Release Notes 5/22/26

Vendor Bank Account Change Acknowledgement: When a vendor's bank account changes after a payment is created, approvers now see a warning banner and must explicitly acknowledge the change before approving - a new safeguard against fraudulent or accidental bank detail changes.

Per-Vendor PDF Split Override: Override the company-wide multi-document PDF split setting on a per-vendor basis directly from the vendor detail page - useful for vendors who consistently send multi-invoice PDFs.
Sales Tax as a Dedicated GL Line: A new admin preference lets MagiCapture automatically split extracted sales tax onto its own GL line, reducing the primary GL by the tax amount to keep the invoice balanced.
Smarter AI GL Insights: When AI-suggested GL codes match your vendor defaults exactly, you'll now see a clearer "AI analysis matched your vendor defaults" confirmation message.
Rejected Queue Now Shows Capture Data: Documents in the Rejected queue now display their captured OCR data, making review and recovery easier.

New "Approved By" Filter: Filter Invoices Received by who approved an invoice - works across all status tabs. Useful for auditing approver activity.
Current Approver Filter Behavior: Applying a Current Approver filter now auto-switches to the Unapproved tab (since only unapproved invoices will have current approvers) and snaps back if you click an incompatible status tab.
Invoice Lifecycle Report Access Expanded: Users with Admin View Reports permission can now run the Invoice Lifecycle, Unapproved Invoices, Payment Backup, and Invoice Backup reports without also needing Admin Manage Delegates.
Rejection Notifications Now Opt-In: New users are no longer subscribed to invoice rejection emails by default. Existing users are unaffected; anyone can opt in from their user profile.

MagiCapture Address Fields: Vendor, shipping, billing, service, customer, and remittance addresses were not saving to captured invoices that were rejected - now populate correctly.
Ignore Location Preference: AI GL coding now correctly leaves location segments alone when "Ignore Location" is enabled on a vendor.
Sales Tax Location Segment: Fixed an issue where the sales tax GL line kept the vendor's default location segment instead of the invoice's actual location.
Invoice Backup Report Timeout: the report should now return results much faster.
Payment Backup Report: Fixed a null-value crash and corrected GL segment range filtering.
Import History & Currency Display: Fixed import dates showing as "1/1/0001" and currency symbols rendering as "¤" or literal "USD" instead of "$".
Payments Received Date Range: Fixed an intermittent error when using the "All Time" date range filter.
Payment Approval for Newly Registered Vendors: Fixed a bug where approving a paper check payment would fail if the vendor registered with Fidesic after the payment was created.

Performance Improvements: Optimized several high-impact stored procedures and added indexes that resolve OCR location lookup timeouts, eliminate sort spills on Invoices Received GL Code sorting, reduce write contention on vendor updates, and improve email/notification throughput.
MagiCapture Reliability: Replaced fragile vendor-name string matching with Azure Cognitive Search similarity scoring (~98% accuracy), and hardened error handling so transient service blips no longer block capture.
Infrastructure Hardening: Improved deployment reliability.

AR GP Authentication Fix: Fixed a regression where bad credentials would cause GP to march through an entire invoice batch with the same bad password, eventually triggering a lockout. Authentication failures now correctly return a SOAP fault on the first attempt.

Changes made to Fidesic as of 5/22/26