Migration mapping classes and QBO tax import (Aug 25, 2026)

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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_taxable on customer PUT and PATCH requests, not just POST, 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.
• NetSuite record links - NetSuite migration records now link to their source records in NetSuite, so you can jump directly to the originating record.
• NetSuite account mapping scope - NetSuite account mapping during migration now restricts matches to accounts within the same company, preventing cross-company mismatches.
• Vendor column in Intercompany GL Impact - The Intercompany GL Impact report now shows a Vendor column when a line has a linked vendor, and the vendor is included in the CSV export.
• Cash Flow column view picker - The Cash Flow report’s column view now offers Year, Quarter, and Month options through a dropdown, matching the layout of the Income Statement and Balance Sheet reports.
• Bulk import for Ownership - You can now bulk import owners and ownership records from the Owners and Ownership Setup pages instead of entering them one at a time.
• Tax ID labels on invoices - Invoices now display the correct tax ID label, such as ABN, GST number, or VAT ID, based on the jurisdiction of the company and the customer.
• Pause migration sync - You can now pause an in-progress migration sync.
• Clearer company selection during migration - Migration screens now show more clearly which company is selected, and creating an account during migration prefills the company field.
• Recent Journals table columns - The Recent Journals table now includes GL Accounts and Companies columns.
• Insights renamed from Benchmark - The Benchmark feature has been renamed to Insights.
• Invoice template blocks - Invoice templates now support additional footer and line item blocks and fields.
• Tasks renamed from Helios - The Helios page and sidebar item are now labeled Tasks.
• Allocation types in production - Allocation setup now offers transaction-based and statistical allocation types.
• Jurisdiction-aware invoice formatting - Invoices now adjust their date format and reverse charge wording based on the jurisdiction of the company and customer, in addition to the tax ID label.
• Record numbering by transaction type - You can now configure record numbering separately for each transaction type.
• Employee status filter on migration mapping - The Individual Companies and Individual Locations mapping tabs now include a filter for employee status.
• Ownership export from expanded panel - The expanded owner panel on the Ownership report now includes an export control.
• On-demand export refresh via API - The public API now includes export-jobs endpoints so you can request a data export refresh, poll a job’s status, and list export jobs.
• Ship-to address columns in General Ledger report - The General Ledger report now offers six selectable ship-to address columns: line 1, line 2, city, state, ZIP, and country.
• Filter records by update time - List and line collection endpoints in the public API now accept an updated_after parameter, so you can return only records changed since a specified time.

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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.
• Copilot duplicate sessions - Asking Copilot a question no longer creates two sessions that return different answers.
• Copilot composer Tools panel - The Copilot composer no longer shows a duplicate Tools panel.
• Copilot connector icons - Connector icons in the Copilot connectors menu are now properly sized and centered.
• Scheduled Agents callout - The callout on a schedule-driven Copilot conversation now opens an Edit Schedule drawer instead of pausing the schedule.
• Empty-state create button - Clicking the create button on an empty-state screen no longer triggers a full page refresh before opening the form.
• Statistical Journal account popover - Tags in the Statistical Journal account popover no longer wrap onto multiple lines.
• Bank Connections provider account - Bank Connections now pulls the provider account matching the entity and currency you selected, instead of the account from an active browser session.
• Migrations page sync status - The multi-entity migrations page now shows integration logos and sync status correctly.
• Migrations page tab selection - Clicking a tab on the migrations page now immediately shows that tab’s content.
• CSV formula injection - CSV exports no longer contain values that spreadsheet applications could execute as formulas.
• Total row pinning - Total rows in data tables now stay pinned to the bottom of the table instead of overlapping the header row.
• Benchmark comparison CSV values - Negative values in the benchmark comparison CSV export now import as numbers instead of text.
• Required classifications on save - Item forms now show an asterisk for required classifications and prevent saving until the requirements finish loading.
• Bank rule transaction types - Intercompany Journal Entry is no longer offered as a transaction type when creating a bank rule, since rules of that type could never run.
• Open Transactions filter - The transaction type filter on the Open Transactions screen now uses radio buttons to reflect that only one type can be selected.
• Customer filter selection - Selecting a customer in the customer filter tree no longer resets the list or scroll position.
• Reconciliation search focus - Searching within the reconciliation matrix no longer loses focus or shifts the page layout when switching periods.
• Ownership CSV caption - The Ownership CSV export now includes the equity share caption that already appears on the Ownership tab.
• Vendor payment transaction type filter - The transaction type filter on the vendor payment form now correctly limits selection to one type.
• Custom org setup UI - The custom organization setup screen no longer shows inconsistent layout for Volume, and the Business Model field now accepts spaces.
• Bank Connections tab navigation - Institutions, Institution Overrides, and Institution Syncs tabs in organization Bank Connections management now navigate to the correct tab.
• Ownership Allocation total row styling - The Ownership Allocation report’s Total row now shows the correct fill and merged-cell hairline instead of a visual gap.
• Scheduled month-end agent jobs - Scheduled agent jobs tied to month-end no longer silently skip a month when a tick lands after local midnight.
• QBO payroll journal entry imports - Invoices synthesized from imported journal entries now only use AR debit lines, so payroll entries no longer incorrectly show accrued liabilities as invoice lines.
• Report customer and vendor totals - Reports now include invoices in customer totals and prevent double-counting on customer and vendor fan-out calculations.
• Search results for vendors and customers - Search on the Approvals page now correctly returns vendor and customer results.
• Record recovery with custom fields - Recovering a deleted record no longer fails validation because of a custom field, so records with newer custom fields can be recovered again.