Release Notes (Intacct)

to learn how to update the plugin visit docid 9nrtk6orqsa3qo6obxuqh 2026 march 2026 new features added we are introducing an upgraded positive pay experience for the intacct plugin—featuring a modern ui, enhanced visibility, and greater control to enable this feature, please contact your bank representative key benefits and highlights streamlined check transmission automatically extract check details from business central and transmit your entire check run to the bank with just a few clicks—saving time and minimizing manual effort real time dashboard & alerts see counts of open, failed, and invalid checks at a glance, with instant alerts highlighting issues that need your attention seamless payment approvals integration if payment approvals is enabled, positive pay transactions move into the approval workflow before final transmission, ensuring proper controls while preventing delays comprehensive audit trail & history track every transmission’s real time status — completed, failed, or in progress — with detailed feedback messages and who initiated the transmission exception handling & resolution easily identify invalid checks caused by bank account mismatches and resolve issues through the fispan portal unwanted checks can be removed from the plugin without affecting business central data dual menu options you’ll see both the legacy positive pay page and positive pay (new), enabling you to explore the modern interface at your own pace modern upa interface dashboard counters for open, failed, and invalid checks; consistent layout with other upa features; cleaner navigation for more information on positive pay, please refer to our product guide docid\ zierux90yzcyf3np6ibmh improvements we’ve improved the bill payment process to prevent selection of bills linked to vendors with pending approval changes this update enhances accuracy and ensures payments are processed only when vendor updates are fully approved february 2026 improvements as part of our commitment to the continuous evolution of payables 2 0, this update introduces enhancements to the payments page we have optimized the plugin for greater precision in multi currency handling and refined the user experience, ensuring your on screen data and exported reports always remain perfectly in sync these proactive updates strengthen the plugin’s performance, providing a more robust and intuitive environment for managing complex payment workflows january 2026 improvements we're thrilled to announce significant enhancements to the vendor payments and payment methods interfaces, delivering greater payment flexibility, an improved user experience, and better visibility into your payment processes these powerful new capabilities help you streamline payment runs, optimize cash flow, and reduce errors for more information on accounts payable 2 0 and payment methods (beta), please refer to our product guides docid\ wcupmykonzuv5ncirm pg and docid\ hom7gswgwzcd cdsvscov optimized payment workflows docid\ wox2aj z 3 exkvosqlz easily schedule payments for future dates and cancel scheduled payments before their execution date multi source account payment runs initiate payments across multiple currencies and bank accounts in a single payment run previously required separate runs are now handled in one streamlined process improved user interface retain bill selection select bills across multiple pages without losing your previous selection, and apply different filters while maintaining your selection fixed columns key information (vendor name, amount) now remains visible at all times as you scroll horizontally quickly reference critical payment details without scrolling back batch summary bills selected for payment are now summarized at the top of the list the selection is broken down by currency for a quick "sanity check" before processing enhanced filtering advanced filters are now available for every column on the page find and organize payments with greater precision quick actions set a vendor's default payment method directly from the payments page, eliminating unnecessary navigation to vendor settings better error handling & visibility failure alerts a new banner on the payments page alerts you immediately if one or more payments fail within a run, allowing you to catch issues early and take corrective action quickly detailed error insights failed payments now display an error icon within the list of open bills click the icon to reveal the specific error message for rapid troubleshooting vendor health alert a prominent alert at the top of the page notifies you if any vendors are missing a default payment method addressing missing payment methods ensures smoother payment runs simplified vendor management bulk vendor updates easily manage vendor data at scale you can now export a pre formatted template, add your bank and contact details, and re import them in seconds direct grid toggles manage vendor specific settings—such as excluding bills, combining payments, or enabling automatic remittances directly from your main list we're also excited to announce support for scheduled payments within the payments (beta) page you can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow please note that this product is currently in a pilot phase to inquire about being added to the pilot, please contact your bank representative directly for more information on scheduled payments, please refer to our product guide docid\ ch9zvhj uy2p32s81pjeb 2025 december 2025 improvements the feature previously known as "vendor approvals (new)" will be renamed simply to "vendor approvals " no changes have been made to the functionality, processes, or user interface of this feature all existing capabilities remain the same november 2025 2025 14 october 2025 september 2025 august 2025 july 2025 june 2025 may 2025 april 2025 march 2025 read more about vendor approvals here docid\ qoyie0izpax7hfmzyyc y february 2025 january 2025 2024 2024 10 2024 9 2024 8 2024 7 2024 6 2024 5 2024 4 2024 3 2024 2 2024 1 2023 2023 12 2023 11 2023 10 2023 9 2023 8 2023 7 2023 6 2023 5 2023 4 to use the plugin’s payables functionality on version 2023 4, it is required that the intacct administrator applies the company > entities (view) permission to the td bank role 2023 3 2023 2 2023 1 2022 2022 24 2022 23 2022 22 2022 21 2022 20 2022 19 2022 18 2022 17 2022 16 2022 15 2022 14 2022 13 2022 12 2022 11 2022 10 2022 9 2022 8 2022 7 2022 6 2022 5 2022 4 2022 3 2022 2 2022 1