Features
- AI Copilot Plan View - AI-generated task plans now display inline with conversation prompts for better visibility and workflow clarity.
- Bank Match Preview - Added preview endpoint for bank reconciliation rules, allowing you to see the proposed match before applying changes.
- Contract Template Item Names - Contract obligation templates now include item names in API responses for easier identification and management.
- Customer Data Sync to Brex - DualEntry customers can now be automatically synced to Brex as custom ERP fields with transaction mapping support.
- Bulk Import Streaming - Large file imports now process records in streaming mode, improving memory efficiency and performance for multi-thousand row files.
- Trial Balance Customer Pivot - Added column pivot option to trial balance reports, enabling customer-specific breakdowns for enhanced analysis.
- Enhanced Performance Monitoring - Improved system observability with detailed performance tracking across AI operations and tool execution.
- VAT and GST Rate Management - Added comprehensive view and edit capabilities for VAT and GST tax rates with improved validation and form layout.
- Paper Check Recovery - Archived paper checks can now be restored using new Recover actions in bulk operations, row menus, and check detail pages.
- Revenue Recognition Page Migration - Legacy change-order and termination redirect pages now use client-side navigation for improved performance.
- Customer Transaction Controls - New transaction creation is now properly disabled for archived, drafted, or inactive customers to prevent invalid entries.
- Allocation Schedule Validation - Added error toast notifications when mandatory fields are missing during allocation schedule creation.
Fixes
- AI Copilot Line References - Fixed missing line-level record references in copilot-generated customer deposits, vendor payments, customer payments, customer refunds, and vendor refunds.
- Aging Report Drill-down - Resolved issue where drilling into “No Vendor” or “No Customer” rows in aging reports returned incorrect or empty results.
- Trial Balance Customer Assignments - Fixed imported journal entries with customer assignments not appearing correctly in trial balance reports.
- Fixed Asset Register Sorting - Chart of accounts and beginning balance rows now appear in correct order when Balance column is added to Fixed Asset Register.
- Database Connection Handling - Resolved deadlock issues in sequence generation and improved connection routing for better system stability.
- Rollforward Report Accuracy - Fixed discrepancy where ending deferred revenue didn’t match beginning deferred revenue of the following month.
- Search Performance - Optimized OpenSearch integration to prevent result truncation and improve query response times.
- Custom Fields Server Rendering - Fixed server-side rendering crashes on record detail pages with custom fields.
- Revenue Recognition Obligation Validation - Added proper validation for missing classification fields in contract obligations.
- Bank Match Rule Menu - Fixed issue where rule menu drawer would not close when clicking Edit Rule.
- Audit Trail Record Links - Restored missing record links and role information in audit trail entries for integration-generated transactions.
- Income Statement Row Insertion - New rows and groups now insert at the correct position below the add button instead of at the bottom of sections.
- AI Copilot Navigation - Fixed issue where clicking the sidebar icon did not navigate to the main copilot page when starting new chats.
- Customer Credits Bulk Operations - Resolved context provider issue preventing bulk edit classifications from working properly on customer credits.
- Data Sync Filter Performance - Fixed transaction type filters triggering invalid mapping requests when scoped by entity type.