Features
- Contracts dashboard - The Contracts list now loads live dashboard data and supports adding, editing, and removing widgets.
- Contract ramp groups - Change-order and summary frames in contract ramp groups have a refreshed layout, and view mode now displays more clearly.
- Amortization form approvals - Amortization forms now show Approve and Reject actions directly, and the list refreshes automatically after you approve an item.
- Close strictness settings - Admins can now configure organization-level close strictness from a dedicated settings screen.
- International phone numbers - Customer and vendor phone number fields now accept extensions and international formats.
- Statistical account filters - The Statistical Account balance table now includes additional filters to narrow down results.
- Deel credit account mapping - Deel integrations can now use credit account overrides when mapping transactions.
- Ownership panel export - The Owners panel in Ownership reporting now includes an export and download button.
- Scheduled agent run view - The “Run” button on Scheduled Agents is now labeled “View Run” for clarity.
- Bank match rule connections - You can now connect bank match rules directly within close workflows.
- Copilot statistical journal support - The AI copilot can now read and answer questions about statistical journals and statistical accounts.
- Owner Portfolio live data - The Owner Portfolio report now pulls live holdings from the report endpoint instead of showing seeded demo data.
- Scheduled Agents configure drawer - Editing or creating a scheduled agent now opens a configure drawer with a pause and resume control, replacing the previous edit modal.
Fixes
- Contracts metrics button - The Metrics button now appears correctly on the Contracts For Approval tab.
- Close progress messages - Progress messages no longer flicker when the live connection reconnects during a close.
- Check pagination - Pagination controls in Check no longer jump upward when a list contains fewer records.
- Recurring transaction validation - Validation errors on the Start Date and End Date fields in recurring transaction forms no longer break the form layout.
- Financial institutions status filter - The status filter checkbox in the Financial Institutions listing no longer displays incorrectly.
- New classification form - The new classification form now renders correctly instead of displaying with broken layout.
- Nexus tax agency label - The Tax Agency dropdown label on the Nexus form now matches the styling of other company fields.
- Column picker accessibility - The column picker’s drag handle now has an accessible name and is disabled while searching, preventing accidental drags.
- Ownership nested tables - Ownership nested tables now render full-width, and the clipped Actions header and Total row height have been corrected.
- Ownership column dividers - Sticky column dividers in Ownership reporting now render as 1px hairlines to match the design.
- Ownership allocation total row - The Allocation Total row in Ownership reporting now has the correct fill and merged-cell hairline.
- Ownership list styling - Primary identifiers in Ownership lists are now easier to read, and company avatars have a more subtle appearance.
- Report package apply button - The Apply button now displays correctly for admin users creating a report package.
- Asset class list order - Fixed-asset class lists now display in the correct order instead of relying on inconsistent client-side sorting.
- Static asset styling - Fixed an issue where page styling could fail to render because CSS assets were blocked from loading.
- Stripe dispute reconciliation - Stripe disputes now appear in Integration Errors for manual GL reconciliation instead of going unrecorded.
- Stripe refund visibility - Refunds that fail to post automatically now appear in Integration Errors instead of leaving cash unreconciled.
- Stripe payment method requests - Requesting a payment method from an existing Stripe-synced customer no longer creates a duplicate Stripe customer.
- Statistical journal search - Searching statistical journals now correctly matches on ID prefix and memo text.
- AI prospect tour - The AI prospect tour no longer displays the unavailable Budgets and Forecasting option.
- Bulk reclassify sync protection - Bulk reclassification now flags synced records as dirty, preventing subsequent syncs from overwriting manual updates.
- QuickBooks invoice import - Invoice import no longer fails when optional invoice line tables are missing from the source data.
- PayPal MCP connector - The PayPal MCP connector now installs successfully instead of failing with a transport error.
- Customer children pagination - Loading a customer’s child accounts no longer truncates the list, so parent exclusion and payment or prepayment flows resolve against the full set of children.
- Organization logo upload errors - Organization logo uploads now show clearer failure messages when a logo can’t be fetched.
- Period lock reason tooltip - Save buttons on forms in a locked period now show the lock reason on hover instead of being hidden behind the keyboard shortcut tooltip.
- Mobile sign-in redirect - Signing in from the mobile app no longer gets stuck in a redirect loop.