General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

General improvements and bug fixes.

Added support for additional currencies and country-specific data fields for testing purposes.

IBAN updates for international transactions.

Added support for additional currencies and country-specific data fields for testing purposes.

Added additional payment purpose codes for testing purposes.

General improvements and bug fixes.

General improvements and bug fixes.

Our improved Approval Workflow now prevents unauthorized changes to Entity Bank Details Records. When approvals are enabled, any modifications made to the Entity Bank Details record outside of the plugin will be blocked. If approvals are disabled, native record changes will proceed. This update ensures all native modifications are now captured for better traceability.

We have enhanced the Account Number field to ensure greater accuracy in payment processing. The system now prevents the entry of special characters (like &, *, @, -, /), letters (A-Z), and spaces. When entering your account number, only numbers will be accepted, preventing potential payment failures and ensuring smoother transactions.

Previously, some fields on the Entity Bank Details record were not aligned when scrolled through the page. This has been fixed. Consistent alignment is now in place across the fields, improving user experience.

General improvements and bug fixes.

The ability to add Intermediary Bank Details is now supported in the Entity Bank Details bundle for selected bank partners. At this time, Wells Fargo Bank does not support this functionality. If you are interested in this feature, please add a feature request here: https://portal.productboard.com/fispan/4-fispan-feature-request-portal

We've resolved an issue on the Entity Bank Details History Page where clicking on subsequent Entity Bank Details record links would always navigate to the first clicked record. This fix ensures that each link now correctly navigates to its respective record.

Fixed an issue on the Entity Bank Details Overview page where only auto-generated numbers for vendors or employees were displayed in the "Vendor/Employee Name" column. A new "Vendor/Employee ID" column has been added to display the actual ID, while the "Vendor/Employee Name" column now correctly displays the name, increasing visibility to your Vendor/Employee information.

Added support for storing payment information for the following countries: Albania, Barbados, Bosnia & Herzegovina, Chad, Central African Republic, Equatorial Guinea, Gabon, Democratic Republic of Congo, Ghana, Jamaica, Liechtenstein, Tanzania, Guinea-Bissau and Uganda.

Fixed an issue on the History Page where some entity bank detail records were not appearing. This fix ensures that all records are now displayed correctly, providing complete visibility to any changes, deletions or additions made.

Previously, the export file for the Entity Bank Details History page was missing the "Modified By" and "Reviewed By" columns. This issue has been resolved, and the export file now includes these columns, ensuring clients have complete auditability and transparency over changes made to Entity Bank Details records.

Resolved an issue that caused fields such as IBAN, Purpose of Payment and Receiving Bank Address to not be displayed on the Approval pop-up. This issue has been fixed so now approvers can see a complete list of changes made to a bank account when approving changes.

The Purpose Code field for Malaysian international payments in the Entity Bank Details Bundle has been updated. It now requires 5 digits instead of 7.

We have removed the required field designation for the Purpose of Payment and Account Number fields in the Entity Bank Details bundle for Switzerland international payments.

Users who modify records on the Entity Bank Details Approvals and History pages will now be labeled as 'Modified By'. This enhancement helps clients easily identify who made changes to EBD records.

Previously, there was a bug where the Modified By and Approval user names appeared the same on the History Page after changes were approved or rejected. This issue has now been fixed, ensuring that the correct user names are displayed for each action.

When updating a record in Entity Bank Details, there is the option to set a bank account as the primary account used for payments for that vendor. However, on the Approvals page, the ability to approve this selection contained a bug. This issue has been resolved to allow approvers to confirm the changed primary record.

Previously on the Entity Bank Details Approvals page, records that were reviewed continued to be accessible after they were approved or rejected. This issue has been resolved so that once records have been reviewed, clients will no longer have the option to navigate back to these records.

The Entity Bank Details bundle now supports approvals. This feature aims to prevent unauthorized changes to entity bank account details, ensuring your company's financial transactions remain secure. Key Features: * Enable/Disable Approvals: You can now toggle approvals on or off for EBD changes. However, approvals cannot be turned off if there are any pending approvals. * Single Approval Process: Any change to the EBD must be approved by a different user. For example, if User A makes a change, it must be approved by User B or User C. * EBD Interface and Import/Export Changes: Approvals can be applied to changes made directly through the EBD Interface or via the Import/Export functionality. You can also toggle the Import/Export functionality on or off depending on your organization’s needs. * Payment Blocking: Payments to vendors or employees with pending approvals will be blocked until the necessary approvals are obtained. * Approval History: The History page now includes a record of all approvals, providing greater transparency and auditability. This history log can also be exported for your records. For more information on using the new Approvals feature and any required permissions, please refer to our user guide or contact our support team. https://support.fispan.com/vantage-connect/entity-bank-details-approvals

Previously, the Entity Bank Details History page and Export would not respect your subsidiary and would show data across subsidiaries. This has been resolved and you will now only be able to see history records and export data that belongs to a subsidiary or the subsidiaries to which you have access.

Patch release to address an issue in 2024.2.0 version with the Entity Bank Details, Settings RESTlet (customdeploy_fispan_vbd_settings_r) and the "Set Up Company (Level: View)" permission becoming required for anyone wishing to access the Overview page of the Entity Bank Details bundle. This RESTlet is now enabled for all users by default as it is necessary for a future release. Access to the Overview page is unchanged, and is still controlled by the Entity Bank Details, Overview (customdeploy_fispan_vbd_overview) Suitelet. The "Set Up Company (Level: View)" permission must be added to a Role as this RESTlet now accesses the Company Information record. This is a required permission.

A small styling update has been made to the Vendors and Employees tab design at the top of the page. The “View” column has been renamed to “Actions” and has been moved to the far right column. Each row in this column displays a “View EBD Record '' hyperlink, linking to the EBD record.version.

Additional fixes to catch any undefined or null values were applied to the Entity Bank Details History page that prevented users from generating a CSV export file. This is in addition to fixes made in the previous 2023.12.0 version.