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Changelog

365 business Banking Changelog

Version 18.4.544.28542

  • Add feature #65418 Account information service and payment initiation service per bank account: statements and payments can run through different bank connections, for example statements via finAPI and payments via EBICS
  • Add feature #65418 Connect Bank Account wizard for every bank connection, with a summary of what Finish connects
  • Add feature #65373 EBICS as a bank connection: EBICS participants with key initialization, bank statements, SEPA payments and direct debits, status reports and the second signature at the bank (VEU)
  • Add feature #65418 Foreign credit transfers and euro urgent payments via EBICS
  • Add feature #65419 camt and pain files as a bank connection
  • Add feature #65951 One bank access for several companies; the jobs of an EBICS participant are kept in its company, and every company reads its own statements and status reports
  • Add feature #65418 Company bank access on the Company Bank Access page, and a personal bank access per user with Use With My Own Bank Login
  • Add feature #65418 Banking Setup page: the Banking settings move from the General Ledger Setup, the upgrade carries every value over, and the old fields are obsolete (removed in 18.6)
  • Add feature #62006 Application log: Check Application and Check Quick Apply in the payment reconciliation journal show which open entry a payment would be applied to and why the other candidates were not applied
  • Add feature #65418 G/L entry matching: credit G/L entries are candidates, Apply Manually also offers G/L entries, and bank accounts in a foreign currency compare the amount in local currency
  • Add feature #65418 Pending bank entries in the payment reconciliation journal
  • Add feature #64608 Remittance advices (REMADV): import EDIFACT remittance advices and the remittance information of camt statements, apply them, post payment deductions and export REMADV files from payment journals
  • Add feature #65418 Placeholders for posting texts and messages to the recipient: grouped selection list, date parts, new statement, business partner and amount placeholders, and events for partner apps
  • Add feature #66778 The AssistEdit button of the Message to Recipient field determines the message anew from the applied entries
  • Add feature #65418 Customer-vendor netting sets off only receivables that are due, unless Offset Receivables Not Yet Due is turned on; netting statements can be numbered with a number series
  • Add feature #64877 #64451 SEPA Payment Import: approval workflow, Verification of Payee (VoP), payment proof, retention policy, permission sets with and without recipient details, and submission via EBICS
  • Add feature #65418 SEPA standing orders in the cash flow forecast
  • Add feature #62004 Balance excl. Transit and Balance (LCY) excl. Transit on the Bank Account Card
  • Add feature #64603 Adyen as a payment service provider for settlement reports and collecting payments
  • Add feature #66143 Unzer as a payment service provider for retrieving bank transactions
  • Add feature #64605 Amazon Pay as a payment service provider for retrieving settlement reports
  • Add feature #62001 The Collect Payments report collects the due invoices of payment service providers in bulk and posts the payments
  • Add feature #65418 Collection through PayPal, Stripe and Adyen in the cash receipt journal with Suggest Direct Debits and Carry Out Direct Debit, including the Collection Error column, the payment status Pending and Check Status at Payment Service
  • Add feature #65418 Payment method type Payment Service for payment methods of PayPal, Stripe and Adyen
  • Add feature #65418 Mark as Not Charged releases a pending collection of a payment service provider in the cash receipt journal
  • Change: Collection through PayPal, Stripe and Adyen follows the same rules on every way: one payment transaction log, the same choice of customer bank account, the full remaining amount without payment discount, and a description that names the invoice
  • Change: Collect Payment on the posted sales invoice asks before it collects an invoice that is not due yet and reports the result; Collect Payment and Collect Payments post with the work date of the collection
  • Change: The upgrade to 18.4 turns off Enable Transaction ID Matching and Enable Direct Purpose Matching once; in new companies both are off
  • Change: The Bank Balance on the Bank Account Card is refreshed when the card is opened and the stored balance is not from today
  • Change: The Capabilities FactBox also shows Euro Urgent Money Transfer and Standing Order
  • Change: Bank Transaction Details and the Bank Transaction FactBox show the original amount and currency of a transaction; the payment reconciliation journal shows the return fee of a returned direct debit
  • Change: The Verification of Payee (VoP) Log Entries page shows why a check was not possible
  • Change: Carry Out Direct Debit also asks for confirmation for the VoP status Name differs slightly, and stops instead of asking when it runs in the job queue
  • Change: Retrieve Bank Transactions with Apply Automatically answers the payment discount tolerance and payment tolerance warnings with their default option
  • Change: The remittance advice report shows the numbers of the remittance advice and of the recipient
  • Change: Captions, messages and tooltips are revised in English and German
  • Fix issue #66084 #66086 A payment service provider charges an invoice only once: a repeated request uses the same idempotency key, and the payment transaction log prevents a second collection
  • Fix issue #66085 The posting preview of a sales invoice does not collect through PayPal or Stripe
  • Fix issue #66087 The payment transaction log of PayPal stores the capture ID
  • Fix issue #66146 The Universal CSV import reads amounts the same way in every region
  • Fix issue #65460 Calculated columns of the Universal CSV import are computed
  • Fix issue #65444 Klarna amounts are converted with the decimal places of the currency
  • Fix issue #65432 Carrying out a payment no longer fails intermittently when the session of the bank connection expires
  • Fix issue #65405 A bank account can be deleted when its finAPI account no longer exists
  • Fix issue #65418 The placeholder fields of the extended payment suggestion template take one line
  • Fix issue #65418 The extended payment suggestion uses the bank account of the central account also for customer members of a payment group
  • Fix issue #65418 A prenotification lead time of 0 and an empty direct debit mandate validity are kept on updates
  • Fix issue #65418 Klarna fee lines are marked as fees and can be matched with the Detailed Bank Transaction Filters
  • Fix issue #65418 A new Shopify private app can be set up in one pass with Client ID and Client Secret
  • Fix issue #65418 Disconnecting a Universal bank account or cancelling its wizard also removes the CSV settings and column mappings
  • Fix issue #65418 A reconciliation rule whose only criterion is the Detailed Bank Transaction Filters is kept
  • Fix issue #65418 The Message to Recipient column of the cash receipt journal is only shown in direct debit journals
  • Fix issue #65418 Apply Automatically no longer stops when the payment reference names several G/L entries with the amount of the transaction
  • Fix issue #65418 Posting a payment reconciliation journal no longer fails with "record already exists" after lines applied to open sales documents, payment groups, returned direct debits or transit account entries
  • Fix issue #65418 On the Payment Application page, open sales orders and sales invoices show their open amount and the customer
  • Fix issue #65418 A reconciliation rule created on the reconciliation rule card gets its own line number
  • Fix issue #65418 A SEPA standing order changes to Released only when the bank confirms it
  • Fix issue #65418 Answering No when deleting a bank account read through finAPI keeps the bank account
  • Fix issue #65418 Remittance advices printed in one run show the sender line once, and remittance advices to customers and employees are captioned accordingly

Version 18.3.535.27841

  • Fix issue #61927 Return direct debit detection
  • Add feature #65727 Payment Reversal Improvements
  • Fix issue #63420 #64607 Posting a payment reconciliation journal no longer fails with a missing permission for bank account ledger entries when lines are applied to open sales documents or payment groups
  • Add feature #65727 #62004 Reversing a posted payment reconciliation also reverses the postings to G/L accounts and the clearing of the transit account, and releases the bank transactions for a new reconciliation
  • Fix issue #65727 Postings that the user keeps in the reversal wizard are no longer reversed, also for payment reconciliations posted with Post Payments Only
  • Improved FinTS interface handling in Bank Account

Version 18.3.531.27597

  • Add feature #63529 VAT fields in Bank Acc. Reconciliation Line
  • Add feature #65374 Add IBAN/BIC schema validation
  • Add feature #65727 Reverse Bank Reconciliations
  • Fix issue #65742 Apply automatically does not apply all transactions in automated retrieval
  • Fix issue #65743 Extended payment suggestion creates negative payments for certain scenarios

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 split 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 too 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 Reference 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 retrieval
  • 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 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.
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