Features
- Bank match AI transaction labels - AI-drafted bank match transactions are now visually labeled so you can quickly distinguish them from manually matched transactions.
- Bank match rule draft preview - When the AI copilot drafts a new bank match rule, it now renders as a readable workflow preview instead of raw data in the chat response.
- Record codes on approval lists - Invoice, bill, and journal entry approval lists now show a record code column, placed after the number column to match the overview screens.
- Record code on listing pages - Listing pages now display the record code for each record.
- Cash flow report column selector - The cash flow report now uses the same pivot and column-selector icon as the income statement and balance sheet, replacing the previous “Month” dropdown button.
- New Owner modal field order - The New Owner modal now lists Company above Name, and the Name field defaults to the company name.
- Avalara push data helper text - The “Allow push data” toggle in Avalara Settings now includes helper text explaining what it does.
- Company prefix section - A new company prefix section is available in company settings.
- Multi-select vendor payment filter - The vendor payment form filter now supports selecting multiple values at once.
Fixes
- MCP OAuth security hardening - Closed a vulnerability where open dynamic client registration could allow interception of authorization codes and theft of access tokens.
- User profile updates - Profile details now update immediately after you edit them, instead of requiring a refresh.
- Plaid exit modal overlay - Fixed an issue where exiting the Plaid bank connection flow left a blank overlay on screen.
- Project customer field - Fixed an issue where the customer field was cleared when editing an existing project.
- Payment information validation - Fixed a bug that let you bypass required payment information validation by clearing a field after entering it.
- Item edit from list view - Fixed an issue where editing an item from the list view failed after saving.
- Company payment method layout - Corrected incorrect padding in the company payment method section.
- Selection error on load - Fixed an error that occurred when a selection state was read before it was available.
- Intercompany journal entry GL Impact refresh - The GL Impact tab now updates immediately after you save, archive, or recover an intercompany journal entry, without requiring a page refresh.
- GL Impact header dates - Corrected the transaction and posting dates shown in the GL Impact header so they reflect the source record and your independent transaction dates setting.
- Inventory adjustment rate validation - Fixed an error that occurred when saving an inventory adjustment draft with a cleared rate field.
- Long input field layout - Fixed an issue where entering a very long value stretched the entire page layout.
- Effective ownership chain display - Companies held by people or outside entities, rather than another company in your organization, now correctly show their direct owners instead of appearing to have no ownership data.
- Non-controlling interest disclosure - The Effective Ownership & NCI card now clearly separates the unassigned ownership percentage from the count of outside holders, instead of combining them into one misleading figure.
- Blocked mailto links - Fixed a content security policy violation that blocked
mailtolinks from opening.