Features
- Billable expenses - Added support for generating draft invoices from billable expense items with project-based tracking.
- Revenue recognition - Added milestone-driven billing option for MILESTONE contracts, enabling automatic invoicing upon milestone completion.
- Customer parent accounts - Account dropdowns now display full parent account paths for better visibility in complex chart structures.
- Statistical journal entries - Added record-level statistical account field and prevented statistical accounts from appearing in monetary transaction pickers.
- Reports - Added Customer column to Fixed Asset Register report and enabled Year/Month pivot layout on Trial Balance summary.
- Keyboard shortcuts - Added shortcuts for revenue recognition contract actions and improved shortcut display with OS-specific modifier key symbols.
- Tax setup - Added support for fixed-rate VAT calculations from AvaTax with automated rate application.
- Copilot - Enhanced AI module with improved sidebar navigation and timezone-aware chat messaging.
- Integration - Added bulk classification mappings for Deel integration and enhanced Ramp settings with improved tab visibility.
- Bank matching - Added support for many-to-many bank transaction matching for complex reconciliation scenarios.
- Approval workflows - Extended approval workflows to custom fields for enhanced master data governance.
- Bulk operations - Added bulk posting capabilities for revenue recognition contracts.
- Fixed assets - Added source transaction number field to Fixed Asset Register exports for better audit trails.
- API enhancements - Added bank match status field to Cash Sale, Direct Expense, Vendor Prepayment, and Customer Payment API responses.
- Vendor management - Added case-insensitive name uniqueness validation for vendors to prevent duplicate entries.
- Paper checks - Added API endpoint for creating paper checks programmatically.
- Copilot charts - Added horizontal bar chart orientation support for enhanced data visualization options.
Fixes
- Archive operations - Fixed missing success notifications when archiving or recovering records from list views across multiple modules.
- Customer payments - Fixed currency filter functionality to properly filter payment records by selected currency.
- Form validation - Resolved postal code validation issues and improved error messaging for address fields across forms.
- Contract management - Fixed milestone data preservation when duplicating contracts and prevented editing contracts with active milestones.
- Loading states - Aligned skeleton loading components with actual table dimensions and fixed permanent loading states on various pages.
- Navigation - Fixed sidebar permission alignment with page access rights and resolved stale data display issues after save operations.
- Filter systems - Corrected search functionality across multiple filter types and resolved filter state persistence issues.
- User interface - Fixed pagination positioning on short lists, resolved text overflow issues, and improved bulk action footer placement.
- Revenue recognition - Fixed subledger line filtering and resolved date forwarding issues in post line operations.
- Close management - Improved checklist template refreshing and fixed status representation inconsistencies.
- Reconciliations - Fixed exclude filter behavior to properly exclude matching records instead of showing them in History tab.
- Journal entries - Fixed account exclude filter functionality to properly exclude records from the list view.
- Customer statement - Fixed amount column sorting to work correctly with monetary values.
- Sales orders - Fixed bank account validation error messages displayed during successful record recovery.
- Avalara integration - Fixed product tax code dropdown to display available codes even when Avalara setup is incomplete.
- Brex integration - Corrected transaction cutoff date handling and added missing receipt attachments for reimbursement bills.
- Xero migration - Fixed handling of negative spend transactions by importing them as reversal journal entries instead of failing.
- Bank match rules - Fixed vendor assignment to journal entries created through bank match rules.
- Copilot queries - Fixed slow database queries in transaction monitoring and resolved N+1 query issues in chat tools endpoint.
- Copilot timezone - Fixed timezone handling in plan and execute mode to match user’s local time.
- Copilot artifacts - Fixed title length validation to prevent database errors and resolved artifact listing for messages.
- Customer deposits - Fixed uniqueness validation to ignore archived deposits when re-applying customer payments.
- Classification validation - Fixed required classifications to only validate on account-only lines, not applied invoices.
- Bulk imports - Fixed status reporting for imports where all rows failed and improved error recovery for interrupted imports.
- Export functions - Fixed archived transaction exclusion from reconciliation exports.
- Balance sheet reports - Fixed sub-group totals when pivoting by customer or vendor to properly split beginning balances.
- Trial balance - Fixed year-to-date calculations in pivoted reports to show cumulative values correctly.
- Search functions - Fixed search functionality for paper checks, nexuses, and various record types.
- Integration syncs - Fixed Stripe customer archiving on deletion webhooks and improved Ramp error handling.
- Statistical journals - Added missing archive and recover endpoints and switched to ID-based resource references.