Features
- Multi-currency dashboard - Dashboard widgets now convert monetary figures into your selected reporting currency, so currency selection actually changes the displayed numbers.
- Stripe payment charging - Accounts receivable users can now charge stored payment methods directly against open invoices, with payments automatically posting to the general ledger.
- Bill.com Divvy card support - Enhanced Bill.com integration now detects Divvy (AP_CARD) funding accounts and creates mapping opportunities for vendor payments.
- QuickBooks migration improvements - One-click migrations from QuickBooks now auto-map default accounts more reliably and send completion emails only after the initial migration finishes.
- Integration performance boost - Connector processing is now approximately 50% faster due to optimized data handling during aggregation.
- AI Copilot interface redesign - Updated artifacts and settings pages with improved layouts and visual consistency based on the latest design system.
- Bill.com credit card mapping - Credit card options now appear first in the mapping selector when working with Divvy accounts, with credit card selected as the default account type for new accounts.
- Manual tax calculation - Added “Calculate tax” button to line items and expense summaries when tax computation mode is set to manual, giving users explicit control over when tax calculations are triggered.
- Brex integration streamlined - Simplified Brex accounting field configuration by removing GL Account and Accounting Entity overrides, which Brex does not support.
- AI Copilot unreconciled difference proposals - AI Copilot can now propose reconciling journal entries when asked to close unreconciled differences during reconciliation tasks.
- AI Copilot file attachment support - Copilot can now attach files to existing journal entry drafts and other records, with proper ownership validation to ensure only session files are used.
- AI Copilot journal entry line editing - Fixed Copilot’s ability to update customer and vendor information on journal entry lines, including proper support for currency and classification fields.
- Bank transfer import distinction - Bulk imports now differentiate bank transfers by memo field, allowing memo changes to create new transfers while identical memos update existing ones.
- Fixed assets approval filtering - Added approval status filter to fixed assets list view for better workflow management.
- Amortization approval filtering - Added approval status filter to amortization list view and enabled amortization debit account as workflow condition.
- Organization date format preference - Added configurable date format setting to organization preferences with support for MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, DD-MM-YYYY, and MM-DD-YYYY formats.
- Public API account creation - Added POST endpoint to create chart of accounts entries programmatically, enabling accounts to be managed as code during onboarding.
Fixes
- AI artifact search - Fixed search returning no results by ensuring all AI-generated artifacts have descriptive titles.
- Journal entry imports - Bulk journal entry imports now properly handle missing memo fields with default empty values.
- OCR task reliability - Resolved race condition where OCR tasks would fail due to database replication timing issues.
- Search query errors - Fixed crashes when searching for terms like “infinity” or “nan” that could break numeric field queries.
- Bank matching performance - Eliminated slow bulk-delete operations in suggestion cleanup tasks.
- Integration test stability - Fixed flaky tests in record export functionality that were causing intermittent failures.
- Approval workflow modal behavior - Fixed preview drawer appearing underneath workflow creation modals and resolved modal stacking issues in the approval policies interface.
- Currency pagination handling - Resolved frontend currency selection issues when working with paginated currency response data.
- Migration currency display - Fixed currency handling issues during the migration process that could cause incorrect currency selection.
- Dashboard redirect loop in Firefox - Fixed infinite redirect loop issue that prevented dashboard access in Firefox browsers.
- Allocation journal page loading - Fixed allocation journal detail page failures when allocation schedule data is unavailable.
- Dashboard performance - Eliminated render-blocking server requests that were delaying initial page load across all dashboard routes.
- Paycom payroll mapping - Fixed payroll journal entries to follow individual employee to company mappings instead of posting entire pay runs to a single company.
- Bulk import validation errors - Fixed bulk bill imports that were rejecting valid data with generic error messages when required fields contained empty values.
- Direct expense source filtering - Fixed source filter displaying mixed manual and integration records instead of filtering to only selected source records.
- Cross-company transaction deletion - Resolved database constraint violations during sandbox conversion when organizations contain intercompany billing data.
- Xero migration account conflicts - Fixed migration failures when duplicate default tax liability accounts were created by concurrent sync workers.
- Concurrent Stripe charge protection - Added safeguards to prevent duplicate charges when multiple users attempt to charge the same invoice simultaneously.
- Integration record skipping - Excluded skipped integration records from source filters and remote record resolution to improve data accuracy.