Features
- Pivot by date on reports: The General Ledger, Income Statement Detail, and Balance Sheet Detail reports now support pivoting by year, quarter, or month.
- Customer classification on AR Aging: AR Aging now has a Customer Classification filter and column, matching the existing Vendor Classification support on AP Aging.
- Adjusting entries: You can mark a GL journal entry as an adjusting entry on a per-company basis. Reports can show adjusting entries excluded, mixed into the period, in an additional period, or alone, and drill-downs follow the selected mode. Users with the right permission can post an adjusting entry into a locked period.
- Ratio presets for period splits: When splitting a contract period, you can now pick a common ratio (such as 1:1, 1:2, or 2:3) instead of only dragging handles.
- Search and sort on AR dunning: The AR dunning list now supports search and column sorting.
- Sortable billable expenses columns: The Billable Expenses list view columns are now sortable.
- Purchase order expenses: Purchase orders now have an Expenses tab showing billed and remaining amounts per line, with a vendor default account.
- Optional non-deductible account on VAT rates: A VAT rate’s non-deduction rate can now be left blank. When it is, the non-deductible account on a bill inherits from the expense line.
- Vendor and customer creation from the entity picker: You can now open the vendor or customer creation form directly from the entity select drawer.
Fixes
- Amortization status after stopping: The amortization list now shows the correct status immediately after you use “Stop going forward,” instead of showing the previous status.
- Allocation schedule destination companies: The destination company picker in allocation schedules no longer limits results to companies that share the source company’s base currency.
- Bank Match crash on malformed data: Bank Match no longer crashes when a transaction response is malformed or missing items.
- Bank Match column rendering: Transaction details in the Bank Statement and DualEntry Transaction columns no longer render garbled or overlapping text.
- Approval policy company count: Bills approval policies now show the correct assigned company count, and “Manage Assignment” responds correctly instead of appearing unresponsive.
- Approval policy modal dismissal: You can now close or cancel the approval policy setup modal using the close button, Escape key, or an outside click before saving.
- Reconciliation data after save: Reopening a reconciliation for edits right after saving now shows the correct, up-to-date rows instead of stale data.
- Invoice PDF line descriptions: Line item descriptions on invoice PDFs no longer change after you edit an item.
- Custom report group drag and drop: Dragging a group to a new position in a custom report no longer causes it to disappear after saving and running the report.
- Report package Notify User display: The Notify User field in Report Package details and edit views now shows the user’s name instead of a raw user ID.
- Report schedule time display: Report package schedule summaries now show the correct time instead of converting it to the wrong time zone.
- General Ledger report for large organizations: The General Ledger report now loads correctly for organizations with very large transaction volumes.
Last modified on October 12, 2026
