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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.

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.
Last modified on July 28, 2026