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Features

  • Edit policy overrides by record type - Organizations can now set how posted records behave when edited on a per-record-type basis, with fallback to the org-wide rule when no override is set.
  • Bulk import support for allocation schedules - Bulk import now supports allocation schedules along with new header classifications.
  • Field mapping context tree improvements - Field mappings support JMESPath lookups through an improved context tree, plus fixed value support for mapped fields.
  • Scheduled agent task expiration - Unreviewed scheduled agent tasks now expire automatically after a new run completes, keeping task lists current.
  • Item receipt overage allowance - Item receipts can now allow a bill quantity to exceed the received quantity, posting the difference to Accrued Purchases instead of blocking the bill.
  • MCP now supports creating refund records - The MCP save_record tool can now create customer refunds and vendor refunds, not just advertise them as supported.
  • Filter financial transactions by rule tier - Financial transaction listings can now be filtered to show only transactions with a complete rule tier assigned.
  • Accounting roles can reconnect integrations - Users with accounting roles that have edit access to integrations can now reconnect connections such as Brex without needing elevated permissions.

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Fixes

  • Bank-match rules stay within your organization - Updating a bank-match rule no longer attaches a company from a different organization.
  • Bulk archive and recover respects company access - Bulk transaction archive and recover actions now honor restricted-company access instead of ignoring it.
  • Item dropdown includes non-stock goods - The item dropdown on item receipts and item fulfillments now includes non-stock goods, not just stock-tracked items.
  • Canadian vendor bill tax now imports correctly - QBO imports for Canadian vendor bills now read HST from the tax line detail instead of importing the bill net-only, so vendor payments no longer appear as overpayments.
  • Class mapping now migrates from QuickBooks - Class mappings now migrate correctly from QuickBooks to DualEntry instead of being dropped.
  • Ramp vendor mapping sync no longer fails on new vendors - When a bill names a vendor created in Ramp alongside its first bill, the sync now refreshes the cached vendor list and retries instead of failing with a missing vendor mapping error.
  • Balance Sheet Summary by company shows correct totals - The Balance Sheet Summary pivoted by company no longer inflates USD totals for foreign-currency subsidiaries; DualEntry no longer adds converted balances on top of the native functional balance.
  • AI copilot no longer gets stuck on repeated tool calls - The AI copilot now detects when it repeats the same action and either tries a different approach or finalizes its answer instead of using up its full step budget.
  • Unsupported record type message no longer points to a dead end - The error you see when requesting an unsupported record type no longer suggests a follow-up action that doesn’t exist.
  • AI detector exclusions display correctly across companies - Anomaly detector exclusions now return their organization consistently, so exclusion lists display correctly.
  • Adding an existing user to an organization no longer delays - Adding an existing user to an organization now completes immediately instead of waiting on unrelated background processing.
  • Bulk import matches existing records more reliably - Bulk import upsert lookups now match records by name regardless of case, and rows with an unmapped ID column fail with a clear error naming the cell to fix instead of silently creating duplicates.
  • Dashboard widgets load faster - Executive summary dashboard widgets, including aging reports, now load faster and return more accurate results for vendor filtering and multi-company organizations.
  • Sending report data to Slack now includes the actual rows - Sending a retrieved list, such as a transactions list, through the AI copilot now delivers the full data instead of just a label.
  • Checklist access now enforces permissions and separation of duties - Checklist actions now require the correct permission, and preparing and completing a checklist item remain separate responsibilities, so the same access grant can’t perform both.
Last modified on August 31, 2026