Features
- Multi-currency dashboard - View all dashboard figures in your chosen currency with a new reporting currency selector that mirrors the reports currency control.
- Invoice PDF date formatting - Invoice PDFs now display dates using your organization’s preferred date format setting for consistent formatting across all documents.
- Inactive vendor visibility - Inactive vendors and customers now display an “Inactive” badge in the status column for better record identification.
- Customer statements - Customer statement functionality is now available to all users without feature flag restrictions.
- Subledger lines view - Added a new table view for revenue subledger lines on contract detail pages for better transaction visibility.
- Stripe revenue workflows - Added workflows tab and routing rules list page for enhanced revenue workflow management.
- AP/AR aging reconciler - New statement reconciler for accounts payable and accounts receivable aging reports to streamline reconciliation workflows.
- Organization date format settings - Added date format preferences in organization settings with live preview of formatting options.
- Manual tax calculation warnings - Added warning messages when records are saved without tax calculation in manual mode to prevent incomplete entries.
- Sidebar navigation animation - Improved user experience with optimistic loading animations during sidebar navigation.
- Manual reporting currency rates - Dashboard currency selector now supports manual exchange rates in addition to system rates, matching the reports currency control functionality.
- Vendor payment approval workflows - Added approval workflow support for vendor payments, refunds, credits, and prepayments to match existing customer payment approval capabilities.
- Prepayment application approvals - Approval workflows now support customer and vendor prepayment applications for enhanced control over payment processing.
- Revenue recognition reversals - Added support for reversing revenue recognition entries when contracts are terminated, replacing proration adjustments.
- Contract recognition modes - Added subledger mode option for contract revenue recognition alongside the existing individual posting mode.
- Stripe refund automation - Enhanced refund processing for direct charges with automated credit memo creation and validation.
- Copilot document classification - AI document uploads now intelligently classify invoices vs bills based on document content and user instructions instead of defaulting to bills.
- Search functionality for user management - Added search capability to the user management interface with fuzzy matching and multi-word support.
- Webhook support for developers - Added comprehensive webhook functionality for organizations to receive real-time notifications of record changes and events.
- Enhanced contract templates - Contract templates now properly store performance obligation terms and validate against inactive payment terms.
- Address validation - Added address validation functionality to ensure data quality and compliance requirements.
- Multi-company payroll routing - Extended consolidated payroll journal entry routing to all Finch providers including Paychex Flex, Gusto, Justworks, and UKG Ready.
Fixes
- Item fulfillments filter - Fixed status filter to correctly show Posted/Draft/Archived options instead of non-existent Active/Inactive states.
- Nexus drawer opening - Fixed issue where clicking nexus number/ID would not open the nexus drawer properly.
- Phone validation messages - Improved clarity of phone number validation error messages for better user guidance.
- Vendor table performance - Resolved N+1 API calls that caused performance issues in vendor and item listing tables.
- Custom fields form reset - Fixed custom field forms not properly resetting values and tabs when switching between different field edits.
- Bill expense account mapping - Fixed error messages when bill items have unmapped expense accounts to provide clearer guidance.
- List table layout - Resolved visual gaps in vendor and other listing tables by properly filling available table width.
- Invoice listing refresh - Fixed issue where invoice listings would not update after creating or editing records without manual page refresh.
- Organization settings validation - Fixed save button functionality after validation errors in organization settings forms.
- React key warnings - Eliminated missing React key warnings on list pages including fixed assets overview and other data tables.
- Chart of accounts validation - Fixed validation errors when changing both account type and parent account in a single save operation.
- Cross-company payment exchange rates - Fixed incorrect GL entries for foreign exchange differentials in cross-company vendor payments.
- Customer payment currency validation - Resolved error when processing customer payments with identical base and transaction currencies.
- Copilot journal entry edits - Fixed issue where AI copilot would report successful journal entry updates when no changes were actually saved.
- Date filter validation - Added proper validation for date filters in record searches to prevent system errors from malformed dates.
- Bank match transaction counts - Corrected inflated unmatched transaction counts by fixing historical transaction status labels.
- Report query execution - Fixed broken SQL queries in exported reports that were failing due to improper parameter quoting.
- Bulk customer name updates - Restored ability to update customer names through the bulk import system.
- Multi-currency dashboard conversion - Fixed dashboard widgets incorrectly summing raw amounts instead of applying proper currency conversion for multi-entity views.
- General ledger account exclusions - Fixed issue where excluded accounts were still visible in General Ledger reports after enabling the exclude toggle.
- QBO migration soft deletes - Migration now properly skips Fivetran soft-deleted deposits and transfers instead of importing them as active transactions.
- Aging report performance - Optimized accounts payable and receivable aging report performance by eliminating duplicate queries and unnecessary sorting.
- Task recovery for chat messages - Added automatic recovery system for chat messages stuck in streaming status due to worker failures or crashes.
- Record sync performance - Fixed N+1 query issues in integration record synchronization that were causing performance degradation.