Features
- Fixed Assets approval workflow - Save fixed asset records as draft and submit them for approval through the standard approval workflow system.
- Tax settings API - Configure tax computation mode (manual or automatic) and tax reminder settings through the organization settings API.
- Customer tax exemption - Apply Avalara entity use codes for customer tax exemptions, with a new API endpoint to manage exemption codes.
- Date range filtering for consolidated rates - Query consolidated rates across multiple months using start_date and end_date parameters instead of requesting one month at a time.
- Customer credit approval workflows - Submit customer credits through the approval workflow system for proper review and authorization.
- Company search for bills - Search and filter bills by company name and ID in the document search interface.
- Stripe integration aggregator - New aggregation engine for high-volume Stripe clients that routes records into configurable buckets and creates DualEntry entities based on workflow manifests.
- Integration record aggregator - Config-driven workflow system that aggregates integration records, classifies amounts into named buckets, and materializes corresponding entities like contracts, invoices, payments, and journal entries.
- Custom fields on invoices and bills API - Invoice and bill list endpoints now return custom field data, matching what’s available on detail endpoints.
- Bank match re-evaluation - Automatically retry matching for previously unmatched bank transactions when new entries are posted.
- AI copilot context overflow handling - Graceful handling of context window limits with structured warning messages instead of generic errors.
- Plan step completion tracking - Live status updates for task plan steps during AI copilot execution with persistent completion signals.
- Contract invoice editing restrictions - Contract invoices can now only edit memo, reference number, term, due date, custom fields, payment method, and attachments to maintain contract integrity.
- Revenue recognition mode selector - Configure recognition mode settings on contracts with visual indicators in the subledger interface.
- Stripe revenue workflow routing - New workflows tab for Stripe integrations with configurable routing rules for revenue processing.
- API key modal text wrapping - Improved text display in API key creation modals for better readability.
- Git worktree management tools - Developer productivity scripts for managing parallel code branches and development environments.
- Custom scrollbar styling - Improved scrollbar appearance and behavior across the application interface.
Fixes
- Items source filter - Fixed source filtering on the Items list to properly filter records and display the correct source information.
- Customer report filtering - Resolved issue where customer-filtered reports showed data for all customers instead of only the selected ones.
- Xero migration voided journals - Voided manual journals from Xero migrations now import as archived records instead of affecting actuals.
- Customer payment attribution - Restored proper attribution of overpayments and deposits in customer-scoped reports and AR aging.
- Tax computation mode default - New organizations now default to automatic tax computation instead of manual mode.
- Celery task retry reliability - Added automatic retries for database connection errors in login audit and workflow scheduling tasks.
- Bank match processing distribution - Spread bank match processing to prevent load spikes during high-volume operations.
- MCP outbound tool execution - Fixed first-call failures and database connection leaks in Model Context Protocol outbound tool calls.
- Ramp integration demo mode - OAuth connect flow now properly honors demo integration settings and uses sandbox credentials.
- Organization currency provisioning - Fixed currency matching issues when provisioning new sandbox environments.
- Journal entry N+1 API calls - Eliminated redundant account API requests when loading journal entries to improve page performance.
- Company creation drawer - Fixed issue where create new company screen would not appear after clicking the Create New button.
- Status filter label consistency - Standardized approval status labels to consistently show “Pending Approval” across all interfaces.
- Currency revaluation status filtering - Fixed status filter accuracy on the Currency Revaluation page to show correct results.
- Vendor list sorting - Newly created vendors now properly appear at the top of the vendor list in descending order.
- Tax calculation request throttling - Added debouncing to reduce redundant tax calculation API calls during form input.
- Form state caching - Fixed infinite loop warnings by properly caching server-side form snapshots.
- Onboarding company structure - Prevented creation of multiple top-level companies that would cause finalization errors.
- Fixed asset 404 handling - Added proper error page display when accessing invalid fixed asset IDs.
- Journal entry reversal validation - System now properly requires reversal date when reversal option is enabled.
- Tax registration data handling - Cleaned up legacy tax registration number handling to use structured record format.
- Integration sync status badge - Fixed multi-line display issues with sync status indicators in integration panels.
- Trial Balance FX totals - Fixed foreign exchange totals in Trial Balance summary to properly match Balance Sheet by using inception-to-date calculations.
- Company address persistence - Fixed issue where selecting only a country in company address would not save the address information properly.
- Draft record filtering - Fixed approval workflow filtering on draft tabs to exclude records with approval workflows from the draft view.