Release Notes 3/2/26

What's New

Payment Approvals

• First-Time Payment Warnings: Fidesic now alerts approvers when a payment is being sent to a vendor address or bank account that has never received a completed payment before — for both paper check and ACH payments. These warnings appear directly in the approvals queue and on the payment detail view, giving your team an extra layer of confidence before authorizing new payment destinations.

Banking

• Custom ACH File Name Formatting: You can now configure a custom file name format for ACH payment files using dynamic tokens, making it easier to match the file naming conventions required by your bank.

Invoice Entry

• Option to Hide Tax Groups: A new company preference lets administrators disable the tax group field on the Enter Invoice screen. If your organization doesn't use tax groups in your AP workflow, this keeps the invoice entry form cleaner and reduces friction for your team.

Reports

Payment Backup: Segment values in the GL segment dropdown now display in ascending numerical order, making it easier to find and select the right segment.