Release Notes 4/3/26

Custom Check Memo Format: You can now define exactly how memo lines appear on printed checks. In Company Preferences, a new Check Memo Format section lets you build a template using invoice data tokens — invoice number, amount, and description — with a live preview showing how the memo will render before you save. Memos are automatically trimmed to the 50-character limit, with a warning if your template would exceed it.

Enhanced Daily MagiCapture Report: The daily MagiCapture digest email has been significantly expanded into a full AP business intelligence snapshot. It now includes an invoice aging summary (bucketed into 30-day ranges), an approval flow status section showing how many invoices are approved, pending, or at risk of missing a due date, a financial overview of OCR-captured totals and upcoming scheduled payments, and a system health indicator with OCR processing metrics. Direct action links throughout the report take you straight to the relevant invoice queues.
Restore Deleted Attachments: Invoice attachments that have been deleted can now be recovered directly from the invoice. A new "Show deleted" toggle in the attachment panel reveals any deleted files, and a restore button brings them back — no support ticket required.
MagiCapture automatic retry: The MagiCapture processing pipeline now includes automatic retry logic for transient errors, ensuring more documents should process quickly without manual review.

PNC Bank Positive Pay: Three PNC Bank positive pay file formats are now supported — PNC Bank standard fixed-width, PNC Bank Pinacle, and PNC Bank Pinacle V2. If your organization uses PNC Bank, you can now select the appropriate format in your positive pay settings to match your bank's requirements.

Refreshed Dashboard with Knowledge Base Widget: The dashboard has been updated with a modernized look and a new Knowledge Base widget for quick access to help articles. GL code descriptions are now available as tooltips on the Expenses chart widget, making it easier to identify line items without leaving the dashboard.

Password Reset for Contact Users: Users with certain types of accounts who requested a password reset were receiving a "No matching account was found" error even when using a valid reset link. This has been corrected and password resets work reliably for all account types.
Login Page Branding on Custom Subdomains: Organizations using a custom subdomain for their Fidesic login page were encountering an error that prevented branding (logo, colors) from loading correctly. This has been resolved.
Report Access Permissions Fix: An issue affecting access to saved reports for certain user roles has been resolved. Affected users should now be able to view and run reports as expected.

GP Vendor Sync Performance: An expensive database query was being triggered on every sync cycle for API key-authenticated connections, causing timeouts in some environments. The query has been eliminated for sync traffic, improving reliability for GP vendor sync services.
Database Query Optimization: Several high-intensity queries used by the OCR queue and GL code routing have been rewritten to take better advantage of database indexes. This reduces load during peak processing and improves overall system responsiveness.

Changes made to Fidesic as of 4/3/26