Features
- Customer import template - Added support for assigning parent customers during bulk customer imports.
- Report filtering - Customer and vendor filters now display complete parent-child hierarchies with “Include Children” support for better organization visibility.
- Integration sandbox routing - Separated sandbox and production integration restrictions from organization sandbox labels for more flexible deployment configurations.
- AI Copilot interrupts - Improved customer payment creation flow with better interrupt handling for future-dated invoices and enhanced validation prompts.
- Documentation citations - AI Copilot now properly converts all relative documentation links into clickable citations, improving the help experience.
Fixes
- Bulk import grouping - Resolved an issue where multi-row imports would fail due to column header parsing problems with trailing hints.
- Cubby integration - Fixed point-of-sale and manually-entered payments not posting as journal entries in the Cubby integration.
- Database sequence reset - Fixed a crash in sandbox export tasks caused by incorrect primary key column references in sequence reset operations.
- WorkOS user provisioning - Handled rare race conditions where user accounts disappear during organization membership provisioning.
- AI Copilot routing - Fixed “list all vendors” queries being routed to the wrong processing agent.