Features
- Projects management - Added new list, details, and edit pages for managing project records across your organization.
- AI copilot audit visibility - The AI copilot now appears as its own actor in audit trails, making it clear when it performed automated actions.
- Chart of Accounts pagination - Added pagination to the Chart of Accounts page to improve performance when working with large account structures.
- Filter search enhancement - You can now search within static filter options across the platform, making it easier to find specific filter criteria in long lists.
- Revenue recognition batch posting - Added a new subledger batch posting page for revenue recognition workflows (available with feature flag).
- Custom reports in sidebar - Custom reports now appear in the Report Center sidebar menu for quick access to your personalized reporting.
- HMRC VAT return submission - Added frontend interface for HMRC integration VAT return submissions for UK entities.
- Error screen improvements - Migration error pages now retain the app navigation sidebar and provide clearer recovery options, with a Refresh button that actually reloads the page.
- HubSpot API rate limiting - Added intelligent rate limiting for HubSpot prospect onboarding calls to prevent API throttling and improve sync reliability.
- Public API draft journal entries - You can now update draft journal entries via the public API for better programmatic workflow support.
- Statistical accounts - Added initial model and API support for statistical accounts used in financial reporting and analysis.
- Chart of Accounts hierarchical endpoint - New API endpoint provides the chart of accounts as a nested tree structure for better integration support.
- Custom report row visibility - You can now hide rows in custom reports without affecting calculations or subtotals, preserving report accuracy while improving readability.
- Aging report excluded lines - Added option to show journal entry lines excluded from aging calculations, providing complete transaction visibility.
- Address validation via Avalara - Switched address validation to use the Avalara service for improved accuracy and compliance.
- Classifications filtering - Added filtering by required company IDs on the classifications endpoint for better multi-entity support.
- Consolidated rates matrix - New endpoint provides consolidated exchange rates in a matrix format to handle large datasets more efficiently.
- Xero deep-links for journals and assets - Added support for deep-linking to manual journals and fixed assets in Xero from the Data Sync interface.
- Archive audit trail - Archive and Replace actions from integrations now appear in transaction audit trails, showing when records were archived and which integration performed the action.
- QuickBooks direct OAuth - Benchmark onboarding now uses the direct Intuit OAuth flow instead of the Fivetran hosted connection for improved user experience.
Fixes
- Approval drawer attachments - Attachment links in approval drawers are now clickable and properly functional.
- Allocation schedule validation - Percentage-type allocation schedules now require the total allocation percentage to equal exactly 100% before saving.
- Payment receipt date format - Customer payment receipts now use the organization’s date format setting instead of individual user preferences for consistency.
- Integration tab navigation - Fixed page reset behavior when switching tabs on the integrations page for better navigation experience.
- AI copilot budget queries - Fixed budget vs actual reporting tool to properly retrieve and display both budgeted and actual revenue figures.
- Income Statement detail pivoting - Fixed subtotal calculations in Income Statement Detail reports when pivoting by classifications to show section totals instead of grand totals.
- Report export crashes - XLSX report exports no longer crash when encountering illegal XML control characters in cell values.
- Chart of Accounts cycles - Added protection against infinite loops when account parent relationships contain cycles.
- Named report rendering - Fixed rendering issues with named reports to ensure proper display and functionality.
- Stripe contract archival - Eliminated validation errors when archiving active Stripe contracts by properly handling end date requirements.
- Performance test stability - Improved reliability of performance testing tools in the CI pipeline.
- API endpoint naming - Standardized report export API endpoints to use underscores for consistency.
- Organization cloning - Fixed duplicate key errors when cloning organizations with pre-existing admin roles.
- Search record queries - Eliminated N+1 database queries in record search operations for better performance.
- Contract detail queries - Optimized contract detail retrieval by prefetching related collections to reduce database load.