Features
- Bank Match exclusions: Bank Match rules now support excluding specific bank accounts, giving you finer control over which accounts a rule applies to.
- Editable tax rate end dates: The effective end date on VAT and GST rates, including system rates, is now editable from the edit drawer.
- Remaining amount on vendor and customer widgets: Vendor bill, vendor credit, and customer invoice detail widgets now show a remaining amount column, matching the existing customer credits widget.
- Bank connection reconsent and logos: EU bank connections show a reconsent button when a connection needs renewed consent, and newly connected SFTP banks now display their logo automatically.
- US Sales Tax report improvements: The US Sales Tax detail report adds a Customer’s Tax Status column, sorts rows by company by default, and opens pre-filtered by country, company, and state.
- Data Analytics report previews: Hovering over a report name in Data Analytics now shows a preview of its first 10 rows and 3 columns. Report results also stay visible while you adjust filters or grouping instead of disappearing during reruns, grouped reports load additional groups as you scroll, and the grand total row now stays pinned to the bottom of the result.
- Connector categories simplified: The connector browser now combines Productivity and Project management into a single “Productivity & project management” category.
- Invoice PDF footer branding: Invoice PDFs now display the DualEntry logo in the footer.
- Dashboard company filter: The “Active companies only” toggle now lives inside the company selector rather than as a separate toolbar control.
Fixes
- Accrual balance validation: Accruals with unbalanced debit and credit entries can no longer be saved.
- Fixed Assets layout: Fixed spacing issues on the Fixed Assets overview and asset class preview, and restored the missing details sidebar.
- Invoice PDF appearance: Corrected the invoice PDF preview header color, which had rendered gray instead of black, and removed excess vertical spacing that inflated multi-item invoices.
- Invoice payment currency clarity: Fixed a confusing currency symbol shown while paying invoices.
- Report package picker: The report package picker no longer shows reports that are gated behind a feature flag your organization doesn’t have enabled.
- Report fullscreen view: Fixed reports opened in fullscreen from a drawer appearing clipped instead of filling the screen.
- Data Analytics filter popover: Fixed a filter chip popover that could appear detached from its chip.
- Bank Match table alignment: Transaction numbers in the Bank Match table are now properly centered.
- Approval policy tile icons: Fixed misaligned icons on approval policy tiles.
- Customer deposit details spacing: Added consistent spacing between tabs and the line items table on customer deposit details.
- Onboarding callout display: Fixed an onboarding callout that appeared broken in the top-right corner.
- IBAN bank account validation: Vendor bank account fields no longer reject valid IBAN values.
- Anomaly Detector button styling: Corrected the “Add condition group” button to use secondary styling instead of primary.
- Accounting Intelligence layout: Fixed header and filter bar layout issues, and fixed the chat sidebar showing the full side navigation instead of the chat session.
- Invoice line item display: Fixed duplicate line items in invoice previews caused by repeated item names.
- Task status notifications: Improved the clarity of status-change notifications in Tasks.