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Features

  • Accounting Intelligence custom reports: Accounting Intelligence now supports querying saved custom reports and exporting report data directly to CSV, XLSX, and PDF files.
  • Elimination currency validation: Bank and credit card accounts on eliminated journal entry lines must now match the transaction currency.
  • Accounts receivable aging prepayments: The accounts receivable aging detail and summary reports now support an optional include_prepayments parameter to include open customer prepayments as of the report date.
  • Dashboard date ranges: Executive Summary, Cash Management, and Revenue dashboards for new organizations now default to showing the prior six full months plus the current month to date.
  • Data Analytics customer fields: Adds all customer profile fields to the Data Analytics customer data source, including contact details, tax codes, parent and subsidiary relationships, billing and shipping addresses, and payment terms.
  • Vendor record merging: You can now merge duplicate vendor records into a single primary vendor.
  • Vendor journal entries widget: Vendor detail records now include a Journal Entries section listing all journal entries associated with the vendor.
  • Audit Trail actor attribution: Audit Trail records now indicate when actions are performed via MCP or Accounting Intelligence, and include an Actor filter on the Transactions tab.
  • Inline report cards in Accounting Intelligence: Accounting Intelligence now renders report cards inline with filter chips, allowing you to open the Report Center with matching filters while preserving your chat session.
  • Task comment user mentions: You can now use @ mentions in custom task comments to notify team members.
  • Task assignment to Accounting Intelligence: Custom tasks can now be assigned directly to Accounting Intelligence for automated handling.
  • Rich text task descriptions: Custom task forms now support rich text editing in the Description field.
  • Bank Match approval badges: The bank account dropdown and tab headers now display count badges for transactions awaiting approval.
  • Invoice email tracking: The invoice list now supports filtering by email delivery status and sorting by last emailed date.
  • Customer credit reference numbers: Customer credit note PDFs now display the reference number when one is provided.
  • Vendor credit reference numbers: Adds an optional Reference Number field to vendor credit creation, edit, and view screens.
  • Consumed material tracking: The Dimensions drawer on fulfillment, invoice, and cash sale lines now supports tracking consumed counts, dimensions, and excess reasons.
  • Customer payment import payment methods: Customer payment bulk imports now support mapping payment methods.
  • Revenue recognition adjustments sync: Adds a Sync adjustments action to contract overviews to recalculate month-end adjustments without reloading the page.
  • Revenue recognition contract drill-down: The month drill-down view on revenue recognition contracts now displays change orders and contract terminations.
  • Classification default settings: Adds default classification settings under General Preferences to configure automatic classification assignment hierarchy.
  • Default classifications on records: Customer, vendor, item, and account records now include dedicated Defaults sections for pre-populating classifications.
  • HMRC VAT submission declaration: Submitting a VAT return through Making Tax Digital now requires confirming a legal declaration checkbox, and period dates replace period keys across views.

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Fixes

  • Customer portal authentication: Resolves an issue with single sign-on handoffs that prevented you from logging in to the customer portal.
  • Export download permissions: Enforces company access controls on CSV and report exports, returning an authorization error when you attempt to download exports containing data for unauthorized companies.
  • Locked period validation: Standardizes error codes and HTTP response statuses when you attempt to update records within a locked accounting period.
  • QuickBooks Desktop sales tax migration: Fixes an issue where imported US sales tax lines posted as generic item lines instead of dedicated tax lines under the ship-to state nexus.
  • Accounting Intelligence amortization schedules: Resolves an issue where Accounting Intelligence could not open or preview amortization schedules for prepaid assets.
  • Classification updates: Resolves an issue where submitting an identifier in the request body for PUT /public/v1/classifications/{id}/ could update another organization’s classification. Updates now strictly target the classification specified in the URL path.
  • Customer prepayment application pagination: Open invoices in customer prepayment applications now paginate 25 records per page to prevent page freezes on accounts with high invoice volume.
  • Fixed asset rollforward drill-down: Resolves an issue where drilling into rollforward rows without a dedicated destination link navigated to a 404 page.
  • Revenue recognition related records: Resolves an issue where clicking a company link under Related Records navigated to a 404 page instead of opening the details drawer.
  • Inbox memo copying: Clicking the copy button inside the Memo column now copies the text without opening the record preview drawer.
  • Customer payment company dropdown: Resolves an issue where company names were cut off in the company selection dropdown on new customer payments.
  • Customer payment currency symbol: Restores the currency symbol in the Payment Amount field on customer payment records.
  • Budget action bar contrast: Resolves low-contrast styling on the Copy actuals and Clear data buttons in the budget detail action bar.
  • Dashboard currency dropdown: Fixes an issue where currency and company selection menus opened behind dashboard widgets.
  • Bank Match reconnect layout: Fixes a layout issue that caused the account reconnect button on the Bank Match page to stretch across the full width.
  • Bank Match notification placement: Adjusts success toast positioning on the Bank Match page so notifications no longer cover the Post & Match button.
  • Elimination journal entry preview: Elimination preview rows now display the account number, foreign exchange rate, and base currency of the elimination company.
  • HMRC VAT accessibility: Resolves contrast, ARIA role, and page title issues on HMRC VAT screens to meet WCAG 2.1 AA standards.
  • Scheduled agent banner background: Resolves an issue where scrolled chat messages showed through translucent run status banners.
  • Accounting Intelligence preview sizing: Fixes an issue where rejected email and Slack preview messages rendered outside the activity panel.
  • Connector management permissions: Disables configuration actions on the Connectors page for users without administrator privileges.
  • Inbox transaction drawer recovery: Displays a retry option when an inbox transaction drawer fails to load rather than encountering an unhandled error.
  • Currency listing alignment: Resolves an issue where the status cell in the currencies table was not vertically centered.
Last modified on October 20, 2026