Features
- Vendor record merging: You can now merge duplicate vendor records into a primary vendor to consolidate transaction history.
- Bulk invoice sending: You can now send multiple invoices simultaneously and monitor delivery using new email status filters and sorting.
- Public reporting API: New public API endpoints provide paginated access to general ledger transactions, trial balances, charts of accounts, and consolidated exchange rates.
- Vendor credit reference numbers: Vendor credits now include an optional Reference Number field to record external vendor credit identifiers.
- Payment method mapping for customer payments: Bulk customer payment imports now support mapping payment method names directly to your organization’s payment methods.
- User avatars in tasks: Tasks now display user avatars and full names for assignees and mentioned team members in task descriptions.
- Expanded Data Analytics account fields: The accounts data source in Data Analytics now includes additional account attributes, such as category, normal balance, statement type, and account hierarchy.
Fixes
- Aging report Excel export: Large Accounts Receivable aging exports in Excel no longer exceed formula limits or display subtotals and grand totals as zero.
- Accounting Intelligence draft memos: Draft invoices generated by Accounting Intelligence now save successfully when line memos are omitted.
- Accounting Intelligence record context: Accounting Intelligence now retains the context of the open record when processing initial requests from record pages.
- QuickBooks Desktop migration payments: Imported payments linked to journal entries or checks no longer remain open as unapplied overpayments.
- QuickBooks Desktop sales tax import: QuickBooks Desktop data migrations now import sales tax amounts as dedicated tax lines rather than standard line items.
- Public API bill validation: The public API now correctly enforces required company and vendor fields when creating or updating bills.
- Change order billing cadence: New change orders now correctly inherit billing cadence defaults configured during contract creation.
- Integrations page performance: The Integrations page now loads faster when retrieving connected integration records.
- Accounting Intelligence action confirmation: Accounting Intelligence now displays a confirmation card before updating, archiving, or approving records.
- Accounting Intelligence record identifiers: Accounting Intelligence now correctly resolves revenue contracts and fixed assets from reference numbers on record pages.
- Accounting Intelligence message streaming: Live responses from Accounting Intelligence no longer fail with
404 errors during message streaming.
- Account number length validation: Account numbers now validate against your organization’s configured maximum digit length during account creation and import.
- Bill.com sync performance: The Bill.com integration now skips unchanged bills and attachments during synchronization, improving sync speeds.
- NetSuite invoice import: NetSuite migrations now accept invoices with negative line item quantities by adjusting unit rates, preventing import failures on related payments.
Last modified on October 19, 2026
