Features
- Stability and performance - Minor stability and performance improvements.
- Resizable flat-table columns - Flat-table artifacts now support drag-resizing columns.
- Copilot visualization cards - Copilot visualization cards now show an icon, title, and timestamp.
- Condensed scheduled agent messages - Scheduled agent chat bubbles now show only the task and run timestamp for a cleaner view.
- Payment Methods filters - The Payment Methods list now supports filtering.
- Recurring records archive - Recurring records now archive instead of delete, preserving their history.
- SFTP bank connections - SFTP bank connections now support a streamlined setup flow with bank name, URL, and credential entry.
- Deel cutoff dates - Deel settings now support shorter cutoff dates.
- Effective Ownership and NCI live data - The Effective Ownership and NCI report now uses live data.
- Ownership Allocation live data - The Ownership Allocation report now uses live data.
- MCP Connectors bring-your-own credentials - MCP Connectors now offer a credential form for bring-your-own presets that doesn’t require admin credentials.
- Scheduled agent configure drawer - The schedule editing modal has been replaced with a configure drawer that supports update mode and pausing a schedule.
- Owner Portfolio live data - The Owner Portfolio report now uses live data.
- Consolidated exchange rate search - Consolidated exchange rates now support filtering and search by company.
- Bank connection handoff warning - Bank connections now show a warning before handing off to your bank’s login page when connecting or reconnecting an account.
Fixes
- Slack approval hang - The app no longer hangs after approving a message sent through Slack.
- Bills saved views - Custom saved views on the Bills list no longer disappear when switching tabs.
- Vendor Payment Open Transactions - Vendor Payment Open Transactions no longer retain a previous company’s transactions after switching companies.
- Record creation error messaging - The notification shown when a record creation failure is ambiguous is now clearer.
- Sandbox form validation - Native browser validation no longer fires alongside the inline error on the new sandbox form.
- Profile button email alignment - Email text in the profile button now aligns correctly.
- System error rendering - System errors now render in place instead of redirecting to a broken access-denied page, so you can retry without losing your place.
- Logo attachment content types - Logo attachment uploads are no longer served with unsafe content types.
- Mobile app authentication callbacks - Mobile app authentication callbacks are no longer incorrectly redirected during version updates.
- Period-lock reason display - The period-lock reason now displays correctly, so Save buttons no longer disable silently.
- Direct expenses bulk recover - The bulk recover action on the direct expenses list no longer fails when items are missing.
- Consolidated exchange rate tooltip - An empty tooltip no longer appears when hovering over month labels on consolidated exchange rates.
- SDK integration version updates - A redirect loop no longer occurs during version updates for integrations using the SDK.
- Copilot chat initialization - The copilot chat no longer initializes twice, so duplicate conversations no longer appear.