Features
- AI Copilot integration - The AI copilot now appears directly on record and entity view pages, providing contextual assistance while you work with your data.
- Copilot skill versioning - View version history for custom copilot skills and scheduled agents, with the ability to preview, restore, or archive previous versions.
- Chat session sharing - Share copilot chat sessions with your organization or keep them private, with clear visibility indicators and shared session management.
- Plan and execute mode - New AI copilot capability that breaks down complex tasks into steps and executes them automatically using your accounting data.
- Vendor prepayments - Create and manage vendor prepayment records to track advance payments to suppliers.
- Vendor credits - Process vendor credit memos and apply them against outstanding balances.
- Direct expense recording - Create direct expense entries without requiring a bill or payment workflow.
- Items list export - Export your items list with full filtering and selection options to CSV or Excel formats.
- Enhanced bulk import - Redesigned bulk import interface with improved field mapping, validation feedback, and support for both V1 and V2 record formats.
- Subsidiary management - Enhanced subsidiary creation workflow with improved relationship mapping between parent and child entities.
- Sandbox auto-provisioning - One-click sandbox environment creation with automated data copying and lifecycle management.
- Salt Edge banking integration - Connect EU and UK bank accounts with automated transaction sync and backfill capabilities.
- Plaid OAuth support - Enhanced Plaid integration with OAuth flow support for secure bank account connections.
- Customer reporting improvements - Unified customer dimension in reporting with improved aggregation and cross-module visibility.
- Enhanced skills management - Updated skills page interface with improved navigation and skill management capabilities.
- AI tools interface improvements - Redesigned tools page with streamlined workflow management and tool configuration options.
- Personalized recommendations - User-specific recommendations now appear in relevant sections based on your usage patterns and account setup.
Fixes
- Copilot display issues - Resolved issue where embedded copilot appeared blank in certain production environments.
- Spotlight Search - Fixed bug where spotlight search failed to open new copilot chat sessions.
- Billing validation - Corrected frontend billing logic that failed for contracts without end dates due to validation errors.
- Vendor payment processing - Improved transaction picker for vendor payments using updated backend endpoints for better performance and reliability.
- Contract archive cascading - Fixed issue where archived contracts from Stripe integrations weren’t properly cascading to related revenue recognition records and invoices.
- Stripe revenue recognition - Resolved issue where contracts scheduled to cancel weren’t properly reflected as active in revenue recognition processing.
- Organization copy reliability - Improved handling of single-object relations during organization copying operations.
- QBO migration vendor handling - Bill payments with missing vendor mappings now automatically route to an “Unknown Vendor” placeholder instead of failing.
- Salt Edge webhook processing - Enhanced error handling for unknown webhook stages to prevent service disruptions.
- Bulk import entity support - Extended bulk import validation to properly handle entity record types and reference mapping.
- Departments mapping completion - Improved clarity for departments mapping completion status during onboarding workflows.
- Reconciliation editing - Fixed issue where editing existing reconciliations required a later date selection unnecessarily.
- Chart of Accounts performance - Migrated data flows to improve loading performance and responsiveness.
- Dashboard reliability - Enhanced error handling when organization settings are temporarily unavailable to prevent dashboard crashes.
- Integration data sync - Improved error handling for integration pages when backend services are temporarily unavailable.
- Error page functionality - Fixed refresh button behavior on error pages to ensure consistent reload functionality.
- Bill creation retry protection - Added safeguards to prevent duplicate bill creation when users retry after network errors.
- Customer statement creation - Enhanced error handling to prevent duplicate customer statements during retry scenarios.
- Customer deposit processing - Improved retry logic for customer deposit creation to prevent duplicates during network issues.
- Authentication error handling - Better handling of unauthorized access scenarios with clearer error messages.