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Changelog

365 business Banking Changelog

Version 18.3.512.26954

• Add feature #61929 Extended Payment Suggestion
• Add feature #61933 Foreign Currency Handling
• Add feature #62004 Transit Account
• Add feature #63420 Apply bank transactions with open sales documents
• Add feature #64607 Associations / Payment Groups
• Add feature #65079 Universal Provider ISO 8601 support
• Add feature #65088 Connect selected Bank Accounts
• Add feature #65199 Role Center actions
• Add feature #65248 Pmt. Reconciliation Creation Mode Selection
• Add feature #65175 Dynamic token lengths support
• Add feature #65213 Dynamic captions in Bank Transaction factbox
• Add feature #63160 Dynamic Posting Text in Reconciliation Rules
• Add feature #64281 SEPA Direct Debit with Cash Receipt Journal
• Add feature #64302 Bank Transaction Details factbox in Posted Entries
• Add feature #64935 End-to-End reference for Collective SEPA payments / direct debits
• Fix issue #64811 Summarize Universal Provider data
• Fix issue #64879 Cancel posted Pmt. Reconciliation Journals

Version 18.2.446.25068

• Fix issue #64215 Legal entities result in partially match for short names
• Add feature #64464 Match related party (Customer / Vendor) on Bank Account Ledger
• Fix issue #64121 G/L Entry with Entry No. 0 does not exist

Version 18.2.444.24977

• Fix issue #62001 Special characters broken in Stripe capture process
• Fix issue #64441 Update transaction 'isNew' status from sandbox environments
• Add feature #64442 Reset 'isNew' flag for bank transactions
• Add feature #64443 Invoice ID support for PayPal transactions
• Add feature #64414 Extended Reconciliation Rules and Dltd. Bank Transaction Filter support
• Fix issue #64378 Direct Debit classification
• Add feature #64413 Add DrillDown to open Reconciliation Rule from factbox
• Add feature #64413 Add Card and Ledger Entries action to Payment Recon. Journal
• Add feature #64413 Add Bank Transaction Split Rules action to Payment Recon. Journal
• Add feature #64378 PSP fee classification
• Add feature #64450 Match through End-to-End reference
• Add feature #64297 Add action to update execution date and make collective payment from single payment instructions in SEPA Payment Import
• Add feature #63716 Send Remittance Advice
• Add feature #63716 Add option 'Always Create Remittance Advice'

Version 18.2.428.24623

• Fix issue #64304 Connect Bank Account header is not shown

Version 18.2.427.24565

• Add feature #64244 Amount-Specific Approval
• Add feature #64246 PSU identification
• Add feature #64121 Apply reviewable G/L Entries in Pmt. Reconciliation Journal
• Add feature #64121 G/L Entries Matching (Business Central 2025 Release Wave 2 (BC 27) or newer)
• Add feature #64280 Pmt. Application Fields for Related Party matching

Version 18.2.420.24424

• Add feature #62001 Stripe Payment Support
• Add feature #62148 PayPal Payment Support
• Add feature #62150 Four eyes principle approval workflow
• Fix issue #64158 Posting Preview fails if payment is not carried-out
• Fix issue UBP column index
• Add feature #63574 Business Central 2024 Release Wave 2 (BC 25) support
• Add feature #64207 Reverse sign for decimals in UBP
• Add ClearPaymentAuthorization procedure and integrate it into payment method validation
• Add feature #64210 Date Application Policy
• Add feature #64215 Advanced Related-Party Name matching
• Fix issue Transfer splitted bank acc. reconciliation lines to new statement fails

Version 18.2.406.23963

• Fix issue #64016 JIT conflict on retrieve bank transactions in new bank acc. reconciliation
• Fix issue #64037 Fix re-apply bank acc. reconciliation journal

Version 18.2.403.23798

• Enhance bank transaction import to prevent integer overflow on line numbers
• Fix issue #62750 Shopify API retrieval
• Implement Shopify API Version 2026-01 #62750
• Add feature #63133 Universal Banking Provider (CSV file format)
• Add feature #63929 Copy Posting Setup from G/L Account

Version 18.2.400.23778

• Enhance error handling for Shopify transaction retrieval and processing #62750
• Add feature #63880 Feature Telemetry

Version 18.2.398.23725

• Add feature #63856 Shopify Private App Support

Version 18.2.397.23679

• Add Connection ID to find existing banking bank accounts #63766 Multi-Currency IBAN
• Fix default licensing method
• Fix issue #63812 PayPal error to many transactions

Version 18.2.394.23593

• Fix issue #63714 SEPA Collective Direct Debit does not work
• Add task #63715 Hide domestic capabilities if not applicable
• Fix feature registration on upgrade, for additional features
• Add feature #63766 Multi-Currency IBAN support

Version 18.2.391.23494

• Add feature #63128 Verification of Payee
• Add feature #63306 Get Bank Account logo from Bank
• Fix issue #63528 Drill-Down in Role Center Cues does not work
• Unify procedure to set up bank account image #63306
• Add feature #63573 Get additional bank accounts
• Refactor transaction ID generation in Klarna transactions to use SHA256 hash for uniqueness
• Fix payment method translation in Pmt. Journal report #61925
• Add feature 'Balance to Date' in bank account chart
• Add feature #63129 Set up associated bank accounts
• Add feature #63130 Additional match fields
• Fix issue #63624 Posting Type cannot be cleared
• Remove 'Beta' version for Klarna provider #62749
• Add feature #62750 Shopify Payment support
• Improve feature #62149 PayPal transaction retrieval

Version 18.1.367.22763

• Task #63060 Execution date editable in SEPA Payment Import processing
• Add feature #63077 End-to-End Refernce in Payment Journal
  • Task #63077 Set End-to-End Reference with Suggest Vendor Pmts
• Add feature #61925 Print Payment Journal

Version 18.1.361.22734

• Fix issue #63037 SEPA 'B2B' collective direct debit not supported returned from FinTS server.
• Add feature licensing checks in banking procedures #63038
• Add GUI feedback for retrieving Klarna transactions and payouts

Version 18.1.357.22522

• Add feature #62828 Bank Account Reconciliation Line Posting option
• Fix issue #61920 Purchase Document number check
• Fix issue #62826 Klarna "API Key" with extended length of 255 characters
• Fix issue #62827 Copy VAT Setup to Jnl. Lines w/ additional posting setup specified

Version 18.1.345.22472

• Add feature #61923 Bank Reconciliation Posting Setup with Deferral Schedule
• Add Sender Customer Reference, End-to-End Reference and Transaction ID as payment matching criteria
• Fix issue #62799 Application Method "Apply-to Oldest" is failing with Bank Reconciliation Posting Setup

Version 18.1.336.22408

• Add feature #62749 Klarna payment service support (BETA)
• Fix GetClearingGLAccountNo() is invoked for bank acc. recon. lines applied to document #61920

Version 18.1.331.22403

• Add feature #61920 Reconciliation Rules
• Add feature #61992 SEPA Payment Import
• Add feature #62648 Set ending balance in Payment Recon. Journal (regular bank account only)
• Fix issue #62735 PayPal transaction ID is not unique

Version 18.1.309.22016

• Preserve bank transaction details on transfer unapplied bank acc. recon. lines to new statement
• Add fee description handling for PayPal transactions in bank transaction model
• Clear banking user token on password change
• Prevent bank acc. recon. lines to be applied multiple times through automation

Version 18.1.301.21939

• Add feature #62190 Mollie Banking Provider integration
• Fix issue #62307 Post bank acc. recon journal and not using BNK bank account.

Version 18.1.291.21895

• Fix end date calculation for get transactions from PayPal
• Add validation for Gen. Journal Batch type in Bal. Account No. validation
• Clear access token if invalid from banking user deletion or unauthorized response
• Add temporary record to manage filters in CarryOutPayment procedure
• Fix pagination for Stripe balance transactions, after first retrival
• Fix issue #62286 Update Banking Provider for existing Bank Accounts

Version 18.1.282.21685

• Add feature #62149 Stripe & PayPal Banking Provider integration
• Add feature #62191 Transfer unapplied payment journal lines to new statement

Version 18.0.271.21552

• Add feature #62103 Auto Split Bank Recon. Line
• Fix issue #62108 Text overflow for differentCreditor / differentDebitor
• Disable fuzzy matching for document number to reduce false positives
• Add feature #62100 XS2A, FinTS & Web Scraping Bank Interface implementation

Version 18.0.247.21447

• Add feature #62013 365 business Banking Webform control add-in
  • Add support for for Microsoft Dynamics 365 Business Central 2021 release wave 1 (18.0) or newer.
• Fix non-updating bank account chart in bank account list
• Add error handling for invalid bank account and bank transaction data
• Improve performance of bank transaction retrieval and payment reconciliation
• Update tooltip texts for better user guidance

Version 18.0.242.21422

• Add feature #62023 Additional payment instructions and metrics logging
  • Log metrics for payment instructions processing
  • MSFT per-user plan licensing cumulative payment instructions
• Fix issue #62026 Create Banking User ID based on Tenant ID, Environment Name & Company System ID
• Fix issue while date handling in CapabilitiesFromJson to use TryGetDateTimeFromJson for improved error handling
• Change field types for differentDebitor and differentCreditor to Text[200] for improved data handling

Version 18.0.222.21338

• Initial Release of 365 business Banking for Microsoft Dynamics 365 Business Central 2025 release wave 1 (26.0) or newer.