Features
- Deal sync stage settings: You can now configure deal sync stages directly in the integrations settings UI.
- Billable detail report columns: Detail reports now support nine billable columns, including a Billable Invoice column that links directly to the invoice record instead of showing blank dashes.
- Editable recurring end dates: You can now edit the end date on a locked recurring template without unlocking it, and the stop and end-date confirmation dialogs are now consistent.
- Dashboard active-company filtering: Dashboard widgets and the Subsidiary Navigator now support filtering to active companies only, and the Subsidiary Navigator’s list view scrolls properly instead of running off the bottom of the widget.
- Custom views for billable lines: Billable lines now support custom views.
- Flux Analysis comparison periods: The Comparative report dropdown on the Income Statement Flux Analysis report no longer disables valid comparison-period options.
- Refreshed shell colors: The sidebar, top bar, and search chrome now use updated background and border colors so the app shell is visually distinct from page content.
- Stripe ID on invoice export: Invoice exports now include the Stripe ID as a column.
- Accruals visible under transactions: Accruals now appear under the Transactions view.
- EBITDA Income Statement detail view: The EBITDA Income Statement report now includes a Detail view.
- Yapily bank connections: Bank connections via Yapily now support the hosted consent flow, including consent polling and callback handling.
Fixes
- Contract Milestones and Usages in Safari: Fixed a Safari issue where the page rendered behind the sidebar on Contract Milestones and Usages.
- Task type collisions: Tasks no longer collide when two tasks share the same type.
- Money In record-level shortcuts: Restored record-level shortcuts (audit trail, fullscreen, archive) across Customer Credits, Prepayments, Cash Sales, and Customers.
- Organization settings save: Fixed an issue where saving organization settings a second time silently failed to persist changes.
- Create and update toasts: Fixed incorrect toast messages appearing when editing a company, report, or change order instead of the correct update confirmation.
- Skip rule removal dialog: Fixed a bug in the skip rule removal confirmation modal.
- AR Dunning label: Subscription flag labels now correctly display “AR Dunning” instead of “Ar Dunning”.
- Form field spacing: Removed unnecessary empty space reserved beneath form fields.
- Custom field validation on recurring records: Custom fields on recurring records now enforce required validation, which was previously missing.
- Discount validation: Fixed an issue where enabling the discount toggle without entering a value did not show a validation error.
- Archiving accounts in the chart of accounts: Archiving no longer throws an incorrect account failure error.
- Drawer route animations: Fixed intercepted routes rendering drawer panels without the expected open and close animation.
- Avatar background with image: Fixed avatars showing an unwanted background color when a profile image is present.
- Vendor and customer dropdown errors: Fixed an issue where selecting a vendor or customer from certain dropdowns could cause the page to fail to load.