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.
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.