Features
- Report number formatting - Reports now display amounts in thousands (K) or millions (M) with a new Number Scale setting for easier readability on large reports. The setting defaults to “None” to preserve existing layouts.
- Recurring invoice amounts - The Amount column in Recurring Invoices now shows the actual discounted amount instead of the pre-discount total, accurately reflecting applied discounts.
- Bulk account assignment - You can now select multiple bill line items and assign the same account to all of them at once, streamlining account coding workflows.
- Custom field activity logging - Activity trails now only show custom fields that actually changed values instead of listing all custom fields as updated.
- Date format consistency - Date inputs throughout the platform now respect your preferred date format setting, including form fields, reports, and related records sections.
- Inventory fulfillment improvements - Rate fields on existing inventory fulfillments are now read-only to prevent confusion, since rate changes on existing records are not supported.
- Revenue recognition enhancements - Added new Revenue Recognition Batch list and detail pages for tracking recognition batches (currently in preview).
- Fixed asset performance - Improved responsiveness when entering values rapidly in fixed asset amount fields and other money input fields.
- Bank match efficiency - Streamlined bank matching interface with improved selection handling and reduced data loading for better performance.
- Report shortcuts - Added keyboard shortcuts for common report actions like opening date filters (Shift+D) and toggling fullscreen mode (Ctrl+Shift+M).
- Classifications pagination - The Classifications list now includes pagination controls with records-per-page selection and page navigation.
- MCP contract detail optimization - Improved performance when retrieving contract details through MCP for contracts with large invoice histories.
- AI copilot performance improvements - Enhanced chat response delivery through improved chunk streaming and reduced connection interruptions.
- Revenue recognition subledger integration - Added support for revenue subledger lines and recognition engine posting for contract-based revenue tracking.
- HMRC VAT return submission - Added comprehensive VAT return functionality including obligation fetching, form calculation and mapping, and submission to HMRC with receipt tracking.
- Non-US Avalara tax support - Enhanced Avalara integration to support non-US nexus matching, company addresses, and VAT identity fields for international tax compliance.
- Brex transaction categorization - Data Sync now displays granular Brex transaction types (Card Transaction, Bill Payment, Reimbursement) instead of generic “Accounting record” labels.
- Stripe charges and refunds integration - Added comprehensive Stripe charge and refund reconciliation with automatic GL posting capabilities.
- Chart of accounts approval workflows - Introduced approval workflows for chart of accounts with draft account filtering throughout the platform.
- Financial account totals API - Added new endpoint for aggregated financial account summaries to support improved dashboard performance.
- Period locks company search - Enhanced period locks API with company-joined search and pagination capabilities for better navigation.
- Customer credit filtering - Added cash sale ID filtering to customer credits API for more precise related record queries.
- Account label enhancement - Bank matching now displays full account labels without requiring frontend tree construction for better performance.
- Multiple Ramp connection support - You can now connect multiple Ramp integrations simultaneously with explicit create operations and unique naming requirements.
Fixes
- Fixed asset approval workflow - Fixed amortization status filtering where “Active” status returned records showing as “Completed” due to frontend/backend status calculation differences.
- Custom report row ordering - Fixed indented rows jumping to the top of sections when running custom reports, now preserving the order set in edit mode.
- Customer prepayment sorting - The Remaining Amount column in Customer Prepayments can now be sorted ascending or descending.
- Report row insertion - Fixed newly added account rows not appearing in Formula Row insert dropdowns until the report was saved.
- Exchange rate auto-fill - Fixed form blocking issue where exchange rate fields remained empty and required when base and transaction currencies were the same.
- Activity log refresh - Activity logs on sales orders and cash sales now automatically refresh after editing records to show the latest changes.
- Bank match icons - Updated bank match rules to use the correct lightning bolt icon instead of the ruler icon.
- Workflow selection - Fixed “Select All” checkbox not working properly in Migration Workflow records lists.
- Layout improvements - Fixed navigation bar expansion issues and table layout breaks in various export and organizational management screens.
- Date formatting fixes - Resolved inconsistent date display across bank matching, revenue recognition, and other areas to use your preferred format.
- Multi-currency handling - Fixed allocation schedules allowing selection of inactive customers and vendors, and improved currency handling in forms.
- Permission checks - Added safety guards to prevent undefined permission errors in bank matching interface.
- Bank reconciliation company scope - Fixed issue preventing users from editing or canceling reconciliations linked to the wrong company by properly scoping reconciliation operations by company.
- Integration export validation - Fixed Data Sync export failures caused by validation errors on filter parameters that the list endpoint already accepted.
- Custom report query parameters - Fixed custom reports ignoring URL query parameters like date ranges and column settings, now properly applying all URL-specified options.
- ARR contract report null handling - Fixed crashes in ARR by Contract reports when contracts have no associated customer, now grouping orphaned contracts under “Unknown Customer”.
- Copilot citation accuracy - Fixed copilot generating clickable citations for non-existent or inaccessible records by improving the system prompt guidance.
- Transaction date resolution - Enhanced integration transaction date handling with new resolver framework for better date field mapping across different integration sources.
- Brex webhook security - Strengthened Brex webhook signature verification with automatic resubscription and improved secret handling to prevent integration disconnections.
- Integration record sync stability - Fixed crashes when integration providers return empty or null record payloads during sync operations.
- Aging report metadata consistency - Resolved race conditions in aging reports where balance calculations could fail due to concurrent data changes between queries.
- Sales order API decimal precision - Fixed 500 errors caused by decimal precision mismatches between database query results and API response validation.
- Revenue revaluation display - Fixed missing amount values in currency revaluation list responses by adding proper total annotations.
- Ramp bill sync reliability - Improved Ramp bill synchronization to handle unapproved bills and reduce sync acknowledgment failures.
- Database connection timeouts - Added automatic retry logic for transient database connection failures in bulk import operations.
- Transaction monitor performance - Eliminated slow database queries in AI transaction monitoring by switching from individual saves to bulk operations.
- Bank matching pipeline scope - Fixed dashboard metrics to only count transactions on bank feeds linked to actual bank or credit card accounts.
- Classification case sensitivity - Resolved classification matching issues in integrations and bulk imports by implementing case-insensitive lookups.
- Contract validation - Added backend validation to prevent creating contracts with inactive terms, ensuring data consistency.