Features
- Salt Edge bank connections - Added support for EU and UK bank connections through Salt Edge integration, including transaction sync and widget connection flow.
- Bulk import error logs - Downloadable CSV error logs are now available for bulk import failures, making it easier to identify and resolve import issues.
- Customer and vendor assignment in bulk imports - Added optional Item Customer and Item Vendor columns to Bill and Direct Expense bulk import templates for line-level assignment.
- Amortization vendor tracking - Added optional vendor field to amortization entry records for better expense tracking and reporting.
- Personalized copilot suggestions - AI copilot now provides personalized suggestions based on your recent activity, with an expanded 5-day activity window for better recommendations.
- Enhanced bulk import validation - Improved validation for multi-row records and added chunked processing for large file imports.
- Revenue recognition filtering - Added recognition strategy filter to obligations list and usage obligations field to contract schema.
Fixes
- Stripe subscription archival - Fixed issue where active subscriptions with reversed cancellations were incorrectly archived due to stale cancel_at timestamps.
- Brex account deactivation - Resolved issue where GL accounts were repeatedly getting disabled after being manually enabled during reconnection.
- HubSpot custom line items - Fixed import failures for HubSpot deals containing custom ad-hoc line items.
- QuickBooks migration vendor credits - Improved vendor credit creation during migration when vendor cannot be determined from journal entries.
- Journal entry reversal - Fixed blocking issue when unlinking journal entry reversals with existing bank-match links.
- Bank match rule parameters - Preserved check_number and expense_description parameters in bank match rule API responses.
- Bulk import date formats - Added support for ISO 8601 date formats in CSV imports for better compatibility.
- Bulk import header matching - Improved column header and enum value matching during import mapping.