Features
- Monthly split by default on Cash Flow Statement - The Cash Flow Statement summary now opens with a monthly breakdown, matching the Income Statement and Balance Sheet. A Total/Monthly toggle is now available directly in the report toolbar.
- Choose one file or multiple files for Excel report package downloads - The report package download menu now offers a single multi-sheet workbook or a ZIP file containing one workbook per report, so you can pick the format that fits your workflow.
- Warn on future-dated transactions - Organization settings now include a toggle to warn users when they post a transaction with a future date. The warning is off by default and resets automatically if future-dated posting is disallowed.
- Sort customers and vendors tables - You can now sort the customers and vendors tables by column, making it easier to find specific records.
- Audit tab added to roles - Roles now include an audit tab so you can review changes made to role configuration over time.
- Helper text in Stripe settings - The Stripe settings drawer now includes helper text to clarify configuration options.
- Export contracts from the contracts list - You can now export the contracts list, in addition to viewing contract performance.
Fixes
- Faster scrolling on large reports - Reports with wide pivots or many rows no longer stall or show blank rows while scrolling. Scroll performance on large reports improved substantially.
- Correct file format on report package downloads - Downloading a report package as PDF no longer returns an Excel file when the package’s export setting was configured for Excel.
- Migration account mapping display fixed - The migration accounts mapping tab now displays correctly instead of showing stale or incorrect sync status.
- Bank transfer records stay up to date - Editing, duplicating, or updating a bank transfer now correctly refreshes its detail view instead of showing stale data.
- Vendor payment mappings refresh after update - Updating a vendor payment mapping now immediately reflects the change instead of showing outdated mapping data.
- Fixed record pages for purchase orders and related records - View, edit, and duplicate pages for records like purchase orders no longer show stale data, and navigating to a record that no longer exists now shows a proper not-found message.
- Improved sidebar label readability - Navigation menu labels in the sidebar are now easier to read against the sidebar background.