Sales quotes and contract exchange rates (Sep 25, 2026)

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Features

• Quotes: You can now create and manage sales quotes, including quote dates, line items, totals, contract terms, recipients, and signing order.
• Invoice templates: You can now save invoice templates for reuse instead of recreating layouts each time.
• Saved views for customer prepayment applications: You can now save custom table views for customer prepayment applications, the same way you already can for vendor prepayment applications.
• Scheduled delivery of saved reports: You can now schedule a saved report to be delivered automatically instead of running it manually each time.
• Yapily bank connection reconsent countdown: Bank connection tiles and the connection settings drawer now show days until reconsent is required for Yapily connections, with guidance on the 90-day UK window and the 180-day EU window.
• Customer credit remaining amount: The customer credit widget now shows a remaining open amount column alongside the original credit amount.
• VAT and GST rate descriptions in tooltips: Tax rate dropdowns and line-level tax tooltips now show the rate description when one is set.
• GST/HST Return report: You can now view GST/HST Return box amounts on a dedicated panel with a detail drill-down page.
• EBITDA Income Statement report improvements: The EBITDA Income Statement report now supports drill-down to a detail view, shades calculation rows separately from subtotal headings, and lets you collapse the add-back section.
• User-scoped API keys: Public API keys can now be bound to a specific user, so a key can be limited to that user’s company access instead of the full org.
• External ID column for credits, refunds, and payments: Customer credits, refunds, and payments now support an optional External ID column in the list view and in exports.
• Bulk apply credit memos as customer payments: You can now apply credit memos as customer payments through bulk import instead of applying them one at a time.
• Yapily hosted reconsent: You can now start a new hosted reconsent for an existing EU or UK Yapily bank connection without losing the current connection while you complete it.
• US Sales Tax detail report ship-to country filter: The US Sales Tax detail report now pre-filters to the United States based on each row’s ship-to country, and you can still choose other countries from the Country filter.
• Contract exchange rates: Contracts now use the daily exchange rate from your currency provider instead of a fixed 1.0 rate, matching invoices, revenue recognition, and customer credits.

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Fixes

• Dashboard tile trend colors: Trend colors on dashboard tiles now display correctly.
• AR Outstanding trend color: The AR Outstanding metric on the Accounting Intelligence scorecard now colors a decrease green and an increase red, matching how the other metrics behave.
• Accounting Intelligence record search: The Accounting Intelligence search tool now accepts a code, so you can find records by code instead of only by name.
• Stale MCP credentials: DualEntry now flags MCP credentials that have gone stale and prompts you to reconnect, instead of silently failing.
• Finch consolidated payroll tax mapping: When “Consolidate payroll taxes” is on, both the debit and credit side of a mapped tax now post correctly. Employer and employee taxes stay separate even when they share the same accounts.
• General ledger detail report timeouts: Large general ledger detail reports no longer time out or run slowly.
• Paid status on invoice and bill headers: Invoice and bill headers now show Paid, Partially paid, or Unpaid even when the underlying record has no explicit paid status.
• Vendor IBANs and custom GL account numbers: Vendor bank account fields now accept IBANs, and the chart of accounts form accepts any account number, rejecting one only if it’s already in use.
• Unbalanced accrual entries: DualEntry now blocks saving an accrual when its debit and credit lines don’t balance.
• Singapore dollar symbol: Amounts in Singapore dollars now show the S$symbol instead of$, so they’re not confused with US dollars.
• Purchase order and credit note PDF pagination: Purchase order and credit note PDFs now paginate correctly for multi-item documents.
• Invoice PDF spacing: Multi-item invoice PDFs no longer show excess vertical spacing between line items.
• Approvals sidebar scrolling: The approvals sidebar no longer clips activity content and now scrolls correctly.
• Dashboard date range picker shading: The dashboard date range picker is now shaded to match the Financial Reports date range picker.
• Task status change confirmation: Changing a task’s status now shows a confirmation toast.
• Read-only field alignment: Read-only field values now align correctly with their labels.
• Fixed Assets summary layout: Summary spacing and the Details sidebar in Fixed Assets are restored, and schedule tables now keep their Type, Period, and last columns visible with horizontal scrolling.
• Accounting Intelligence chat sidebar navigation: Opening the Accounting Intelligence chat sidebar now drops you straight into your session instead of showing the full side navigation.
• Paper checks visibility: Paper checks now show in the money-out sidebar based on your subscription and permissions instead of being hidden behind a feature gate.
• Contract summary revenue recognition badge: The revenue recognition summary on the contract summary page no longer clips its count badge.
• QBO sales tax payment imports: QBO migrations now import sales tax payments and refunds as journal entries instead of leaving them out.
• Customer prepayment application imports: Importing multiple customer prepayment applications that share the same company and posting date no longer rejects every row after the first.
• Accounting Intelligence company counts: Accounting Intelligence record counts now filter by company name correctly instead of including every company in the org.
• Bulk archive and recover validation: Bulk archive and recover now reject missing or cross-org record IDs and report errors by record ID instead of failing the whole batch.