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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.
  • Inventory locations with warehouse and aisle types - Inventory locations now have a type, depth, and pickable, receivable, and usable flags, with only warehouses holding user-posted stock. In-transit transfers are supported with shipped_on and received_on dates, and same-day transfers still post as two legs.

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Fixes

  • Inventory adjustment rates no longer error on save - Inventory adjustment lines with empty rates no longer cause a server error.
  • 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 inventory-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; converted balances are no longer added on top of the native functional balance.
  • Inventory adjustment rate now persists correctly - Inventory adjustment lines now save and return the posted rate instead of showing $0 while the general ledger held the correct unit cost.
Last modified on August 28, 2026