Features
- AI Copilot report data - Migrated AI Copilot’s report analysis to use the same report engine as the frontend, ensuring consistent figures and improved accuracy when answering questions about financial reports.
- QuickBooks statement reconciliation - Statement reconciler can now pull P&L, Balance Sheet, and AR/AP aging reports directly from QuickBooks Online API instead of requiring manual uploads.
- Contract bulk import - Added support for importing contracts through Bulk Import V2, streamlining contract data migration workflows.
- Fixed asset export enhancements - Added Amortized Amount and Remaining Balance columns to fixed asset exports with more readable column labels.
- Revenue recognition milestone foundation - Added milestone definitions data model and event-driven semantics as the foundation for milestone-based revenue recognition.
- Statistical accounts model - Added draft state handling and attachment support for statistical journal entries.
- HMRC fraud prevention headers - Enhanced UK tax integration with improved fraud prevention headers and IP consistency validation.
- Ramp entity field sync - Automatically push DualEntry companies to Ramp as a “DualEntry Entity” accounting field for improved intercompany billing classification.
- Future invoice date extension - Increased maximum future invoice date setting from current limit to 25 years to support long-term billing scenarios.
- Amortization customer linking - Extended amortization and prepaid asset import to support linking to customers in addition to vendors.
- Integration observability - Separated integration-related errors into a dedicated Sentry project for better issue tracking and alerting.
- Brex account security - Added validation to prevent switching to different Brex accounts during reconnection and improved webhook error handling.
- Data sync date filters - Added Sync Date and Transaction Date filter options in the Data Sync tab for more precise filtering of integration history.
- Performance optimizations - Implemented multiple query optimizations across reports, organization exports, and API endpoints to improve response times.
Fixes
- AI Copilot stability - Fixed chat crashes when database connections dropped mid-stream by adding connection health checks to the Postgres checkpointer pool.
- AI Copilot citations - Resolved issue where citation numbers were not available in copilot responses.
- HST tax posting - Fixed HST posting to wrong liability accounts by using tax rate region instead of company region for account routing.
- AR aging reconciliation - Resolved discrepancy where AR Aging reports did not tie to General Ledger due to inconsistent journal entry postings to AR control accounts.
- Compound GST rounding - Fixed currency balance mismatches for Canadian compound GST+PST rates by implementing per-component rounding instead of combined-rate rounding.
- Bill.com vendor credits - Resolved issue where vendor credits were not syncing from Bill.com to DualEntry AP reports.
- Xero connection errors - Fixed HTTP 500 errors that occurred when pressing Save and Test after Xero migration.
- Vendor bulk import addresses - Fixed issue where structured vendor addresses were being dropped during bulk import V2 processing.
- Approval workflow logic - Corrected re-approval triggers so classification changes don’t incorrectly trigger re-approval and amount reductions properly trigger re-approval when required.
- Ramp JSON parsing - Added automatic page size reduction when Ramp returns truncated JSON responses during transaction sync.
- Multiple N+1 query fixes - Resolved several database query performance issues across organization reindexing, integration sync, and bank matching processes.