What's New

Sign-In & Security

• Passkey Sign-In: Sign in without typing a password using a passkey - your device's fingerprint, face, or PIN. A new Manage Passkeys page under your user profile lets you register, name, and remove passkeys, and signing in with one satisfies both your password and two-step verification in a single step.
• Unconfirmed Invoices Controls: A dedicated permission now controls who can see the Unconfirmed Invoices page. Previously any role with Enter/Adjust Invoices could reach it, including approver-only roles. Every role that has Enter Invoices today keeps access, so nothing changes until an administrator chooses to restrict it.

Unapproved Invoices Page

• Document Preview Pane: Turn on an optional preview pane beside the approval queue so you can read an invoice without leaving the list. Your choice is remembered, and the pane sits beside the table on wide screens or below it on narrower ones.
• Custom Column Layout and Sortable Columns: Show, hide, and reorder every column in the queue and have that layout remembered for you. All twelve columns now sort properly, including by keyboard, and a new Default view resets sorting, columns, page size, search, and filters in one click.
• In Queue Column and Longest Waiting Metric: A new In Queue column shows when an invoice entered the approval queue, with days-waiting in the tooltip. The matching dashboard tile now measures how long the oldest invoice has been waiting and is labeled Longest Waiting.
• Select All Matching Invoices: Bulk approve or void now reaches every invoice matching your filters, not just the rows on the current page.
• Review Selected: Check several invoices and step through just those, using next and previous arrows scoped to your selection.
• More Comfortable Queue: Sticky column headers stay visible while you scroll, you can choose how many rows appear per page, and a Refresh button plus one consolidated settings menu replace the scattered controls.

User Workflow Rules

• Amount Equals and Between Operators: Approval rules can now match an invoice amount exactly or fall within a range. Choosing Between gives you Minimum and Maximum fields, both inclusive, with validation that catches a maximum lower than the minimum before you save.
• Dimension Rules Now Work: Approval rules built on a dimension condition previously displayed incorrectly after a reload and never actually matched an invoice. They now display correctly and route invoices as intended. Note that accounts with saved dimension rules will start generating approvals from them for the first time.
• Clearer Rule Buttons: The rule header buttons were reorganized so Edit/Done comes first and stands out, Clone is secondary, and Delete sits apart from the rest to prevent accidental clicks.

Invoices & Reports

• Import Lines from PO: A new Import Lines from PO button on the invoice entry grid lets you pick a purchase order, tick the lines you want, and have them land as invoice lines with quantity, unit cost, and amount already filled in. Quantities default to what is still left to invoice, and partially invoiced lines are flagged.
• Amount Range Filter on Invoices Received: Choose Amount Range in the search dropdown and enter a minimum and maximum instead of typing a formula. Leave either side blank for an open-ended search such as everything at or above $2,000.
• What's New on Your Dashboard: A new dashboard widget shows the latest Fidesic release notes post with its title and publish date, plus a button to open the full article.

MagiCapture

• Automatic PO Line Matching: Captured invoice line items are now saved and automatically matched to the linked purchase order's lines, so matching chips appear already populated the first time you open the invoice - no clicking required.
• Emailed CSV Files Now Import: A CSV emailed to your capture or AP address was being renamed to a text file and its invoice data silently discarded. CSV attachments now import correctly, including files with an uppercase extension.

Payments

• Clearer ACH Accounts Receivable Decline Reasons: When an ACH payment is declined, you now see the specific reason from the ACH network instead of a generic gateway message.

Bug Fixes

• ACH Payments on New Bank Accounts: One-time ACH charges and wallet enrollments were sending a masked version of the bank account number to the payment processor, causing those payments to fail. The correct account number is now sent.
• Positive Pay File Names: Real check runs ignored the custom Positive Pay file name you had configured and produced a malformed name. The saved template is now used.
• ACH File Generation Changing Offline Payment Dates: Clicking Generate File Now on the ACH Files tab was re-dating offline cash receipt payments each time. Only ACH payments are affected now.
• Test Check File Generation: Generating a test check file more than once failed because of a conflict with the check printing service. Repeat test runs now work, and Fidesic warns you up front if your company profile has no return address instead of failing partway through.
• Signature Warning on Printed Checks: The "check will not generate until the final approver's signature is on file" message could appear on checks that had already been printed in certain cases. It now only shows where it applies.
• Error When Voiding an Invoice: Voiding an invoice caused an error when the invoice detail page refreshed afterward.
• Approval Queue Sorting: Several columns in the approval queue sorted incorrectly - amounts sorted as text so $1,000 came before $9, dates sorted alphabetically by month name, and descending sorts were ignored entirely. The pending count could also be lower than the number of invoices actually listed. All now sort and count consistently with the list page.
• Rule Deleted vs Rule Added Ad Hoc: Approvers added by a workflow rule that was later deleted or deactivated were labeled as added ad hoc. They now correctly show as coming from a deleted rule.
• Location on Approval Cards: The Location line on an approval card always showed the invoice's own location, even when the matched rule had no location condition. It now only appears when the rule actually uses one.
• View Rule Link: The View Rule link on an invoice approval could potentially link to an unrelated rule. It now always opens the correct one.
• Approval Rule Edits Not Saving: Editing an existing condition on a workflow rule silently failed to save for several condition types, including a plain amount, PO number, and vendor class. Edits now persist.
• Duplicate Lines on Captured Invoices: Captured line items were being created for every invoice regardless of whether purchase orders were enabled, producing unwanted rows on invoice detail. Line items are now only created for purchase-order invoices with a PO number, and blank values no longer display as the word "null".
• Incomplete Addresses Silently Dropped: Entering only part of an address on a vendor or company profile caused the whole address to be discarded on save with no warning. Street, city, state, and ZIP are now required together.

Behind the Scenes

• Performance Improvements: Added a set of database indexes recommended by performance analysis across attachments, email delivery, GL codes, payments, PO items, and user lookups, and rebuilt several oversized data columns using modern storage types.

For Microsoft Dynamics GP Users

• No Administrator Rights Required: Fidesic for GP AR was requesting write access to registry settings it only needed to read, forcing users on locked-down machines to run Great Plains as an administrator. We have released a new version that now requests read-only access, so Fidesic runs under a standard user account.