Features
- Contract monthly summaries: The contract overview now features a monthly summary table with locked and pending status indicators, alongside drill-downs for invoices, credits, revenue recognition entries, and contract adjustments.
- Invoice email tracking: You can now display email delivery status, last emailed timestamp, and related tracking fields in the invoice list table through the column picker.
- Line-item custom fields: Bills and other transactions now support custom text and date fields at the line-item level.
- Scheduled agent run states: Scheduled agents now display real-time run statuses and auto-pause indicators across agent lists, the sidebar, the run drawer, and the Tasks board.
- Custom task timeline: Custom tasks now include an activity timeline that supports user comments.
- Report navigation and filters: GST/HST return summaries now link directly to the Detail Report with preserved filters, and the Transactions tab includes an open items filter toggle.
- Math expressions in amount fields: Payment forms and allocation schedule lines now evaluate arithmetic expressions and shorthand values directly in amount inputs.
- Anrok customer sync: You can now sync and map Anrok customer records to ensure tax exemption certificates apply automatically during tax calculations.
- Data Analytics classification columns: Data Analytics now provides dedicated columns for each user classification tree across general ledger entries, invoice lines, bill lines, customers, and vendors.
- Accounting Intelligence report analysis: Accounting Intelligence can now answer period-over-period and budget-versus-actual questions, follow up on previously generated reports, and provide cards to view the underlying transactions in Report Center.
- Flux analysis AI explanations: AI-generated flux explanations now incorporate key variance drivers, large transactions, and materiality thresholds directly from analysis results.
- Contract API timestamps: The
/public/v2/contracts/ endpoint now supports updated_after and updated_before query filters for incremental sync, and contract responses include created_at and updated_at timestamps.
- Scheduled agent write approvals: Scheduled agents running in dedicated sessions now pause for review with interactive approval cards before executing write actions.
- QuickBooks migration mappings: Migration workflows now support mapping zero-cash credit applications directly as customer or vendor payments, and can automatically assign missing invoice associations to parent customers.
Fixes
- Accounting Intelligence display: Cards no longer overflow the side pane in bulk workflows, and skill chips no longer flash during composer handoffs.
- Bank match row duplication: Matched transactions no longer appear as duplicate rows in the Bank Match pane.
- Reconciliation transaction view: Reconciliation now loads the underlying transaction list instead of only account summaries.
- Revenue recognition posting: The batch posting page for revenue recognition no longer loads as a blank screen.
- Sales order memo saving: Saving a sales order with keyboard shortcuts immediately after typing no longer discards recent memo edits.
- Contract unbilled account confirmation: A confirmation prompt now appears before you change the unbilled account on contracts that include adjustments.
- Invoice waterfall report: Inactive contracts no longer appear on the invoice waterfall report.
- Payment import mapping: Payment imports no longer encounter an upload error that blocks mapping creation.
- Amount filter display: Transaction list filters no longer clip the maximum amount input.
- Customer statement badges: Status badges now render correctly on customer statements.
- Financial report export totals: Excel and PDF exports for the Balance Sheet and Trial Balance now calculate summary totals using the final period balance instead of incorrectly summing cumulative period columns.
- Contract change order defaults: Creating a change order now applies default values for billing and revenue recognition intervals and frequencies, aligning with standard contract creation.
- Elimination entry record numbers: Journal entry elimination and reversal rows now retain their source record numbers, customers, and vendors on detail reports and Data Analytics views.
- QuickBooks bill tax mapping: Imported bills from QuickBooks now properly associate taxes with individual line items and tax codes, avoiding incorrect reallocations to general tax asset accounts.
- NetSuite tax import: NetSuite bill and invoice imports now accurately map line-level VAT and GST rates and calculate appropriate net amounts.
- Accounting Intelligence permissions: Accounting Intelligence now checks user permissions before creating recurring journal entry schedules or modifying record attachments.
- Accounting Intelligence card approvals: Approving an expired action card now alerts you that the pause cannot be resumed and starts a new turn without losing entered text.
- Global search permissions: Global search results now enforce company access restrictions and exclude records from unauthorized entities.
Last modified on October 16, 2026
