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.
- Revenue recognition client forms - Contract creation, editing, and change order forms now load client-side for improved performance and user experience.
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.
- Vendor auto-selection - Fixed issue where newly created draft or inactive vendors were being auto-selected in transaction forms.
- Contract duplication - Fixed error when duplicating revenue recognition contracts by properly resetting obligation IDs.
- Change order GL impact - Resolved production build failure when viewing GL impact tab on change order detail pages.