Release Notes (Intacct)

to learn how to update the plugin visit updating the plugin (intacct) docid\ s85rhh 3pxuzwu1g2gan2 2026 june 2026 note these updates are part of our june 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on june 10, 2026 new features added we're excited to introduce the sandbox checklist, 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 key benefits and highlights my journey tab a new my journey tab now appears in the fispan portal this allows for tracking progress through client’s sandbox progress, always visible, always up to date as they explore the plugin automated task completion as clients perform actions in their erp, such as loading bills, viewing transactions, or confirming a payment, the sandbox checklist automatically marks those tasks as complete a progress counter (e g , "3 / 9 completed") keeps them oriented at every step tailored to your bank’s products the checklist only displays tasks relevant to the products enabled for your bank, no irrelevant steps every item shown is meaningful to their configuration learn more redirect the sandbox checklist includes a learn more link that takes clients 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 also, 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 may 2026 april 2026 march 2026 improvements 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 january 2026 2025 december 2025 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 october 2025 september 2025 august 2025 for more information on how to access the account to account module, please refer to our product guide book transfers (intacct) docid\ kpgzjlcw9pphsiqxknryh july 2025 for more details on the vendor bank details approval module, please refer to our product guide vendor approvals (intacct) docid 1jdlxysygwvtczikoyi4a june 2025 may 2025 april 2025 march 2025 february 2025 january 2025 2024 2024 10 2024 9 october 2024 8 2024 7 2024 6 2024 5 2024 4 2024 3 2024 2 2024 1 2023 2023 12 2023 11 2023 10 2023 9 2023 8 2023 7 2023 6 2023 5 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 pinacle pnc role 2023 4 2023 3 2023 2 2023 1 2022 2022 24 2022 23 2022 22 2022 21 2022 20 2022 19 2022 18 2022 17 2022 16 2022 15 2022 14 2022 13 2022 12 2022 11 2022 10 2022 9 2022 8 2022 7 2022 6 2022 5 2022 4 2022 3 2022 2 2022 1