Features
- Migration account mapping classes - You can now assign a DualEntry classification to each source account during migration account mapping, letting multiple source accounts consolidate into one DualEntry account while staying distinguishable. The class is stored on the mapping and applied on import from QBO, Xero, or Rutter.
- QBO journal entry tax import - Journal entries imported from QBO now include their tax lines, so entries with below-the-line GST, HST, PST, or QST post in balance instead of failing on a currency mismatch.
- Customer tax status on update - The public API now accepts
is_taxableon customerPUTandPATCHrequests, not justPOST, so you can update a customer’s tax status after creation. - Currency revaluation search - Search in the Currency Revaluations process now filters and returns matching records correctly across the process and transaction tabs.
- Scheduled Snowflake exports - Snowflake destination exports now run automatically once a day instead of requiring a manual trigger, with the option to set a faster per-organization schedule.
Fixes
- Audit Trail search - The search filter in Audit Trail tabs now filters results correctly.
- Faster Add Existing User - Opening Add Existing User no longer waits on membership status for every organization when browsing the full list, so the dialog loads faster.
- System accounts as parents - You can now set a system account as a parent account without errors.
- Income statement widget rounding - Dashboard widgets using manual FX rates now round revenue, cost of sales, and gross profit totals the same way as the Income Statement Summary report, removing small discrepancies between the two views.
- Swagger availability - API documentation (Swagger) is available again across all environments.