Features
- Google Sheets connector for reports: Built-in reports now support a Google Sheets connector, including autosaving Sheets workbooks so changes are never lost.
- Multiple Stripe accounts per organization: You can now connect more than one Stripe account under a single organization, matching how Brex and Ramp connections already work.
- Bulk GL account updates on journal entries: Update the GL account across multiple line items in a single journal entry at once instead of editing each line individually.
- Book filter on trial balance reports: Trial balance reports now support filtering by book for organizations using multiple books, and the GL tab now shows book information.
- AR Dunning improvements: AR Dunning now applies better email defaults, lets you skip optional schedule fields, and shows a cleaner reminder log.
- Dashboard tab management: You can now create and rename dashboard tabs inline, matching the existing behavior for customer views.
- Avalara invoice messages: Avalara tax messages are now saved and displayed directly on the invoice record.
- Expandable open receivables column: The open receivables column on the customer payment screen can now be expanded for easier review.
- External ID column on invoices: The invoices list and export now include an external ID column.
- Public API invoice sending: The public API now includes an endpoint to send an invoice, matching the send action available in the app.
- Billable markup editing: You can now edit billable markups without an organization-level restriction blocking the change.
- HubSpot product sync: Items in DualEntry now push to HubSpot as products, following the same sync pattern as Ramp, Brex, and Bill.com catalogs.
- Yapily bank connections: Bank Connections now supports Yapily as an additional provider, including hosted-pages institutions.
- Accrual templates: You can now create accrual templates for journal entries and view all journal entries created from a single template.
Fixes
- Flux Analysis comparison periods: Removed the Year over Year comparison option in Flux Analysis for the Income Statement because it grouped monthly results incorrectly. Quarter over Quarter comparisons remain available.
- Bill currency on PDF upload: Creating a new bill from a PDF upload no longer defaults the base currency to USD when the company’s actual base currency is EUR.
- Default payment application: Fixed an issue where a default payment was not flowing through to the invoice.
- Contract date sorting: Fixed sorting of contract dates so it no longer ignores the year for month-only dates.
- Bank Match Rules account list: Fixed overlapping and clipped account names in the Bank Accounts list on Bank Match Rules.
- Report export dialog: The report export blocking dialog now includes a Cancel button and no longer blurs the entire page, only the table.
- Report filters: Customer and Vendor filters across reports now exclude archived customers and vendors.
- Trial balance group drawer: Fixed the group drawer pre-selecting Income Statement account types that match no rows.
- Budget select-all indicator: Fixed the select-all control showing a minus instead of a checkmark when a budget includes an inactive account.
- Keyboard shortcuts drawer: The keyboard shortcuts drawer no longer offers report jumps you don’t have permission to open.
- Income Statement report link: Fixed the Accounting Intelligence report card link so it opens the Income Statement with site navigation intact, and “Open in Reports” now loads correctly.
- Brex reimbursement sync: Brex reimbursement payments now sync as a vendor payment applied to the bill instead of a plain journal entry.
- Invoice creation without Stripe: Fixed an error that blocked invoice creation on organizations with no Stripe integration connected.
- Migration start error: Fixed an error card that appeared when starting a migration.
- Reporting icons: Fixed inconsistent icons across reporting screens.
- Integrations page scrolling: Fixed an issue that prevented scrolling on the active integrations page.
- Contract page expand arrow: Fixed the expand arrow on the contract page so it now expands the content.
- Download PDF button sizing: Fixed the Download PDF button rendering taller than other buttons.
- Custom fields loading error: Fixed an error that caused custom fields to fail loading.
- Avalara exemption codes: Exemption codes no longer appear on a customer’s tax fields when the organization doesn’t have Avalara connected and set up.
- Bank Match rule classifications: Bank Match rules that create journal entries now apply their configured classifications to both journal entry lines.
- Report root total balances: Fixed root total rows in reports so they now show a balance instead of appearing blank.
- Subsidiary Navigator elimination companies: Elimination and inactive companies now appear in the Subsidiary Navigator so dashboard metrics can include them.
- Dashboard AR/AP widgets: Outstanding and overdue AR/AP dashboard widgets no longer filter out non-system accounts, matching the AR/AP aging reports.
- Accounting Intelligence tool suggestions: Fixed an issue where clicking a suggested prompt could remove tools Accounting Intelligence needed to answer questions, causing it to return generic advice instead of report data.