Release Notes

Heads Up: Things That Will Look Different

• Settings now use a sidebar instead of tabs. Every settings page now shows a grouped list of links down the left side (Company, Users & Permissions, Accounts Payable, Payments, Integrations and more) in place of the row of tabs across the top. Every page you used before is still there for the same people, and Users, Roles and Approval Workflow now appear in the list too.
• The Invoice Description check memo token now prints the invoice's description. It used to print only the word "Invoice" or "Credit Note", or nothing at all, which is why memos showed just the invoice number. If your check memo template uses it, your checks will now show the description from the matching Fidesic invoice (blank when there is no match). The old output is still available from a new Remittance Lines button in your check memo preferences.
• Processing dates for payments made in Fidesic may shift. When you paid invoices from the site, the processing date was worked out before the vendor and amount were filled in, and on multi-vendor runs it used the previous vendor's details. Dates now use the right vendor and amount, so a payment dated today may land on a different processing date than it would have before, earlier or later.
• Dynamics GP import: PO invoices must match a real purchase order. For companies that split the GP import by PO and use Fidesic purchase orders, only invoices whose PO number matches a purchase order in Fidesic now go to the line item import. An invoice whose PO number matches nothing now imports with its header GL coding instead of dropping out of both imports. Credit memos with a PO number also import that way, since GP cannot match a credit memo to a PO.

Captured Invoices (MagiCapture)

• Freight can post to its own GL account. Freight on a PO invoice arrived with no GL coding, because the coding comes from the PO lines and freight is not on the PO. The MagiCapture settings page now has a Freight GL code field; fill it in and captured freight posts as its own GL line to that account. Nothing changes until you set it, and the field only appears on accounts where it applies.
• Canadian addresses on locations and dimensions. Location and dimension addresses now have a Country field, and choosing Canada turns State into a free text province field. Captured invoices from Canadian addresses now match those locations and dimensions; before, a province spelled out in full or a postal code like V9W 2A1 kept them from ever matching. Existing US addresses look and work exactly as before.

Approvals

• Open approvals from anywhere on a notification. Clicking anywhere on a notifications card, including the company name, now opens that company's pending approvals (invoice approvals first, then payment approvals). Previously only parts of the card responded.
• Next invoice in another company opens correctly. Moving to the next invoice after an approval, when that invoice is in a different company, now opens the right invoice as the right user and role, and your approval confirmation stays on screen. Before, the next page could keep the previous company's user and role, or fail to find the invoice.
• Long Assigned Locations lists wrap. A workflow rule that follows an approver's assigned locations now wraps its list of locations. For approvers with dozens of locations, the list used to push the Edit, Clone and Delete buttons off screen on the Workflow page and get cut off on the user's Workflow Rules.

Payments

• Each vendor's check gets its own memo. When you paid several vendors at once, a later vendor's check could print the first vendor's memo, invoice number included. Each check now carries its own memo.
• A clear message when paying an unapproved invoice. Trying to pay an invoice that is not approved now tells you what to do instead of showing an error. Nothing was ever paid in this case, and nothing is now.
• Control Total File settings no longer assume PNC. The Control Total File section on a bank account now explains that most banks do not need this file and some, such as PNC, do.

Also Fixed

• Links open the search they point to. On Invoices Received, Invoices Sent and Payments Received, a search saved from an earlier visit could override the one in a link you opened, so the page showed the wrong filter. The link's search now wins.
• Header menus fit a phone. The notifications, settings, help and account menus now fit a phone screen, notification text shows in full, and lists scroll properly on touch screens. Tooltips no longer appear on touch devices as a result.
• Upgrade message readable in dark mode. The upgrade message shown to users who are not the account owner was hard to read on a dark screen.

Performance & Security

• The account menu opens at once for large logins. Logins with access to thousands of accounts now see the account menu immediately, with the rest loading as you scroll.
• Switching accounts always starts fresh. Switching to another account now fully reloads the app, so no page can carry over the previous account's user or permissions. Messages already on screen carry over.

For Microsoft Dynamics GP Users

• Open the Fidesic invoice or its attachment from GP. View Fidesic Attachment and View Fidesic Invoice now appear under Additional on eight GP AP windows, including Receivings Entry and Purchasing Invoice Entry. Previously only Transaction Inquiry by Vendor could reach an attachment, and invoices without an attachment could not be opened this way at all. This needs the updated Fidesic for GP 18+ AP installer, which also covers the purchasing windows, so the separate PO Beta installer has been removed from the downloads page.
• Installer versions on the downloads page. Each installer on the downloads page now shows its version number and the date it was last updated.
• The GP file chooser names the company. When a GP attachment link offers a choice of files, it now names the company the invoice belongs to and warns you when opening a file will switch you to another account.