Release Notes - July 24, 2026

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Features

• AI evaluation tools - Added a dedicated AI Evaluation section to the platform, moving these tools out of Organization Management for easier access and improved workflow management.
• Milestone revenue recognition - Introduced Phase 1 of milestone-based revenue recognition with completion flows and drawdown summary views for project-based revenue tracking.
• Billable expenses - Added comprehensive billable expense tracking with customer assignment, project allocation, and markup configuration capabilities.
• General ledger audit columns - Added optional Created By, Last Approved By, and Last Approved Date columns to General Ledger reports for enhanced audit trail visibility.
• Scheduled AI agents - Enhanced scheduled agent management with improved sort functionality and cadence picker with humanized schedule previews.
• Xero financial statement reconciliation - Added support for Profit & Loss and Balance Sheet reconciliation with Xero for streamlined financial statement matching.
• Brex multi-connection support - Enabled multiple Brex connections per organization to support complex banking setups.
• Guided tour integration - Connected onboarding feature chips to their corresponding guided tours for seamless user education experience.
• AI error recovery - Implemented three-tier error classification allowing AI agents to self-correct validation errors instead of terminating conversations.
• Rippling integration - Added OAuth 2.0 authentication support for Rippling payroll integration with connection management and token storage.
• Salesforce field discovery - Enhanced Salesforce integration with automatic field discovery and schema exploration for improved data synchronization.
• Cash flow drill-down - Added General Ledger drill-down capability for account-backed cash flow statement lines with proper period and account filtering.
• VAT return improvements - Enhanced VAT Return reports with proper VAT ID resolution for cross-border transactions and support for custom report saving.
• Bank match suggestions - Re-enabled matching suggestions for previously archived bank transactions to prevent permanently stranded transactions.
• Project list filtering - Added server-side filtering support for project lists with improved performance and search capabilities.
• Accounts API filtering - Added excluded account types filter to accounts API for more flexible account selection and statistical account blocking.
• Chunked bulk imports - Implemented chunked writing for customer and direct expense bulk imports to improve performance and reliability.
• Checklist task archiving - Added archived status support for checklist tasks with proper lifecycle management.

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Fixes

• Revenue recognition search - Fixed search functionality in ARR by Contract report to properly return matching records.
• Amortization schedule controls - Added “Stop amortization schedule going forward” action to provide better control over ongoing amortization processes.
• Change order date validation - Resolved “Please select a date” blocking error for straight-line prorate first/last recognition in obligation modifications.
• Close checklist task management - Fixed issue where “Delete Tasks” button remained available after clicking Reset on Close Checklists Template page.
• Invoice description formatting - Preserved multi-line formatting in invoice description fields that previously rendered as single lines after updates.
• Project date validation - Added proper validation to prevent project creation when Start Date is later than End Date.
• Classification view labels - Fixed generic “records” label to display proper record type names for Customer Deposit, Customer Payment, and Statistical Journal entries.
• Terms list sorting - Implemented proper sorting functionality for the Terms list view.
• Budget archive recovery - Fixed bulk action footer to show “Recover” instead of “Archive” for archived budget records.
• Exchange rate precision - Resolved manual exchange rate field truncation and calculation precision issues on financial statements.
• Balance sheet loading - Fixed timeout issues causing Balance Sheet reports to fail loading.
• Income statement pivot renaming - Resolved issue preventing users from renaming added pivots in Income Statement customization.
• Trial balance summary columns - Fixed rendering of summary columns with empty parent buckets in trial balance reports.
• Page size persistence - Fixed rows-per-page setting updates on list views when staying on the same page.
• Allocation schedule memo field - Preserved memo field values when editing allocation schedules in revenue recognition.
• Report center button priority - Changed Customize button from primary to secondary styling to maintain Save As as the primary action.
• Side navigation scrolling - Removed rubber-band overscroll behavior on application side navigation for improved user experience.
• N+1 query optimization - Resolved slow database queries in transaction monitoring and customer payment endpoints.
• OCR number precision - Fixed OCR-extracted numbers to respect database decimal precision limits preventing bill save failures.
• Trial balance fiscal year logic - Corrected P&L year-to-date calculations and Balance Sheet point-in-time balances for non-standard fiscal years.
• AI benchmark metrics - Fixed AI spending calculations to include direct expenses alongside bills for accurate vendor keyword matching.
• Xero conversion balances - Resolved missing opening balance imports from Xero by including conversion balance journals in migration sync.
• VAT rate type classification - Fixed incorrect “exempt” classification for out-of-scope VAT transactions.
• Migration account hierarchy - Prevented QuickBooks migration pauses by keeping parent accounts when children have transaction activity.
• Close checklist approvers - Fixed inability to add yourself as an approver in close checklist tasks.
• Bulk import filters - Corrected filter status labels and behavior in bulk imports interface.
• Brex vendor payment handling - Fixed vendor payment creation errors for bills that were already settled before import.
• Customer statement ordering - Added missing date ordering to customer statements to ensure consistent display.
• Period lock optimization - Improved bulk archive performance by skipping row locks for status-only updates.
• Report access filtering - Unified company access filters in reports to eliminate duplicate database queries.
• Aging report excluded lines - Fixed “Show Excluded Lines” toggle functionality in AR/AP Aging reports.
• QuickBooks deposit routing - Corrected import routing for deposits to non-bank accounts as journal entries instead of customer deposits.
• Sandbox user permissions - Fixed blank data display for copied users in new sandboxes by resetting company access restrictions.
• Cash flow error handling - Improved error responses for unsupported drill-down requests in custom Cash Flow reports.
• Allocation search functionality - Fixed search by allocation number across all tabs in allocation schedules.
• OpenSearch performance - Enhanced search precision and removed legacy tests for improved query accuracy.