Features
- Chart of Accounts export - Export now includes all filtered accounts across pages instead of only the current page view.
- Statistical journal drafts - Added ability to save statistical journal entries as drafts and attach supporting documents.
- Statistical journal line items - Added bulk company editing for statistical journal line items.
- Fixed assets overview columns - Added Asset Account, Expense Account, and Accumulation Account columns showing account numbers and names.
- Fixed assets customer association - Added optional customer field to link fixed assets with customer records.
- AI Copilot performance - Improved artifact loading performance by reducing redundant database queries.
- HMRC fraud prevention - Added HMRC fraud prevention header support for UK tax compliance.
- Bill.com integration - Added vendor credit write-off account setting for Bill.com integrations.
- Ramp integration - Added entity custom field mapping settings for Ramp integrations.
- Data sync filtering - Added sync date and transaction date filters to integration data sync tabs with improved search functionality.
- Statistical accounts management - Added ability to create, edit, and view statistical accounts with proper number assignment.
- Migration workflows - Added run action, run info column, and tool info tab for migration workflow management.
- Allocation schedules - Added support for intercompany customers and vendors in allocation schedule dropdowns.
- Billable expenses reporting - Added new billable expenses report with filtering and grouping options.
- QuickBooks reconciliation - Added automated P&L and Balance Sheet pulling from QuickBooks API and Cash Flow report support.
- Keyboard shortcuts - Improved keyboard shortcut system with context-aware and scoped functionality.
- Classifications export - Added server-side export support for classifications across all pages.
Fixes
- Search functionality - Fixed search filters in Organization Management Activity and Exports tabs to return proper results.
- Account selection display - Fixed expense line account selectors to consistently show account number and name after bulk updates.
- Statistical accounts - Fixed account number assignment for statistical accounts to prevent conflicts with asset accounts.
- Classification requirements - Fixed optional classifications being incorrectly marked as required on Fixed Assets forms.
- Bank match auto-scroll - Fixed auto-matched bank transactions to properly scroll into view.
- Journal entry account labels - Fixed account selector in journal entries to display formatted account labels correctly.
- Tab switching performance - Fixed performance warnings when switching between tabs and filters on project lists.
- AI Copilot layout - Fixed copilot sidepanel from incorrectly adjusting text and spacing on main page.
- Skills menu display - Fixed “Add Skills” and “Manage Skills” links visibility in normal screen size.
- Allocation tab navigation - Fixed active tab indicator when switching to Activity tab in allocations.
- Asset disposal validation - Fixed transaction date validation error preventing asset disposal creation.
- Contract approval navigation - Fixed “Pending for Approval” filter to properly navigate to Approval tab.
- User role assignment - Fixed select/deselect all functionality for company groupings in user role assignment.
- Bank match rules - Fixed missing payee error that blocked bank match rule execution.
- Chart of Accounts pagination - Fixed broken pagination in Import Chart of Accounts drawer.
- Data sync search - Fixed search functionality in Account and Transaction Type filters on Data Sync tabs.