Release Notes: September 3, 2026

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Features

• Accounting Intelligence renamed: “Accounting Copilot” is now called “Accounting Intelligence” throughout the product.
• Inline citations in Accounting Intelligence: Citations that link to in-app pages now render as inline navigation links instead of external references.
• Accounting Intelligence page width: Skills, Scheduled Agents, Artifacts, and Connectors pages now cap at a readable width on large screens instead of stretching edge to edge.
• Evaluation answer type descriptions: Evaluations now show answer type descriptions pulled directly from the API.
• Bank match rules by check number: Bank match rules can now use check number as a matching condition.
• Custom invoice email subject and content: Companies with custom email settings now send invoices using their own subject and content instead of always inheriting organization defaults.
• Journal entries “Created by” column: The journal entries list now shows who created each entry.
• Purchase order item quantity received: The Items table on purchase orders now includes a “Quantity received” column.
• Item receipts pre-populated from purchase orders: Creating an item receipt from a purchase order now pre-fills the Items table with rates, leaving quantity blank for entry.
• Locations list nesting: The Locations list view now nests Aisles under their parent Warehouse for easier navigation.
• Report Center filter search: The ”+ Add filter” dropdown in Report Center now includes a search box so you can find filters by keyword.
• Custom invoice template improvements: Invoice templates now support a customizable Text block, row-based drag-and-drop reordering, multi-column cards in callout blocks, and improved footer, field, and block editing.
• Unique invoice template names: Invoice templates now require unique names, preventing accidental duplicates.
• Helios task pagination: Tasks in Helios now load with pagination for better performance on large lists.
• Helios task kebab menu: Tasks in Helios now include a kebab menu with additional actions.
• Data Analytics filters relocated: Report filters in Data Analytics now appear above the results, matching the layout used elsewhere in Reports.
• Scheduled invoice reminders: You can now configure automatic reminder emails that go out on a schedule for unpaid invoices.
• Accounting Intelligence anomaly detection: Accounting Intelligence can now list, propose, dismiss, and restore transaction monitor alerts and detectors directly in conversation.
• Contract edits reuse invoice lines: Editing a contract now reuses existing invoice lines where possible instead of always generating new ones.
• Bulk import allocation schedules in migrations: Allocation schedules can now be bulk imported during migration mapping instead of entered one at a time.
• Bank match rules by payee: Bank match rules can now use payee as a matching condition.
• Bank match rules by transaction date: Bank match rules can now compare the financial transaction date as a matching condition.
• Approval section on Customer and Vendor pages: Customer and Vendor pages now include an approval section.
• Consolidated exchange rate filters: The consolidated exchange rates view now supports From and To currency filters along with a filter for currency mismatches.
• Simplified invoice template editor: The invoice template editor no longer shows a redundant Custom Field block, reducing duplicate options when building a template.
• Multiple classifications per account mapping row: Migrations now let you assign multiple classifications to a single account mapping row instead of one at a time.
• SFTP file download links: SFTP-based imports now include direct download links for the source files.
• SFTP import retry: SFTP-based imports now automatically retry after an import failure instead of requiring a manual re-run.
• Saved reports with permissions in Data Analytics: Data Analytics now supports saved reports with configurable visibility and permissions.
• Record sequencing for allocation: You can now enable record sequencing for code sequence allocation.
• Item fulfillment costing fields removed: Item Fulfillment no longer shows Rate, Amount, and Tax fields, preventing manual overrides of item costing.
• Vendor Credit as a bank match transaction type: Bank Match can now create and match transactions as Vendor Credits, the same way it already works for other vendor payments.
• Bank Match “Awaiting GL link” status: Bank Match now shows an “Awaiting GL link” status for unlinked bank feed transactions, making them easier to find and resolve.
• Manual invoice reminder sending: You can now send invoice reminder emails manually, either for a single invoice or in batch.
• Contract obligation defaults from item catalog: Contract obligations now inherit Classification, Revenue Recognition Method, and Invoice Frequency from the item catalog when those fields are left unset.
• Manual source filter for contracts: Contracts can now be filtered by manual integration source, in addition to filtering by a specific third-party source.
• Field value level mapping in migrations: Migrations now support field value level mapping, letting you map a set of third-party values to a set of DualEntry values side by side.

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Fixes

• Recognition batch edit action: Clicking edit on a recognition batch now opens the edit page instead of redirecting to the overview tab.
• Contracts list flashing: The contracts list dashboard no longer remounts and flashes when switching between status tabs.
• Intercompany journal entry validation: Customer and Vendor fields on intercompany journal entries no longer show validation errors when they aren’t marked as mandatory.
• Purchase order line validation message: Purchase order item line validation now shows a clear, user-friendly message instead of a raw technical error.
• Data Analytics pivot measure loss: Turning on “Pivot last grouping into columns” no longer silently discards measures without indicating what happened.
• Data Analytics formula errors on removed columns: Removing a column referenced by a formula now raises a clear error in the formula editor instead of silently treating the missing value as zero.
• Data Analytics drag-and-drop highlighting: Dragging a column no longer incorrectly highlights a drop target in the unrelated Grouping list.
• Data Analytics builder loading state: The report builder’s loading skeleton now fills the full page height and includes a header placeholder, instead of collapsing to a third of the page.
• Data Analytics Save button: Save now actually persists report changes and clears the “Unsaved changes” badge only after saving, instead of discarding changes silently.
• Role filter chips: Role filter chips now display the exact role name instead of a mismatched label.
• Resizable panel behavior: Resizable panels now show a clearer disabled state, correct grip positioning, and smoother transitions.
• Guided tour capitalization: The guided tour now capitalizes “Entity Tree” correctly.
• Accounting Intelligence alerts modal layout: The Duplicate Detector Alerts modal no longer has excess top padding or clipped columns.
• Accounting Intelligence URL cleanup: Accounting Intelligence page URLs no longer include an unnecessary “v2” segment.
• Unit quantity grammar: Labels referring to quantity of units now use correct grammar.
• Stepper spacing: Increased right padding on the stepper component for better readability.
• Custom report duplicate sections: Custom reports built with a Group row that pulls in a section by account type no longer duplicate every line in that section.
• Custom report Retained Earnings row: An Account row referencing the system Retained Earnings account no longer shows $0 on custom reports.
• Avalara transaction push setting: Avalara transaction push now correctly respects the disabled setting instead of continuing to push transactions.
• Non-US tax nexus setup: Creating or updating a non-US tax nexus now requires a tax asset account, and creating a duplicate nexus for the same country or region returns a clear error.
• Bill search after approval: Approving a bill now reliably surfaces it in vendor name search results, instead of occasionally missing it due to search index lag.
• Fixed asset duplicate detection: Duplicate detection for fixed assets now also covers amortization schedules and ramp assets.
• Approval workflow setting: Approval workflows now correctly read the enabled setting, fixing cases where approvals were treated as disabled even when turned on.
• QuickBooks migration reliability: Large QuickBooks Online syncs no longer stall on oversized batches, and purchases missing a mapped bank or credit card account now fail with a clear message instead of importing with an invalid account.
• QuickBooks AR/AP account mapping: Bills, invoices, and payments imported from QuickBooks Online now post to your mapped Accounts Receivable and Accounts Payable accounts instead of falling back to default system accounts.
• Consolidation exchange rate gaps: Consolidation runs now correctly carry over historical exchange rates that were missing from the cache, instead of failing or leaving pins unset.
• Accounting Intelligence artifact downloads: Downloading artifacts in Accounting Intelligence no longer fails with a 502 export error.
• Direct expense edit page load time: The direct expense edit page now loads significantly faster.
• Migrations empty tabs: When there are no classifications, vendors, items, or customers to review, migrations now show an empty tab instead of hiding it.
• Migrations skip option: Migrations no longer show “Skip” as an option for a transaction that has already synced.
• Intercompany journal entry line actions: Add new line and bulk actions on intercompany journal entries are now left-aligned to match journal entries, and the “Add company” action uses a less prominent style.
• Bank transfer receiving amount sorting: The receiving amount column on bank transfers is now sortable.
• Item receipt purchase order field position: The purchase order field on the item receipt view now appears at the top of the form instead of further down.
• Toast notification styling: Toast notifications now use consistent press, width, and loading behavior, including a proper loading indicator.
• Button icon shrinking: Buttons with icons no longer shrink unexpectedly when space is constrained.
• MCP consent form submission: The MCP consent page no longer blocks form submission due to a browser security policy error.
• Integration connect redirects: Connecting to Rippling, Stripe, Deel, or Salesforce now redirects correctly instead of triggering a browser security error.
• Invoice template block reordering: Moving invoice template blocks using the arrow controls now works correctly.
• Report builder title spacing: The Data Analytics report builder title now has proper spacing above the filters and configuration panel.
• Custom report builder row order: Saving or running a custom report now preserves the row order shown in the builder instead of moving new rows to the bottom.
• Accounting Intelligence panel background: The Accounting Intelligence panel now shows a background on initial load instead of overlapping the Bank Match rule detail panel.
• Accounting Intelligence drawer header button: The “Open in Copilot” button in the drawer header no longer gets cropped when the header shrinks.
• Vendor credit validation error: Vendor credits no longer trigger a validation error when saving.
• Item fulfillment memo field: The Memo field on item fulfillments is now optional instead of required.
• Onboarding checklist completion: Completing every item in the onboarding checklist now ends the checklist automatically, and the “Close Checklist” option is easier to find.
• Income Statement item filter: The Income Statement item filter no longer excludes Item Fulfillment COGS lines that contain the filtered item.
• Onboarding checklist dismissal scope: Dismissing the onboarding checklist now dismisses it for the entire organization instead of only the current user.
• Snowflake export stuck syncing: Snowflake exports no longer get stuck indefinitely on “Preparing sync…” when a prior export job is left in a stale state.
• Amortization schedule duplicate lines: Amortization schedules no longer generate duplicate lines that caused GL imbalances.
• Brex vendor import failure: Importing Brex transactions no longer fails when a vendor name isn’t formatted as text.
• Accounting Intelligence streaming errors: When a streaming response is interrupted, Accounting Intelligence now retries only the affected part of the answer instead of leaving a partial or garbled response.
• Daily brief quick action routing: The “What should I look at today?” quick action now routes to SQL analytics instead of anomaly detection.