Release Notes (Intacct)

General improvements and bug fixes

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.

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.

General Bug Fixes and Improvements

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.

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.

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.

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.

Santander Fusion is soon to offer ACH payment support, enhancing your payment capabilities. With this update, managing ACH payments within your Intacct environment will be seamless, eliminating manual processes and reducing errors. Key Features: Payment Initiation: Initiate payment runs directly from the Pay Bills page and receive real-time updates on payment statuses via the Payment History page. Bill Payment Flexibility: Pay bills with applied discounts, adjustments or create partial payments, 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.

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.

General bug fixes and improvements.

General bug fixes and improvements.

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.

General bug fixes and improvements to reliability.

General bug fixes and improvements to reliability.

General bug fixes and improvements to reliability.

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.

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.

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.

General bug fixes and improvements.

General bug fixes and improvements.

General bug fixes and improvements.

Made some minor UI improvements to all the pages in the plugin. It should offer a smoother experience.

General bug fixes and improvements.

General bug fixes and improvements.

General bug fixes and improvements.

General bug fixes and improvements.