Features
- Chart of Accounts Bulk Edit - You can now convert multiple expense accounts to COGS accounts simultaneously via bulk edit, even when they share parent accounts.
- QBO Cash Sales Import - QuickBooks Online cash sales with general ledger revenue lines (no item quantities or prices) now import successfully by creating revenue placeholder items per income account.
- Cubby Transaction Status Preferences - Added integration settings to control which Cubby transaction statuses sync to DualEntry. By default, Approved, Failed, and Voided transactions sync while Declined and Error transactions are filtered out.
- Classifications Tree API - New hierarchical API endpoint returns classifications as nested trees paginated by root node, enabling better list view performance without splitting parent-child relationships across pages.
- Cross-Company Customer Payment FX - Fixed foreign exchange differential booking for cross-company customer payments to correctly post FX gains/losses on the source entity (invoice holder) rather than the receiving entity.
- HMRC Integration Foundation - Added base integration framework and authentication for HMRC tax reporting connectivity.
- Copilot Performance Improvements - Improved AI copilot response times by implementing stale-while-revalidate caching for personalized suggestions and reducing timeout limits.
- Dashboard Data Latency - Reduced data latency in financial dashboards for more up-to-date reporting.
- File Upload Resilience - Enhanced file processing to handle malformed CSV uploads and different text encodings (UTF-8, Latin-1) more gracefully.
- User Date Format Preferences - Added date format selection to personal preferences, allowing users to customize how dates display throughout the platform.
- Sales Order Column Sorting - Sales order lists now support sorting by Date and Amount columns for better organization and filtering.
- Fixed Asset Approval Workflow - Fixed assets now support approval workflows with configurable policies and context-aware action buttons for saving drafts or sending items for approval.
- Vendor and Customer Details Kebab Menu - Added sidebar kebab menu to vendor and customer detail pages for quick access to archive and recovery actions.
- Paper Check Template Sample Data Persistence - Sample data fields in paper check templates now save correctly and persist when editing existing templates.
- Billable Expenses Foundation - Added underlying database structure and UI components to support billable expense tracking functionality.
- Keyboard Shortcuts Drawer - New keyboard shortcuts reference drawer accessible via hotkey provides quick access to all available platform shortcuts.
- Sidebar Create Record Button - Added quick create button to sidebar for faster access to record creation across different modules.
- AI Copilot Image Upload - You can now upload images (PNG, JPG, JPEG) to the AI copilot for analysis and accounting questions.
- HMRC Integration Setup UI - Added user interface for establishing connections to HMRC tax reporting integration.
- Recurring Records Date Format - Recurring records list and schedule views now respect your selected date format preference instead of using a fixed format.
- Record Picker Date Format - Date fields in all record selection dropdowns now display using your preferred date format setting.
Fixes
- Bulk Import Date Mapping - Resolved issue where “Date” field showed as mapped in the UI but failed with “required column is not mapped” error during import.
- Bank Match Performance - Significantly improved performance of AI-powered bank matching re-runs, reducing processing time from 20 minutes to under 1 second.
- Transaction Inbox Status - Added missing record status field to transaction inbox API responses.
- Vendor Search Accuracy - Fixed exact-match vendor search to return only precise matches rather than partial matches.
- Integration Sync Filtering - Excluded manually edited records from automatic success status filtering in integration syncs.
- Bank Match Stale Data Display - Fixed UI glitch in Bank Match module that showed outdated data when switching between accounts or tabs.
- Direct Expenses Sources Filter - Fixed Sources filter dropdown on Direct Expenses list page to properly display integration sources like Stripe and QuickBooks.
- Date Format Consistency - Updated date displays across customer statements, GL Impact tables, and various listing tables to respect user and organization date format preferences.
- AI Copilot Chat Navigation - Fixed issue where copilot chat would break when replying to messages instead of answering pending questions.
- Anomaly Detector Exit Flow - Fixed inability to exit the anomaly detector creation screen using the discard changes dialog.
- Bank Match Line Errors - Resolved “Line not found. Must have lines” error that occurred during bank matching operations.
- Check Template Field Updates - Fixed issue where several fields were not updating properly after editing check templates from the kebab menu.