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Release - June 11, 2026

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Features

• Expanded Scheduling Options - Scheduled agents can now run on daily, weekly, and monthly intervals in addition to hourly and minute-based schedules. New scheduled agents default to daily frequency for better alignment with finance workflows.
• Enhanced Copilot Panel Width - The embedded Copilot sidebar now opens at 560px width by default, providing better visibility of content without horizontal scrolling.
• Improved Interrupt Response Flow - Press Enter to submit responses in Copilot interrupt dialogs, matching the behavior of the main chat prompt. Shift+Enter still creates new lines in multi-line responses.
• Customer Credit Negative Line Items - Customer credit line items now support zero and negative rates, providing more flexibility for adjustments and corrections.
• Streamlined Tax Rate Filtering - Source filters on tax rate pages now use radio buttons instead of checkboxes for clearer single-selection filtering.
• Report Processing Interruption - Stop report processing mid-run and return to editable filter state instead of waiting for completion. A Stop button appears in the loading overlay while reports are processing.
• Conditional Required Field Hints - Bulk import forms now display hint icons for fields that become required based on other field values, providing clearer guidance during data entry.
• Revenue Recognition Obligations View - New streamlined view for managing revenue recognition obligations with improved usability for creating and updating obligation records.

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Fixes

• Close Checklist Status Filter - Fixed status filter options to show Overdue, Not started, In progress, and Completed statuses that match the displayed checklist progress.
• Copilot Report Adjustments - Adjusting generated reports in Copilot chat now keeps the conversation open instead of redirecting to the Copilot landing page.
• Artifact Type Filter Switching - Fixed artifact type filters to allow direct switching between types (Chart, Report, etc.) without requiring selection of “All” first.
• Schedule Field Alignment - Aligned schedule input fields and labels in the new scheduled agent drawer for consistent layout and spacing.
• Customer Credit Description Field - Removed incorrect required field indicator from customer credit description field to match validation requirements.
• Report Row Hover Highlighting - Fixed hover highlighting to properly highlight pinned columns alongside regular columns when hovering over report rows.
• Vendor Payment Column Visibility - Applied Amount column in vendor payment forms is now always visible and cannot be hidden from the column picker.
• Related Records Tab Performance - Improved performance of related records tabs by migrating to optimized data fetching for multiple record displays.
• Copilot Message Streaming - Fixed message streaming behavior in Copilot conversations to ensure reliable delivery of AI responses.
• Bulk Import User Experience - Enhanced bulk import workflows with improved error handling and validation feedback for better data entry experience.