Features
- Subsidiary navigator dashboard data: Dashboard and preview widgets now return company data for the subsidiary navigator, limited to companies you can access, are active, and aren’t elimination entities. Saved tree, list, and recent-view widgets keep their configuration when this data loads.
- Invoice reminder exclusions and org-wide scheduling: You can now exclude specific customers or invoices from AR dunning reminders, and configure a reminder schedule that applies across your organization. A company-level schedule takes priority over the org-wide one when both exist.
- Manual contracts in integration source filters: The integration sources filter now supports manual contracts, so you can filter by this source alongside your other connected integrations.
- Location filtering on inventory reports: Inventory reports now support location as a column, a pivot dimension, and a filter, so you can break down and filter inventory data by location.
- Accounting Intelligence actions for non-admin roles: Non-admin roles that could already view Accounting Intelligence conversations can now create, edit, and archive them as well.
- Archive endpoint for contract change orders: The v2 contracts API now includes an endpoint to archive contract change orders.
- NetSuite expense report imports: NetSuite expense reports now import through the Rutter integration and are classified as bills or direct expenses. Vendor payments can apply to these expense reports even when no linked bill is present.
- Avalara Canada GST calculations: Avalara-calculated taxes now support GST components for Canadian tax rates, including an improved view of the tax rate when editing.
- Reference number on bills: The bills list now shows the vendor’s reference number, so you can find a bill by the vendor’s invoice number.
- Archive shortcut for currency revaluations: You can now archive currency revaluations from the bulk actions footer using a keyboard shortcut, matching the existing invoice archive behavior.
- Optional Created By column on journal entries: The Created By column on the Journal Entries list is now hidden by default and can be shown when needed.
- Revenue recognition and fixed asset reports in the Report Center: The Report Center now lists the revenue recognition and fixed asset reports that were previously only available through report packages.
- Field-level side-by-side mapping: Field mapping now supports comparing and mapping individual field values side by side.
Fixes
- Bank reconciliation cleared balances: Cleared bank reconciliation lines from the wrong account no longer affect the starting balance of later months. A cleanup process is included to correct any reconciliations that were already affected.
- Currency revaluations excluded from bank match: Currency revaluation entries no longer appear as candidates in bank matching, and the list of valid transaction types shown in bank match filters has been corrected.
- Customer retained on deposited payments: Customer payments that are deposited through Undeposited Funds now keep their customer association on the general ledger, so cash reporting by customer no longer shows these amounts as “No Customer.”
- QBO AR/AP account remaps applied on re-import: Re-importing QuickBooks Online bills, invoices, and payments after changing your AR or AP account mapping now correctly updates the general ledger to the new account instead of leaving it on the original one.
- Faster and more reliable QBO migrations: Migration imports for QuickBooks Online run faster and no longer fail when a purchase or payment record is missing certain account fields, and long-running imports now show progress instead of appearing stalled.
- Accounting Intelligence account lookups: Fixed an issue causing Accounting Intelligence to fail when looking up accounts during chat responses.
- Accounting Intelligence record edits: Fixed an issue where record-editing actions from Accounting Intelligence could look up the wrong record.
- Accounting Intelligence citation links: Links generated by Accounting Intelligence with extra spacing now display correctly as clickable citations instead of plain text.
- Faster response timeouts on data migrations: Slow requests during onboarding data migrations now time out and retry automatically instead of hanging until they’re forcibly stopped.
- Balance sheet and ledger detail errors on cyclic account hierarchies: Balance Sheet, General Ledger, and Trial Balance detail and summary views no longer error out when a company’s chart of accounts contains a cycle in its parent account hierarchy.
- QuickBooks invoice import reliability: QuickBooks invoice imports now reconnect and retry automatically if the connection is interrupted mid-import, instead of failing outright.
- Flux explanation exports for cumulative periods: Exporting a flux report with explanations to Excel or PDF now shows explanations for the period you selected, including year-to-date and other cumulative comparisons that previously came out blank.
- Clearer skill title validation error: Copilot skill titles with trailing spaces now fail validation with a clear, actionable error message instead of an unhelpful one.
- Skill chip popover in scheduled agents: The skill chip popover now appears correctly when composing a scheduled agent, matching the standard composer.
- Copilot tool call display: Copilot responses no longer show raw tool call content blocks in the conversation view.
- Intercompany journal entry validation: Customer and vendor fields on intercompany journal entries no longer show validation errors when those fields aren’t marked as required.
- Onboarding checklist dismissal applies org-wide: Closing the onboarding checklist now dismisses it for the whole organization instead of only the current user.
- Ownership filter button now responds to clicks: The Type and Company filter buttons on the Ownership pages now open their filter panels as expected.
- Ownership status label follows the toggle: The owner status label in the New Owner and Edit Owner drawers now reflects the actual active or inactive value instead of always showing “Active.”
- Consistent search box height in Data Analytics: The report library and field-picker search boxes in Data Analytics now match the height of the other toolbar controls.
- Unsaved changes badge position in the report builder: The “Unsaved changes” badge in the Data Analytics report builder no longer shifts the report title sideways when it appears.
- Bank transfer account details restored: Bank transfer lists now show the sending and receiving account name, number, and currency again.