Release Notes (NetSuite)

to learn how to update the bundle visit updating the bundle (netsuite) docid\ v5dzkbpfnmzjg4e6s2diz 2026 note these updates are part of our august 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on august 12, 2026 august 2026 new features added we're excited to announce support for scheduled payments (netsuite) docid\ ifmvj4ywmksufsnop jo8 within the payables (beta) page you can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow we're also pleased to announce that payment approvals (netsuite) docid 6xaj9biccrg1hk 6v5roh is now available for the plugin this feature integrates a secure, multi tiered payment approval workflow directly into your erp, giving your organization greater control over outgoing payments key benefits and highlights global and dedicated workflows apply a default workflow to all payments, or create dedicated workflows for specific bank accounts and payment methods multi tiered approvals configure up to three approval tiers, each with customizable thresholds, up to five approvers, and the number of approvals required individual and bulk actions review, approve, or reject payments one at a time or in bulk (up to 1,000 at once) from the payment approval request page complete audit trail track every decision on the approval history page, with export capability for record keeping and analysis also, we are launching the cash application insights (netsuite) docid 0r 4qlrae2w968zujkxro , a centralized, real time dashboard designed to give your finance team complete visibility into your accounts receivable (ar) metrics and cash application performance, all in one place over a rolling 30 day period key benefits and highlights pending approval & exception management instantly review deposits awaiting approval alongside dollar values and oldest settlement dates easily flag unlinked remittances or invalid data errors before they impact processing automated match rate analytics track exact system accuracy with real time match rate metrics for both deposits and invoices that were automatically matched and approved without manual intervention quantified roi & time savings measure the direct business impact of your automation with estimated labor cost and time savings over the past 30 days compared to manual cash application receivables & payment forecasting forecast cash flow using clear breakdowns of open invoices, categorized by overdue, due this week, and due next week, paired with payment method distribution trends actioned deposit & invoice performance gain granular visibility into how payments are processed, analyzing logic matched, remittance matched, and user edited deposits to continuously optimize matching workflows july 2026 improvements we've added an automated workflow step to our onboarding wizard new users will see one additional step during initial setup step 11 enable bank feeds docid\ j o89dctfrhm7ik210kh seamlessly connect your bank accounts during setup to automatically sync transactions directly into your erp, eliminating manual data entry note this step only applies to users going through onboarding for the first time june 2026 new features added we're excited to introduce the sandbox checklist via the portal docid\ cp5mfpp fizx3snk1ptpw , a guided, self serve onboarding experience built directly in the fispan portal to help clients get the most out of their sandbox environment the sandbox checklist is a structured list of post onboarding sandbox checklist that guides clients through the plugin this allows them to gain immediate clarity on the next steps once they are onboarding it eliminates the guesswork by giving clients a clear, prioritized path through fispan's core capabilities, at their own pace key benefits and highlights my journey tab a new my journey tab now appears in the portal once the onboarding wizard has been completed this allows for tracking progress through your sandbox it remains up to date as you explore the plugin automated task completion as you perform actions in their erp, such as loading bills, viewing transactions, or confirming a payment, the sandbox checklist will mark those tasks as complete upon the next refresh tailored to your bank’s products the checklist only displays tasks relevant to the products enabled for you learn more redirect the sandbox checklist includes a learn more link that takes you directly to the relevant section of our product guide or interactive demo, providing step by step guidance exactly when and where it's needed improvements we are excited to announce a streamlined ui refresh and enhanced data visibility for our clients this update focuses on better organization for diverse account types and improved transaction tracking the page you know as balances and transactions is evolving to support our expanding ecosystem of account types, we have rebranded this space to bank accounts this new ui provides a cleaner foundation for managing multiple financial streams in one place important action required for bank account permissions upgrading to this release replaces the previous balances & transactions (b\&t) page after updating, all users will temporarily lose access until permissions are re granted to restore access, administrators must grant users permission to the new bank accounts page assign the appropriate erp permissions within the new bank accounts page settings for more information, please refer to our product guide managing bank accounts (netsuite) docid\ djquzbnztz3wttqmhej5n key benefits and highlights new "counterparty name" column to help you identify partners and sources faster, we’ve added a counterparty name column to the transactions model note this column will appear blank as we are working on extracting out this information dedicated deposit account tabs organization just got easier use the new deposit account type tab to instantly access all information related to your checking and savings accounts, keeping them distinct from other account types enhanced filtering & search stop digging through rows of data you can now perform targeted searches and filter your views by bank reference customer reference amount description post date visual ui refresh & country identifiers we’ve added country images (flags/identifiers) to the account interface this allows you to spot the geographic source of funds and account origins at a single glance, providing better global context for your treasury team we’ve also enhanced the plugin experience with a refined user interface designed to create a more seamless and consistent experience across systems driven by customer feedback, these enhancements improve usability and navigation, seamlessly matching the native netsuite interface, while maintaining the workflows users know today this release includes visual updates only; no functionality or processes have changed may 2026 improvements we’ve fixed a display issue on the pay bills page where tooltips for bank accounts with long names weren't appearing correctly in the confirm payment pop up now, when you hover over a truncated name, the full account title displays clearly, allowing you to verify your payment details with total confidence before submitting april 2026 features added product assistant docid\ kdatpzuqnd1claqrizkrk is now available on the payment approvals pages product assistant uses ai to instantly cross reference your questions with our product guide, delivering real time answers and direct links to the relevant documentation it searches publicly available product guide content and provides trusted guidance, feature explanations, and links to source documentation directly in the experience product assistant is a guidance tool only and does not make changes in the erp or plugin updates we have enhanced our bank feeds integration to fully support the new custom scheduling and transaction import features in netsuite's 2026 1 release during initial account setup, you can now independently select a custom start date to automatically sync up to 60 days of historical transactions this update eliminates our previous "tomorrow onwards" restriction, meaning you no longer need to contact support to backfill past data additionally, our service seamlessly responds to netsuite's new custom scheduling, ensuring your data imports exactly when you need it for clients still operating on netsuite 2025 2, our system will automatically sync up to the last 60 days of historical data by default upon connecting improvements general improvements and minor bug fixes for accounts receivable and email remittance matching march 2026 improvements general improvements and minor bug fixes for accounts receivable and email remittance matching february 2026 features added we're excited to announce support for receivables cash application ach and wire deposits can now be automatically matched against your open invoices using email remittance when available and smart logic otherwise 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 the receivables cash application functionality, please refer to the pages linked below cash application overview (netsuite) docid\ qnb6dexnftblbcnixmuy4 improvements general improvements and bug fixes january 2026 improvements to ensure the ongoing stability of our netsuite integration, we have introduced enhanced performance monitoring this allows our team to proactively maintain the plugin and resolve technical hurdles before they impact your workflow by understanding how our plugin performs in your environment, we can optimize stability and ensure a seamless experience for your team 2025 december 2025 improvements we've enhanced the display of the bill credit pop up for smaller screens this update ensures optimal screen display and layout consistency across all devices, making the credit application process clearer and more efficient november 2025 bug fixes we’ve resolved an issue where payments marked as completed were not appearing under the processed transactions tab completed payments now display correctly, ensuring accurate and consistent payment history tracking october 2025 september 2025 august 2025 july 2025 june 2025 may 2025 april 2025 march 2025 february 2025 january 2025 2024 2024 12 2024 11 2024 10 2024 9 1 2024 9 0 2024 8 2 2024 8 1 2024 8 0 2024 7 0 2024 6 0 2024 5 1 2024 5 0 2024 4 0 2024 3 0 2024 2 0 2024 1 0 2023 2023 12 0 2023 11 0 2023 10 0 2023 9 1 2023 9 0 2023 8 3 2023 8 2 2023 8 1 2023 8 0 2023 7 1 2023 7 0 2023 6 0 2023 5 0 2023 4 0 2023 3 0 2023 2 0 2023 1 0 2022 2022 23 0 2022 22 0 2022 21 0 2022 15 0