Features
- Copilot report display - Reports generated by AI Copilot now properly resize when the Copilot panel opens or closes, ensuring optimal viewing experience.
- Statistical journal management - Added popover details for accounts and companies columns in statistical journal lists, showing comprehensive record information on click.
- Customer linking for amortizations - Amortization and prepaid asset records can now be linked to customers in addition to vendors, with full form, list, and detail view support.
- Generate invoices from billable expenses - New modal allows generating invoices directly from billable expense records with multi-currency grouping and cross-company support.
- Enhanced aging reports - Added “Show Excluded Lines” toggle to AR/AP aging reports to display transactions deliberately excluded from aging calculations.
- Budget report improvements - Budget vs Actual reports now clearly show which company owns the budget in filter chips to avoid confusion when budgets are applied across companies.
- Company-specific date formatting - Invoices, purchase orders, customer payment receipts, and statements now use each company’s configured date format instead of organization defaults.
- Subledger archive functionality - Revenue recognition subledger batches can now be archived for better data management and organization.
- Cross-tab data synchronization - React Query cache now syncs across browser tabs, ensuring consistent data display when working in multiple tabs.
- Enhanced project management - Projects module now fully integrated with backend services and features updated design with improved functionality.
- Ramp integration enhancements - Added fallback settings to auto-create vendors when Ramp card merchants have no matching vendor, plus improved classification activation/deactivation controls.
- Future invoice date limits - Increased maximum future invoice date setting from current limits to 25 years for long-term contract management.
- Contract milestone workflows - Added edit and cancellation milestone workflows for contract management with improved tracking and approval processes.
- HMRC VAT return sync - New functionality to pull and sync VAT returns from HMRC, indicating whether returns were filled externally and verifying if computed numbers match HMRC records.
- Revenue recognition batch filtering - Added new filters on revenue recognition batch preview including contract recognition mode filter for enhanced data visibility.
- Amortization future stopping - Enhanced amortization schedule management allows stopping schedules going forward when they have posted entries in locked periods by archiving only future GL impact.
Fixes
- AI bank match loading - Resolved issue where AI bank matching would get stuck in loading state indefinitely.
- Bulk import display - Removed stray semicolon characters appearing below pagination on bulk import pages.
- Budget report controls - Fixed unresponsive Budget and Budget Group selector buttons on Income Statement Budget reports.
- Close checklist templates - New close checklist templates now appear immediately in the templates list without requiring page refresh.
- Period locking interface - Period lock status updates are now reflected immediately in the interface without manual refresh required.
- Journal entry editing - Save & Post button is now properly disabled when editing journal entries in locked periods.
- Bulk classification modal - Fixed issue where bulk classification edit modal would reopen immediately after being closed with ESC key.
- Sign out process - Users can now successfully sign out and are properly redirected to login instead of remaining on dashboard.
- Amortization schedule recovery - Recover button no longer remains stuck in loading state after successful recovery operations.
- Contract template editing - “Edit Customer” link in contract templates now responds correctly and opens the appropriate customer record.
- Report loading indicators - Loading indicators for slow-generating reports now persist until report completion instead of disappearing prematurely.
- Statistical journal visibility - Draft amortization schedules are now properly visible in listing pages while remaining searchable by ID.
- Filter stability - Resolved crashes when filter options were undefined, particularly during session expiry scenarios.
- Currency display optimization - Eliminated duplicate currency lookup requests on record detail pages for improved performance.
- Copilot automation filtering - Stopped E2E automation health-check sessions from posting to Copilot Slack feed channels.
- Bank match error handling - Fixed bank match errors when create-and-match operations run on excluded financial transactions.
- Ramp bill payment sync - Resolved issue where Ramp bills synced to external systems still appeared in accounting tab after payment processing.
- Custom report formula positioning - Fixed issue where indented formula rows would move out of place when Custom Report Builder reports are run.
- Bulk bill update processing - Improved performance and stability of bulk bill updates by processing in fixed-size chunks to prevent database operation conflicts.