Features
- Chart of Accounts tree view - Added hierarchical tree endpoint for Chart of Accounts, enabling improved navigation and organization of account structures.
- Brex transaction validation - Implemented pre-import validation for Brex accounting records to prevent transactions with missing GL account mappings or required classifications from being exported, ensuring data quality.
- QuickBooks OAuth persistence - Enhanced QuickBooks integration by persisting OAuth credentials at finalization, providing foundation for direct API access.
- Deel payslip attachments - Added automatic fetching and attachment of payslip PDFs to Deel journal entries for improved record keeping.
- Fixed assets approval workflow - Approval workflows for fixed assets are now fully enabled across all organizations, providing consistent approval processes for asset transactions.
- Chart of Accounts pagination - Added pagination controls to Chart of Accounts pages to improve performance when managing large account hierarchies.
- HMRC VAT return submission - Introduced frontend interface for submitting VAT returns directly to HMRC, streamlining UK tax compliance workflows.
- Customer payment receipts - Added receipt generation for customer payments to provide documentation for payment transactions.
- Project management with customer association - Created Project entity with customer linking and full CRUD functionality for project-based accounting.
- Report display scaling - Reports now support displaying numbers in thousands or millions format for improved readability of large financial figures.
- Clickable attachments in approvals - Made attachment links clickable within approval drawers for easier document review during approval processes.
- Stripe customer payment methods - Added support for managing customer payment methods and charging customers through Stripe integration.
Fixes
- Balance Sheet report performance - Resolved timeout issues where Balance Sheet reports were taking 30+ seconds to load by implementing performance optimizations that reduce processing time by approximately 47%.
- AI chat error handling - Fixed issue where internal system errors were being displayed directly in AI chat responses, now showing user-friendly error messages instead.
- Fivetran connection stability - Fixed HTTP 500 errors after clicking Save and Test on Xero connections following a migration.
- Migration interruption recovery - Fixed an issue where data syncs could be interrupted and migrations left stuck. Syncs now recover automatically.
- QuickBooks migration flow - Fixed one-click QuickBooks migrations getting stuck on “Not synced” status; the initial sync now starts automatically.
- Chart of Accounts import badge - Fixed persistent “in progress” import badge that remained lit when uploads were never started by excluding abandoned file uploads from the count.
- Asset disposal transaction dates - Resolved validation errors when creating asset disposals by properly handling empty transaction date fields.
- Allocation schedule validation - Fixed issue allowing allocation schedules to be created with percentages totaling less than 100% for single line items.
- Reconciliation transaction type filtering - Fixed search functionality and removed duplicate entries in transaction type filters on reconciliation history pages.
- Account mapping search filters - Resolved issues with Xero account type filtering where search wouldn’t narrow results and Revenue option was missing.
- Data sync pagination - Fixed pagination state being incorrectly shared across different data sync tabs, preventing proper navigation.
- People invite company selection - Stopped company pre-selection from automatically re-selecting all options after manual deselection during user invites.
- Import history drawer isolation - Fixed pagination and filter state conflicts between Chart of Accounts import history drawers.
- Classification pagination - Added missing pagination controls to classification list page footers.
- User search in organization management - Fixed user search functionality in Add Existing User modal that was failing to find users beyond the first loaded page.
- Bank match rule preview warning - Fixed error handling in bank match rule preview to display user-friendly warning messages when payee matching failures occur.