
September 29, 2022
Added
Updated custom field naming and added “Created” and “Last Updated”. This helps understand when the payment status was last modified.
Fixed
Nothing new here
2022.20
September 13, 2022
Fixed
Fixed a UI issue that prevented the payment methods page to show the bank details of the vendors.
Fixed
Fixed an issue with the ‘vendor name’ dropdown filter.
2022.19
September 1, 2022
Added
Added a Discount Cut-off Date column in the Pay Page to show which bills are about to run out of their discounts. This helps finding which bills to pay first to benefit from available discounts.
Fixed
Fixed an issue where failed bills were not appearing in the pay page anymore.
2022.21
2022.18
August 18, 2022
Added
Nothing new here
Fixed
Nothing new here
2022.17
August 4, 2022
Added
Modifications to the Sage Bank Feeds Product. Improved mapping to show the PaymentRequestID in the payee column as well as improved general mapping to avoid duplicating columns.
Added
Filters out bills with payments currently processing.
2022.16
July 27, 2022
Added
UI showing updated label change for Default Payment Methods selector.
Fixed
Nothing new here
2022.15
July 23, 2022
Added
Added save button and fixed emails error that was rendering
Added
Filtering out inactive accounts on the intacct plugin.
2022.14
July 21, 2022
Added
Improved payment method section by enabling switching from one vendor to another by clicking on the ‘arrows’
Fixed
Changed filter to allow bills voided in Intacct to reappear in pay bills page
2022.13
July 7, 2022
Added
Adjustments are now available in Intacct! This allows you to pay your bills using native debit memos. The payment amount, sent into your approval workflow, will now reflect this adjustment.
Improved
Improved Connection Wizard to list potential connection errors.
2022.12
June 23, 2022
Fixed
Fixed an issue where a deleted vendor would stay active.
2022.11
June 9, 2022
Improved
The Payment Methods page has been re-designed to improve clarity and ease of use.
Fixed
Nothing new here
2022.10
May 26, 2022
Fixed
Fixed an issue with the Balance & Transactions page not showing the correct number of total matched accounts.
2022.9
April 28, 2022
Added
Nothing new here
Fixed
Nothing new here
2022.8
April 14, 2022
Added
FRB “Fedwire” payment method has been rebranded to “Wire”.
Fixed
Nothing new here
2022.7
March 31, 2022
Added
Added the ability to match and pay via credit cards accounts.
Fixed
Nothing new here
2022.6
March 17, 2022
Added
Updated payment status as soon as the payment is created.
Fixed
Fixed sorting issue for Balances and Transactions page.
2022.5
March 03, 2022
Added
Nothing new here
Fixed
Nothing new here
2022.4
February 17, 2022
Added
Add supprt for discounts
Fixed
Nothing new here
2022.3
February 3, 2022
Added
Nothing new here
Fixed
Nothing new here
2022.2
January 20, 2022
Improved
Improvements to Balances & Transactions section, allowing sorting to balances and better drop-down selection.
Improved
Improvements to the default payment method of failed bills, now showing per default the last used payment method.
Added
Addition of Fund Transfer, allowing to move money from one account to the other within the Intacct company.
Fixed
Nothing new here
2022.1
January 7, 2022
Improved
Updated the payment method section with the addition of a green banner whenever a payment method is made available.
