Features
- E-invoicing status tracking: Invoices and customer credits with a filing now show an E-invoicing tab with a three-step progress bar (Prepared, Sent, Confirmed), an activity timeline, and filing details such as country, authority, and references. The registration drawer also warns you when e-invoicing is not yet enabled for a company and country pair, and identity fields now show guidance for filling them in correctly.
- Transactions tab on customer and vendor records: Customer and vendor records now have a Transactions tab that lists all of a party’s transactions with filtering, sorting, column reordering, CSV/XLSX export, and saved views.
- Recent exports from the report Export menu: The Export menu on reports now includes a “Recent exports” option that opens the Exports window to show earlier exports without starting a new one.
- Unbilled receivables account setup: You can now set a default unbilled receivables account in company settings and on individual contracts, with a prompt to create one if none exists.
- Default classifications on the chart of accounts: The chart of accounts now supports default classifications for accounts.
- Terminate stays available on integration-locked contracts: Contracts locked by an integration (for example, a HubSpot deal) now keep the Terminate action available in the More actions menu, while duplicate, archive, recover, import, and change order remain disabled.
- Reconciliation company defaults: Starting a reconciliation from the table’s Reconcile action now defaults the company to the account’s company or the single filtered company, and the New Reconciliation button defaults to the single filtered company.
- Bank match card editing: Bank Match cards now have a Done button that validates the card before closing, and Cancel restores the card’s previous values instead of keeping unsaved edits.
- Yapily bank connection consent prompts: Bank connection tiles now show a region-specific prompt when a Yapily consent expires, and the UK extend action is now a clear “Accept” button that only runs after you confirm.
Fixes
- Bank reconciliation difference on checked transactions: Checking a transaction in Bank Reconciliation no longer reverts the Reconciliation Difference while the checkbox stays checked.
- 1099 generation errors: Generating a 1099 for a year with no template now shows an error message instead of silently saving the error as a CSV file.
- Create New button in company details: The Create New button in the Company Details drawer now works correctly.
- Dialog scrolling: Dialog bodies now show scroll fades so you can tell when there’s more content to scroll through.
- Checklist task icons: Task type icons in checklists no longer show extra strokes, and the Create button now extends to the footer edge.
Last modified on October 12, 2026
