Release Notes - May 15, 2026

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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.

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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.