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Release - June 12, 2026

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Features

• AI Copilot improvements - Fixed customer deposit creation and improved citation streaming with real-time display during responses.
• Bulk import enhancements - Added clearer error messages for failed rows and automatic field defaulting when exchange rate equals company currency. Download links for import files now available with automatic cleanup.
• Bank reconciliation performance - Implemented bulk operations for faster reconciliation completion and improved status updates.
• Integration sync reliability - Enhanced Ramp reimbursement sync to prevent duplicate activity events and improved Salesforce sync retry mechanisms.
• Report migrations - Migrated tax, revenue, and trial balance reports to the new reporting infrastructure.
• Customer credit flexibility - Added support for negative values on customer credit lines.
• One-click migration improvements - Auto-start migration imports without manual intervention and added QuickBooks Projects mapping support.
• Performance optimizations - Trimmed API response schemas for bill listings, customer payments, and vendor prepayments to improve loading times.
• Revenue recognition contracts - Migrated to contracts v2 endpoints with improved performance and data handling.
• AI Copilot responsive design - Added dropdown controls for tools and schedule options to improve layout on smaller screens.
• Bulk import template access - Added download button for bulk import templates with improved file management.
• Contract form preview - Fixed invoice loading issues and improved preview functionality in contract creation forms.
• Fixed assets transaction linking - Source transactions now display correctly when linking bills, expenses, and journal entries.
• Benchmark organization management - Added snapshot, lock, and restore functionality for deterministic evaluation runs.

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Fixes

• Copilot record grouping - Fixed month grouping crash when aggregating transaction records.
• Bank reconciliation status - Resolved issue where reconciliation status wasn’t updating to “Reconciled” after completion.
• Search functionality - Added case-insensitive search for customer records.
• Organization cloning - Fixed false errors during clean organization copies and improved reference resolution.
• Period lock validation - Completed cleanup of legacy period lock check implementations.
• Flux analysis accuracy - Improved multi-account analysis tools and resolved incorrect net income calculations.
• Transaction status display - Fixed matched status not showing on matched bank transactions.
• Classifications validation - Required classifications now properly validate company scope for cash sales forms.
• Table sorting - Fixed default sort application on table load and improved sort indicator display for visible columns.
• File downloads - Resolved download button functionality across attachment and import interfaces.
• Bulk import error handling - Improved error messages and made duplicate validation errors actionable.
• Classifications display - Corrected required column indicators to properly reflect company-specific rules.