Release Notes (BC365)

to learn how to update the bundle visit updating the plugin (bc365) docid\ djygldue an3mt35rc4pw 2026 note these updates are part of our september 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on september 16, 2026 september 2026 improvements improved guidance for setting up approval workflows now offers clearer direction when approval rules have not yet been configured, distinguishing between rules that still need to be set up and an empty approval queue when approval rules aren't yet in place in the , users see a helpful "approval rules required" screen with direct links to the configuration area, guiding them to complete setup before processing payment or vendor approvals clearer labeling for vendor change reviews the "vendor record approvals" section under approvals is now labeled "payment method approvals" to clearly indicate that pending updates relate specifically to vendor payment methods and bank details this is a naming change only and does not affect existing permissions or pending requests august 2026 improvements we updated the tooltips in the bank account configuration modal so all messages under available payment methods are fully visible, clearly readable, and easy to act on regardless of your screen or modal size we’ve also updated the layout of the navigation bar to offer a more logical browsing experience menu items have been re ordered to group related features and workflows together, making everyday navigation more intuitive and helping you find the pages you need faster july 2026 improvements we've updated our onboarding wizard with new setup steps for automated workflows and approvals new users will now see two additional steps during initial setup step 13 set up approval rules docid\ vlrq j0tzmnrjffrwh5jm configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one step 14 enable bank feeds docid\ fefbgqjqggl82wrxty6af seamlessly connect your bank accounts during setup to automatically sync transactions directly into your erp, eliminating manual data entry note these new steps apply exclusively to new users going through the onboarding process for the very first time june 2026 new features added we're excited to introduce the sandbox checklist via the portal docid\ dhbwbwbjtxu0fjwkwpmgf , 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’ve 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 business central interface , while maintaining the workflows users know today this release includes visual updates only; no functionality or processes have changed may 2026 note these updates are part of our may 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on may 13, 2026 improvements we’ve updated the payment history page to ensure all transaction statuses are accurately represented records designated as "completed with change" now populate correctly within your history view this update ensures the continued integrity of your payment data, providing a comprehensive and reliable audit trail for all finalized transactions april 2026 note these updates are part of our april 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on april 15, 2026 march 2026 improvements general improvements and bug fixes february 2026 improvements general improvements and bug fixes january 2026 new features added you are now able to select a check delivery method on a per vendor basis, a feature currently enabled exclusively for testing purposes this update enhances flexibility in vendor payment processes, providing you with greater control and customization options for check payments the following options are supported by the plugin us regular mail return to client via fedex next day am return to client via fedex next day pm return to client via fedex two day return to client via fedex international fedex next day am fedex next day pm fedex two day fedex international return to client ups next day 10 30am return to client ups prepaid next day pm return to client ups two day pm return to client via ups international ups next day 10 30am ups prepaid next day pm ups two day pm ups international 2025 november 2025 improvements we've upgraded the plugin to ensure more reliable and seamless data exchange this fix provides strong character support, allowing the system to effectively process all standard global characters found in transaction descriptions, eliminating past interruptions october 2025 september 2025 august 2025 july 2025 june 2025 for more details on the vendor bank details approval module, please refer to our product guide payment method approvals (business central) docid\ byzmalgbi1r91njlrjq6 may 2025 april 2025 march 2025 january 2025 2024 2024 7 0 0 2024 6 0 0 2024 5 0 0 2024 4 0 0 2024 3 0 0 2024 2 0 0 read more about batching here batching ledger entries (business central) docid\ vrmbldszzh4zzw1inz0lf 2024 1 0 0 enabling bank feeds (bc365) docid\ ipyldaktnne gsqfbz m2