Features
- Batch bill imports - Large bill imports now run significantly faster through batch processing while maintaining the same import accuracy.
- Journal entry line pagination - V2 API now supports pagination for journal entry lines to improve performance with large datasets.
- Bill line pagination - V2 API now supports pagination for bill lines, splitting items and expenses for better handling of large bills.
- Statistical journal balances - Added support for statistical balances with configurable duplicate posting behavior.
- Budget balance sheet report - New Budget Balance Sheet report available in the Report Center for budget vs actual analysis.
- General ledger audit columns - Added optional “Created By”, “Last Approved By”, and “Last Approved Date” columns to General Ledger reports for transaction auditing.
- Milestone revenue recognition - Enhanced milestone-driven billing and revenue recognition with edit and cancel capabilities for milestone change orders.
- Enhanced VAT return reporting - VAT Return reports now properly handle reverse charge transactions and maintain consistent sign conventions.
- Improved migration error messages - Account references in migration errors are now searchable and include actionable details like account names and mapping information.
- Contract batch filtering - Added has_batch filter to subledger endpoint for better contract management.
- AI Copilot knowledge base routing - Improved routing of product behavior questions to the knowledge base for more accurate, cited responses.
- Scheduled reporting jobs - Enabled automated report scheduling and queue monitoring for Django reporting services.
Fixes
- AI Copilot message recovery - Fixed chat messages that could hang in pending state forever when MCP tool loader became unresponsive.
- Organization activity date filters - Fixed date filters in Activity, Exports, and Benchmark tabs to properly apply whole-day inclusive filtering.
- VAT return sign convention - Fixed VAT Amount sign convention to properly mirror Amount Before Tax for accurate net calculations.
- Xero account transaction counts - Fixed account mapping display showing 0 transactions for all Xero accounts due to account code resolution issues.
- QuickBooks statement upload - Fixed account number prefix stripping in QuickBooks statement uploads so rows properly match the account crosswalk.
- GST tax calculation - Reverted GST tax amount override behavior for Receipt/Override methods to prevent base currency mismatches.
- Cross-environment organization cloning - Fixed evaluation snapshot restoration across different environments by properly handling foreign key relationships.
- Remittance allocation - Fixed customer payment allocation to honor invoice references even when invoice reference information doesn’t match exactly.
- Report package scheduling - Fixed stale fire window configuration reading to honor the actual configured timeout values.
- Brex vendor name normalization - Fixed export errors caused by whitespace in vendor names during Brex sync operations.
- Integration sync task status - Fixed sync tasks to remain green when encountering handled terminal errors.
- Celery consumer reliability - Added retry logic for empty consumer replies during worker cordon operations to prevent flaky network issues from aborting deployments.
- Fivetran missing table handling - Improved error handling when expected tables are missing during Fivetran sync operations.