Written by Fidesic | Jul 30, 2026, 5:00:40 PM
What's New
Payments & Banking
- Customizable Positive Pay File Names: You can now define your own naming format for Positive Pay files directly from the bank account setup screen, complete with date and time tokens, a live preview, and a one-click option to copy the format from another account. This mirrors the existing NACHA file-naming option.
Purchase Orders
- Automatic Closing of Fully Received POs: Purchase orders now close automatically once every line has been fully received, and reopen if a later change drops a line back below its ordered quantity. A new "Closed" tab makes them easy to find, quantity variances display as whole numbers, and editing a matched line and saving now re-checks the match automatically.
Invoice Inbox & Capturing
- Sortable Columns and Bulk Delete: The Invoice Inbox, Rejected Queue, and OCR Inbox now support click-to-sort on any column (file name, upload time, uploaded by, assigned user, status, location, and more), and each page remembers your chosen sort. The Rejected Queue also adds select-all checkboxes and a "Delete Selected" action for clearing out unwanted items quickly.
Bug Fixes
- Test Check Generation Restored: Generating test check files (used to align your check printer) had stopped working for all accounts, and was also blocked for accounts that turn off automatic check generation. Test files now generate correctly in both cases.
- Approval Notification Emails: Fixed an issue where invoice and payment approval notification emails could be silently dropped and never delivered to certain approvers. Notifications are also no longer sent to deactivated or suspended users who can't sign in.
- Approval Reminder Emails for Custom Routing Rules: Approvers with invoices pending only through a per-user workflow rule were not receiving reminder emails, even though the invoices appeared in the app. Reminders are now sent correctly.
- "My Invoices" Now Shows Rule-Routed Invoices: Invoices routed to you solely through a per-user workflow rule now appear under the "My Invoices" tab, matching what already showed in your approval queue.
- Invoice Routing for Duplicate Locations: Fixed a case where an invoice whose location had both an active and an inactive or renamed entry could fail to route to the assigned approver.
- Remittance Type for Applied Credits: The Remittance Type column was blank for credits applied to invoices; it now correctly shows the credit type, such as Credit Memo or Return.
- Inactive Vendor Export: Exporting from the Inactive vendors tab was downloading active vendors instead. The export now returns the correct list and shows a clear message when there are no inactive vendors to export.
- Clearer Payment Void Errors: Cancelling or voiding a payment that the processor declines now shows a clear message and lets you continue, instead of leaving the screen stuck loading.
- Invoice Capture Reliability: Resolved a set of issues in the automatic capture service that could cause valid invoices to be incorrectly rejected as "not an invoice." These documents are now retried and processed correctly.
- Workflow Rules Display: Long location lists in the Admin workflow rules table now wrap neatly instead of stretching the column.
- MagiCapture Service Stability: Additional error-handling and reliability improvements in the invoice capture pipeline reduce failed captures and unnecessary retries.
For Microsoft Dynamics GP Users
- "Show All Invoices" Toggle in the Import Window: When invoice import is filtered by location, a new toggle lets you temporarily show and import invoices from other locations without changing your location settings.