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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.

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.
Last modified on July 10, 2026