Features
- AI Copilot citations - Specialist agents (SQL query, expense analysis, revenue analysis) now properly format record references as clickable citations instead of plain text.
- Bank match automation - Introduced standalone background workers for automated bank transaction matching using both rule-based and AI-assisted methods.
- Fixed assets approval workflows - Added save as draft, submit for approval, approve, and reject capabilities for fixed asset records with full audit trail support.
- Amortization approval workflows - Extended approval workflow support to amortization schedules with draft submission and approval capabilities.
- Stripe payment method vault - Customers can now securely save payment methods through Stripe-hosted pages for future invoice payments.
- Workflow coverage expansion - Added approval workflow support for direct expenses, cash sales, customer prepayments, and customer deposits.
- Journal entries API enhancement - Added updated_after/updated_before filters and created_at/updated_at timestamps to the public journal entries API for incremental synchronization.
- QBO statement reconciliation - Introduced automated reconciliation between QuickBooks P&L statement exports and DualEntry figures.
- Avalara tax code lookup - Added endpoint for searching and selecting Avalara tax codes with real-time lookup capabilities.
- Customer statement search - Enhanced search functionality to recognize ST- prefixes in customer statement searches.
- Stripe revenue recognition aggregation - Added configuration options and processing for aggregated revenue recognition from Stripe transactions.
- Master data search enhancement - Added number field indexing for master data records (customers, vendors, items) to improve search capabilities.
- Overview list tab animations - Added loading animations and optimistic state updates to improve responsiveness when switching between tabs on overview list pages.
- Reports under construction indicator - Added visual indicators for reports that are currently being improved or rebuilt.
- Customer tax exemption management - Enhanced customer tax settings with improved exemption certificate handling for Avalara integration.
- Report center search improvements - Fixed search functionality in Created By filters on the Report Center custom tab.
- Trial Balance date range restoration - Restored the start and end date range picker for Trial Balance reports and improved zero balance display formatting.
- Checklist refresh automation - Creating new checklists now automatically refreshes the checklists list view.
Fixes
- AI Copilot attachment recognition - Fixed issue where running slash skills would disable attachment recognition in the same message.
- Bank reconciliation precision - Resolved 409 errors in reconciliation selection endpoint caused by microsecond precision loss in timestamp comparisons.
- Trial Balance performance - Fixed N+1 query issues in trial balance summary reports by properly grouping related data.
- Draft-only rule tracking - Bank matching rules that only create drafts are now tracked as a separate outcome instead of failures.
- Nexus search - Fixed search functionality for tax nexuses when searching by Nexus ID.
- Multiple reporting fixes - Resolved various balance sheet and trial balance calculation discrepancies, including consolidation amounts, beginning balances, and column totals.
- Vendor metadata tolerance - Made vendor metadata output schema tolerant of missing ID and name fields to prevent 500 errors.
- Fixed asset edge cases - Improved handling of edge cases in fixed asset partial submission workflows.
- Bank transaction loading - Fixed issue where bank matching failed to load transactions for linked bank accounts.