Features
- Trial Balance date selection - Trial Balance reports now use a single as-of-date picker instead of a date range, making it consistent with other balance sheet reports and simplifying report generation.
- Contract template enhancements - Contract templates now include payment ID fields for improved payment tracking and contract management.
- Bank reconciliation matching - Enhanced bank transaction matching with support for rule-based automated matching, allowing you to create and match transactions using predefined rules for faster reconciliation.
- Customer and vendor hierarchy filters - Line Customer and Line Vendor report filters now support parent-child hierarchy views with “Include Children” functionality, matching the organization structure used in other customer reports.
- AI Copilot session tracking - The AI Copilot now provides enhanced session lifecycle tracking with detailed routing and delegation events for improved transparency during complex accounting queries.
- Cryptoworth MCP integration - Added one-click Cryptoworth MCP marketplace preset that enables the AI Copilot to connect to crypto sub-ledger data including portfolio positions, gains and losses, transactions, cost basis calculations, DeFi positions, and reconciliation status through OAuth2 authentication.
- Custom Report Builder row group expansion - Row groups in Custom Report Builder now include a “Do Not Expand” option, giving you more control over how detailed information is displayed in your custom reports.
- Classifications record type clarity - Classifications forms now display clear sub-headers that explain the OR relationship between record types and companies, making it easier to understand classification criteria.
- Sandbox migration performance - Sandbox environments now use an archive-and-swap migration flow that provisions a fresh organization and moves users to the new environment in seconds, replacing the slower in-place data clearing process.
Fixes
- Revenue recognition contract templates - Resolved type errors that could occur when working with contract templates in the revenue recognition module.
- Customer drawer layout - Fixed inconsistent padding between the footer and content areas in the customer details drawer.
- Recurring transaction validation - Improved error messaging for recurring invoices and cash sales to clearly show validation errors when items have zero quantity or zero total amounts.
- Income Statement formula rows - Newly created row groups now appear immediately in the formula row insertion search, eliminating the need to refresh the page.
- Fixed Asset Register custom reports - Fixed an issue where saved custom Fixed Asset Register reports would show a blank page when accessed from the Report Center.
- Custom report row groups - Row group totals in custom reports now display correctly at the bottom of their respective sections with proper formatting and positioning.
- Bank reconciliation status updates - Fixed an issue where bank reconciliations would not properly update to “Reconciled” status after completion when archived items were present.
- Multi-currency bank matching - Resolved currency mismatch errors that could occur when matching transactions in the same currency due to external account currency field drift.
- Database query performance - Improved performance across multiple endpoints including bills, intercompany journal entries, and customer payments by eliminating inefficient database queries.
- AI Copilot company selector - Fixed multiple vertical scrollbars appearing in the company selection dropdown within the AI Copilot interface.
- Nexus memo field display - Corrected an issue where memo field text was incorrectly displayed in the Description column on the Nexus list page.
- Currency bulk operations - Fixed “Failed to toggle currencies” error when using bulk toggle actions on multiple active and inactive currency records, with improved error messaging.
- Company creation navigation - Fixed an issue where clicking “Create New” from the company details drawer would close the drawer instead of opening the New Company page.
- Fixed Assets asset class search - Resolved search functionality in Fixed Assets asset class dropdowns to properly return matching results.
- Items archived record options - Removed unexpected “Recover as Draft” and “Recover and Post” options from archived item detail pages that don’t use draft workflows.
- Contract search in invoices - Fixed contract dropdown search functionality in invoices to properly display matching results when searching by Contract Number.
- Vendor drawer footer alignment - Corrected footer button alignment in vendor drawers to match the form body layout.
- QBO migration classification editing - Fixed crashes that occurred when editing classification attributes during QuickBooks Online migration.
- Default dashboard actions - Removed rename and delete options from default dashboard action menus, as these operations are not supported for system dashboards.
- API error handling - Improved handling of HTML responses from API endpoints to prevent unhandled exceptions during temporary service disruptions.
- Contract template name field validation - Fixed contract template name field to correctly reflect its required status, removing the misleading “optional” hint text.
- Bulk Import mapping step - Resolved Server Components render error that could occur on the Map Fields step during bulk import operations.
- Checks template status dropdown - Fixed an issue where the Active status dropdown was not clickable in New and Edit Template forms for check templates.
- VAT rate name validation - Fixed validation for VAT and GST rate names to properly reject whitespace-only input with clear error messaging.
- Allocation journal bulk actions - Fixed “Field required” validation errors that occurred when archiving or recovering allocation journals from the kebab menu or bulk selection.
- New Company button permissions - Hidden the New Company button from view-only users to prevent access to restricted functionality.
- AI Copilot period comparison reports - Fixed an issue where period-over-period reports would incorrectly show identical totals for both periods, preventing accurate change calculations.
- Fixed Assets excluded accounts - Fixed excluded account filters in Fixed Asset reports to properly hide selected accounts when “Exclude selected accounts” is enabled.
- Invoice item validation - Resolved “record blocked” errors that could incorrectly appear when changing items on invoices where no discount strategy was being modified.
- Close Management import status - Improved error messaging for close process import failures to provide clearer guidance on resolution steps.
- Bank connection health monitoring - Fixed attribute errors in bank connection health check processes that could cause monitoring failures.
- AI Copilot session links - AI Copilot session links shared to Slack now direct users to the read-only session replay page for better review experience.
- Payroll sync logging - Removed excessive error logging for expected dual-line accounting adjustments in payroll syncing that was generating unnecessary alert noise.