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.
- Prepaid amortization export - Enhanced Excel export with amortized amount and remaining balance columns, replacing internal IDs with readable names.
- Fixed asset customer reporting - Added customer column to Fixed Asset Register report for tracking asset-customer relationships.
- Milestone revenue recognition - Added Phase 1 recognition engine with drawdown support for milestone-based contracts.
- Benchmark job filtering - Added date filtering to benchmark jobs list endpoint for Organization Management.
- Brex receipt attachments - Added automatic download and attachment of receipts for Brex card expenses, bills, and payments in OAuth mode.
- Snowflake integration description - Updated integration catalog to correctly describe Snowflake as exporting data out of DualEntry.
- Stripe aggregation tools - Added simplified interface for editing and viewing Stripe integration record aggregations.
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 AI 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.
- Bulk import error handling - Fixed parsing errors in bulk imports to show clear error messages instead of blank values.
- General Ledger pivot clearing - Fixed issue where clearing pivot settings on General Ledger Details report returned no data.
- Custom report Net Income recovery - Fixed Net Income field becoming unrecoverable after clearing Balance Sheet fields in Custom Report Builder.
- Widget cache invalidation - Fixed Redis cache invalidation issues by offloading to Celery tasks.
- Custom report Excel export - Fixed Excel exports to include the report name in the filename.
- AI Copilot error messages - Fixed empty error bubbles by ensuring human-readable error messages appear in chat interface.
- Integration record locking - Fixed accidental row locks on parent integration when locking integration records during QuickBooks imports.
- Paper check template deletion - Fixed LocalProtocolError when deleting paper check templates by returning proper empty response.
- Ramp sync task forwarding - Fixed TypeError in Ramp integration sync by properly forwarding task IDs through sync operations.
- Benchmark job concurrency - Fixed race condition where simultaneous benchmark requests could create duplicate jobs.
- Organization copying user reconciliation - Fixed issue where users couldn’t be invited to organizations copied from existing ones.
- Chart of Accounts export filtering - Fixed single account selection in Chart of Accounts export to properly cast account IDs.
- Bank match error handling - Fixed Auto tab in bank matching to surface fetch errors instead of showing empty state when suggestions fail to load.
- Client performance - Improved Sentry initialization to load lazily and reduce client bundle load time.