Features
- Sandbox environment redesign - Moved the expiry countdown from the banner into a compact topbar pill showing time remaining. The full banner now only appears for eligible migrations with a clear “Migrate now” action.
- Allocation schedule improvements - Customer and vendor dropdowns now show all active customers and vendors, not just intercompany records for the destination entity.
- Documentation access - Added a direct “Docs” link to the main navigation header for quick access to help resources.
- User date format support - All date displays across reports, transactions, and data tables now respect your selected date format preference instead of showing a hardcoded MM/DD/YYYY format.
- Statistical accounts support - Account creation and editing now supports statistical account types with appropriate field visibility and configuration options.
- Billable expenses tracking - New billable expenses list page for tracking and managing expense items that can be billed to customers.
- Statistical journal entries - Added a new statistical journal section under Accounting > Transactions for non-monetary journal entry tracking.
- Fixed asset import enhancements - Fixed asset bulk imports now support asset class field mapping and allow linking assets to customers in addition to vendors.
- Enhanced reporting permissions - Added role-based access controls to aging reports and financial statements endpoints to ensure proper security compliance.
- V2 invoice line pagination - Public API V2 now supports pagination for invoice lines to improve performance when working with large invoices.
- Report compression - Large report exports now use GZip compression to reduce transfer size and improve performance for oversized reporting payloads.
- Multi-year statement reconciliation - Bank statement reconciliation now properly handles multi-year balance sheet uploads with improved period matching.
- Xero migration improvements - Added support for importing Xero SPEND-OVERPAYMENT bank transactions as vendor credits and ARCREDITPAYMENT payments as customer refunds.
- Bill.com vendor credit sync - Fixed Bill.com “write off balance” vendor credits now sync properly with configurable write-off account fallback for account-less credit lines.
- Enhanced fraud prevention - HMRC integrations now include required fraud prevention headers for compliance with UK tax authority requirements.
Fixes
- Asset disposal creation - Fixed error when creating asset disposals where transaction date validation was failing due to empty date values.
- Chart of accounts totals - Account totals in the footer now show the correct total number of accounts instead of displaying only root account counts.
- Allocation schedule activation - Fixed issue where activating inactive allocation schedules caused records to disappear from all tabs instead of moving to the active view.
- Tab navigation indicators - Active tab underlines now stay on the selected tab when switching between tabs on detail pages.
- AI copilot menu positioning - Slash command menu in the AI copilot no longer gets cut off at browser window edges.
- Layout stability - Fixed content width conflicts when both the navigation sidebar and AI copilot panel are open on narrow screens.
- Contract approval filters - Selecting approval status filters on the Contracts overview now properly navigates to the For Approval tab where those records are displayed.
- Migration workflow validation - Workflow nodes are now validated before saving to prevent configuration errors.
- Org Management search - Fixed search functionality in Activity and Exports tabs that was returning no filtered results.
- GL report customer/vendor columns - Fixed General Ledger report where Customer/Vendor Line Item column was showing record-level parties instead of line-level parties.
- Report detail projections - Fixed Income Statement and Balance Sheet detail reports where Customer/Vendor Line Item columns were rendering blank.
- Bank match prepayment suggestions - Disabled automatic vendor/customer prepayment creation for unmatched transactions to reduce false positive suggestions.
- Brex integration reliability - Fixed OAuth token refresh failures that were causing Brex integrations to disconnect and disappear from the UI.
- QBO migration account updates - Fixed issue where re-sync on QBO migrations could not update GL accounts on paid invoices.
- Bulk import reversal handling - Fixed bulk journal entry imports to not fail entirely when reversal entries encounter errors if partial failure avoidance is disabled.
- Reconciliation performance - Optimized reconciliation endpoint to remove N+1 queries and improve batch deletion performance.
- Sandbox export completeness - Fixed sandbox exports that were silently omitting line-item rows due to foreign key traversal issues.
- Public API rate limiting - Removed redundant per-worker rate limits in favor of existing Redis-based rate limiting solution.