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Features

  • Tiered pricing change orders - Contract change orders now support tier-based usage pricing changes.
  • Multi-contract usage import - The bulk usage import tool now supports writing usage records across multiple contracts, including SKU mapping and validation.
  • Contract and performance obligation export - Export the contracts overview list and performance obligations to CSV directly from the list page.
  • Horizontal bar chart orientation - Vendor spend, revenue ranking, MRR movement, and flux analysis charts now consistently support horizontal orientation.
  • Search by unique ID - Customers and vendors can now be found by searching their unique ID.
  • Migration Data Sync transaction date filter - The Migration Data Sync table now includes a transaction date filter option.
  • NetSuite migration connector - Migrate journals, invoices, bills, payments, and deposits from NetSuite using the new Rutter-based connector.
  • Salesforce multi-tab field mapping - Salesforce migrations now support mapping fields across the Items, Contracts, and Performance Obligations tabs.
  • Tax-exempt status on customer creation - The public API now accepts an is_taxable field when creating a customer, so integrators can set tax-exempt status at creation time.
  • Package report Excel export - Report packages can now export as a multi-sheet Excel workbook or as a ZIP file containing one worksheet per member report, and scheduled run emails attach the selected format.
  • Intercompany company ID on more record types - Direct expenses, cash sales, vendor credits, and customer credits now expose a line-level company_id in the public API, matching bills and invoices for Centralized Intercompany Billing.

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Fixes

  • Copilot artifact retrieval - The AI copilot now correctly loads full prior table or report data when you ask a follow-up question, instead of substituting unrelated results.
  • Subscription revenue answers - The AI copilot no longer confuses budgeted amounts with recognized revenue when answering subscription revenue questions.
  • Copilot Gmail and Slack connections - The AI copilot now connects reliably to Gmail and Slack integrations.
  • Duplicate transaction alerts - Multi-entity bills no longer generate duplicate “potential duplicate” alerts for their elimination and line company mirror transactions.
  • Reconciliation status - Reconciliations now calculate balances using only posted items, fixing cases where a reconciliation stayed marked as not reconciled with a zero variance.
  • Bank Match archiving - You can now archive agent-matched (purple) transactions in Bank Match.
  • Reconciliation period boundaries - Reconciliations no longer pull in transactions dated after the statement period.
  • VAT report reverse-charge classification - The VAT report now correctly classifies reverse-charge transactions based on externally computed tax data.
  • Tax-exempt customer transactions - Transactions for Avalara tax-exempt customers no longer show an incorrect “no tax” error.
  • Billable expenses vendor display - The Billable Expenses list view now shows the vendor for Direct Expense transactions.
  • Vendor payments list performance - Loading the vendor payments list is significantly faster.
  • Xero migration empty invoice lines - Xero migrations now handle bill and invoice lines with missing account, quantity, or amount data instead of failing.
  • Bulk bill updates - Fixed an error when bulk updating bills that reference an AP account.
  • Ramp foreign currency payments - Foreign currency bill payments imported from Ramp now use Ramp’s actual bank exchange rate, so the general ledger matches the bank.
  • Xero payroll journal migration - Payroll journals from Xero now migrate correctly into DualEntry.
  • VAT Return Report filters - Country, direction, and rate type filters on the VAT Return Report now correctly filter the underlying data.
  • Retained Earnings drilldown - Retained Earnings drilldown links on the balance sheet and trial balance now open the correct general ledger detail.
  • Brex vendor matching - Vendor matching for Brex transactions is now case-insensitive, preventing duplicate vendor creation errors.
Last modified on August 12, 2026