Features
- Exclude reversal lines from aging: Journal entry reversal lines now have an “Exclude from Aging” toggle, letting you keep reversed entries out of your aging reports.
- Billable expenses for intercompany customers: Default consolidation, markup, and item settings for billable expenses now extend to intercompany customers.
- Bulk edit company access: You can now bulk edit company access on the customer and vendor lists instead of updating each record individually.
- Customer credit PDF preview: You can now preview a customer credit as a PDF before finalizing it.
- Statistical journal bulk actions: Statistical Journals now support bulk actions and recovery of removed entries.
- Addepar integration: The Addepar connector is now available in the integrations list, with a connect dialog for setting up your API key.
- Left navigation appearance: The left navigation bar has an improved visual layout.
Fixes
- Sandbox tax calculation: Fixed an issue where sandbox invoices were not adding tax even when a valid shipping address was provided.
- Public API tax rounding: The API now accepts submitted VAT and GST amounts that differ from the calculated amount by up to $0.01, preventing unbalanced journal entries when creating direct expenses through the public API.
- Accounting Intelligence response indicator: The side pane now shows a thinking indicator while a response is pending instead of leaving you without feedback until text appears.
- Accounting Intelligence saved reports: Saved custom reports now render correctly in Accounting Intelligence.
- Custom view renaming: Restored the ability to rename custom views when working with the new tabs.
- Migration Workflow status filter: The Migration Workflow status filter now updates the list immediately instead of requiring a manual refresh.
- Contract creation drag and drop: Fixed a regression that prevented dragging and dropping performance obligations into invoice groups during contract creation.
- Bank Match rule summary wording: Bank Match rule summaries now say “Credit account” for accuracy.
- Reconciliation page company filter: The company filter now applies correctly on the reconciliation page.
- Audit Trail page navigation: The Audit Trail (Logins) page’s browser tab title and sidebar highlight now match the current page.
- Amount paid display: The amount paid displayed on a record now reflects the selected bank account.
- Invoice preview scrolling: The invoice preview no longer jumps while you scroll.
- Overlay and drawer layering: Fixed drawers and overlays, including the report Customize row drawer and combobox menus, rendering behind modals in some views.
- Nexus modal country selection: The nexus modal no longer closes automatically when you try to select a country.
- Company drawer navigation: Clicking a company in form view mode no longer opens a drawer over a 404 page.
- Bulk import action buttons: Action buttons in the bulk imports table now render as buttons instead of hyperlinks.
- Rippling W-2 account mapping: Added missing debit and credit mapping for W-2 accounts in the Rippling integration.
- Custom report row order: Fixed an issue where saved row order data on a custom report could fail to match when the report was reopened.
- Custom report row restoration: Restoring a removed custom report row now keeps its original definition instead of losing it.
- EBITDA report suggestions and rows: EBITDA category suggestions now reflect live data, and report rows no longer link to a details page that isn’t available.
- EBITDA category filter export: The EBITDA report’s Category filter now exports correctly alongside Chart of Accounts data.
- Edit classifications close button: The close button on the edit classifications dialog is no longer styled as the primary action.
- Invoice button heights: Invoice buttons now have consistent heights.
- Menu item overflow: Multiline menu items no longer overflow their containers.
- Anomaly detection alerts header: The page header above the anomaly detection alerts table no longer scrolls horizontally with the table.
- Bank Match Rules menu: Fixed the three dot menu not opening in Bank Match Rules.
Last modified on September 15, 2026