Features
- AI Copilot artifact creation - Added endpoint for embedded copilot to register surface context artifacts when users navigate within copilot components.
- Bills bulk import - Added Reference Number column to bills bulk import and update templates for easier bulk management.
- Amortizations - Added support for negative accumulated balances and one-time billing frequency for contract obligations.
- Customer statements - Enabled re-sending customer statement emails after initial delivery.
- Contract management - Added days until expiry field and filter, plus enhanced change order tracking with audit logs and summary endpoints.
- Canadian tax compliance - Added support for regional nexuses (GST/PST/HST) with tax recoverability validation.
- MCP integration - Added logo URLs to MCP server responses and improved Slack channel listing with flexible name matching.
- Trial Balance reporting - Added new trial balance endpoint for comprehensive account balance reporting.
- Brex integration - Added source links to synced transactions and support for VAT rate data push to Brex.
- Deel integration - Added support for Deel EOR worker payroll integration.
- Fivetran connectors - Enabled NetSuite SuiteAnalytics and Sage Intacct migration setup flows.
- Public API - Added amount due filter to invoices list endpoint and classifications support for customer and vendor credits.
- MCP user authentication - Added per-user OAuth credential management for MCP servers, allowing individual users to connect and manage their own MCP integrations.
- AI Copilot tool updates - Extended tool update notifications to handle entity modifications (Customer, Vendor, Item) and notify affected artifacts.
- Bulk import engine - Added new CSV and XLSX parsers with streaming support, encoding detection, and unified processing interface.
- Canadian tax registration - Enhanced tax registration numbers logic for Canadian GST with support for multiple jurisdiction-specific registration numbers.
- Payroll accrual - Added default closing month support and improved accrual line generation for payroll processing.
- Data sync filtering - Extended integration data sync to filter by transaction date instead of sync date for improved reporting accuracy.
Fixes
- Bulk import - Fixed missing classification values in bulk update template rows for proper data export.
- Amortization calculations - Corrected off-by-one error in remaining period calculations when accumulated through dates are at month end.
- Contract scheduling - Fixed errors when obligation-level billing or recognition intervals are null by using contract-level defaults.
- Ramp integration - Resolved sync status issues for reimbursements and improved URL handling for vendor payments.
- Bank matching - Enhanced inactive account guards in transfer draft creation to prevent validation errors.
- Organization cloning - Fixed rollback handling for failed partial writes and replaced name-based matching with ID-based lookups.
- Integration records - Improved performance by eliminating N+1 queries in Finch integration serialization.
- Content type caching - Optimized database queries by using cached ContentType lookups across multiple API endpoints.
- MCP tools - Fixed record ID handling for IntercompanyJournalEntry objects and improved error responses for unknown record types.
- Contract metrics - Fixed null handling in contract change order data and improved integration bulk archive processes.
- Journal entry reversals - Fixed imported journal entry reversals not posting to the General Ledger by setting correct record status.
- Bank reconciliation - Fixed statement balance updates when the balance is zero by ensuring zero values are properly persisted.
- Payroll accrual - Fixed accrual line generation for credit lines by gating each side independently on its own base.
- Ramp integration - Fixed custom field option reactivation errors by handling already-active options as no-op operations.
- Stripe integration - Fixed duplicate transaction issues by ignoring archived duplicate transactions during sync.
- Custom field validation - Added proper date validation for custom fields in bulk import operations.