--- title: Release Notes (BC365) slug: vantage-connect/release-notes-bc365 icon: {"faIcon":"fa-solid fa-bullhorn"} docTags: kOBW7Pa05SaMsJIm9Vdtp createdAt: 2022-08-18T19:20:26.000Z --- To learn how to update the bundle visit: [Updating the Plugin (BC365)](docId\:dJYglDUe-AN3MT35rc4pW) *** ## 2026 :::hint{type="info"} **NOTE: **These updates are part of our October 2026 release. While you may see these features documented in our guides earlier, please note that all changes will officially go live on **October 14, 2026.** ::: ## October 2026 :::Changelog{title="2026.10.0.0 - October 14, 2026"} ::ChangelogItem{type="improved" description="Bank Accounts page enhancements."} ::ChangelogItem{type="fixed" description="Resolved an issue with exporting approval history using a date filter."} ::: ### Feature 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. :::hint{type="info"} **NOTE:** No action is required. Users who had access to the Balances and Transactions page will automatically have access to the new **Bank Accounts** page after updating. ::: For more information, please refer to our Product Guide: [Viewing Bank Accounts (BC365)](docId\:Om8ipqweApy_3d69HfsiV) ::::::ExpandableHeading **Key Benefits and Highlights** :::::WorkflowBlock ::::WorkflowBlockItem **New "Counterparty Name" Column** To help you identify partners and sources faster, we’ve added a **Counterparty Name **column to the Transactions model. :::hint{type="info"} **NOTE: **This column will appear blank as we are working on extracting out this information. ::: :::: :::WorkflowBlockItem **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 organized all in one place. ::: :::WorkflowBlockItem **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** ::: :::WorkflowBlockItem **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. ::: :::WorkflowBlockItem **Seamless Access After Update** Existing user access carries over automatically when you update the plugin. Administrators can still grant or revoke access to the **Bank Accounts **page at any time. ::: ::::: :::::: ### Bug Fixes We fixed an issue where exporting **Payment Approvals** or **Payment Method Approvals** history with a date range filter failed with an error. Filtered exports now generate files as expected. *** ## September 2026 :::Changelog{title="2026.9.0.0 - September 16, 2026"} ::ChangelogItem{type="improved" description="Interface refinements and usability improvements."} ::: ### Improvements - **Improved guidance for setting up approval workflows: **Vantage Connect 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 FISPAN Portal, 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/HqZcjL4zCAOAWWuCEwErJ_rn-bc-payment-method-approvals.png" size="50" isUploading="false" position="center" caption=""Vendor Record Approvals" is renamed "Payment Method Approvals"" width="802" height="234" darkWidth="802" darkHeight="234" showCaption="true"} *** ## August 2026 :::Changelog{title="2026.8.0.0 - August 12, 2026"} ::ChangelogItem{type="improved" description="Improved bank account validation tooltip display."} ::ChangelogItem{type="improved" description="Re-order pages in the navigation bar."} ::: ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dWHqAiBVM4rdxH-KFA3nO_bank-accounts.png" size="80" isUploading="false" position="center" caption="Bank Account Validation Tooltip Display" width="927" height="548" darkWidth="927" darkHeight="548" showCaption="true"} 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 :::Changelog{title=" 2026.7.1.0 - July 17, 2026"} ::ChangelogItem{type="improved" description="General improvements."} ::: :::Changelog{title=" 2026.7.0.0 - July 15, 2026"} ::ChangelogItem{type="improved" description="Enhanced onboarding wizard."} ::: ### 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. :::hint{type="warning"} **NOTE: **These new steps apply exclusively to new users going through the onboarding process for the very first time. ::: *** ## June 2026 :::Changelog{title="2026.6.1.0 - June 16, 2026"} ::ChangelogItem{type="fixed" description="Updates to ensure optimal page layout and feature management."} ::: :::Changelog{title="2026.6.0.0 - June 10, 2026"} ::ChangelogItem{type="added" description="Introducing Sandbox Checklist."} ::ChangelogItem{type="improved" description="Enhanced Business Central-Themed experience."} ::: ### 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. :::::ExpandableHeading **Key Benefits and Highlights** ::::WorkflowBlock :::WorkflowBlockItem **My Journey Tab** A new **My Journey tab** now appears in the Vantage Connect 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. ::: :::WorkflowBlockItem ** 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. ::: :::WorkflowBlockItem **Tailored to Your Bank’s Products** The checklist only displays tasks relevant to the products enabled for you. ::: :::WorkflowBlockItem **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 :::hint{type="info"} **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.** ::: :::Changelog{title="2026.5.0.0 - May 13, 2026"} ::ChangelogItem{type="improved" description="Enhanced status accuracy for Payment History."} ::: ### 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 :::hint{type="info"} **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.** ::: :::Changelog{title="2026.4.0.0 - April 15, 2026"} ::ChangelogItem{type="improved" description="General improvements and bug fixes."} ::: *** ## March 2026 :::Changelog{title="2026.3.0.0 - March 11, 2026"} ::ChangelogItem{type="improved" description="General improvements."} ::: ### Improvements General improvements and bug fixes. *** ## February 2026 :::Changelog{title="2026.2.0.0 - February 11, 2026"} ::ChangelogItem{type="improved" description="General improvements."} ::: ### Improvements General improvements and bug fixes. *** ## January 2026 :::Changelog{title="2026.1.0.0 - January 14, 2026"} ::ChangelogItem{type="added" description="Check delivery codes are now enabled for testing. "} ::: ### 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. :::ExpandableHeading **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 :::Changelog{title="2025.10.1.0 - November 17, 2025"} ::ChangelogItem{type="improved" description="Data exchange enhancement. "} ::: ### 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 :::Changelog{title="2025.9.1.0 - October 29, 2025"} ::ChangelogItem{type="fixed" description="We addressed and resolved the deployment issue."} ::: :::Changelog{title="2025.9.0.0 - October 15, 2025"} ::ChangelogItem{type="improved" description="The plugin base version has been upgraded from v21 to v24. This upgrade involved updating dependencies, platform versions, and runtime configurations to align with the latest v24. Please ensure your ERP version is at least 24 before updating your plugin. To learn more about version numbers in Business Central, please click here: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/version-numbers "} ::ChangelogItem{type="improved" description="We've successfully resolved the compatibility issues between your bank plugin and Microsoft's Business Central version 27.0.38460.38988. This fix addresses the concerns you may have previously received from Microsoft regarding potential compatibility problems. You can now proceed with your Business Central upgrade. Please ensure you upgrade your plugin before upgrading your ERP to version 27."} ::: *** ## September 2025 :::Changelog{title="2025.8.0.0 - September 10, 2025"} ::ChangelogItem{type="improved" description="As part of our ongoing efforts to maintain consistency across the platform, we’ve updated the Payment Details page within the Activity view to reflect current interface standards. "} ::ChangelogItem{type="added" description="You may now see that the Payment Approvals product is available with your ERP. Please note, this product is currently in a pilot phase. To inquire about being added to the pilot, please reach out directly to your Bank Representative."} ::: *** ## August 2025 :::Changelog{title="2025.7.0.0 - August 13, 2025"} ::ChangelogItem{type="improved" description="We've improved the clarity of payment cancellation notifications. When a payment cancellation is unsuccessful, the system will now provide more specific and informative messages, helping you understand the reason for the failure. This enhancement ensures you have the necessary details to take appropriate action, leading to a smoother and more efficient payment management workflow."} ::ChangelogItem{type="fixed" description="The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., Jane.Doe@example.com). This ensures that users can approve requests regardless of how their email address is capitalized."} ::: *** ## July 2025 :::Changelog{title="2025.6.0.0 - July 16, 2025"} ::ChangelogItem{type="improved" description="We've updated the plugin to support email addresses with multiple periods in their domain names. This improvement ensures greater flexibility and accuracy when entering and storing email information. You can now successfully add and validate email addresses like jane.doe@example.co.ca. "} ::: *** ## June 2025 :::Changelog{title="2025.5.0.0 - June 11, 2025"} ::ChangelogItem{type="improved" description="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."} ::ChangelogItem{type="improved" description="We have updated the Payment Cancellation History page. You'll now see clearer and more distinct labels, providing more precise information when reviewing and filtering your payment cancellations. "} ::ChangelogItem{type="fixed" description="We fixed an issue where the account label on the Payment Methods page was not updating correctly. Account labels should now be editable as expected."} ::ChangelogItem{type="added" description="We are excited to announce a new feature for Vendor Bank Details Approvals through the Wells Fargo Vantage℠ Connect plugin. 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 Approvals 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."} ::: 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 :::Changelog{title="2025.4.1.0 - May 16, 2025"} ::ChangelogItem{type="fixed" description="We resolved an issue where the bill checkbox was disabled on the Pay Bills page even when payment methods were selected."} ::ChangelogItem{type="improved" description="We have updated messages to clarify Virtual Credit Card Payments. When processing payments, you'll see a note on the Pay Bills screen to inform users that virtual card payments are limited to one email address per vendor. If a vendor has multiple email addresses listed, only the first one will be used for virtual card payments. On the Payment Methods page, instructions for Virtual Cards will now specify that only one designated email address is required."} ::: :::Changelog{title="2025.4.0.0 - May 14, 2025"} ::ChangelogItem{type="fixed" description="We have fixed a bug where column headers would overlap content when scrolling. This update ensures that headers remain clearly visible and don’t obscure underlying information, leading to a more readable and user-friendly experience."} ::: *** ## April 2025 :::Changelog{title="2025.3.0.0 - April 9, 2025"} ::ChangelogItem{type="improved" description="We have implemented an additional layer of protection in the Vantage℠ Connect to prevent clients from processing payments for the same bill multiple times. This update adds additional validation for records within the ERP to ensure the most up to date data is used when processing payments."} ::: *** ## March 2025 :::Changelog{title="2025.2.0.0 - March 12, 2025"} ::ChangelogItem{type="fixed" description="General improvements and bug fixes."} ::: *** ## January 2025 :::Changelog{title="2025.1.0.0 - January 15, 2025"} ::ChangelogItem{type="fixed" description="General bug fixes and improvements."} ::: *** # 2024 **2024.7.0.0** :::Changelog{title="August 14, 2024"} ::ChangelogItem{type="added" description="Vantage Connect is now offering ACH payment support, enhancing your payment capabilities. With this update, managing ACH payments within your Business Central environment will be seamless, eliminating manual processes and reducing errors. Key Features: * Payment Initiation: Initiate payment runs directly from the Pay Invoices page and receive real-time updates on payment statuses via the Payment History page. * Bill Payment Flexibility: Pay invoices with applied discounts or bill credits efficiently, 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 TMC for further details on leveraging ACH payments with Vantage Connect. "} ::: **2024.6.0.0** :::Changelog{title="July 17, 2024"} ::ChangelogItem{type="added" description="Payment Method Code Column Added to Payment Methods Page In Business Central, on the native vendor record, clients can set a default Payment Method Code. This is different from the default payment method that is used to process payments through the plugin. This field has been added as a separate column to the Payment Methods page to support an easier selection of default payment method options and streamline the payment setup process."} ::ChangelogItem{type="added" description="Populate the Email Remittance Group if Only One is Available A vendor’s selected email remittance group will now auto-populate when only one email group is available. This enhancement streamlines the process by eliminating the need for clients to manually select an email group for each vendor."} ::ChangelogItem{type="improved" description="Rows are now Clickable on the Payment Methods Page Improved user experience to allow clients to click anywhere within a row on the Payment Methods Page to open the Payment Method Editor, making it easier and more efficient to manage payment details."} ::ChangelogItem{type="improved" description="Edit Button (Pen Icon) Displays Only on Hover Improved user experience to ensure the Pen Icon,which allows clients to edit a payment method, is only displayed when hovering over the payment method in question. "} ::ChangelogItem{type="fixed" description="Bug fixed to ensure that the Payment Confirmation popup is scrollable allowing all payment details to be accessible and visible."} ::: **2024.5.0.0** :::Changelog{title="May 15, 2024"} ::ChangelogItem{type="added" description="Previously, authenticating users needed access to the TableData object 380 within the plugin to make payments. We've removed this requirement by making improvements to permissions. If you are running into permission errors when making payments, please ask your administrator to reauthenticate through the wizard and re-assign their plugin permissions to themselves. "} ::: **2024.4.0.0** :::Changelog{title="April 10, 2024"} ::ChangelogItem{type="fixed" description="Fixed a bug in the Help Dropdown to ensure all available options are displayed correctly on top of the page's table. Previously, the dropdown would be hidden under the page’s table, leading to those options being hidden from clients. "} ::ChangelogItem{type="fixed" description="Previously, the Last Updated time on pages would not update to reflect syncs occurring while the page was open. This has now been improved to accurately reflect syncs in real-time when clients refresh the page. "} ::ChangelogItem{type="fixed" description="When opening dialog boxes on the Payment Method page, columns in the background would become distorted on larger screens. This issue has been fixed to ensure that columns remain static and undistorted regardless of screen size."} ::ChangelogItem{type="fixed" description="Previously, on the Bank Statement page, if a client applied a date filter and navigated through multiple pages, the pagination would freeze, preventing further navigation. This issue has been resolved, allowing clients to navigate through multiple pages of transactions even with a date filter applied."} ::ChangelogItem{type="fixed" description="Previously, when clients applied multiple filters, they would be cut off and become difficult to see on smaller screens. This section has become scrollable, ensuring that all filters can be easily viewed, added, and modified. "} ::ChangelogItem{type="added" description="A line has been added at the bottom of the last record on a page when there are only a few records present, enhancing the page's appearance and preventing the last record from appearing long."} ::ChangelogItem{type="added" description="The new Bank Feeds Service has been updated to handle large transaction volumes (1000+) more efficiently, minimizing the risk of timeout errors. This improvement doesn't affect client experience; clients can still pull in transactions as they normally would without any changes. There is no impact to users on the Legacy Bank Feeds."} ::: **2024.3.0.0** :::Changelog{title="March 13, 2024"} ::ChangelogItem{type="added" description="In Business Central, there are various “roles” available to clients. These roles have different views for users which highlight different key modules based on where the user is likely most active. In this plugin release, we have added support for the AP Coordinator role to be able to see the plugin from the navigation bar. "} ::ChangelogItem{type="fixed" description="Leading zeroes for check numbers have been removed from Wells Fargo bank transaction data."} ::: **2024.2.0.0** :::Changelog{title="February 14, 2024"} ::ChangelogItem{type="fixed" description="Resolved a bug which prevented users from selecting invoices across pages. This has been improved so users can select bills across all pages or exclusively on the current page, with a dynamic bill count updating for clarity."} ::ChangelogItem{type="added" description="This release introduces enhanced batching for payment entries. When the combined invoices toggle is enabled for a vendor and the batching of payments toggle is also enabled, all payment entries in Business Central will be batched. To enable batching, please navigate to the Settings page and toggle on the “Payment Entry Batching” button. "} ::ChangelogItem{type="added" description="The Vendor Invoice No. field is now mapped to the Payment Reference field in the Vendor Ledger Entries. Note, that when payment entry batching is enabled and combined invoices are enabled for a vendor, this field will not be populated. "} ::: Read more about batching here: [Batching Ledger Entries (BC365)](docId\:LCaGU3FAVx0DO98OiIEZr) **2024.1.0.0** :::Changelog{title="January 17, 2024"} ::ChangelogItem{type="added" description="The addition of new filters on the Pay Invoices page: Vendor ID and Discount Due Date. The Payment Method column is now also sortable. "} ::ChangelogItem{type="added" description="We're introducing the latest enhancement: the new Bank Feeds product for the Business Central plugin! This update revolutionizes the way you handle bank transactions by eliminating the need to select date ranges. Here's what you can expect from this release: Key Features and Benefits: * Daily Transaction Updates: Experience seamless daily bank transaction imports without the hassle of manually selecting date ranges. You now need to just click “Import” and all transactions since your last download will be imported. * Easy Setup: Get up and running within minutes! Say goodbye to the time-consuming process of mapping data exchange fields to access additional data. * Reduced Duplicate Transaction Risks: Minimize the likelihood of accidentally selecting and importing duplicate transactions. * Enhanced Transaction Details: Enjoy a richer set of transaction details and increased data availability, ensuring a smoother reconciliation experience. Action Required: To leverage the new Bank Feeds product, follow these steps. * Update Your Plugin: Ensure you have the latest version of the plugin installed. * Setup Guidance: Refer to our setup guide for step-by-step instructions on using the new Bank Feeds product. "} ::: [Enabling Bank Feeds (BC365)](docId\:IpYlDakTnNe-GSqfbZ-M2)