Sage Intacct
Release Notes (Intacct)
For instructions on updating the bundle visit: Updating the Plugin (Intacct)
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.
June 12, 2024
Fixed
General Bug Fixes and Improvements
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.
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.
Added
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.
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.
March 14th, 2024
Fixed
General bug fixes and improvements.
February 14th, 2024
Fixed
General bug fixes and improvements.
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.
December 6th, 2024
Fixed
General bug fixes and improvements to reliability.
November 15th, 2023
Fixed
General bug fixes and improvements to reliability.
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.
September 20th, 2023
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.
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.
July 19th, 2023
Improved
General bug fixes and improvements.
June 14th, 2023
Improved
General bug fixes and improvements.
May 17th, 2023
Improved
General bug fixes and improvements.
April 26th, 2023
Added
Made some minor UI improvements to all the pages in the plugin. It should offer a smoother experience.
Improved
General bug fixes and improvements.
March 15th, 2023
Improved
General bug fixes and improvements.
February 15th, 2023
Improved
General bug fixes and improvements.
January 19th, 2023
Improved
General bug fixes and improvements.
Updated 16 Jul 2024
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