Features
- Amortization termination - Added ability to terminate amortization schedules early with new endpoint and user interface.
- Bulk item updates - Introduced batch update capabilities for items, allowing multiple items to be updated at once.
- Company-level date format settings - Added date format configuration at the company level with GET/PUT support, allowing organizations to set different date formats per company.
- Company approval workflows - Implemented approval workflows for company creation and management with configurable approval requirements.
- Revenue recognition batch company names - Added company name field to revenue recognition batch outputs for better identification and reporting.
- Fixed assets customer/vendor assignment - Enhanced depreciation records to include customer or vendor associations for improved tracking.
- Localized report date formats - PDF, CSV, and XLSX report exports now respect organization and company date format preferences.
- Enhanced VAT return reporting - Comprehensive improvements to VAT Return detail view including VAT ID, amount before tax, VAT amount, reverse charge flags, reference numbers, memos, and consolidated FX rates.
- Statistical journal company logos - Added company logo URL resolution to statistical journal API responses with signed S3 URLs.
- Bank match partial rule metrics - Implemented organization-wide tracking of partial rule matches as a periodic metric for better visibility into bank matching performance.
- Stripe payment method requests - Enhanced Stripe integration to resolve recipient email addresses for “Request Payment Method” workflows, supporting both card and ACH payment methods.
- QuickBooks sync time distribution - Staggered QuickBooks connector sync times across all 24 hours to improve On-Time Delivery and reduce system load.
- Ramp vendor auto-creation - Added fallback setting to automatically create vendors when card merchants have no matching vendor record.
- Multi-parent company filtering - Enhanced company list API to support filtering by multiple parent company IDs simultaneously.
- Deploy worker protection - Implemented cordon and drain functionality for migrations and integrations workers during deployments to prevent job interruption.
Fixes
- Bank match “Create & Match” errors - Resolved issue where “Create & Match” failed with “This transaction already has a suggestion” error when no suggested transaction was visible.
- AI bank match period restrictions - Fixed AI Bank Match agent to only create draft transactions in open periods instead of closed periods.
- Multi-currency journal entry balance - Fixed base currency balance mismatch when editing journal entry line currency and amounts, properly recalculating Realized Gain/Loss.
- Sales tax recalculation currency mismatch - Resolved base currency balance issues for Float Receipt and Override tax methods in multi-currency scenarios.
- User role removal reconciliation - Fixed “Only pending users can be removed” error by reconciling WorkOS membership status before user removal operations.
- Privilege escalation prevention - Closed security vulnerability where users with “User Role” permissions could grant themselves unlimited permissions.
- S3 presigned URL downloads - Fixed broken file downloads in local development by forcing SigV4 signing for S3 client factory.
- VAT report data accuracy - Fixed multiple issues in VAT Return report detail view including blank VAT IDs, amounts before tax, VAT amounts, reverse charge flags, reference numbers, memos, and incorrect totals.
- Migration account mapping errors - Resolved “ClassificationLine matching query does not exist” and “Xero Default Income account is not mapped” errors in data migrations.
- Vendor credit duplication - Fixed Bill.com integration to properly differentiate vendor credits by reference numbers when considering duplicates.
- Stripe customer import collisions - Enhanced Stripe customer import to handle name collisions by reusing existing customers instead of failing.
- Template download performance - Fixed performance issues with direct expense update template downloads by removing unnecessary database ordering.
- Copilot artifact filtering - Resolved issue where flat_table artifact filters were silently ignored by implementing in-memory filtering for query-less artifacts.
- Prepaid amortization Excel export - Fixed Excel export to replace internal IDs with meaningful values and added amortized amount and remaining balance columns.
- Draft transaction archiving - Enabled archiving of draft transactions stuck in closed periods while maintaining period lock protections for posted transactions.
- Report package cover generation - Fixed organization branding lookup errors and incorrect organization names on report covers.
- Integration record processing - Resolved various integration errors including Stripe customer blank display names and transactional record creation failures.