Release Notes (BC365)

General improvements and bug fixes.

We've fixed a bug that caused the Remittance column to appear for all clients, regardless of whether they had the feature enabled. Now, the Remittance column will only appear visible to clients who have the feature enabled.

Previously, the Vendor No. filter on the Pay Invoices required an exact match to filter the page. Now, the filter will load bills if there is a partially matching Vendor No. entered in the filter. Please note, that if a large number of invoices are for a vendor with a partially matching Vendor No., you may see increased waiting time for the page to load.

Previously, authenticating users needed access to the TableData object 380 within the plugin to make payments. We've removed this requirement by making improvements to permissions. If you are running into permission errors when making payments, please ask your administrator to reauthenticate through the wizard and re-assign their plugin permissions to themselves.

Santander Fusion is soon to offer ACH payment support, enhancing your payment capabilities. With this update, managing ACH payments within your Business Central environment will be seamless, eliminating manual processes and reducing errors. Key Features: Payment Initiation: Initiate payment runs directly from the Pay Invoices page and receive real-time updates on payment statuses via the Payment History page. Bill Payment Flexibility: Pay invoices with applied discounts or credit memos, ensuring accuracy in financial transactions. Vendor Data Management: Store vendor banking information securely and import it easily into your ERP system, simplifying payment processes. Upon updating the plugin, the payment module will become available. Please contact your Treasury Sales Manager for further details on leveraging ACH payments with Santander Fusion.

Fixed a bug in the Help Dropdown to ensure all available options are displayed correctly on top of the page's table. Previously, the dropdown would be hidden under the page’s table, leading to those options being hidden from clients.

Previously, the Last Updated time on pages would not update to reflect syncs occurring while the page was open. This has now been improved to accurately reflect syncs in real-time when clients refresh the page.

Previously, on the Bank Statement page, if a client applied a date filter and navigated through multiple pages, the pagination would freeze, preventing further navigation. This issue has been resolved, allowing clients to navigate through multiple pages of transactions even with a date filter applied.

A line has been added at the bottom of the last record on a page when there are only a few records present, enhancing the page's appearance and preventing the last record from appearing long.

The new Bank Feeds Service has been updated to handle large transaction volumes (1000+) more efficiently, minimizing the risk of timeout errors. This improvement doesn't affect client experience; clients can still pull in transactions as they normally would without any changes. There is no impact to users on the Legacy Bank Feeds.

In Business Central, there are various “roles” available to clients. These roles have different views for users which highlight different key modules based on where the user is likely most active. In this plugin release, we have added support for the AP Coordinator role to be able to see the plugin from the navigation bar.

Introducing the Santander Fusion plugin for Business Central 365! Enhance efficiency by streamlining bank reconciliation through integrated bank feeds. Get updated cash visibility by viewing your bank account balances and previous-day transactions within your ERP.

We're introducing the latest enhancement: the new Bank Feeds product for the Business Central plugin! This update revolutionizes the way you handle bank transactions by eliminating the need to select date ranges. Here's what you can expect from this release: Key Features and Benefits: Daily Transaction Updates: Experience seamless daily bank transaction imports without the hassle of manually selecting date ranges. You now need to just click “Import” and all transactions since your last download will be imported. Easy Setup: Get up and running within minutes! Say goodbye to the time-consuming process of mapping data exchange fields to access additional data. Reduced Duplicate Transaction Risks: Minimize the likelihood of accidentally selecting and importing duplicate transactions. Enhanced Transaction Details: Enjoy a richer set of transaction details and increased data availability, ensuring a smoother reconciliation experience. Action Required: To leverage the new Bank Feeds product, follow these steps: Update Your Plugin: Ensure you have the latest version of the plugin installed. Setup Guidance: Refer to our setup guide [https://support.fispan.com/santander/enabling-bank-feeds-bc365] for step-by-step instructions on using the new Bank Feeds product.