Release Notes - June 9, 2026

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Features

• Enhanced rate precision - Increased rate field precision to 10 decimal places for bills and invoices, with adaptive display formatting that shows 2 decimal places by default and extends to full precision when needed.
• 2FA reset for administrators - Added ability for administrators to reset two-factor authentication for users in the management console with success and error feedback.
• Improved import result details - Enhanced bulk import result modals with more detailed step information for better visibility into the import process.
• Migration completion notifications - Users now receive email notifications when data migrations from QuickBooks Online or Xero finish, whether successful or failed, with direct links back to the Data Sync page.
• Contract performance obligations - Added item name field to contract performance obligations in the V2 API for better tracking and identification.
• Contract approval workflow data - Contract details in the V2 API now include complete approval workflow information.
• Income statement and balance sheet report improvements - Migrated income statement and balance sheet reports to enhanced infrastructure for better performance and reliability.
• Sandbox session alerts - Added enhanced Slack notifications for sandbox logins with user details and PostHog session replay links for better monitoring.
• AI copilot embedded reports - Enhanced AI copilot with contextual information from reports for more accurate and relevant responses.
• Improved organization copying - Upgraded organization duplication system with more reliable cloning engine for better setup consistency.
• AI copilot session debugging - Added management command to export complete AI copilot conversation history for troubleshooting and analysis.
• Contract billing separation - Split billing and recognition schedules into separate configuration options for more flexible contract management.

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Fixes

• Customer payment sorting - Fixed ability to sort customer payments by unassigned amount column.
• Profile picture uploads - Fixed failure when cropping large PNG files by improving blob URL handling and capping output at 512px for reliable processing.
• Currency field validation - Prevented base currency field from stretching when company validation errors appear on recurring currency revaluation forms.
• Contract navigation - Fixed browser back navigation from contract templates that incorrectly redirected to previously opened modules instead of the contract list.
• Fixed asset breadcrumbs - Fixed depreciation detail breadcrumb links that pointed to invalid tabs and rendered blank pages.
• Quantity validation - Added validation to reject decimal quantities on purchase orders, sales orders, bills, cash sales, and invoices where only whole numbers are appropriate.
• Report filtering - Restored missing filter controls in reports view that disappeared after client-side filter migration.
• System account merging - Fixed chart of accounts merge functionality to properly show system AR/AP accounts as merge targets.
• List pagination - Fixed pagination footer positioning that was locked mid-table when scrolling through long item lists.
• Report column flashing - Eliminated incorrect total column flash on initial report render by fixing server-client hydration mismatch.
• Currency filter mapping - Fixed currency search parameter mapping to properly use transaction_currency field in API calls.
• Bulk Import reliability - Fixed multiple issues with Bulk Import V2 including customer deposit creation failures, duplicate record handling, and field mapping errors across various transaction types.
• Bank connection stability - Resolved issues where newly opened bank accounts weren’t appearing for mapping and fixed transaction dropping on high-volume Chase accounts through Plaid.
• Chart of Accounts validation - Fixed bug where parent account validation used stale data when account type and parent were changed simultaneously.
• Close checklist filtering - Fixed status filter options and functionality in close checklists.
• Period lock enforcement - Strengthened period lock validation across all transaction creation and editing workflows.
• Integration mapping preservation - Fixed issues where Stripe payout account mappings and Finch payroll mappings were being lost.
• Balance Sheet accuracy - Corrected foreign exchange translation calculations that caused balance sheet values to change incorrectly when adjusting date ranges.
• Customer payment data structure - Improved backend data handling for customer payments by consolidating open transaction tabs onto a unified endpoint.
• Empty state centering - Fixed centered alignment of empty and loading states in transaction lists and detail views.
• Validation message consistency - Fixed inconsistent validation message colors in new amortization schedule forms to match design standards.
• Bulk import error messages - Improved error messages in bulk import results to show clear, user-friendly descriptions instead of technical validation errors.
• Custom report archiving - Fixed server errors when archiving custom reports by properly handling background indexing operations.
• Plaid task discovery - Fixed issue where bank connection sync tasks weren’t being processed after system refactoring, preventing transactions from updating properly.
• Integration API performance - Resolved database query inefficiencies on integration transaction endpoints that caused slow response times.
• Customer statement status filtering - Fixed customer statements status filter to properly align with list column values, showing Outstanding, Zero Balance, and Paid options instead of Posted/Archived.
• Item name field display - Fixed UI breaks when entering extremely long text in item name fields by improving text wrapping and layout handling.
• Reconciliation data migration - Enhanced reconciliation data handling by migrating to React Query for better performance and reliability.
• AI copilot response accuracy - Fixed AI copilot from inventing premises not provided in user queries and improved response synthesis to prevent delegated sub-agent responses from appearing verbatim.
• Bulk import field mapping - Fixed missing required fields in bulk import mapping for recurring invoices, ensuring all frequency options are properly surfaced.
• API query optimization - Resolved database query performance issues that caused slow response times on journal entry endpoints.