Features
- AI Copilot - Added PDF report generation capability that renders markdown content into styled PDF documents for email attachments and file sharing.
- AI Copilot - Enhanced email functionality with support for three types of attachments: context summaries, pre-uploaded files, and in-memory CSV exports.
- AI Copilot - Added user settings and memory management with customizable modifier tags, memory toggle, and custom preface options.
- AI Copilot - Added Scheduled Agents interface allowing you to create, view, edit, and manage automated agents with dedicated drawer components for streamlined workflow automation.
- Bank rules - Added natural language bank rule creation that parses rule descriptions and shows preview of matching transactions before saving.
- Bank transactions - Added bulk auto-categorization tool to process uncategorized transactions with AI suggestions and confidence thresholds.
- Approval workflows - Added natural language approval policy creation with fuzzy approver resolution by email, role, or name.
- Approval workflows - Added bulk approve and reject functionality for pending records scoped to the current user.
- Approval workflows - Added reroute approval tool to reassign pending approvals around out-of-office approvers.
- Journal entries - Added reverse journal entry functionality accessible through AI Copilot with automatic date increment and entry mirroring.
- Accounts - Added account merging capability from chat with preview and execute workflow for consolidating chart of accounts.
- Fixed assets - Added read-only tools for viewing depreciation schedules, asset listings, and journal entry explanations.
- Fixed assets - Added disposal functionality covering all asset types with comprehensive field support.
- Close management - Added close checklist viewing tool and period readiness aggregator for monitoring close status.
- Bank connections - Added failed sync listing and retry capabilities with full integration resync functionality.
- Data management - Added mass field application tool to update multiple master data entities with whitelisted fields.
- Tax - Enhanced GL posting with per-component tax entries via regional nexuses for complex multi-jurisdiction scenarios.
- Integrations - Added Salt Edge banking provider support with institution routing and country metadata.
- System administration - Added audit trail query tool and period lock change monitoring for compliance tracking.
- Organization management - Added Last External Login column showing when the last non-DualEntry user accessed each organization, with sortable columns for better organization tracking.
- AI Copilot - Enhanced human-in-the-loop capabilities with interrupt cards that allow you to approve, reject, or respond to AI tool requests before they execute.
- Flux analysis - Added numeric variance filters to filter reports by dollar amount or percentage thresholds, plus structured AI-generated explanations with formatted text and improved review badges.
- Customer statements - Made start date field optional for more flexible statement generation.
- Waycore banking - Added Waycore branding to advanced bank connection modal headers for clearer provider identification.
- Bulk import - Redesigned bulk import interface with improved user experience and streamlined workflow for data uploads.
Fixes
- Stripe integration - Fixed contract end date handling during cancellation workflows to allow proper archival processing.
- Bill.com integration - Fixed account description truncation to 100 characters to prevent API rejection errors.
- AI Copilot - Fixed multi-pause decision replay issues in human-in-the-loop workflows with proper interrupt value handling.
- AI Copilot - Fixed payroll accrual prompt routing to direct queries to the Accruals agent instead of returning generic educational content.
- Organization management - Fixed “Create New Organization” button in Archived tab that was redirecting to 404 page instead of opening the organization creation modal.
- Organization management - Corrected validation message display in the Eval tab question field.
- Amortization schedules - Fixed unexpected field height expansion when Amount field validation is triggered.
- Budget reports - Resolved Income Statement only displaying budgets from the first page, now correctly shows all budget data across pagination.
- Customer deposits - Fixed form layout and validation issues in customer deposit creation and editing workflows.
- Banking connections - Fixed “Keep Connection” button properly closing the connection modal.
- Revenue recognition - Resolved recognition summary true-up calculation errors.
- Field alignment - Fixed misaligned base currency field in company general settings and other form layout issues.
- Form validation - Improved money-in item line validation consistency across invoices, cash sales, and sales orders.
- PDF generation - Fixed Canada tax registration rendering in PDF company sections.
- Navigation - Resolved confirm close dialog accessibility issues and fixed React key prop warnings.
- System performance - Removed unused Next.js data cache functionality to improve application performance and reduce complexity.