For instructions on updating the bundle visit: 

We resolved a bug that affected how discounts were applied to bills.

June 20, 2025

June 16, 2025

We have renamed all references to BAI Code to Transaction Code in the Balances & Transactions section and the Transaction Details pop-up. This change helps us better support global clients and aligns with industry standards.

The new Vendor Approvals interface is now available in Intacct as "Vendor Approvals (NEW)" in your menu. This updated interface provides improved performance, faster loading, and a more user-friendly design to streamline the approval process. The previous Vendor Approvals interface will remain accessible until the plugin release scheduled for September 10th, 2025.

June 11, 2025

To enhance the payment confirmation review process, clients can now export payment details before proceeding to pay using the new 'Export' button. The Export button gives you two formats for downloading the report i.e. 'List Bills' and 'By Payment' for easy review, record-keeping, and sharing.

We have fixed an issue on the Payables page where clients with multiple Payment Methods couldn't see the complete list while paying a bill, preventing them from scrolling through the list. This update ensures all available Payment Methods are now accessible.

We are excited to announce a new feature for Vendor Bank Details Approvals through the Santander Treasury Fusion Plugin in Intacct. This new feature streamlines the approval process, improves data accuracy, and enhances security and granular control over vendor banking information within the plugin.

Key Features and Benefits:
* Multi-level Approvals: Establish up to three approval levels with multiple approvers at each level, requiring a specified number of approvals for each stage.
* Approval History: Maintain a comprehensive audit trail of all approval requests, including approved, rejected, and pending requests, with detailed information about each action.
* Impact on Payment Processing: Pending approval requests prevent payments to the affected vendor, ensuring payments are processed only with accurate and approved bank details.
* Approval Workflows: Define customized approval processes for different types of vendor bank detail changes (updates, additions, deletions).
* ERP-Synced Change Handling: Approvals are required for manual changes within the FISPAN plugin. Changes originating from your ERP system are automatically synced, preventing accidental overwrites and ensuring data consistency.

To access the Vendor Bank Details Approval module, please follow the below steps:
* Access Approval Workflows: Log in to the FISPAN Portal (sys.fispan.live) and navigate to the Vendor Record Approvals section in the Control Center.
* Create and Manage Workflows: Define your approval workflows, specifying approvers, required approvals, and applicable entities.
* Review and Approve Requests: Access pending approval requests within the Intacct plugin, review the proposed changes, and approve or reject them accordingly.

May 14, 2025

For more details on the Vendor Bank Details Approval module, please refer to our Product Guide: 

April 9, 2025

March 21, 2025

We resolved a bug that affected clients when an account’s entity identifier was missing.

March 19, 2025

March 12, 2025

Fixed an issue where some mapped accounts for clients with a large number of bank accounts were not appearing in the Payment Confirmation pop-up. The pop-up now correctly loads and displays all mapped accounts.

February 12, 2025

Clients can now set a single available payment method as the default for their vendors and unselect it when needed. This enhancement also enables filtering by the default payment method on the Payment Method and Pay Bills pages, simplifying vendor payment workflows.

The Payment Methods page and associated popups have been redesigned with a refreshed interface to ensure a consistent look and feel across the Intacct plugin. Updated popups include: Vendor Overview, Addresses, Email Groups, Bank Accounts, Mass Updating Vendor Settings and CSV Import. These improvements create a cohesive experience throughout the plugin.

January 15, 2025

Fixed an issue on the Payables and Payment Method page where users were unable to unselect the default payment method for a vendor. This fix ensures that users can now successfully unselect a payment method.

December 11, 2024

November 13, 2024

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.

July 17, 2024

June 12, 2024

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. 

May 24, 2024

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.


May 15, 2024

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.


April 10, 2024

March 14th, 2024

February 14th, 2024

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.

January 17th, 2024

General bug fixes and improvements to reliability.

December 6th, 2024

November 15th, 2023

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.

October 18th, 2023

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.

September 20th, 2023

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. 

August 16th, 2023

July 19th, 2023

June 14th, 2023

May 17th, 2023

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

April 26th, 2023

March 15th, 2023

February 15th, 2023

January 19th, 2023

Stay updated with the latest plugin enhancements and bug fixes. This document outlines the updates since January 19th, 2023, including UI improvements and error handling. Notable updates feature prevention of duplicate bank account connections and resolut

Release Notes (Intacct)