Features
- Data Explorer - A new report builder lets you pick a primary record, add joins, group and pivot data, write formula columns, and filter results. You can start from a template gallery and export results or schedule delivery.
- Purchase order lifecycle - Purchase orders now support Closed and Cancelled statuses, with new list tabs, status badges, and Close, Cancel, and Reopen actions.
- Bill from a posted receipt - You can create a vendor bill directly from a posted item receipt, and control whether over-receipts are allowed.
- Custom PDF invoice templates - The template editor now supports a 12-column tile layout, left-aligned field values, adjustable font size, inline label editing, and resize handles on both sides of tiles. It also adds a “Use System” default date format.
- Draft change orders - Change orders can now be saved as drafts without passing full validation, with draft badges shown on the contract’s Change Orders tab.
- Bank Match range selection - Bank Match and reconciliation lists now support Shift+click to select a range of rows.
- Scheduled Agents unread indicator - Scheduled Agents now show an unread signal when new activity is available.
- Copilot artifacts menu - The Copilot plus menu includes a searchable Artifacts submenu that opens results directly in chat.
- Copilot skill references - Typing a skill reference (/skill-name) in the Copilot composer now renders as a chip instead of plain text.
- Session renewal - Your session now renews automatically before the token expires, so you no longer see a forced re-login during long periods of activity.
- 1099 Vendor Payments report - The Detail report now links vendor names directly to their vendor records.
- Classification dropdowns - Required classifications and attributes now appear at the top of dropdown lists.
- General Ledger report - The report now includes shipping address as separate columns for address lines, city, state, ZIP, and country.
- Posted records immutability - Organizations can now configure a setting that controls whether posted records can be edited.
- Contract usage pricing - Contract usage-based pricing now reconciles tiered pricing with a dry-run preview before you commit changes.
- Onboarding classification mapping - Class, department, and project mapping are now combined into a single onboarding step.
- Bulk import modes - Bulk imports can now be set to create only, update only, or create and update, so a file meant to update existing records no longer requires every mandatory column.
- Recurring records filtering - The recurring records API now supports filtering by customer or vendor.
- Bank transfers API sorting - You can now sort bank transfers by receiving amount through the API.
- Salesforce contract sync rules - Salesforce contract sync now supports configurable trigger rules that control when contracts are created, updated, or terminated.
- Salesforce field mapping - Salesforce migrations now support multi-tab field mapping for items, contracts, and performance obligations.
- Statement reconciler differences - The statement reconciler export now includes a Differences tab showing which periods are off, by account and month.
Fixes
- Copilot Bank Match rules - Copilot now returns bank match rule data as structured output instead of a stringified payload.
- Copilot for view-only roles - Fixed an error that occurred when a view-only role tried to use Copilot.
- Copilot artifacts - Fixed the “Draft Intercompany Journal Entry” artifact failing to load, and fixed drilling into an artifact incorrectly returning you to the home screen.
- Copilot chat formatting - Pasted URLs now render correctly in chat messages, and line breaks you type are preserved instead of collapsing onto one line.
- Copilot HITL confirmations - Fixed human-in-the-loop confirmation actions not appearing.
- Benchmark jobs filters - Filters on the benchmark jobs list now correctly narrow results.
- Journal entries - Fixed the GL Impact tab showing the posting date under the “Transaction Date” label and improved the reversing journal entry action. Also fixed the Intercompany JE GL Impact tab showing stale data until refresh.
- Record prefixes - Record prefix is now a required field.
- For Approval tab - Added a code column to the For Approval tab.
- Contracts and amortization - Fixed contracts with performance obligations in an open period being blocked from edits by an earlier locked period. Also fixed the archive and recover action button not updating correctly on amortization schedule detail pages.
- Bank Match - Fixed the rules drawer failing to open and fixed Shift+click range selection not selecting the full range.
- Approvals - Fixed column values overlapping when resizing the first column in approval tabs.
- Flux analysis - Clicking a top mover, metric card, or waterfall bar now collapses the insights row before scrolling to the account, and Flux analysis now uses a single, consistent date picker.
- Reports performance - Fixed severe lag when scrolling large reports and fixed an unbounded render loop in the custom report builder.
- Reports accessibility - The column picker’s drag handle now has an accessible name and no longer stays focusable while search is active.
- Benchmark comparison export - Negative deltas in the CSV export now export as numbers instead of text.
- Dashboards - Fixed widget requests incorrectly including consolidated currency parameters when the feature was turned off.
- Budget groups - The Budget Group list now updates its status immediately after activating or deactivating a group, without needing a page refresh.
- Ownership and NCI - Fixed unconfigured ownership gaps being silently counted as an “outside holder” and a false “no ownership chain” message when a company is 100% owned by individuals. The New Owner drawer’s Company selector now excludes companies already assigned to another owner.
- Archive toasts - Archiving a record now shows the same confirmation message regardless of where you archived it from.
- Profile settings - Fixed the phone number field being misaligned in the edit profile drawer when a validation error is shown.
- Desktop app - Fixed an issue switching organizations in the desktop app.
- Custom PDF invoices - Fixed a stray drag-handle icon rendering in the header tile.
- Interface polish - Fixed the header avatar shrinking on small screens, textarea height calculation, chip styling, button pending-state animation and padding, and radio button label weight.
- Onboarding - Fixed the account mapping class selection not persisting, corrected the “Global” language for NetSuite migrations to reflect all companies, enforced authentication before reconciliation, and combined migration tabs. Also fixed a product tour bug, a missing currency menu on migrated sandboxes, and an error when exiting the quick setup flow.
- QuickBooks Online connections - Fixed handling of an aborted QBO connection during onboarding.
- Approval inbox - Fixed journal entries in Initiated status incorrectly appearing in the approval inbox.
- Contract creation - Fixed contracts being created with performance obligation items that have no deferral account.
- Allocation schedules - Fixed allocation schedules and templates allowing users without permission to create or run them, and blocked posting into companies outside a user’s access.
- Intercompany bill eliminations - Fixed intercompany bills continuing to eliminate under the wrong company after later updates.
- Close checklists - Fixed checklists and checklist templates being editable without permission checks, and enforced the separation-of-duties setting.
- Copilot account balances - Fixed Copilot occasionally using a neighboring company’s data when looking up account balances, and fixed valid companies being rejected in larger organizations.
- Copilot reasoning summaries - Fixed Copilot reasoning summaries not appearing in chat.
- Copilot multi-step responses - Fixed Copilot streaming duplicate or intermediate text into chat during multi-step responses.
- MCP write tool reliability - Write tools on the MCP server now guard against creating duplicate records when a request is retried.
- MCP entity search - Fixed searching for owner, ownership, and fixed asset records on the MCP server returning errors.
- QuickBooks Online migrations - Fixed migrations failing for companies with non-English characters in their name, and fixed migrations getting stuck when the chart of accounts numbering grid was full.
- QuickBooks Online tax handling - Fixed migrated bills with combined GST and QST tax components resolving to only one tax rate, and fixed migrated invoice tax appearing as a separate line item instead of on the invoice line.
- NetSuite migrations - Fixed billable expense invoice syncing failing when the source document was missing.
- Ramp receipt attachments - Fixed synced Ramp receipt attachments being saved with the wrong file extension, which prevented them from opening.