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
2026.9.1.0 - September 17, 2026
Fixed
Addressed and resolved a minor deployment issue.
2026.9.0.0 - September 16, 2026
Added
Introducing the new Account Transfers (A2A) experience.
Added
Introducing Customizable Columns and Filters.
Improved
Interface refinements and usability improvements.
New Features Added
We are excited to introduce Account Transfers (Business Central), a brand-new feature for the . This feature allows you to seamlessly manage and execute transfers between your accounts directly within your ERP, featuring a modern interface, robust tracking tools, and enhanced operational controls.
To access this feature, please reach out to your Bank Representative.
1
Modern Interface
Seamlessly initiate transfers with a guided workflow, quickly select accounts and view balances, then review a comprehensive summary before final confirmation.
2
Proactive Overdraft Warnings
Avoid processing errors with "soft warning" alerts on the amount field and a confirmation banner on the review screen.
3
History & CSV Export
Easily track transfers with a searchable, filterable history log, detailed transfer views, and CSV downloads.
4
Detailed Action Logs
Maintain a clear audit trail with timestamped status tracking for every transfer.
5
Approval-Aware Workflows
Automatically routes transfers through your existing internal Payment Approvals process before sending them to the bank.
We're also excited to bring you enhanced table customization and persistent filtering capabilities for your . You can now tailor your payables management workspace by personalizing visible data fields, reordering your table layout, and pinning your most-used filters, so your workspace works the way you do.
Display the exact data you need by choosing from standard and custom ERP fields, including Vendor Name, Amount Due, Due Date, Currency, and Payment Method.
2
Drag-and-Drop Reordering
Easily rearrange your table layouts by dragging and dropping columns into your preferred order.
3
Pinned Filter Views
Pin your most-used filters, such as date ranges, currency, and invoice numbers, so your search controls stay saved and ready across sessions.
4
Persistent Preferences & One-Click Reset
Your customized view is saved to your profile automatically, per workspace (such as Open Payables vs. Failed Payables).
Cross-Session Persistence: Log back in and your table is exactly where you left it, no additional setup required.
Reset to Default: Ability to restore the standard layout and filters in a single click.
5
Searchable Field Catalog
Instantly find any standard or custom ERP field using the quick-search bar in the customization panel.
Improvements
We've made a series of enhancements across the plugin to improve usability and visual clarity:
Refined payment Action Log layout: The Action Log timeline now displays with correct alignment, spacing, and styling, making it easier to track payment statuses at a glance.
Table headers now stay visible as you scroll: Table headers now remain fixed in view while scrolling through long lists on the Payments, History, Schedule Payments, Positive Pay, and Payment Methods pages, allowing you to reference column labels without returning to the top of the page. This is especially useful when reviewing large payment runs during high-volume or month-end processing.
Clearer labeling when no payment methods are available: Payment method fields now display "No Method Available" when a vendor or employee has no configured payment methods, clearly indicating that no selection can be made. This applies across all payment method fields and drop-downs.
Displaying No Method Available
Improved guidance for setting up approval workflows: The 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.
"Vendor Record Approvals" is renamed "Payment Method Approvals"
August 2026
2026.8.0.0 - August 12, 2026
Added
Introducing the Scheduled Payments functionality.
Improved
Improved bank account validation tooltip display.
Improved
Clearer guidance to the Payment Methods page.
Improved
Re-order pages in the navigation bar.
New Features Added
We're excited to announce support for Payables 2.0 - Scheduled Payments (Business Central) 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.
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.
Bank Account Validation Tooltip Display
In addition, the note section on the Pay Bills page has been updated with cleaner, more direct messaging. You'll now see clear instructions directing you to the Payment Methods page whenever you need to adjust vendor records or preferences.
Simplified Vendor Management Guidance
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
2026.7.0.0 - July 15, 2026
Added
Introducing Payables Insights.
Improved
Enhanced onboarding wizard.
New Features Added
We're excited to launch Payables Insights (Business Central 365), a centralized, real-time dashboard designed to give your finance team total visibility over your accounts payable, all in one place. The Payables Insights brings your most critical financial metrics into a single, actionable view.
1
Payables Summary
Instantly review outstanding obligations with a consolidated view of overdue, current-week, and total open payables.
2
Monthly Payment Tracking
Monitor transaction statuses, including paid, processing, pending, and failed payments, within a single view to mitigate execution risk.
3
Integrated Account Balances
View near real-time, intraday balances across all connected bank accounts to optimize liquidity and funding decisions.
4
AP Aging Analytics
Visualize outstanding payables across standard aging categories to optimize working capital.
5
Vendor Spend Analysis
Identify top vendors by volume over a rolling 30-day period to support strategic sourcing and treasury reviews.
6
Payment Method Distribution
Track payment volume across payment types to manage transaction costs and efficiency.
7
Remittance Advice Tracking
If available, view remittance delivery statuses alongside an aggregate delivery success percentage rate to ensure vendor alignment.
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: Configure and customize your payment approval workflows during onboarding to ensure compliance and control from day one.
Step 13: Enable Bank Feeds: 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
2026.6.2.0 - June 18, 2026
Fixed
Addressed and resolved a minor deployment issue.
2026.6.1.0 - June 16, 2026
Fixed
Updates to ensure optimal page layout and feature management.
2026.6.0.0 - June 10, 2026
Added
Introducing Sandbox Checklist.
Improved
Enhanced Business Central-Themed experience.
New Features Added
We're excited to introduce the Sandbox Checklist via the Portal, 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.
1
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.
2
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.
3
Tailored to Your Bank’s Products
The checklist only displays tasks relevant to the products enabled for you.
4
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
2026.5.0.0 - May 13, 2026
Improved
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
2026.4.0.0 - April 15, 2026
Added
Introducing Payables 2.0 (Beta) and Payment Methods (Beta).
Added
Introducing the Positive Pay feature.
Added
Introducing Scheduled Payments functionality pilot phase.
Added
Added new check delivery codes for testing purposes.
New Features Added
We're thrilled to announce the next generation of the Payables experience (Payables 2.0) with the introduction of two new modules: Payments (Beta) and Payment Methods (Beta). These new interfaces deliver powerful new capabilities to help you streamline payment runs and reduce errors.
Multi-Source Account Payment Runs: Initiate payments across multiple currencies and bank accounts in a single payment run. Previously required separate runs are now handled in one streamlined process.
Schedule Payments (In Pilot): You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow.
TIP: This product is currently in a pilot phase. To inquire about being added to the pilot, please contact your bank representative directly.
Retain Bill Selection: Select bills across multiple pages without losing your previous selection, and apply different filters while maintaining your selection.
Fixed Columns: Key information (Vendor Name, Amount) now remains visible at all times as you scroll horizontally. Quickly reference critical payment details without scrolling back.
Fixed Columns
Batch Summary: Bills and Vendors selected for payment are now summarized and broken down by currency at the top of the Payments (Beta) page.
View Batch Summary of Selected Invoices
Enhanced Filtering: Filters are now available for every column on the Payments (Beta) page. Find and organize payments with greater precision.
Quick Actions: Set a vendor's default payment method directly from the Payments (Beta) page, eliminating unnecessary navigation to vendor settings.
Failure Alerts: A new banner on the Payments (Beta) page alerts you immediately if one or more payments fail within a run, allowing you to catch issues early and take corrective action quickly.
Click failed payments banner
Detailed Error Insights: Failed payments now display an error icon within the list of open bills. Click the icon to reveal the specific error message for rapid troubleshooting.
Review error message
Vendor Health Alert: An alert at the top of the Payment Methods (Beta) page notifies you if any vendors are missing a default payment method. Addressing missing payment methods ensures smoother payment runs.
Exclude Vendors: Select any vendors that would never be paid in the plugin by preventing their bills from appearing in the Payments (Beta) page.
We’re excited to introduce the Payables 2.0 - Positive Pay (Business Central)Positive Pay feature, designed to enhance the security and efficiency of your check payment process. Now you can quickly and safely send detailed check files directly to your bank, reducing fraud risk and simplifying your payment workflows.
1
Streamlined Check Transmission
Automatically extract check details from Business Central and transmit your entire check run to the bank with just a few clicks, saving time and minimizing manual effort.
2
Real-Time Dashboard & Alerts
See counts of Open, Failed, and Invalid checks at a glance, with instant alerts highlighting issues that need your attention.
3
Seamless Payment Approvals Integration
If Payment Approvals is enabled, Positive Pay transactions move into the approval workflow before final transmission, ensuring proper controls while preventing delays.
4
Comprehensive Audit Trail & History
Track every transmission’s real-time status (Completed, Failed, or In Progress) with detailed feedback messages and who initiated the transmission.
5
Exception Handling & Resolution
Easily identify invalid checks caused by bank account mismatches and resolve issues through the FISPAN Portal. Unwanted checks can be removed from the plugin without affecting Business Central data.
To access this feature, please reach out to your Bank Representative.
We're also excited to announce support for Payables 2.0 - Scheduled Payments (Business Central)Scheduled Paymentswithin the Payments (Beta) page. You can now select a future date for payments, giving you greater control and flexibility in managing your payment workflow. 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.
Features Added For Testing
We’ve added additional check delivery codes on a per-vendor basis. Please note that this functionality is currently in Testing Phase and is not yet available for general production use.
The following methods are currently available for testing within the plugin:
Overnight delivery to HQ 1
Overnight delivery to HQ 2
Overnight delivery to HQ 3
Overnight delivery to HQ 4
Overnight delivery to HQ 5
Overnight delivery to HQ 6
Overnight delivery to HQ 7
Overnight delivery to HQ 8
Overnight delivery to HQ 9
Overnight delivery to the creditor’s address
USPS
March 2026
2026.3.0.0 - March 11, 2026
Improved
General improvements.
Improvements
General improvements and bug fixes.
February 2026
2026.2.0.0 - February 11, 2026
Improved
General improvements.
Improvements
General improvements and bug fixes.
January 2026
2026.1.0.0 - January 14, 2026
Improved
General improvements.
Improvements
General improvements and bug fixes.
2025
December 2025
2025.11.0.0 - December 10, 2025
Fixed
General improvements and bug fixes.
November 2025
2025.10.0.0 - November 12, 2025
Improved
Data exchange enhancement.
Improved
Payment approval filter enhancement.
Improved
Added additional International Wire payments fields.
Improvements
We've upgraded the plugin to ensure more reliable and seamless data exchange. This enhancement provides strong character support, allowing the system to effectively process all standard global characters (UTF-8) found in transaction descriptions, eliminating past interruptions.
We've improved the user experience on the Payment Approval Request page to enhance efficiency in managing your assigned tasks. The page now defaults to the "Show Assigned to Me Only" filter, ensuring that upon loading, you immediately see the relevant payments requiring your approval.
We’ve introduced new country-specific payment fields to support system validation. Note: These updated fields are for testing purposes only.
Chile: Added IBAN field
Bulgaria: Added Purpose of Payment.
October 2025
2025.9.1.0 - October 29, 2025
Fixed
We addressed and resolved the deployment issue.
2025.9.0.0 - October 15, 2025
Improved
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
Improved
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
2025.8.0.0 - September 10, 2025
Improved
You will now see the option to add Intermediary Bank Details for a vendor bank account on the Payment Methods page. This feature is live for use by clients.
Improved
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.
Added
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.
For more information on Payment Approvals, please refer to our Product Guide:
The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., [email protected]). This ensures that users can approve requests regardless of how their email address is capitalized.
July 2025
2025.6.0.0 - July 16, 2025
Improved
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 [email protected].
June 2025
2025.5.0.0 - June 11, 2025
Improved
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.
Added
You might now see the ability to view unbatched ACH transactions directly within the Transactions page. Simply click "YES" in the Items column to view transaction details. This service will streamline your daily reconciliation by providing additional information on batched ACH transactions that appear on your bank statement. ACH payments made through the plugin will be fully compatible with ACH Unbatching, providing enriched data for automatching in Bank Feeds.
Fixed
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.
Added
We are excited to announce a new feature for Vendor Bank Details Approvals through the J.P. Morgan Treasury Ignition 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 Bank Details Approval 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 Approvals module, please refer to our Product Guide:
We resolved an issue where the bill checkbox was disabled on the Pay Bills page even when payment methods were selected.
2025.4.0.0 - May 14, 2025
Fixed
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.
Improved
You will now see the option to add Intermediary Bank Details for a vendor bank account on the Payment Methods page. This feature is not yet live for use by clients, however it will be available in the coming months to support your international payment requirements.
Improved
You may now see the ability to select Check Delivery Codes under Vendor Management on the Payment Methods page. This feature is not yet live for use by clients, however it will be available in the coming months to provide a wider range of delivery options for your check payments.
April 2025
2025.3.0.0 - April 9, 2025
Improved
We have implemented an additional layer of protection in the plugin 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
2025.2.0.0 - March 12, 2025
Added
We have added additional Purpose of Payment Codes for international payments to China.
Improved
We have replaced the Purpose of Payment Code with Purpose of Payment message for international payments to the Philippines in PHP currency.
Added
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.
January 2025
2025.1.0.0 - January 15, 2025
Fixed
General improvements and bug fixes.
2024
2024.7.0.0
August 14, 2024
Fixed
General improvements and bug fixes.
2024.6.0.0
2024.5.0.0
May 15, 2024
Fixed
We've fixed a bug that caused the Remittance column to appear for all clients, regardless of whether they had the feature enabled. Now, the Remittance column will only appear visible to clients who have the feature enabled.
Added
Previously, the Vendor No. filter on the Pay Invoices required an exact match to filter the page. Now, the filter will load bills if there is a partially matching Vendor No. entered in the filter. Please note, that if a large number of invoices are for a vendor with a partially matching Vendor No., you may see increased waiting time for the page to load.
Added
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
April 10, 2024
Fixed
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.
Fixed
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.
Fixed
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.
Fixed
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.
Fixed
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.
Added
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.
Added
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.
Fixed
Previously, clients encountered an error message when entering any Purpose Code for international payments, causing confusion for clients but would not block the payment. This issue has been resolved, ensuring that Purpose Codes are now properly supported for international payments, reducing potential confusion.
2024.3.0.0
March 13, 2024
Fixed
Previously, the plugin only supported up to 50 batched invoices in one payment. We have now increased the limit to be able to support an unlimited number of batched invoices in one payment.
Added
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.
Added
The plugin can sync semi-colon-separated emails from the Business Central vendor record. This ensures that multiple emails are accurately imported and saved as separate entries within an email group on the plugin’s Payment Method page. Previously, semi-colon-separated emails would not be synced into the plugin.
2024.2.0.0
February 14, 2024
Fixed
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.
Fixed
Previously, on the Payment Methods page, the link for instructions for importing vendor bank account information would link to the Product Guide’s homepage. Now, the link for instructions on importing vendor bank account information has been updated to direct users to the specific page containing detailed guidance on Importing and Exporting Vendor Bank Account information.
Added
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.
Added
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.
Added
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 (linked below) for step-by-step instructions on using the new Bank Feeds product.
Need Assistance? Book a guided session with our support team to walk you through the setup process.
Please note, this enhancement will currently only be available for users without ACH unbatching.
The addition of new filters on the Pay Invoices page: Vendor ID and Discount Due Date. The Payment Method column is now also sortable.
Added
The plugin name was updated from “J.P. Morgan Pay” to “J.P. Morgan”.
2023
2023.6.1.0
December 14th, 2023
Fixed
Resolved an issue with Credit Memos when they were not applying to Purchase Invoices that were made from Purchase Orders. Similar to the previous fix, if a credit memo does not appear, please wait a few moments and click on the Refresh button. If you have multiple credits applied, it may take a few moments and another click of the Refresh button for the credit to reappear.
2023.6.0.0
December 6th, 2023
Fixed
Microsoft’s token expiration notification would not renew properly, requiring users to reauthenticate through the connectivity wizard. Additional safeguards and improvements to the token refreshing process to trigger this process for users instead of relying on Microsoft to decrease the number of users seeing authentication errors.
Fixed
Previously on the Payment Methods page, the Default Payment Method Filter would show all available payment methods, not the methods enabled for a client. As a result, we have now filtered this list to only show a payment method if it has been enabled for a client.
Fixed
Improvements were made to the Bank Statements page. If transactions do not have a BAI2 Code, Customer Reference or Bank Reference instead of displaying null, they will now display “-”. The columns on the page were also renamed from Transaction Date to Post Date and Reporting Date to Settled Date for consistency and clarity.
Fixed
Resolved an issue with different browser date formats causing issues with loading the Pay Invoices page.
2023.5.1.0
November 27th, 2023
Fixed
Resolved an issue in which credit memos would not appear on the Pay Invoice page without a delay. Now, if a credit memo does not appear, please wait a few moments and click on the Refresh button. If you have multiple credits applied, it may take a few moments and another click of the Refresh button for the credit to reappear.
2023.5.0.0
November 14th, 2023
Fixed
Previously, users encountered an issue where attempting to apply a second filter immediately after using one would result in it not functioning correctly. Users also encountered issues with being unable to clear the Vendor filter. Now users can apply multiple filters in succession and clear applied Vendor filters.
Fixed
Some users may have encountered an error message from Microsoft regarding reduced performance on the Payment Methods page or experienced slowdowns. These issues were attributed to incorrect data capture of analytic events on the page. This has been resolved, resulting in a significant improvement in performance.
Fixed
Previously, some users encountered intermittent issues with the back button on the Validation screen of the Payment Methods page causing the page to freeze. This has since been resolved.
Added
Previously, the scroll bars in all tables would only appear at the bottom of the tables. Now, we have enhanced the user experience by ensuring that scroll bars are visible on all tables, improving the navigation experience.
Improved
We've enhanced the transaction dialog on the Bank Statement page to improve the overall appearance and formatting of data. It will now better handle longer transaction data.
Added
We've added the capability to export payment runs in the payment confirmation dialogue box, featuring vendor and payment details. You can now choose between a list of bills and/or batched payment amount displays for tailored reporting.
Added
Previously, some users encountered intermittent issues with credit memos not appearing within the Pay Invoices page. A change has been applied to detect additional credit memo-related events to ensure invoices are updated with any new credit memos.
Added
A unique identifier, Payment Request ID, has been introduced and now maps to the External Doc No. field on the Bank Account Ledger side of the Bank Account Reconciliation page, which was previously empty.
2023.4.0.0
October 18th, 2023
Added
Previously, the plugin would only read the address stored on the vendor record or on the plugin’s Payment Method page. However, the plugin now supports the use of modifying the address on the Pay-to, Ship-To and Buy-From fields when creating the Purchase Invoice and using that address for checkprint payments. Please note, if using this functionality, payments cannot be grouped for this vendor and any changes made to the vendor’s name will not be included.
Fixed
Resolved an issue which caused the plugin icons and buttons on smaller screens to load large and cause the pages to become deformed. The plugin will now scale button properly when using a small screen.
Added
On the Bank Statement page, the date range users can export their bank transactions for has been limited to 65 days due to large date ranges causing the retrieval and export services to fail. A small update to include this messaging upfront is pending.
2023.3.2.0
October 10th, 2023
Fixed
Resolved an issue which caused the plugin to display some bills more than once on the Pay Invoices screen.
2023.3.1.0
September 28th, 2023
Fixed
Resolved an issue which led to the posting of invoices with the same document no. series as other invoices. Now, the plugin will only post invoices with unique identifiers.
2023.3.0.0
September 20th, 2023
Added
A “Last Updated” section of text has been added to the Pay Invoices page showing when Pay Invoices were last updated. This change is also applicable to other areas of the bank plugin that pull in data, such as Vendors on the Payment Methods page. This will give users more visibility on when syncs are occurring and if there are any issues they should be aware of.
Added
On the Payment Methods page, we have added a gear icon on the Combine Invoice column and Remittance column. This icon allows users to set a global default for their vendors for combining invoices and enabling remittance advice. Users can now enable/disable Remittance and Combining Invoices for the following options: all vendors or this page. Note, if adding any new vendors, those records will have to be updated accordingly.
Added
On the Pay Invoices, Bank Statements and Payment Methods page, columns are now sortable. This allows users effortlessly sort records in ascending and descending orders to quickly locate the specific item you're searching for.
2023.2.3.0
September 12th, 2023
Fixed
Resolved plugin compatibility issues with Microsoft v23.0.
Added
Added the payer email to the Payment History page and the Payment History CSV export.
2023.2.2.0
August 26th, 2023
Fixed
Resolved internal deployment issues. No new functionality for users.
2023.2.1.0
August 25th, 2023
Added
Added a column and filter for Entity Code for users with MEM enabled. Now users can see which entity a bill belongs to and filter bills based on entity.
Added
Added a star icon beside the Payment Methods drop-down which allows users to define the current selected payment method as default.
Fixed
Fixed deployment issues which should allow plugin releases to happen quicker once initiated.
2023.2.0.0
August 16th, 2023
Fixed
Resolved an issue which caused payments with Credit Memos to fail before reaching your bank. Payments with credit memos can now be successfully paid.
Fixed
Increase the field length on the Payment History page so longer status messages can be provided to users.
Fixed
When using the dropdown menu option to match bank accounts in the wizard, it was showing the user's Internal ID instead of their External ID. This made it difficult for users to ensure they were mapping the correct accounts. Users should now see the correct ID on this page.
2023.1.0.0
August 1st, 2023
Improved
The new Business Central plugin is live! This includes enhancements to the Payables process and UI improvements.
