Features
- Customer statements - Create, preview, and send customer statements with bulk download capabilities and activity tracking.
- Currency revaluation recurring templates - Added recurring tab to currency revaluations with auto-update functionality for selected accounts.
- Chart of Accounts default sorting - Accounts now load in financial statement order (by account type, then number) for improved navigation.
- Close management task reordering - Tasks in close checklists can now be reordered using drag and drop, with new tasks appearing at the top by default.
- Vendor credits - Added support for creating and managing vendor credit transactions.
- Direct expenses - New transaction type for recording direct business expenses.
- Vendor payments and prepayments - Enhanced vendor payment workflows including prepayment applications and management.
- Payroll integration bulk mapping - Enable bulk mapping for pay statement line items across payroll integrations.
- Revenue recognition contract visibility - Completed contracts are now visible in customer views.
- Custom cash flow reports - Enhanced account picker to include Balance Sheet accounts and improved row editing capabilities.
- AI Copilot payroll accrual worksheet - Added AI-generated worksheet artifacts for payroll accrual calculations.
- Eval cases tag-based categorization - Updated evaluation case filtering and display to use tag-based organization.
- Canada tax nexus configuration - Enhanced tax nexus setup for Canadian operations with country and region selection.
- Revenue recognition invoice memo display - Added memo visibility for performance obligations in invoice grouping views.
- Report package management - Improved design and user interface for creating and managing report packages.
Fixes
- AI journal entry archiving - Fixed system error when archiving AI-created journal entries.
- Archive/recover modal state - Resolved modal state conflicts when transitioning between archived and posted entries.
- Trial Balance date range - Corrected Trial Balance to use single as-of-date picker aligned with company tax period configuration.
- Integration source links - Fixed list page source badges to link to correct per-record URLs instead of generic integration sites.
- Multi-currency form defaults - Resolved hardcoded USD currency defaults to use company base currency across forms.
- Revenue recognition contract termination - Fixed 404 errors when redirecting to contract termination pages.
- Authentication error handling - Improved handling of 401/403 authentication errors to reduce noise in error reporting.
- Archived report package actions - Fixed archived report package detail view to show “Recover” action instead of “Archive” button.