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Features

  • Bulk import classifications - Journal entry imports now support optional classifications in the field mapper, allowing you to import classification data without making it mandatory organization-wide.
  • Benchmark report delivery - Benchmark reports are now automatically delivered via email with secure magic-link access when processing completes.
  • AI copilot record references - The AI copilot now consistently displays record references in PREFIX-id format (e.g., BI-132634) across search results and generated content.
  • User management API - Added endpoints to add and remove users from organizations without requiring full user list updates.

Fixes

  • Fixed asset register search - Resolved an issue where search filters were not working correctly in the Fixed Asset Register detail view.
  • Bank reconciliation saving - Fixed a bug where reconciliation data was not properly saving in some scenarios.
  • Bulk import column mapping - Direct expense bulk uploads now support mapping “Item Vendor Name” and “Classification” columns for Human Capital expenses.
  • User invitation management - Users with pending invitations can now be re-added to organizations without waiting for the original invite to be accepted.
  • Ramp integration customer sync - Customer name changes in DualEntry now properly sync to Ramp expense custom field options.
  • AI copilot expense categorization - Fixed an issue where the copilot was incorrectly drafting expense records instead of journal entries for certain Fidelity statement activities.
  • AI copilot payment processing - Resolved infinite loops that occurred when creating vendor payments for vendors with no eligible open payables.
  • Report formula placement - Fixed drag-and-drop behavior for formulas in reports with groups to ensure proper positioning.
  • AP aging report alignment - Outstanding AP dashboard widget totals now match AP Aging report totals for the same filters and dates.
  • Performance improvements - Significantly improved aging report calculation speed and reduced AI copilot response timeouts.
Last modified on July 6, 2026