March 12, 2025

February 20, 2025

The ability to add Intermediary Bank Details is now supported in the Entity Bank Details bundle for selected bank partners. At this time, Santander Bank 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

February 12, 2025

January 15, 2025

December 11, 2024

November 14, 2024

September 11, 2024

August 14, 2024

July 30, 2024

July 18, 2024

July 17, 2024

June 12, 2024

March 19, 2024

March 13, 2024

January 17, 2024

December 6, 2023

November 15, 2023

August 16, 2023

July 19, 2023

May 4, 2023

April 19, 2023

March 15, 2023 (re-released April 19, 2023)

November 24, 2022

September 16, 2022

September 1, 2022

August 18, 2022

August 4, 2022

June 9, 2022

May 12, 2022

April 14, 2022

March 17, 2022

March 3, 2022

February 17, 2022

Feburary 4, 2022

February 3, 2022

January 7, 2022

Release Notes (NetSuite)

Entity Bank Details Release Notes

Test

BusinessDays

YourBank

MyBank

Pre-Onboarding Checklist (Intacct)

Step 1: Enable Web Services

Step 2: Invitation Email

Step 3: Registration & Login

Step 4: Select ERP

Step 5: Overview

Step 6: Permissions

Step 7: Web Services Authorization

Step 8: Create Web Service User

Step 9: Enter Web Service User Credentials

Step 10: Install Plugin

Step 11: Set Permissions for a Role

Step 12: Assign Role to Web Service User

Step 13: Assign Role to User

Step 14: Connection Status

Step 15: Account Matching

Step 16: Enabling Bank Feeds (Intacct)

Step 17: Setting Default Payment Information

Step 18: Store Vendor ACH Information

Store 19: Store Additional Vendor Payment Information

Installation and Set-up

Post-Onboarding Checklist (Intacct)

Setting up Multi-Factor Authentication

Uninstalling the Plugin (Intacct)

Approving Bills (Informational)

Support for Multiple Entities

Updating Vendor via CSV

Mapping Bank Accounts (Intacct)

Updating the Plugin (Intacct)

Configuration

Plugin Configuration

Paying Bills (Intacct)

Payment Methods (Intacct)

Viewing Bill History (Intacct)

Untitled

Managing Balances & Transactions

Bank Feed Requirements (Intacct)

Enabling Bank Feeds (Intacct)

Adding Accounts to Bank Feeds (Intacct)

Reconciliation Rule & Rule Set (Intacct)

Disabling Bank Feeds (Intacct)

Balances & Transactions

Features

Sandbox Checklist (Intacct)

Release Notes (Intacct)

FAQ (Intacct)

Troubleshooting

Sage Intacct

Santander

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Post-Onboarding Checklist (NetSuite)

Temp

Paying Bills (NetSuite)

Bill Payments (NetSuite)

Information Reporting

FAQ (NetSuite)

Managing Security Tokens (NetSuite

NACHA 2021 FAQ (NetSuite)

Failed Bills (NetSuite)

Sandbox Checklist

Release Notes

Oracle Netsuite

Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Release Notes (Sage 100)

Sage 100

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Vendor Payables

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

Failed Payment Notifications

ACH Requirements

Payment Requirements

Contact Us

Support

Entity Bank Details Release Notes

2025.2.0