Features
- Revenue recognition contract tools - Added AI copilot tools for searching, viewing details, and creating revenue recognition contracts with full obligation and schedule support.
- Bank transaction API - New public API endpoints for managing bank transactions and matching operations.
- Payroll series detection - AI copilot can now identify recurring payroll journal entries with confidence scores to assist with month-end accrual preparation.
- Scheduled chat access - Organization admins can now access scheduled chat sessions created by any team member for proper oversight and audit purposes.
- Surface context schema - Added backend support for embedded copilot with page-specific context awareness across record views, entity views, and reports.
- Revenue recognition contract change orders - Added support for adding, canceling, and modifying contract obligations with quantity, rate, and discount changes in a single change order.
- Customer credit contract filtering - Customer credit list API now supports filtering by contract ID for better revenue recognition workflows.
- PATCH API support - Added PATCH endpoints for Customer, Vendor, and Classification resources to update specific fields without full record replacement.
- Prepayment suggestions - Bank matching now suggests prepayment transactions when a vendor or customer is identified but no open bills or invoices exist.
- Customer statements list page - Added redesigned customer statements list with filtering, search, and bulk actions.
- Smart record filtering - Invoice, bill, and credit forms now automatically filter related records by selected customer or vendor for faster data entry.
- Multi-currency exchange rates - Exchange rate defaults now derive from company base currency settings instead of hardcoded USD fallbacks.
- Async report exports - Added progress tracking for report exports with real-time status updates during long-running export operations.
- Fixed asset account filtering - Added fixed asset account type to accumulated amortization account filters for improved asset management workflows.
Fixes
- Bulk import validation - CSV imports for customers, vendors, and journal entries now properly validate data and reject invalid values with clear error reporting.
- Audit trail user roles - Fixed audit log to display actual user roles instead of showing all users as Admin.
- Cross-company payments - Corrected general ledger accounting for cross-company payments with custom AP accounts to use the bill’s specific AP account instead of system default.
- Invoice API performance - Eliminated N+1 query issues in public invoice API endpoints for improved response times.
- Fixed asset performance - Resolved N+1 query in custom schedule item deletion to improve fixed asset save operations.
- Customer type validation - Fixed API response errors for customers with non-standard type values imported via CSV or integrations.
- Ramp integration stability - Improved error handling for malformed JSON responses from Ramp API.
- Python 3.13 compatibility - Updated tracing library to resolve runtime errors during async request handling.
- Organization copy payment lines - Fixed cloned organizations to correctly preserve payment-to-invoice and payment-to-bill associations for accurate Outstanding AR and AP balances.
- Document classification filtering - Improved AI copilot to reject non-financial documents when classify intent is triggered through validation workflow.
- Bank Match API validation - Bank match API now properly rejects invalid is_highest_ranked parameter values and returns clear error messages.
- Revenue recognition MCP error handling - Improved error messages and field validation for contract creation through AI copilot tools.
- Flux activity feed display - Fixed flux analysis activity logs to show proper user names and avatars instead of generic timestamps.
- Failed import status - Bulk import screens now correctly display error status for imports that completed with zero records processed.
- Customer children API - Fixed customer hierarchy API to properly handle paginated responses when loading child customer relationships.