Features
- Collapsible account hierarchy in reconciliations - You can now expand and collapse account groupings in the reconciliations view, making it easier to navigate accounts with many nested levels.
- Refined Copilot send button - The send button in the AI copilot composer is now sized to match the other toolbar icons for a more consistent look.
- Cleaner bank match rule editor - The bank match rule editor now uses consistent heading styles, and long rule names are truncated so the title and Save button no longer overlap.
- Usage-tier contract form improvements - The usage-tier contract form now includes clearer copy, an estimated total contract value, a block-size rule, and a First Unit column.
- Contract recognition frequency and interval - You can now set recognition frequency and interval directly on the contract form.
- Automatic bill status updates - Bills now automatically move to Paid status once the net balance reaches $0.
- More precision in consolidated exchange rates - You can now enter up to 9 decimal places in consolidated exchange rate fields.
- Warning on future-dated transactions - Saving a future-dated transaction now shows a warning popup so you can confirm the date before saving.
- Balance table on statistical accounts - Statistical account details now include a balance table.
- Consolidated currency selector on the Dashboard - The Dashboard currency selector now includes a consolidated option and a parent-company picker.
- Status filter for payment methods - The payment methods list now includes a status filter so you can show only active or inactive methods.
- Clearer classification required-for field - The classification “Required for” field is now grouped into a two-column layout with group toggles and a clear-all option.
- Preserved line items when changing company on a journal entry - Changing the company on a journal entry now preserves non-bank account line items instead of clearing them.
- Multi-period purchase order allocation - Purchase orders now support allocating quantities and amounts across multiple periods.
- Search by project ID - You can now search for projects using a partial or prefixed project ID.
- Revenue recognition batch search - You can now search for revenue recognition batches from both the record list and the workflow search.
- Optional items mapping for QuickBooks Online migrations - QuickBooks Online NextDay migrations now include an optional step for mapping items, matching the existing vendor and customer mapping steps.
- Negative rates for discounted migration items - Discounted line items imported from QuickBooks Online now keep the original item and apply a negative rate instead of creating a separate discount item.
- Zero quantity allowed on invoice lines - Invoice line items can now have a quantity of zero. Negative quantities are still rejected.
- GST support for additional countries - Avalara tax calculation now supports GST for Australia, New Zealand, Singapore, and Malaysia, including cross-border transactions.
- Native VAT rates for country-only vendor addresses - You can now select native VAT rates on bills for vendors whose address only specifies a country, without requiring full VAT registration details.
Fixes
- **Custom report pivot columns no longer show NaN in the dimension columns instead of labels. These columns now render correctly as text.
- Fixed connector permissions copy that referenced an outdated product name instead of the current product name.
- Fixed a timezone overlap issue on the Schedule view.
- Fixed an issue where archiving or recovering a change order did not update the button state until the page was manually refreshed.
- Fixed an issue where deleting a recurring journal entry left the deleted record visible in the list.
- Fixed an issue where the People Activity tab showed a “Page Unavailable” error on record details.
- Fixed currency revaluation so it now includes accounts receivable, accounts payable, and other monetary accounts instead of only bank accounts.
- Fixed account list filters that incorrectly dropped a blank filter value in the budget import and reconciliation views.
- Fixed a layout shift that occurred on the direct expenses page.
- Fixed account details tables that had lost text trimming for long values.
- Fixed a form width regression caused by long memo content.
- Fixed the Save button in the bulk edit classification workflow.
- Fixed the “View all integrations” button so it switches to the All Integrations tab without refreshing the page first.
- Fixed the bulk import failed-status filter so it no longer displays partially passed records.
- Fixed the Trial Balance summary report so it no longer shows leading empty year and month columns under inception-to-date pinning.
- Fixed VAT Return Report filter buttons for country, direction, and rate type that previously had no effect.
- Fixed the cash flow report so its view now matches the income statement.
- Fixed the pivot layout toggle so it no longer silently moves row classifications to the column axis.
- Fixed the pivot panel so column-option filters now apply correctly for subvalued options.
- Fixed a crash that occurred when a report column bucket value contained ”::”.
- Fixed slow scrolling performance on reports with large amounts of data.
- Fixed the column picker so long field and custom field names no longer crowd out the drag handle.
- Fixed several display and validation issues in the Ownership module, including missing empty states, name uniqueness validation, layout spacing, and scroll and divider rendering.
- Fixed bill quantity matching so it validates against the purchase order line instead of the first matching catalog item, so duplicate purchase order lines validate correctly.
- Fixed the date filter so future dates are disabled as expected.
- Fixed a query selector field that kept showing a stale name after the selection was cleared.
- Fixed MCP connector avatars to use consistent square styling with padding.
- Fixed tab indicators that briefly flashed on the wrong tab when navigating between tabs sharing the same path.
- Fixed vendor and customer ID search so it correctly matches records by ID.
- Fixed the Custom Field Lines filter option so it is disabled until a Custom Field filter is applied.
- Fixed badge display so single-digit numbers are centered.
- Fixed an issue where draft records could become locked partway through a save and could not be edited or posted again.
- Fixed an issue where importing journal entries from CSV could fail when a line’s debit and credit amounts were equal.
- Fixed the Chart of Accounts import history page so the records-per-page dropdown correctly changes how many records are shown.
- Fixed an issue where a migration could report 100% completion without any data being pulled into the organization.
- Fixed an issue where some migrations became stuck alternating between statuses instead of completing.
- Fixed MCP marketplace installs for Plaid, PayPal, Square, and Atlassian, which previously failed to install.