Features
- NextDay Migration loading screen - Added a full-screen loading state while converting sandboxes to migrated organizations, with immediate migration start when clicking the redesigned “Start your NextDay Migration Now” CTA.
- Trial Balance date picker enhancement - Switched Trial Balance reports to use an as-of-date picker instead of date ranges, simplifying report generation by computing results from a single end date.
- Trial Balance Debit and Credit columns - Added optional Debit and Credit column selector on Trial Balance summary reports, giving users more control over displayed monetary data.
- Contract template payment methods - Added payment method selection to contract template forms, matching the functionality available in the main contract creation workflow.
- Custom scrollbar styling - Updated scrollbar appearance across the application for improved visual consistency and user experience.
- AI Copilot developer documentation access - Expanded AI Copilot’s knowledge base to include developer documentation, enabling citations from API reference guides and technical documentation alongside accounting resources.
- Bank reconciliation AI tools - Added new AI Copilot tools for managing bank reconciliations, allowing users to list, check status, create, and finalize reconciliations through natural language commands.
- Approval workflows for Fixed Assets and Amortization - Added approval workflow capabilities to Fixed Assets and Amortization modules, enabling structured review processes for asset and amortization transactions.
- Stripe subscription billing improvements - Enhanced Stripe integration to calculate subscription bills as periods multiplied by rate rather than flat totals, providing more accurate billing breakdowns.
- Personalized prospect onboarding - Added AI-powered personalized onboarding for new prospects, featuring tailored welcome messages and customized feature recommendations based on HubSpot profile data.
- Contract start date sorting - Added start date as a sorting option for contracts, improving organization and navigation of contract lists.
- Custom Report Builder row group options - Added “Do Not Expand” option for row groups in Custom Report Builder, giving users more control over report presentation and data organization.
Fixes
- AI Copilot chat panel overflow - Fixed issue where response content was cut off in the chat panel, requiring unnecessary scrolling to read full responses.
- AI Copilot skills dropdown navigation - Fixed skills dropdown menu links that were directing users to outdated pages instead of current skill management interface.
- AI Copilot fullscreen transition - Removed automatic transition to fullscreen mode that was interrupting user workflow.
- Tax nexuses export completeness - Fixed missing columns and records in nexuses export files to match the complete data shown in the UI list.
- Item receipts status filter - Corrected status filter to show only valid receipt states, removing non-existent “Active” and “Inactive” options.
- Custom fields form rendering - Resolved error that occurred when custom fields loaded during initial page render, improving form stability across customer deposit workflows.
- AI Copilot customer payment validation - Improved AI Copilot’s handling of customer payments by adding validation checks for invoice amounts and future-dated transactions, ensuring more accurate payment processing suggestions.
- AI Copilot documentation citations - Enhanced citation system to link directly to specific sections within documentation pages rather than just page tops, making it easier to find relevant information.
- AI Copilot vendor listing routing - Fixed routing issue where “list all vendors” queries were incorrectly directed to record retrieval instead of the proper query agent.
- AI Copilot streaming response duplication - Resolved issue causing duplicated or garbled text chunks during complex AI operations involving multiple sub-agents running simultaneously.
- AI Copilot citation spam reduction - Improved citation behavior to avoid repeatedly citing the same documentation page within a single response, reducing redundant citations while maintaining helpful references.
- AI Copilot record preview duplication - Fixed issue where record previews were displayed twice during journal entry editing operations.
- AI Copilot session intent visibility - Prevented internal session intent information from appearing in user-visible chat responses, keeping the interface clean and focused on user-relevant content.
- AI Copilot customer credit draft linking - Fixed customer and vendor credit drafts to properly maintain source record links when creating new transactions.
- Brex MCP server integration - Fixed Brex MCP server tool discovery that was failing with “could not discover tools for this server” error, restoring proper Brex integration functionality.
- QuickBooks Online transfer currency handling - Fixed import failures for QBO transfers by properly deriving currency from transfer records rather than relying solely on account-based currency detection.
- NextDay Migration session handling - Improved migration process to avoid logging users out mid-migration by deferring source system teardown until after successful session transfer.
- Migration account sorting - Fixed transaction count sorting to properly display accounts with zero transactions at the top of migration lists.
- Ramp reimbursement categorization - Fixed issue where departments and classifications were not being properly applied to bills during Ramp reimbursement synchronization.
- Fixed Asset Register custom reports - Resolved “error fetching report data” failures when loading Fixed Asset Register custom reports.
- Balance Sheet Detail classification filtering - Fixed Balance Sheet Detail view to show only filtered transactions in classification pivot rows instead of displaying all transactions.
- Identifier column formatting - Fixed formatting of identifier-like columns (account numbers, customer IDs, codes) to display as text rather than numbers, preventing unwanted thousands separators and right-alignment.
- Transaction monitoring statistics overflow - Fixed numeric field overflow errors in transaction monitoring statistics for high-value transactions in currencies with large denominations.