Features
- Enhanced currency management - Added search and filter capabilities to the currency listing API with support for ISO codes and name/symbol search.
- Trial balance debit/credit columns - Added separate debit and credit columns to the Trial Balance report for improved financial statement preparation.
- Multi-currency dashboard view - Added support for viewing dashboard widgets in different reporting currencies.
- Direct expense import mapping - Bulk imports now support mapping vendor and customer names in direct expense imports, with proper line item description handling.
- Financial account connection status - Added
is_linkedfield to financial account endpoints to show bank connection status at a glance. - Recurring record amount display - Added computed amount field to recurring records API for simplified frontend display without client-side calculations.
- Customer credit import improvements - Enhanced bulk import matching for customer credits by adding memo field to prevent duplicate imports.
- Fixed asset search - Added search parameter to the asset classes list endpoint for easier asset management.
- Benchmark lead intake - Added public lead capture for the benchmark funnel with automated company enrichment and qualification.
- Fivetran benchmark integration - Added Fivetran connector support for benchmark runs with automated connection flow.
- Stripe analytics mirror - Added read-only Fivetran integration for Stripe data analytics without affecting live sync.
- Billable expense configuration - Added billable columns to Journal Entry line items and billable expense item type support in customer configuration.
- Fixed asset approval workflow - Added For Approval tab and approval list page for fixed assets with workflow status tracking.
- AI copilot memory pagination - Added infinite scroll pagination to the AI copilot memory settings with offset-based loading.
- Keyboard shortcuts panel - Added comprehensive keyboard shortcuts drawer with organized groups for navigation, forms, and copilot actions.
- Bank match rule pagination - Replaced client-side search with server-side search and pagination for improved performance with large rule sets.
Fixes
- AI copilot document processing - Fixed issue where AI copilot would create Direct Expenses instead of Journal Entries when users explicitly requested journal entries with document attachments.
- Bank matching performance - Improved bank matching job performance by batching account lookups and reducing database queries.
- Fixed asset schedule calculation - Corrected straight-line prorate even depreciation to properly divide by contract term months instead of N-1 periods.
- Inventory fulfillment deadlocks - Prevented database deadlocks when bulk moving Inventory Fulfillments between archived and active states.
- Reconciliation display issues - Fixed reconciliation pages showing 404 errors for in-progress reconciliations and excluded archived reconciliations from difference calculations.
- Balance sheet retained earnings - Corrected consolidated Balance Sheet Summary to show cumulative retained earnings instead of current period net income.
- Multi-currency widget translation - Fixed foreign exchange calculations in dashboard widgets to properly translate subsidiary currencies using ASC 830 standards.
- Integration error handling - Improved error handling for WorkOS webhook events from unknown organizations and Finch payroll syncs with missing company mappings.
- Stripe contract sync - Fixed contract synchronization to properly handle zero standalone selling price scenarios.
- AI search performance - Optimized entity search queries by removing redundant operations and improving PostgreSQL index usage.
- Database query optimization - Reduced N+1 queries in AI copilot currency resolution and transaction monitoring detection paths.
- Allocation schedule visibility - Fixed deactivated allocation schedule records disappearing from the list and restored proper filtering.
- Contract recovery status - Fixed recover action for archived and drafted contracts to restore correct status with proper modal options.
- Asset class archive operation - Corrected asset class archive action that was showing success message but not actually archiving records.
- Fixed asset salvage value - Fixed depreciation schedule reload issue when clearing salvage value and set proper default to zero.
- Currency filter improvements - Fixed ineffective search in currency filters and eliminated duplicate currency records in dropdown.
- Archived record editing - Corrected edit button behavior for archived amortization records to show Save instead of Edit on the edit page.
- Amortization navigation - Fixed edit redirects from amortization list view that were navigating to invalid 404 paths.
- Date formatting consistency - Fixed date cells crashing when rendered server-side and standardized date format across VAT/GST tables to respect user preferences.
- Onboarding page failures - Resolved failing onboarding pages by adding missing data context for user settings.