Features
- Rippling integration - Added complete settings drawer and mapping tabs for Rippling payroll integration with worker type toggles and accounting basis configuration.
- Currency revaluation recovery - Added the ability to recover archived currency revaluation processes, with separate bulk archive and recover actions based on process status.
- Bank match improvements - Enhanced “Match all” functionality to process all eligible transactions company-wide instead of being limited to 100 rows, with accurate badge counts matching the Auto tab.
- Invoice overview stats - Moved entity name into stats card titles (now displays “Created invoices”) and removed redundant footer labels for cleaner presentation.
- Contract under-allocation - Milestone authoring now allows partial allocation below contract totals while still preventing over-allocation.
- Custom report labels - Updated custom reports delete action to display “Delete” instead of generic action text.
- Allocation and journal shortcuts - Added deactivate shortcut action for allocation schedules and journals with keyboard support.
- Fixed assets shortcuts - Added keyboard shortcuts and tooltips to fixed assets list and form actions.
- Migration workflow shortcuts - Added keyboard shortcuts and tooltips to migration workflow actions.
- Checklist naming - Added ability to name individual checklists and improved form action buttons layout.
- Amortization shortcuts - Added keyboard shortcuts to amortization form and list actions.
- Created via labels - Updated transaction labels to show “DualEntry” instead of “Manual” for better clarity.
- Recurring records - Disabled “Save as draft” button when creating recurring records to prevent invalid states.
- Rippling payroll sync - Added complete payroll run synchronization from Rippling with automatic journal entry creation for W-2 employees, contractors, and EOR/PEO workers.
- Fixed assets via API - Added ability to create fixed assets with custom field values through the save_record MCP tool.
- Classification approval workflows - Added approval workflow support for classifications and classification lines with configurable review requirements.
- Custom field approval workflows - Added approval workflow support for custom fields with configurable review requirements.
- Item approval workflows - Added approval workflow support for items with configurable review requirements.
- Journal entry lines API - Added new bulk retrieval endpoint for journal entry lines with pagination and date range filtering.
- Direct expense lines API - Added pagination support to the V2 direct expense lines endpoint for improved performance with large datasets.
- Customer credit lines API - Added pagination support to the V2 customer credit lines endpoint for improved performance with large datasets.
- IMS cash flow forecasting - Enhanced burn projection calculations to factor in outstanding accounts receivable and payable for more accurate cash flow forecasts.
- Bulk import error recovery - Added ability to automatically fix common CSV import errors directly from uploaded files without requiring an existing import job.
- Balance sheet customer attribution - Added proper customer attribution for amortization entries in Balance Sheet reports with correct filtering by customer and line customer.
- Financial statement CTA controls - Improved currency translation adjustment controls to only appear for multi-currency clients with actual CTA balances.
- Custom report audit trail - Added comprehensive audit logging for all custom report creation, modification, and deletion actions.
- Xero classification mapping - Enhanced Xero integration to properly map classification options even when import is scoped to specific category records.
- Paper check API - Added support for creating paper checks through the public API.
- Recurring journal entries API - Added record status filtering and archived listing support for recurring journal entries.
Fixes
- Column selector checkbox - Fixed Trial Balance column picker where clicking directly on the Debit/Credit checkboxes wasn’t toggling the columns.
- Migration actions - Removed “Archive & replace” option for transactions that haven’t synced to DualEntry to prevent dead-end actions.
- List page loading - Fixed empty state display that was appearing alongside loading tables by moving empty states inside table components.
- Bank match scrolling - Fixed Auto tab suggestions being cut off below the viewport by adding proper scroll container height.
- Agent navigation - Fixed “New Agent” navigation label appearing disabled in the Agents sidebar.
- Tooltip positioning - Updated tooltip placement from bottom to top across various components to prevent clipping.
- Eval case validation - Updated evaluation case forms to require track tags instead of deprecated category tags.
- Filter popover clipping - Adjusted evaluation case table height to prevent filter popovers from being cut off.
- Copilot skills menu - Fixed Skills menu opening in wrong position within the copilot interface.
- Report drill-down - Fixed Waterfall, Invoice Waterfall, and Rollforward reports showing all months instead of the selected month when drilling down.
- Cash flow report links - Fixed custom Cash Flow reports crashing when rendering cells with null href values.
- Revenue schedule refresh - Fixed revenue schedule not updating after editing usage or milestone-based contracts until page refresh.
- Scheduled agent deletion - Fixed detail drawer remaining open with stale content after deleting a scheduled agent.
- Draft contract editing - Fixed period locking incorrectly blocking edits to draft contracts that haven’t generated journal entries yet.
- Scheduled agent frequency - Added minimum value validation for minutes frequency in scheduled agent configuration.
- MCP modal issues - Fixed Remove MCP modal not opening and added proper error handling.
- Table box shadows - Fixed missing box shadows on first and last columns in horizontally scrollable tables.
- Vendor mandatory fields - Fixed mandatory field indicators appearing inconsistently for vendor forms.
- Company shortcuts - Fixed Escape key conflicts in company forms when multiple overlays have unsaved changes.
- AI artifact generation - Fixed skills that don’t produce artifacts incorrectly triggering artifact generation processes.
- Copilot entity resolution - Improved entity matching to properly find vendors when searching by acronyms like “AWS” matching “Amazon Web Services”.
- Bank reconciliation status - Fixed completed reconciliations with zero difference incorrectly showing as “Not-reconciled” status.
- Custom report builder - Fixed removed rows disappearing after save and refresh, preventing users from restoring previously removed items.
- Integration settings updates - Fixed migration settings failing when multiple duplicate IntegrationSetting records exist for the same configuration.
- Customer file management - Fixed deleted files continuing to appear on Customer Details screens instead of being properly removed from the list.
- Payment amount validation - Fixed “Unassigned amount must be greater than or equal to 0” error appearing when payment amount is less than applied amount.
- Vendor name duplicates - Fixed ability to create duplicate vendors when names differ only by case sensitivity.
- Date period mismatch reports - Fixed Date/Period Mismatch Report incorrectly flagging auto-generated reversal journal entries as errors.
- Balance sheet pivoting - Fixed Balance Sheet pivot functionality when grouping by classification, customer/vendor, or item dimensions.
- Contract error messages - Fixed contract creation errors showing generic “Referenced record not found” instead of specific validation messages.
- Duplicate vendor handling - Fixed integration errors when multiple vendors share the same name by improving vendor lookup specificity.
- Dashboard permissions - Fixed dashboard widget creation and modification incorrectly allowing users with only View permissions to make changes.