Features
- AI Copilot report control - The embedded copilot now updates report filters in real-time when modifying report views through chat, keeping the report viewer and copilot in sync.
- Audit trail from chat - Access complete record change history directly from the AI copilot. Ask about any record’s audit trail and get a clear table of changes including timestamps, users, and before-and-after values.
- Bank Match from chat - The close management agent can now apply bank matching suggestions directly from chat, streamlining the reconciliation workflow.
- PATCH API endpoints - Added PATCH support for Invoice, Bill, and Customer Payment endpoints, allowing partial record updates without sending complete payloads.
- Reference number for invoice imports - Added Reference Number column to the bulk invoice import/update template, matching the capability already available for bills.
- Improved amortization status - Amortization records now correctly show “Fully Amortized” status when the remaining balance reaches zero.
- Enhanced integration error handling - Better error surfacing for Ramp sync operations and improved handling of unmanaged classification mappings.
- Web search in Copilot - The AI copilot can now search public web sources when internal information is insufficient, with clear citation of external sources.
- Enhanced Copilot context - The embedded copilot now preserves surface context across conversation turns, maintaining clarity when users reference “this” or “that” in multi-turn conversations.
- Customer export performance - Improved performance for large customer data exports with optimized query handling.
- Brex classification sync - DualEntry classifications are now pushed to Brex as custom ERP field values in accounting integration mode, keeping classification data synchronized across systems.
- Bulk import engine extensions - Added happy-path conversion support for 20 additional record types including payments, refunds, deposits, bank transfers, companies, items, and amortizable assets.
- AI tools page - New tools page provides centralized management of AI connectors with connect/disconnect controls and status monitoring.
- Subsidiary organization management - When adding a subsidiary, existing child organizations are automatically reorganized as siblings to maintain proper hierarchy.
- Enhanced record context - Improved context handling for record-specific operations and lookups throughout the platform.
- Bulk import field selector - Added nested field selector for more intuitive column mapping during bulk imports.
- Smart bank matching - New option to match only unmatched transactions, automatically filtering out already reconciled items.
- Meld integration control - Organizations that don’t actively use Meld integration can now hide it from their interface.
Fixes
- Bank reconciliation status - Fixed reconciliation status not updating to “Reconciled” after completion, ensuring status stays in sync with actual reconciliation state.
- Outstanding AP/AR reporting - Resolved discrepancies between Outstanding AP dashboard widget totals and AP Aging report totals for the same filter criteria.
- Access denied on first sign-in - Fixed users incorrectly encountering access denied errors on their first sign-in when webhook provisioning lagged behind authentication.
- Integration authentication - Resolved authentication failures in various integrations including Finch access token validation.
- Zero-amount transaction matching - Fixed errors in bank matching when processing zero-amount financial transactions that could incorrectly trigger vendor prepayment creation.
- Stripe integration sync - Corrected April transaction sync issues in the Stripe integration data sync table.
- Performance optimizations - Improved query performance for customer payment operations, fixed attachment download URLs in public API responses, and reduced database connection timeouts.
- Ramp reconnection for demo orgs - Fixed Ramp integration reconnection process for demo and sandbox organizations that was incorrectly using production environment endpoints.
- Organization clone accuracy - Resolved multiple data integrity issues in organization cloning where copied records, links, or values were silently dropped or incorrectly pointed back to source data.
- Contract billing discounts - Fixed negative residual billing amounts on change orders with discounts and corrected discount amount calculations for endless contracts.
- Ramp reimbursement migration - Aligned reimbursement migration cutoff logic with approval date settings to ensure consistent data filtering.
- OpenSearch connection timeouts - Resolved read timeout errors during OpenSearch reindexing operations that were causing connection failures.
- Bulk import task routing - Fixed bulk import V2 tasks incorrectly falling through to default Celery queue instead of the dedicated bulk import queue.
- Embedded Copilot display - Fixed embedded copilot appearing blank when feature flag is disabled and resolved CSS panel-width variable initialization.
- Depreciation page errors - Fixed error handling on depreciation detail pages by using pre-fetched data instead of making redundant API calls.
- Migration card navigation - Restored click functionality on migration card arrows and relocated analyze button to prevent click interference.
- Contract billing logic - Fixed frontend billing calculations for endless contracts with change orders and discount applications.
- Spotlight Search integration - Fixed spotlight search failing to properly open new copilot chat sessions.