Features
- EBITDA reporting: Assign an EBITDA category to any account from the chart of accounts list or account drawer, then view a dedicated EBITDA Income Statement report with reconciliation and P&L toggles. Accounting Intelligence can suggest EBITDA categories for untagged accounts for you to review and apply.
- Non-deductible VAT: VAT rate setup now supports non-deductible VAT, including a deductible percentage and GL account mapping. Empty tax asset and tax liability fields inherit the company’s nexus accounts, and a cost account is required when non-deductible is turned on.
- Customer credits: PDF and email: Download a customer credit as a PDF or email it to the customer, matching the existing invoice and receipt workflow.
- Custom invoice templates: Pay Online: The Stripe Pay Online call-to-action on custom invoice templates is now clickable.
- AI Insights benchmark jobs: Rerun a failed benchmark question without restarting the whole job, and cancel a running job without losing the results already collected.
- MCP connectors: Enable an installed MCP connector directly from the connector list.
Fixes
- Approval workflow editor: The sidebar, search, and header are usable again while editing an approval workflow.
- Close checklists: The Not Started status filter no longer shows overdue records, and the Completed filter no longer includes Not Started records.
- Bank Match: The auto-tab date-range filter popover opens again, and pagination no longer fails on a page with no records.
- Customer and vendor exports: Overview exports no longer default to including archived customers and vendors.
- Records settings: The “Allow Modifications for Paid/Reconciled Records” toggle now reflects its saved state immediately, without a page reload.
- Chart of accounts, terms, and payment methods: The search field no longer loses focus after you run a search.
- Company records: The company page drawer opens correctly.
- Payment methods: Reopening a payment method now shows your saved changes without a manual refresh.
- Invoice PDFs: Restored the smaller company-initials logo size.
- Item receipts: Editing the quantity on an item receipt now reflects only the final quantity, instead of appending a reversal and rebook to the general ledger.
- Item receipts and fulfillments: Both now support custom fields.
- Purchase order lines: The line description now defaults from the item master.
- Report Center: Searching the Custom tab for a report that does not exist now shows a clear “no results” message instead of a filters message.
- Detail reports: The Amount column subtotal now includes the same foreign-currency conversion applied to its row cells.
- Report customization: Add row and Add column now open the customize drawer in front of the report builder instead of behind it.
- Flux analysis: Fixed the metadata drawer’s resize handle and border alignment.
- Bill entry: Creating a new vendor during OCR processing works again.
- Budgets: Changing the actuals fiscal year now refreshes the budget’s actuals figures without a page reload.
- Custom report builder: A formula placed inside a group now stays with that group’s account rows instead of printing above them.
- Fixed assets: The status filter on the Overview and Archive lists now filters correctly.
- GL impact: Standard GL impact views now show the classification column when classifications are present.
- Product tax codes: Create, update, and delete actions now show the specific validation error instead of a generic failure message.
- Dashboards: The tabs manage menu now lists Trash before the visibility toggle for custom tabs.
- Chart of accounts: Fixed the edit drawer remounting and losing state when switching from view to edit.