Release Notes (Intacct)

to learn about how to update your plugin visit updating the plugin (intacct) docid\ hq3mllifq8eg3tyz63fkk 2026 june 2026 note these updates are part of our june 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on june 10, 2026 new features added we're excited to introduce the sandbox checklist via the portal docid\ eddtunpvfosgvt vdt1wi , 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 intacct interface, while maintaining the workflows users know today this release includes visual updates only; no functionality or processes have changed also, the intacct plugin now features an improved " vendor is individual " custom field on the vendor page with cleaner presentation and enhanced usability the field has been updated and now includes a helpful tooltip that reads " used by your bank plugin " when users hover over it, making its purpose immediately clear may 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 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 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 october 2025 september 2025 august 2025 july 2025 june 2025 may 2025 april 2025 for more details on the vendor bank details approval module, please refer to our product guide vendor approvals (intacct) docid\ cqti6fiv96pzy2zmht3oa march 2025 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