Release Notes 3/27/26

What's New

MagiCapture AI — Smarter GL Coding

• Multi-GL Split Support: MagiCapture now extracts GL codes with individual line amounts and descriptions from your invoice documents. When a document contains multiple expense lines, each line is mapped to its own GL code and amount — rather than applying the full invoice total to a single code.
• Vendor-Aware GL Suggestions: The AI now considers each vendor's historical GL coding patterns when making suggestions. If a vendor consistently codes to a single GL, MagiCapture will recommend a single line. If they typically split across multiple GL codes, the AI will suggest an appropriate split based on the invoice content.
• Automatic Amount Rebalancing: When GL line amounts from the document don't exactly match the invoice total, Fidesic now automatically adjusts the primary GL line to cover any shortfall or surplus, and surfaces a visible warning so reviewers can confirm the adjustment.
• Clearer Warnings for Unmatched GL Codes: If MagiCapture extracts a GL code that doesn't match your chart of accounts, you will now see a clear on-screen warning prompting manual GL assignment — previously this could be silently missed.
• Corrected OCR Usage Meter: The OCR usage progress bar on the Invoice Inbox Settings page now displays your actual usage percentage correctly. The bar also turns red when you are at or near your usage limit.

Invoice Workflow — New GL Code Routing Rules

• Route by GL Code: You can now create workflow approval rules based on the full GL code string (e.g., 01-200-400). Five matching operators are available: Equals, Contains, Begins With, Ends With, and Unhandled — giving you flexible catch-all routing options based on how invoices are coded.
• PO Number Exists / Does Not Exist Rules: Workflow rules for PO Number now support "Exists" and "Does Not Exist" operators, making it easier to route invoices differently based on whether a PO is present.

Ad-Hoc Approver Emails

• Ad-Hoc Approvers Now Receive Email Notifications: Ad-hoc approvers added directly to an invoice (outside of a standard workflow rule) were not receiving email notifications. This has been corrected.

Audit Log

• New Audit Log Page: Administrators can now access a full audit log at Admin > Audit Log. The page provides a searchable, paginated record of account activity including user changes, role changes, delegate assignments, vendor bank account modifications, and more. Filters include date range, user, and event type.

Direct ACH History — Search and Filter

• Search and Date Range Filtering: The Direct ACH History page now supports text search (by file name, bank name, origin number, or company ID) and date range filtering. Results default to the previous 90 days, with an option to view all history.

Behind the Scenes

• Invoices Received query optimization: Restructured a core database query that should have significantly improved reliability for high-volume accounts.
• Location filter reliability: The location filter used to rely on a field that can be suppressed in certain configurations. It now uses GL segment matching directly, ensuring location-filtered views work correctly regardless of header display settings.
• Vendor search index improvements: The vendor search index used for MagiCapture vendor matching has been restructured with incremental refresh logic, improving accuracy and reducing the risk of stale vendor data in suggestions.
• UI modernization: Several pages (Invoice Inbox Settings, Upgrade page, and invoice action buttons) have been updated to align with the rest of the application and improve consistency.

Workflow delegate transfer optimization: The process handling approval delegate transfers has been rewritten for efficiency.