Release Notes

Heads Up: Things That Will Look Different

• View Fidesic as another user. Anyone with Manage Users permissions can open a user's card and choose “View Fidesic as User” to see the app the way that user does: their menus, permissions and approval queues. It is view only and applies to that browser tab alone, so nothing can be changed, exported or downloaded, and every view is recorded in the audit log with who viewed whom. Exit returns you to that user on Manage Users. Please note viewing as a user will be logged on the audit page.
• Unapproved checks now follow a vendor's address change. When a vendor's address is updated, checks to that address that nobody has approved yet move to the new address on their own. Before, they stayed on the old address and could be mailed there. A check that already has an approval keeps the address it was approved with and now says it will still be mailed there, with a Send to the new address and restart approval button that moves it and puts it back through approval. Unprinted checks that were already stuck on an old address have been moved the same way.
• Invoices keyed from an emailed file now credit the sender. When someone keys an invoice from a file a colleague emailed in, Created By now shows the colleague who sent it, so they can see the invoice and be tagged on it even when they are not an approver. MagiCapture invoices are credited the same way; over the last 90 days, 4,065 captured invoices at five companies had been credited to the company account instead of the person who sent them. Keyers who can see only their own invoices keep the credit, so nothing they key drops out of their view.
• Tag and rejection emails now send, based on each person's own setting. Emails for being tagged in an invoice discussion, and for an emailed invoice being rejected, were not reaching the people who had turned them on. They now do. If the setting showed as on in your profile only because it was on for the company account, it now shows as off; turn it on yourself to receive these emails.
• MagiCapture learns locations from your recent invoices, not just the last one. To fill in a location, MagiCapture now goes with what most of the last 10 approved invoices with the same address or recipient used, instead of copying the most recent one. One mis-coded invoice no longer carries over to the next, but correcting the location on a single invoice will not change the next one until most recent invoices agree.

Invoices

• Tag anyone who can see the invoice. The tag list in an invoice discussion now offers exactly the people who can see that invoice in Invoices Received. People who see invoices through a location on a GL line, or through dimensions, can now be tagged, and anyone who cannot see the invoice are no longer offered.
• PO matching appears only on invoices linked to a PO. An invoice whose PO number matched a purchase order still in Edit, or already Canceled, opened in PO matching mode with PO Match and variance columns, even though it was never linked to that PO. It now shows the PO number as plain text and its GL coding as usual.
• Removing a PO-matched line saves. Deleting a line that was matched to a PO line stopped the invoice from saving. It now saves, and the purchase order's status updates to match.

Captured Invoices (MagiCapture)

• Microsoft Word documents to PDF. Invoices emailed or uploaded as Word documents (.doc or .docx) are now converted to PDF and captured like any other PDF; before, they were rejected as an unsupported file type. The PDF takes the Word file's place on the invoice, and a damaged or password-protected file is rejected with a reason.
• More vendors recognized by name. MagiCapture now matches a vendor when the invoice spells out the company type ("Acme Incorporated" for "Acme, Inc"), and when the name carries extra text such as a "dba" name, an "Attn" or "c/o" line, or a note in parentheses. These invoices used to land on the Unknown Vendor.
• Plain Net 30 stays Net 30. When the vendor could not be matched, an invoice reading "Terms: Net 30" could be given a discount term such as 2% EOM/Net 30, with an early payment discount the vendor never offered. MagiCapture now picks a term only when its discount matches the document, reads "2/10 Net 30" as a discount, and no longer mistakes late fee wording like "1.5% per month" for one.
• Locations matched by the name on the invoice. When an invoice is addressed to one of your locations by name, MagiCapture now picks that location before looking at the address. Before, an invoice billed to one location at a PO box you also have on file for another could land on the wrong one. Locations are also learned from the billing and customer details on past invoices again, which had stopped working in January 2025.

Approvals

• New PO Match workflow stage. For companies using purchase orders, a workflow stage can now act on how an invoice matches its PO. A full match on price, quantity and charges can approve the invoice automatically, and each kind of exception (a price or quantity variance, a line not on the PO, freight or tax not on the PO, or a PO number that matches no PO) can go to its own approver. You choose whether quantities must equal the PO line or may be anything up to what remains on it, and a PO line already billed on another invoice is never approved automatically a second time. Invoices created through the Fidesic API are not matched to PO lines yet, so they route as Line Not on PO.
• Approvers who share an inbox each get their digest. When two approvers used the same email address, the first one's digest marked the second's as sent, so the second never went out. Each approver now gets their own, an approver who works in more than one company no longer loses one company's notices when another company's digest goes out, and a backlog no longer arrives as several copies of the same digest. Fidesic support can now see every email sent to your users, so a missing approval email can be checked rather than guessed at.
• Repeated approval emails on October 1. For about two and a half hours on the morning of October 1, a fault sent the same approval digest to a small number of approvers over and over, and held back other approvers' digests until early afternoon. It is fixed, and the held digests were sent once the fix was in place.

Payments

• See exactly what changed on a vendor's bank account or address. Change notices on payment detail, Unapproved Payments and the after-approval dialog now show the old and new details, who made the change (you, a colleague, the vendor, or your accounting system), and that the notice does not stop the payment. They use a caution color instead of red, which some approvers had taken for an error.
• Fewer false address change notices. Saving a vendor flagged each of its additional addresses, such as a remit-to, as changed every time, and a newly added address showed as a change from the main one. Only real changes are flagged now, and saves that change nothing, including accounting syncs that spell out the state or country, no longer create duplicate addresses.
• Expedited shipping of a single check. From payment detail, a check can now go by FedEx Overnight, UPS Next Day or a similar carrier instead of USPS First Class. It still goes out with the normal print run once approved, the extra cost is billed automatically, and payment detail links to the carrier's tracking page. Shipping can be changed until the check is mailed, even after it has been sent for printing, which sends it again and charges for both. This uses the same permission as check bundles.
• One-check packets no longer get stuck. Switching a check in a packet to ACH, or cancelling it, could leave a packet holding a single check that the print run skipped and that could not be sent by hand. Those packets now break up on their own, so the remaining check prints normally.

Also Fixed

• Dimension tabs no longer load empty. On the Dimensions page, choosing a dimension type before the list finished loading left that tab empty until the page was reloaded. The tab now fills in as soon as the list arrives, and stays current after you add a type or dimension.
• Audit log filters. Selecting every event type at once cut the list short, so some events were left out of the results. Customer Transferred events also showed as "Unknown".

Performance & Security

• Unapproved Payments opens faster. The vendor change checks that took up most of the page's load time now run almost instantly, and payment detail opens faster too.

For Microsoft Dynamics GP Users

• Captured invoices with an unmatched PO number get GL coding. For companies that split the GP import by PO, a captured invoice whose PO number matched no purchase order in Fidesic got line items but no GL coding, so it posted to GP with no distribution. It is now coded like any other non-PO invoice, from the document, suggestions or vendor defaults, and credit memos with a PO number are coded the same way.