Features
- AI copilot chat sharing - Updated the share chat interface with improved design and user experience.
- Human-in-the-loop workflows - Enhanced the review interface with design improvements for better workflow management.
- Inventory locations management - Added Overview and Inactive tabs to better organize location records, with new activate/deactivate bulk actions replacing the previous archive system.
- Webhooks access - Developers can now access webhook configuration and management through the Developer Access section.
- Benchmark analytics - Added new benchmarking interface for performance comparison and analysis.
- Allocation journals draft tab - Added draft tab to allocation journals list view for better management of in-progress journal entries.
- Revenue recognition summary - Added reversal entries display in the revenue recognition summary table.
- AI copilot chat interface - Implemented sticky composer dock with single scroll container for improved chat experience.
- Avalara integration tax trail - Added tax calculation trail visibility in the Avalara integration page to help with tax calculation debugging and transparency.
- Fixed assets approval policies - Added support for useful life and depreciation method as condition fields in approval policies for fixed assets.
- Customer payment and refund approval workflows - Added approval workflow support for customer payments and customer refunds, matching the existing vendor payment approval capabilities.
- API sorting enhancements - Added amount and date sorting options for purchase orders, sales orders, and contracts in the API.
- Personal date format settings - Added user-level date format preferences that can be configured independently from organization-wide settings.
- Customer prepayment sorting - Added remaining amount sorting capability for customer prepayments and vendor prepayments in the API.
- Bank match rules search - Added search functionality for bank match rules to help locate specific rules more efficiently.
- HMRC integration foundation - Added base infrastructure for HMRC tax integration capabilities.
Fixes
- Vendor payment methods - Fixed issue where inactive payment methods were still appearing in vendor dropdown selections.
- Vendor payment amount updates - Resolved issue where remaining amounts weren’t updating in real-time during vendor payment creation.
- Contracted invoice recovery - Users can now properly recover contracted invoices directly from the invoice list.
- Customer refund check templates - Mandatory fields are now properly highlighted and available in print check templates for customer refunds.
- Bank matching interface - Fixed display issues that were causing the bank match screen to break.
- Inventory locations filters - Restored the missing Status filter option in the Add Filter dropdown for inventory locations.
- Page refresh error messages - Eliminated UI flicker and unnecessary error notifications that appeared during rapid page refreshes.
- Anomaly detection layout - Fixed content alignment issues on the anomaly detection page.
- AI copilot session errors - Resolved crash that occurred when loading chat sessions during server-side rendering.
- Customer credit creation - Fixed unresponsive save button in the Add Customer Credit drawer when creating credits from contracts.
- Contract terms selection - Inactive contract terms are no longer selectable in Contract Term and Performance Obligation sections.
- Allocation journal account filter - Inactive accounts are now properly filtered out of the allocation journal items section.
- Migration transactions query - Fixed error when viewing migration transactions by removing incompatible pagination parameters.
- Purchase order PDF dates - Purchase order PDFs now display dates according to your organization’s configured date format.
- Bank match tab persistence - Active tab selection now persists when switching between accounts and companies in bank matching.
- Radio button DOM warnings - Eliminated React warnings about unknown DOM properties in radio button components.
- Contract address validation - Fixed billing and shipping address validation errors in contract templates.
- Revenue recognition status filter - Fixed issue where status filter in Advanced Revenue Recognition tabs didn’t properly filter records or switch to the corresponding status tab.
- Allocation journal item addition - Resolved error that occurred when trying to add items on Allocation Journals.
- Bank matching circular dependency - Fixed circular dependency issue between create and to-match functions in bank matching.
- Vendor payments hook errors - Resolved React hook rendering error that occurred in vendor payments interface.
- Migration background placeholder - Removed unnecessary “Migrations running in the background” placeholder that appeared during data resync operations.
- API validation schema - Updated validation rules to ensure proper data validation across the platform.
- Bill.com integration duplicates - Fixed issue where archived records were incorrectly considered when checking for duplicates in Bill.com integration.
- Xero draft invoice sync - Draft invoices from Xero are now properly skipped during sync and only processed once they reach an active status.
- Brex reimbursement processing - Fixed reimbursement transaction processing to use bills and vendor payments instead of journal entries, ensuring proper vendor payment linkage.
- Ramp sync error suppression - Eliminated unnecessary error reporting when Ramp sync operations encounter expected “sync already in progress” responses.
- Organization clone shared keys - Fixed organization cloning for tables with shared primary keys to ensure proper data migration.
- Integration record performance - Improved query performance for large integrations by adding database indexes for created and updated timestamps.
- Contract template address prefill - Customer billing and shipping addresses now properly prefill from contracts and persist during template creation.
- AI search query performance - Rewrote search records query with conditional joins and optimized filtering for improved response times.
- Benchmark organization linking - Fixed duplicate benchmark organization creation when relinking WorkOS organizations.
- Benchmark attachment fixtures - Resolved attachment fixture conflicts that were causing benchmark cases to fail silently.