Features
- Amortization memo field - You can now add a custom memo field to amortization records in Credit Genie for clearer record keeping.
- Contract change orders - A new change order interface lets you manage baseline and seat changes on contracts directly.
- Contract usage display - Contract usage details are now visible in the contracts UI.
- Contracts list export - You can export contracts and performance obligations directly from the contracts list.
- Bank Match check number column - The Bank Match transactions table now offers an optional Check Number column.
- Bank Match grouping view - The Matched and For Approval grouping views in Bank Match received visual polish for easier scanning.
- Bulk transaction creation - You can now multi-select while creating transactions and load an additional 1,000 rows at a time.
- Audit trail for role changes - User role and permission changes now appear in the Activity and Audit Trail log.
- Sortable customer and vendor lists - Customers and vendors can now be sorted by name, number, or any other column.
- Separate invoice amount filters - The Invoice Overview page now offers distinct Amount and Amount Due filters.
- Future-dated transaction warning - DualEntry now warns you before saving a transaction dated in the future.
- Customer refund line amount - Selecting a line item on a customer refund now auto-populates the line amount.
- Journal entry reversal improvements - Reversing a journal entry now validates that it hasn’t already been reversed, and the reversal updates the memo and header automatically.
- Custom field export - You can export selected rows including custom fields from list views.
- Bank connections public API - A new UI flow supports connecting bank accounts through the Bank Connections public API.
- Ownership and NCI reporting - New Owners, Ownership Setup, Effective Ownership and NCI, Ownership Allocation, and Owner Portfolio report pages give you visibility into ownership structures and allocations.
- Custom report builder improvements - Number placeholders in the custom report builder are clearer, and you can now filter reports by custom field and custom field lines.
- Flexible Excel downloads - “Download as Excel” now offers separate options for a single file or multiple files.
- Multi-entity migrations - Data migrations now support multi-entity organizations.
- NetSuite subsidiary mapping - NetSuite subsidiaries now map to your existing company tree, and account mapping displays the matching NetSuite subsidiary and DualEntry company.
- Statistical account balance table - The statistical account details view now includes a balance table.
- Organization commands tab - Organization management now includes a Commands tab.
- Delete reconciliations from history - You can now delete a reconciliation directly from the reconciliation history.
- Cash sale re-credit warning - DualEntry now warns you before re-crediting a cash sale that already has a customer credit, with a link to the existing credit.
- Restricted vendor access for companies - Company vendor access can now be restricted, giving you finer control over who can view or edit vendor records.
- Canada GST tax calculation - DualEntry now calculates GST, HST, PST, and QST for eligible Canadian transactions through Avalara. Native GST calculation remains as a fallback for unsupported flows.
- Statistical balances API filters - The statistical account balances API now supports filtering by account, classification, and classification line.
- Intercompany journal entry line pagination - Intercompany journal entry line results in the public API are now paginated.
- Consistent immutability errors - DualEntry now returns the same error across the API, MCP integration, and bulk transaction actions when you try to edit a posted record blocked by your organization’s immutability policy.
- Onboarding checklist for new prospects - New prospects are now routed to an onboarding checklist with a guided tour on first login instead of directly to the copilot.
- Branding preserved on sandbox migration - Migrating a sandbox organization now preserves your existing logo and brand color.
- Multi-year ramp deal grouping - Performance obligations on multi-year ramp deals can now be grouped together.
- Customer credit approval workflows - You can now create approval workflows for customer credits.
- Consolidated exchange rate decimal precision - Consolidated exchange rate fields now support up to 9 decimal places.
- Invoice template list - You can now view a list of your invoice templates.
- Resizable reconciliation columns - Columns in the reconciliation view can now be resized.
- Milestone completion sequencing - Contracts with sequential milestones enabled now reject completing a milestone out of order.
- API line-level endpoints - The API now exposes top-level line collection endpoints for resources, giving direct access to line-level data.
- Chart of accounts exclusion filter - The chart of accounts API filter now supports excluding specific accounts by ID.
Fixes
- Vendor payment detail view - The vendor payment detail view no longer shows stale data after an edit.
- Bank statement upload permissions - Accountant roles with full Bank Match permissions can now manually upload bank statements as expected.
- VAT calculation on money-out - Non-US VAT calculations now apply correctly on money-out transactions, and expenses and items are taxed together.
- Inbox pagination footer - The pagination footer in the Inbox no longer shifts position when fewer records are displayed.
- Invoice payment status filter - The “Paid” filter on the invoice list no longer displays unpaid invoices.
- Product tax code creation - Clicking “Create New Product Tax Code” no longer refreshes the page.
- Audit trail links - Audit trail entries for account and integration changes now include working record-number links.
- Direct expenses layout - Fixed layout shift, account name trimming, and form width issues on the Direct Expenses page.
- Sidebar tooltips - Collapsed sidebar icons now show tooltips on hover.
- iPad navigation - You can now click the top navigation bar on Apple iPad.
- Xero account mapping - Account mapping no longer stays gated after the Xero sync status changes.
- Interactive Brokers bank connections - Transactions now pull through correctly for Interactive Brokers Plaid bank connections.
- Organization management form fields - Input fields no longer misalign when a validation error is displayed.
- Brex GL sync - New GL accounts now sync to Brex and are selectable as expected.
- Reports customer selection - Selecting many customers in a report no longer causes a request error.
- Dashboard KPI tiles - KPI tiles now display “unavailable” instead of a misleading value when a metric is null.
- Custom report formulas - Saving a custom report is now blocked when a formula references a missing row, preventing broken reports.
- Package run downloads - “Download as PDF” now downloads a PDF instead of an Excel file.
- Report explanation field - The explanation field in reports no longer truncates in the rightmost column.
- Owner type dropdown spacing - The Owner Type dropdown in Owner Setup no longer opens with excessive spacing.
- AR Aging customer filter - The customer filter in AR Aging no longer incorrectly hides valid customers based on the company filter.
- Report column picker - The drag handle for reordering columns remains visible for columns with long names.
- Report headers with special characters - Reports no longer fail to load when a column value contains ”::”.
- Pivot column filters - Selecting and clearing pivot column options now applies and clears filters consistently.
- Bulk import status - Bulk imports that partially succeed no longer display as a failure.
- Onboarding flow order - Locked sandbox organizations now see the welcome screen before the AI tour.
- Contract page loading state - The new contract page now shows a skeleton instead of a spinner while loading.
- Journal entry company change - Changing the company on a journal entry now preserves non-bank lines instead of clearing them.
- Zero-amount bills - Bills with a zero amount are now correctly treated as paid.
- Copilot topbar - Improved the appearance of the copilot button and avatar in the top navigation bar.
- Badge alignment - Badge content is now centered correctly.
- Classification picker - Added an Apply button to the classification picker so the bulk modal save action is visible after making a selection.
- Scheduled agent card - Long schedules on scheduled agent cards are now truncated to fit the card.
- Currency revaluation account coverage - Currency revaluation now surfaces all monetary accounts, including accounts receivable and accounts payable, instead of only bank accounts.
- For Approval empty state - The For Approval empty state now shows a “Create new” action consistent with the Overview and Archived views, across purchase orders, invoices, bills, and journal entries.
- Cross-border tax registration numbers - Cross-border tax calculations between GST and VAT jurisdictions now include the buyer’s tax registration number, so these transactions are correctly treated as business-to-business.
- QuickBooks Online discount migration - Fixed a QuickBooks Online migration issue where invoices and credit memos with discount lines failed with a “Discount item does not exist” error.
- Retained Earnings account classification - The Retained Earnings system account, along with other system accounts of non-monetary account types, is now correctly classified as non-monetary.
- Custom reports with multiple row dimensions - Custom reports with more than one row dimension no longer display “$NaN” in the row-dimension columns.
- Pivot layout toggle - The Pivot layout toggle now reflects dimensions on both the row and column axes, so it no longer mislabels the layout when a dimension remains on rows.
- Ownership setup persistence - Owners and ownership records created in Ownership Setup now persist after a page reload instead of resetting.
- Product tax codes without Avalara - Product tax codes are now hidden from navigation for organizations that do not have an Avalara integration.
- Contract change order SSP reallocation - Change orders that add a new purchase order no longer double the invoice and revenue recognition total contract value.
- Ramp statistical account sync - Ramp syncs no longer fail when an organization has an active statistical account that hasn’t yet synced to Ramp.
- QuickBooks bill import recovery - QuickBooks bill imports no longer leave the import batch in a broken state after a line data error, so subsequent imports proceed correctly.
- Copilot account balances visualization - The Account Balances report visualization in the copilot now renders correctly instead of failing to display.
- Chart of accounts exclude filter display - Selected accounts no longer continue to display in the chart of accounts after you apply an exclude filter.
- Date and period mismatch report performance - The Date and Period Mismatch report now loads faster.
- Balance sheet detail net income - The Balance Sheet detail view now calculates Net Income using fiscal year-to-date activity for mid-year periods, matching the summary and income statement views instead of showing period-only activity.
- Custom report row pivot flattening - Flattening a multi-dimension row pivot on a custom report no longer deletes row groups, section headers, and formula rows.
- Stuck migrations - Fixed an issue where data migrations could get stuck and fail to complete.