Release - May 27, 2026

Features

Flux Analysis comparison options - Year-over-year, prior year-to-date, and rolling 12-month comparison options are now available for Income Statement analysis. Balance Sheet includes year-over-year comparisons for enhanced period-over-period insights.
Recurring schedule empty state - Added helpful empty state messaging when no recurring schedule items are configured, making it clearer when schedules need to be set up.
Reports Customize button - The Customize action is now available as a top-level button in report headers for faster access to report customization options.
Bulk Import API integration - Updated bulk import functionality with new API endpoints for improved data processing and import handling.
Customer Deposits transaction dates - Customer deposit transactions now use consistent transaction and posting dates for better record alignment.

Contract status display - Fixed issue where manually archived contracts incorrectly displayed “Active” status badges instead of showing their archived state.
Session management - Improved handling of expired authentication tokens by automatically redirecting users to the login screen when sessions become invalid.
Revenue recognition tax calculations - Updated tax provider integration to use the latest version for more accurate revenue recognition calculations.
Journal entry form layout - Removed empty Actions column from New Journal Entry and New Recurring Journal Entry forms to improve screen space utilization.
Bank reconciliation matching - Unmatchable bank transaction records are now properly excluded from bulk action selections.
Modal navigation - Fixed modal exit functionality to ensure users can always close dialogs regardless of modal state.
Memo field alignment - Fixed misaligned memo field placeholder text for improved form appearance.
Invoice creation error handling - Improved error handling for invoice creation failures to prevent users from being left on retry forms after ambiguous backend errors.
Bank routing number validation - Bank Routing Number field now requires exactly 9 digits, preventing submission of incomplete routing numbers.
Revenue recognition sidebar - Removed revenue recognition item from sidebar navigation for streamlined interface.