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Features

  • Payroll posting cadence review - The AI copilot can now review payroll posting patterns across companies and months to flag gaps in salary and payroll expense postings, including late catch-up entries.
  • Filter reports by custom field - Reports can now be filtered by custom field and custom field values, including an option to view records with no value assigned.
  • Custom field pivot Unassigned column - Reports pivoted by custom field now include an Unassigned column so transactions without a custom field value are still counted in report totals.
  • Zero-rated tax support - Invoices with zero-rated tax now post correctly to the general ledger and appear in VAT return reports instead of being excluded.
  • Idempotency keys for the public API - The public API now accepts an Idempotency-Key header so retried requests do not create duplicate records.

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Fixes

  • More reliable AI copilot answers - Fixed an issue where the AI copilot’s knowledge base could silently drop relevant documentation, improving the accuracy of citations and answers.
  • Month-over-month expense comparisons - The AI copilot now compares month-over-month expenses using full general ledger account detail and notes when foreign exchange rates may affect the comparison.
  • Budget report company filter - Fixed an issue where budget reports showed the same figures regardless of which companies were selected.
  • Brex transaction duplicates - Fixed a bug that created duplicate Brex transactions and caused general ledger imbalances.
  • Custom report percentage formulas - Fixed custom report formula rows that ignored the “Show as percentage” setting when every referenced row was already a percentage.
  • Editing reconciled direct expenses - You can now edit safe fields such as memo, check number, custom fields, and classifications on a reconciled direct expense.
  • Close checklist status filter - Fixed the Completed status filter in close checklists so it no longer shows checklists that have not been started.
  • Chart of Accounts status filter - Fixed the Active and Inactive status filters on the Chart of Accounts so they show only matching accounts.
  • Ramp foreign-currency payments - Fixed an issue where Ramp foreign-currency payments used DualEntry’s exchange rate instead of the bank’s actual rate, causing a mismatch with the bank.
  • New organization billable line default - New organizations now default billable lines to off, so new line items are not marked billable unless enabled by an admin.
Last modified on August 12, 2026