Features
- Date format options - Added MMM D, YYYY and D MMM YYYY date format options to organization, company, and user preferences.
- Reports save action - Added a “Save report” button to all report toolbars for easier access to save functionality.
- Billable expenses improvements - Enhanced invoice generation with improved formatting and a streamlined interface.
- Bank match export filters - Exports now honor all on-screen filters, including date ranges and amounts.
- Dashboard permissions - Dashboard and widget creation controls now respect user permissions.
- Project duplication navigation - After you duplicate a project, you’re returned to the Projects Overview list instead of the detail page.
- Skip rules builder - Added a skip rules configuration interface for the Salesforce integration.
Fixes
- Copilot navigation - Fixed the New Chat button disappearing when navigating to non-chat Copilot pages like Skills and Connectors.
- Contract tab navigation - Fixed an issue where approval status filters prevented switching between contract tabs.
- Chart of accounts footer - The account detail drawer footer with the Edit button now stays pinned at the bottom instead of scrolling away.
- Company parent changes - Improved error messages when changing parent company relationships, with clearer explanations and next steps.
- Bank match scrolling - Fixed a vertical scrolling issue in the Bank Match Auto tab where suggestions below the fold were unreachable.
- Avalara nexus display - Fixed the display format for countries without regions (no longer shows “GB:null”).
- Invoice payment status - Removed the irrelevant payment status filter from recurring invoice pages.
- Statistical journal archiving - Added the ability to archive and recover Statistical Journal entries.
- Badge text clipping - Fixed vertical text clipping in badge components.
- Product tax code validation - Now properly rejects whitespace-only entries for code and description fields.
- Archive action labels - Fixed archive and recover keyboard shortcuts and improved label accuracy across recurring transaction lists.
- Recurring transaction drafts - Fixed the “Save as Draft” button being incorrectly disabled when creating recurring transactions.
- Account categorization - Improved the account dropdown in transaction forms to show the parent account path alongside child account names.
- Integration display issues - Fixed various layout and overflow issues in integration settings pages.
- Source map uploads - Fixed Sentry source map uploads to enable better error debugging in production.
- Onboarding widget stability - Isolated the onboarding status widget to prevent checklist fetch failures from crashing the home page.