Features
- Specialist agents in Accounting Intelligence: Accounting Intelligence now routes every Report Center report to a dedicated reporting agent for more accurate answers, covering EBITDA and D&A, sales reports, ARR by contract, tax, ownership, the fixed-asset register and rollforward, and flux. A new integrations specialist troubleshoots sync failures, explains why records did not sync, compares records with source systems, and retries syncs.
- Custom fields on bill lines: You can now add custom fields at the line level on vendor bills, in addition to the bill header.
- Faster aging reports: Aging reports now load faster by only querying the columns, groupings, and filters you actually select.
- Snowflake financial report exports: The Snowflake integration now supports opt-in exports for core financial reports, including the Chart of Accounts, General Ledger, Trial Balance, and consolidated exchange rates.
- Default classifications on customer transactions: Sales orders, invoices, cash sales, customer credits, and contracts now automatically inherit default classifications configured on the customer and item when line classifications are omitted.
- Open balance filtering on transaction lists: Customer and vendor transaction lists now support filtering by remaining amount, allowing you to isolate open or partially applied records.
- Audit columns in Data Analytics: The general ledger dataset in Data Analytics now includes audit columns for creator, approver, and last-modified timestamps.
- Curaçao VAT support: DualEntry now supports standard (6%), increased (7% and 9%), zero-rated, exempt, and reverse-charge VAT rates for Curaçao.
- External tool connectors in Accounting Intelligence: Accounting Intelligence now alerts you when a requested action needs an external tool connector that is disconnected or not yet installed, with a link to set it up. Approval prompts for external tools also include an option to always allow the action, so later runs don’t prompt again.
- Brex discount line support: The Brex integration now supports syncing transactions that contain discount lines.
- Date preset names on report date chips: Report date chips now display the name of the active date preset, such as Year to Date, rather than static dates, making rolling date ranges clear.
- Contract monthly summary status indicators: Closed accounting periods in the contract monthly summary now display a lock icon, and open months without posted adjustments display as pending.
- Adjusting entries configuration and reporting: Adjusting entries are now configured in General Preferences with company scoping, and reports include dedicated settings tabs to filter or highlight adjusting entries.
- Active record context in Accounting Intelligence: Accounting Intelligence now reads the display identifier directly from the active record header, such as journal entry or invoice codes, when answering questions about the current page.
- Assignee filter in Tasks: The assignee selector in Tasks is now integrated directly into the list filters.
- Money out keyboard shortcuts: You can now use keyboard shortcuts to create and navigate purchase orders, vendor payments, and vendor prepayment applications.
- Peppol e-invoicing for Sweden and Germany: E-invoicing now supports filing Swedish invoices through Peppol BIS Billing 3.0 and German invoices as XRechnung, with shared Peppol participant IDs across supported countries.
- Quote management and approval workflows: Quote management now includes dedicated quote approval pages, customizable quote sending settings, frequency and service period overrides on quote lines, bucketed totals summaries, grouped PDF exports, and quote revision history.
Fixes
- Brex transfer syncs no longer loop: Multi-currency Brex transfer expenses no longer re-sync repeatedly because of a mismatched exchange rate.
- Balance sheet equity now includes retained earnings and net income: Custom Balance Sheet reports previously omitted Retained Earnings and Net Income from the Equity section, causing Total Liabilities and Equity to not match Total Assets. Both amounts now roll into their parent correctly.
- CSV exports with pivots keep their layout: Summary report CSV exports with pivot columns no longer lose their row structure or column headers. Exports now match the layout shown on screen.
- Cash sales accept credit card accounts: Saving a cash sale with a credit card account selected in the bank or credit card account field no longer fails.
- Archived bills from Ramp no longer show GL impact: Bills archived through the Ramp integration now correctly remove their GL impact, even when a bill has more than one transaction.
- Xero sync fixes: The Xero integration no longer disconnects unexpectedly with an
Integration is not connected error. Xero syncs now also import all document allocations, including credit notes and prepayments applied to invoices or bills, and calculate realized foreign exchange gains and losses.
- Cross-company visibility in global search: Global search now enforces company permissions across all record types, preventing users with restricted company access from seeing records from unauthorized companies.
- Archived records clear pending approval tasks: Archiving a record with an active approval workflow now cancels the workflow and updates the pending approval count in Tasks.
- Bank Match fixes: Background suggestion jobs that time out now exit cleanly and keep previously matched suggestions. Saving a Bank Match rule is also no longer blocked after you cancel an intermediate step.
- HubSpot sync rate limiting: HubSpot syncs now automatically retry with backoff when receiving rate limit responses rather than failing the sync.
- QuickBooks Desktop migration fixes: Invoices migrated from QuickBooks Desktop now keep their ship-to addresses, so sales tax calculates correctly. Credit memos applied to invoices now import as payments, reducing open customer and invoice balances.
- Xero contact classification during migration: Migrations from Xero now use contact flags to prevent vendors from being created as customers, and import money received from vendors as journal entries.
- QuickBooks Online unapplied payments migration: Re-migrating unapplied customer payments from QuickBooks Online now preserves and relinks existing customer deposits.
- Immediate form saving: Saving a form immediately after typing, using either keyboard shortcuts or the Save button, now flushes pending inputs and saves the updated values.
- Journal entry display fixes: The classifications button and column header on intercompany journal entry lines are now centered, and opening journal entry details renders the loading skeleton without layout errors.
- Revenue recognition batch posting display: The revenue recognition batch posting page no longer renders blank when opening the posting form.
- Bulk import mapping error messages: Bulk imports now display specific server error messages when column mapping creation fails.
- Reconciliation fixes: Account reconciliation transaction rows now stay visible and scrollable on shorter screens, and new account reconciliations correctly populate the default company.
- Skill page navigation after editing: Editing a skill in Accounting Intelligence no longer causes the page to display a
Not Found error.
- Contract termination with paid invoices: Terminating a contract is no longer blocked when the contract already contains paid invoices.
- Company filter results in Close Management: The company filter now accurately filters and displays records across Close Management views.
- Customer prepayment applications filter layout: Filter buttons and counts on Customer Prepayment Applications no longer overlap or wrap incorrectly when filters are applied.
- Customer deposit page performance: Opening and editing customer deposits no longer experiences performance lag.
- 1099 report generation error handling: Generating 1099 reports now handles
422 validation errors, preventing report creation from failing silently.
Last modified on October 15, 2026
