Fidesic Release Notes 6/29/26

What's New

AI-Powered Approval Agents

Fido AI Approval Agents: Fidesic now includes three intelligent agents that automatically analyze incoming invoices and provide approval recommendations. The Capture Quality agent evaluates OCR accuracy, the Line History agent compares GL codes and amounts against previously approved invoices, and the Cadence agent flags invoices that arrive outside a vendor's normal billing pattern. Agents surface green (all clear) or amber (needs attention) badges on the unapproved invoice list and detailed insights on the invoice review page — helping approvers focus on exceptions rather than reviewing every invoice from scratch.

Accounts Receivable Payments

Continuous Merchant Funding: Merchant-funded payments are now processed continuously throughout the day instead of twice daily. The system checks for eligible payments every 15 minutes and respects per-client daily cutoff times, so payments are funded faster and on each client's own schedule.

Per-Client Daily Cutoff Times: Administrators can now set a daily payment cutoff time per client. ACH and merchant-funded payments automatically respect this cutoff when calculating processing and due dates.

MagiCapture

Per-Vendor GL Memory Override: A new vendor-level setting lets you control whether MagiCapture uses GL codes from the last approved invoice for that vendor. Choose "Yes," "No," or "Use Company Default" from the vendor detail page — useful when certain vendors need different handling than your company-wide setting.

Dedicated MagiCapture Admin Tab: MagiCapture settings now have their own tab under Company Settings for easier access and a cleaner layout.

Audit & Compliance

Workflow Rule Audit Trail: Creating, editing, or deleting approval workflow rules is now logged in the Audit Log with full details, so administrators can track who changed approval routing and when.

Vacation Rule Audit Trail: Creating or cancelling vacation delegation rules now appears in the Audit Log for complete accountability.

Company Settings Audit Trail: Changes to company-level preferences and properties are now recorded in the Audit Log.

Approval Workflows

Vacation Delegation in User-Driven Workflows: Vacation rules now work correctly with user-driven approval workflows. When an approver is on vacation, their approval step is automatically delegated to the designated backup — matching the behavior already available in standard workflows.

Bug Fixes

Approval Email Notifications: Fixed an issue where batched email notifications (daily or hourly digest) for pending approvers were being incorrectly deleted when a different approver on the same invoice had already completed their step. Multi-stage approval notifications now deliver reliably.

Payment Processing Gate: Fixed an issue where payment disbursement and merchant funding could be silently blocked when no daily cutoff time was configured. Payments now process normally by default.

AI Agent Count Display: Fixed the AI agent analysis count on the invoice review page potentially showing an incorrect number. It now accurately reflects the number of agents that analyzed the invoice.

Behind the Scenes

Storage Optimization: Completed migration of document storage to a more efficient architecture, reducing database size and improving document retrieval performance.

Payment Processing Reliability: Improved the scheduling and error handling for automated payment disbursement processing to ensure consistent execution.