Release Notes - June 8, 2026

​

Features

• One-click migration - Added streamlined migration path for sandbox organizations that automatically creates accounts, skips zero-transaction accounts, and advances to data sync without manual configuration steps.
• Retained Earnings posting - Enabled direct posting of journal entries to Retained Earnings equity accounts, with automatic reconciliation against computed figures on financial statements.
• Period lock enforcement - Extended period lock protection to all transaction creation and modification paths, preventing any transaction from being saved into locked periods.
• Bulk import child item updates - Re-importing records now updates child items like classification selections to match the uploaded file, adding new selections and removing dropped ones.
• Cash Flow Statement migration - Migrated Cash Flow Statement to the new reporting framework with improved performance and functionality.
• General Ledger report migration - Migrated General Ledger report to the new reporting framework with enhanced features and better user experience.
• Customer Payment column reordering - Added drag and drop functionality to reorder columns in the Customer Payments list view.
• Report detail view column drag and drop - Reports now support dragging column headers to reorder columns in detail view, with changes automatically saved to your preferences.
• Integration audit logs - Added comprehensive audit trail tracking for all integration activities and sync events, accessible through a dedicated activity drawer.

​

Fixes

• Finch mapping preservation - Fixed issue where user-configured field mappings were lost during bulk updates, ensuring custom mapping configurations persist across sync operations.
• Bulk import classification matching - Improved classification name matching in bulk imports by adding exact name alias support for more accurate record matching.
• Customer deposit field handling - Fixed field validation and processing for customer deposits in bulk import operations.
• Fixed asset required fields - Updated bulk import to properly mark required fields for fixed asset records, preventing incomplete imports.
• Account type validation - Fixed Chart of Accounts validation when changing account type and parent account in a single save operation.
• API error messages - Replaced technical database constraint errors with user-friendly messages across all API endpoints for better error handling.
• Close checklist filtering - Added progress status filter to Close Checklists with proper status options (overdue, not started, in progress, completed) that match displayed statuses.
• Bank connection sync - Fixed transaction sync cursor persistence and implemented backfill capability for Plaid connections to resolve transaction gaps.
• Inbox contract display - Fixed Customer/Vendor column in transaction approval queue to properly display contract customer names instead of showing blank values.
• Integration field preservation - Fixed issue where target type IDs were not preserved during integration updates, ensuring field mappings remain intact.
• Plaid account discovery - Enabled account selection parameter during Plaid connection updates to ensure newly discovered accounts appear upon reconnection.
• Contract cadence deprecation - Removed deprecated contract-level cadence fields from business logic while maintaining backwards compatibility.
• Customer and vendor validation - Relaxed phone field length limits and address validation requirements to accommodate external integration data from systems like Salesforce.
• Recurring invoice imports - Restored bulk import update functionality for recurring invoices, preserving existing invoice details during updates.
• Purchase order migrations - Restored match keys and defined reference number fields for purchase order migration processes.
• Customer deposit multi-row import - Enhanced customer deposits to support multi-row import records, allowing multiple item rows to collapse into a single deposit.
• Ramp integration reliability - Improved Ramp integration to handle transaction retries and ignore archived records properly.
• Organization cloning - Fixed production organization clones by scrubbing external bank identifiers that were causing unique constraint violations.
• Allocation Schedule status display - Fixed issue where status label remained “Active” after switching the toggle to inactive state.
• Required field indicators - Added missing asterisk (*) indicators to mandatory fields across Item Receipts, Item Fulfillments, Inventory Receipts, Locations, and Company payment information forms.
• Actions column visibility - Restored missing kebab menus in the Actions column for Checks archive tab, Transactions approval queue, Bills, and Vendor Prepayments lists.
• Field alignment on validation errors - Fixed form field alignment issues that occurred when validation errors appeared, particularly in Vendor Refund and Direct Expense forms.
• Search functionality - Resolved issue where Invoice search displayed “No matching Invoices found” despite records existing.
• Column sorting - Enabled sorting by Amount Paid, Amount Due, and Remaining Amount columns on Bills and Vendor Prepayments lists.
• Company drawer navigation - Fixed incorrect company drawer behavior on record list pages to use proper full-page navigation instead.
• Modal layering - Resolved issue where New Template and Rename modals opened behind the Templates side drawer in Close Checklist.
• Customer Statement date validation - Added validation to ensure Statement Date falls within the selected period range and fixed balance calculations for statements with dates before period end.
• Migration analysis error messages - Improved error display during file analysis to show user-friendly validation messages instead of technical error traces.
• List refresh after creation - Fixed issue where newly created Nexuses did not appear in the list until manual page refresh.
• Report input validation - Fixed textarea border highlighting to show validation errors on all four sides in Report Center.
• Company filtering - Restored company filter functionality on Locations list page.
• Field placeholders and labels - Corrected misleading placeholders and labels across multiple forms, including changing “Memo” to “Description” in Direct Expense line items and updating “Inventory” to “Item” in headings for Item Receipts and Fulfillments.
• Fixed asset pagination - Fixed pagination section positioning to remain properly anchored at the footer in Asset Disposals and Asset Revaluations when record count is low.
• Item record persistence - Fixed issue where edits to archived Item Receipts and Fulfillments were not persisting after refresh, and subsequent edits would fail completely.
• Invoice column sorting - Enabled sorting by Amount Paid column in the Invoices list view.
• Task name validation - Fixed task name field validation to use Formik validation instead of browser validation and prevented password manager autofill interference.