Features
- AI copilot - Added knowledge base search functionality to improve response accuracy and relevance.
- AI copilot - Improved session reliability when interrupted during the first interaction.
- Revenue recognition - Added ARR and MRR aggregation reporting for better financial visibility.
- Revenue recognition - Revenue recognition journal entries now automatically update when item income accounts change.
- Bank connections - Enhanced institution sync capabilities with support for Waycore and Westpac AU institutions.
- Stripe integration - Improved transaction display to show payment methods like ACH for better transaction visibility.
- Reporting - Re-enabled Flux report comparison options including year-over-year, year-to-date vs prior year-to-date, and rolling 12-month analyses.
- Reporting - Added ARR per contract endpoint for enhanced contract reporting capabilities.
- Period close - Added ability to lock accounting periods directly from chat interface.
- Account mapping - Added sorting by transaction count to improve mapping workflow efficiency.
Fixes
- Bank matching - Fixed Create & Match functionality for non-USD bank accounts that was previously failing without showing error messages.
- MCP connectors - Fixed incorrect action buttons in the connector dialog when connectors are already installed.
- AI thinking trail - Resolved flickering animation in the AI copilot’s thinking process display.
- Vendor detail pages - Fixed Activity tab not opening properly when accessed from Overview, Draft, and Archived tabs.
- Vendor credits - Corrected tab spacing alignment to match bills layout.
- Terms and payment methods - Updated status filtering to use Overview/Inactive/Archived tabs instead of confusing filter options.
- Classifications - Renamed “Archive” actions to “Delete” to accurately reflect the actual behavior.
- Brex integration - Fixed entity mapping status not properly updating when unskipping entities during onboarding.
- Fixed assets - Corrected exchange rate row alignment when validation errors are displayed.
- Bank matching - Fixed issue where manually uploaded bank statement lines disappeared after being matched.
- Archive actions - Resolved validation errors when archiving records from list views across multiple record types.
- Items - Fixed archived items not appearing in Archived tab after bulk archive operations.
- Checks - Added missing Recover action for archived records in Archived tab and detail pages.
- AI copilot - Fixed issue where remaining skills were dropped after loading one skill.
- Revenue recognition - Corrected ARR calculation errors for multi-year performance obligations.
- Bank connections - Fixed sync runs getting stuck in landing status.
- Anomaly detection - Fixed duplicate detection links that resolved to 404 errors in copied sandboxes.
- Reporting - Fixed Balance Sheet multi-company reports incorrectly showing local currency amounts instead of reporting currency.
- Reporting - Fixed issue where removing subtotals in report settings did not actually remove them from the report.
- Reporting - Fixed custom formula rows inserting in incorrect positions.