Changelog
Follow up on the latest improvements and updates.
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Features:
- Admin Portal – Select Company page: Added Admin Portal on company select page so users with access jump directly to the firm dashboard.
- Integrations – Payment processor view selector: Added cash/accrual selector next to the date filter on the payment processor summary to match General Ledger view.
- Invoices – Domain Logic Consolidation: Invoice logic and types centralized for reuse and freed from UI-specific implementations, improving consistency across invoice features.
- Onboarding – Book demo modal display: Firm-associated companies no longer see the tiers book demo modal, reducing unwanted onboarding interruptions.
- Integrations – Stripe Transaction Grouped View: Column labels renamed (e.g., Gross Rev→Revenue, Fees→Expenses, Net→Payment processor balance) for clearer reconciliation.
- Integrations – Inactive Plaid Accounts Banner: Temporary banner explains that older inactive Plaid connections are now visible, reducing confusion during account review.
- Onboarding – Book Demo Modal: After scheduling a demo, you can now close the modal immediately, reducing screen clutter during setup.
Enhancements:
- Invoices – Table Rendering Metrics: Tracks when the invoices table renders so performance changes are detected more quickly.
- Error Messaging: Error messages centralized for product/design review, providing more consistent, controlled user-facing error wording across the app.
- Onboarding – Modals: The Book Demo modal no longer appears over the upgrade/pricing modal, preventing overlapping dialogs and reducing confusion.
- Settings – Company Deletion: You're redirected to the intro page after deleting your last company, preventing being left on a deleted company's page.
Bug Fixes:
- Exports – Income Statement Excel export: Account names no longer get truncated when account numbers are variable length.
- Transactions – Category Filter List: Only selectable categories now appear in the category filter, preventing unclickable options and incorrect selection display.
- Dashboard – Resize behavior: Delays rapid height updates to prevent excessive resize triggers and UI errors, improving stability.
- General Ledger – Ledger Start Date: Corrected one-day offset so start dates align with company timezone, improving report accuracy.
- Reports – Cash Revenue: Removed outdated helper text and hardcoded account IDs from Cash Revenue table to avoid misleading account references.
- Integrations – Payment Processor Screen: Fixes flicker and adds a loader so the Stripe payment setup page loads smoothly.
- Settings – Automation page: Stopped flickering refreshes and frequent failed data loads on the Automation page, improving stability while you adjust settings.
- Admin Portal – Firm Invitations: Users who are not firm owners but have dashboard access can send and manage firm invitations without permission errors.
Features:
- Transactions – Bulk Categorize: Ability to recategorize transactions in bulk when selection transactions across all pages
- Transactions – Update Vendor/Customer Bulk Action: Update Vendor action available for "select all on all pages"
- Transactions – Classifications Bulk Actions: Ability to apply classifications to transactions in bulk when selecting transactions across all pages
- Imports – Default Ingestion Dates: Confirm suggested start dates on the account overview without manual editing, reducing incorrect ingestion starts.
- Dashboard – Puzzle Account Status: Status card now excludes archived integrations and matches the Integrations page, showing only active accounts with issues.
- Invoices – Stripe tax lines: Imports multiple Stripe tax lines using same rate but different taxability reasons, preserving tax breakdown on invoices.
- Transactions – Attach Documents to Existing Transactions API: Add or update attachments on existing transactions using the PATCH endpoint instead of only at creation
- Integrations – Plaid Accounts: Plaid accounts are archived when their Plaid item is removed and no other accounts map to them
Enhancements:
- User Settings – Company Selector: Choose a different company from the intro/onboarding screen instead of logging out, for multi-company users.
- Integrations – Plaid Connect: Shows an alert after connect when known accounts are missing, with ignore kept until next reconnect.
- Transactions – Search bar tabbing: Tab now moves focus out of the description search into the transactions list, preventing focus lock during reconciliation.
- Transactions Drawer Navigation: Stops adding query params to reduce opening/closing delays and excess analytics/network activity improving performance
- Navigation Performance: Reduced unnecessary data access during page changes, improving app responsiveness when navigating between screens.
Bug Fixes:
- Integrations – Plaid Connection Reset: Remove a stale Plaid item so users can re-login and resolve "username invalid" errors.
- Integrations – Plaid account deduplication: Duplicate Plaid accounts with the same item ID are now prevented and hidden, avoiding duplicate mapped accounts during reconnects.
- Integrations – Plaid account visibility: Plaid-connected accounts now display even without an active item so you can find and unarchive them.
- Reports – Accrual Revenue Date Selector: Date selector now displays correctly in accrual revenue, making date selection reliable when reviewing accruals.
- General Ledger – Deferred Revenue Undefer: Finds and undefer revenue deferrals even when schedules were previously marked deleted.
- Chart of Accounts – Receivable accounts: Customer receivables now sit under Accounts Receivable; Processor Receivable parent added for correct balance sheet grouping.
- Imports – Ingest Date Confirmation: Confirming ingest dates without changes no longer triggers unnecessary syncs or potential duplicate records.
Features
- Invoices – Invoice Search: Added a search bar to filter invoices by Invoice ID or description within the selected date range.
- Bills – Document Attachments: Attach documents when creating or updating bills via API for both draft and posted bills.
- Invoices – Esc key handling: Pressing Esc closes invoice form panels and modals, letting you quickly dismiss them.
- Contracts – Standalone Contract Lines: Contract lines can be created and confirmed without invoices; revenue schedules created if needed.
- Multi-Company Access – Select company option: Allows multi-company users to escape an individual company's onboarding screen by choosing "Select company" from the intro.
- Chart of Accounts – Filtered paths: Filtering now shows full Chart of Accounts paths to matched sub-accounts (including inactive/name searches), making them visible.
- Transactions – Totals (# and $): Totals are re-added and lazy-loaded so the list loads immediately; shows 10,000+ cap and export details.
Enhancements
- Reconciliation – Select All Performance: Selecting all rows on large reconciliation pages (2000+ entries) is now instant, speeding reconciliation.
- Dashboard – Metric Cards: Metric card graphs now smoothly fade in from the EmptyGraph loading state, creating a polished visual transition.
- Settings – Default Company Selection: When logging in with multi company access, your most recently accessed company is selected by default.
Bug Fixes
- Reconciliation – Hiding Historical Details: Hiding historical details now collapses expanded rows in the reconciliation entries table so details are actually hidden.
- Payment Matching – Bill and Invoice Linking: Fixed bugs in bill and invoice payment linking workflows so payments link correctly.
- Transactions – Vendor & Category Updates: Fixed race condition where adding a vendor then category removed the vendor, preventing accidental vendor loss during edits.
- Dashboard – Puzzle Account Status: Archived integrations are excluded from issue counts, so the card now shows only active accounts with problems.
Features
- Transactions page – Account Creation: Bookkeepers can now create new general ledger accounts directly from the category dropdown on the transactions page, without navigating away to the Chart of Accounts.
- Reconciliation – Select All/Deselect All: Quickly select or deselect all
- Onboarding – Historical Books Selection: Historical data import options are now radio buttons, making the selection easier and more intuitive.
- Integrations – Account Management: Accounts added through integrations now automatically populate in the accounts list so bookkeepers always see the latest information.
- Transactions – Transactional Limit Notifications: Automatic email and inbox notifications alert users when a company exceeds its transactional expense limit.
- Chart of Accounts – Inline Editing and Saving: Bookkeepers can edit Chart of Accounts rows inline and save changes without leaving the page.
Enhancements
- Bank Reconciliation – Reconnect Date Priority: Prioritizes the last transaction date when reconnecting accounts to avoid accidentally selecting “all time.”
- Chart of Accounts – Editing Manual Journal Entries: Only active accounts are shown when editing manual JEs.
- Transactions – Accuracy Review Refresh: The transactions table now auto-refreshes after updates during the accuracy review.
- Financial Institutions – Plaid Connection Filtering: Only active Plaid connections are displayed to avoid confusion when accounts are connected multiple times.
- Onboarding – Historical Data Transfer: The “Start your historical accounting data transfer” task only appears if the user indicates they have books to migrate.
Bug Fixes
- Reconciliation – Column Alignment: Corrected alignment issues in the reconciliation table for better readability.
- Fixed Assets – Transaction Categorization: Ensures fixed assets cannot be created until the underlying transaction is categorized.
- Vendor Management – Vendor Merging: Fixed a bug where vendor merging incorrectly started that transactions need to be unfinalized due to a caching issue.
- Financial Reports – Revenue Recognition Error Handling: Displays an error message when the revenue recognition query fails instead of showing an empty list.
Features:
- Financial Reports – Show Cents Toggle: Added a toggle to display cents in financial statements reports, which persists across report views to help bookkeepers review details more accurately.
- Transactions – Bulk update Customers: Users now have the ability to update customers on multiple transactions at once speeding up workflows
- General Ledger – Counterparty Visibility: Add a new column to the General Ledger view that displays the customer or vendor name associated with each transaction, providing better context for reconciliation
- Admin Portal – Demo Data Access: Easily access demo financial data from the admin portal to explore the software and test workflows.
- Onboarding - Bookkeeper Invitation: Display the "Invite your bookkeeper" task only if the user has indicated that they have a bookkeeper, streamlining the onboarding experience for bookkeepers.
- Payroll – Posting Status: Payrolls now display a "posted" or "unposted" status, allowing bookkeepers to easily track when payrolls have been successfully processed.
Enhancements:
- Imports – Transaction Limits: Removed the 150-transaction limit warning during CSV imports, allowing bookkeepers to upload full transaction batches more efficiently.
- Financial Reports – Hover Tooltips: Display the full name of accounts, vendors, and other details when hovering over financial statement rows, making it easier to review and understand the information.
- Transactions – Metrics Calculation Optimization: Metrics like transaction totals are now calculated separately from the main transaction query, improving performance and only retrieving metrics when requested.
- Manual Journal Entries – Customer/Vendor Selection: When editing manual journal entries, the selected customer or vendor is now clearly displayed in the dropdown field, making it easier to review and confirm the correct details.
- Billing - Transactional Value Limit: New companies on free plans have a $20,000 limit, which is now displayed in the Billing settings to help customers monitor usage.
- Revenue Recognition – Contract Line Details: Display a description field and invoice date on the revenue recognition page table, providing bookkeepers with more context about each contract line item.
Bug Fixes:
- Chart of Accounts – Duplicate Number Validation: The system now validates that new Chart of Accounts numbers are unique, preventing bookkeepers from accidentally creating duplicate accounts.
Features:
- Chart of Accounts – Account Editing: Ability to update Chart of Accounts entries directly from the side panel, including creating child accounts and deactivating accounts.
- Classifications – API Support: Classifications now have dedicated IDs, providing first-class API support for bookkeepers to manage classification data.
Enhancements:
- Transactions – Row Selection: Restore Shift+Click functionality to select multiple rows in the transactions table, speeding up bulk actions like reconciliation and payment processing.
- Transactions - Filters Scrolling: Taller transaction filters menus are now scrollable, ensuring all options are accessible on smaller screens.
- Invoices – Banner Customization: Allow bookkeepers to close or minimize a banner on the invoices page that previously took up a significant portion of the screen.
- Accounts – Account Deletion Confirmation: Adds a confirmation modal when deleting or resetting account data, ensuring bookkeepers don't accidentally lose important financial information.
- Subscriptions – Legacy Plan Upgrades: Legacy companies on free or trial plans can now see and subscribe to the new V2 pricing plans, while companies on paid plans continue seeing their existing V1 plans.
- Chart of Accounts – Intelligent Sorting: The Chart of Accounts page now features intelligent sorting that handles a wider range of account number formats, including leading zeros and multi-level hierarchies, to keep the account list organized and easy to navigate.
- Chart of Accounts - Filtering: Improved filtering in the Chart of Accounts tree to only display ancestor rows when sub-accounts match the search criteria, making it easier to quickly find and view relevant account information.
- Contracts – Performance Optimization: Fetching contract line amounts and pagination data separately improves query response times, allowing bookkeepers to quickly view and process contract details.
- Integrations – Error Messages: Provides more informative error messages for integration issues, allowing bookkeepers to quickly troubleshoot and resolve problems without needing to open a support ticket.
- Onboarding – Consistent Styles: Standardized font sizes and weights for buttons, radio buttons, and other inputs throughout the onboarding experience, creating a more consistent and intuitive workflow.
- Chart of Accounts – Sorting: Accounts with contra types are now intermixed and sorted by account number, rather than grouped separately. This helps bookkeepers review the full chart of accounts in a more logical order.
- Admin Portal – Access Terminology: Updates references of "dashboard access" to "admin portal access" throughout the application to provide clearer and more accurate terminology
Bug Fixes:
- Reconciliation – Auto-Start Workflow: Automatically starts a new reconciliation and navigates to it, preventing duplicate reconciliation creation and ensuring bookkeepers can continue their workflow.
- Revenue Recognition – Confirmed Tab Performance: Fixes an issue that caused the Confirmed tab of the Revenue Recognition page to fail to load with an infinite spinner for certain companies
Features:
- Dual-Basis Manual Journal Entries: Bookkeepers can now post a single manual journal entry that applies to both cash and accrual reporting bases, streamlining financial reporting.
- General Ledger – Column Visibility: Customize the columns shown in the General Ledger to focus on the information most relevant to your bookkeeping workflow. Your selected column visibility is saved per company for consistent views.
- Invoices – Journal Entry History: Bookkeepers can now view a history of journal entries associated with each invoice, helping them better understand and reconcile financial records.
Enhancements:
- Invoices – Bulk Customer Updates: Quickly update the customer for multiple transactions at once, improving efficiency during invoice processing and financial reporting.
- Payroll – Content Scaling: The Payroll page now scales to fill the available browser space, allowing bookkeepers to view all payroll information without having to scroll.
- General – Estimated Tag Terminology: The "Estimated" tag has been updated to "Calculated" to provide more accurate and meaningful terminology for bookkeepers reviewing financial data.
Features:
- Invoices – Header Actions: Added frequently-used invoice actions like download to the header, making them easier to access during invoice processing.
- Bills – Action Organization: Consolidated bill actions into a dropdown menu and moved frequently-used actions like Download to the header, streamlining the bill management workflow.
- Payment Matching – Vendor Filtering: When linking to the payment matching screen, transactions are automatically filtered by the relevant customer or vendor, making it easier to find and match specific transactions during reconciliation.
- Reconciliation – Manual Reset: Users can manually refresh reconciliation data to update entries after backend processing completes, addressing scenarios where recent changes need to be reflected.
- Chart of Accounts – Hierarchical View: See nested parent-child account relationships in a collapsible tree table, making it easier to understand and navigate your chart of accounts.
Enhancements:
- Invoices – Line Item CSV Export: CSV exports for invoice line items now respect your filters, allowing you to generate targeted reports for specific date ranges, statuses, categories, or products.
- Payment Matching – Selection Persistence: Selected bills remain visible during reconciliation, even when applying filters, to streamline the matching process.
- Invoices – Color Visibility: Invoice and bill pages now use clearer color contrast, making important information easier to read for bookkeepers.
Features:
- Revenue Recognition – Customer Filtering: Filter revenue recognition data by specific customers to quickly find and review invoices for your key clients.
- General Ledger – Rollforward Summaries: Quickly review account balance changes over time to prepare accurate financial reports and gain deeper insights into your company's financial activity.
- Integrations – OAuth Reliability: More reliable OAuth integration reduces errors and ensures your accounting data stays up-to-date.
- Firm Dashboard UI Improvements: The companies tab in the firm dashboard now has search, 100 results per page by default and companies sorted in alphabetical order making it easier to find companies
- Payment Matching – Caching Optimization: Faster and more reliable payment matching during reconciliation by only updating the cache after transactions are fully committed.
Enhancements:
- Invoices – Direct Ingest UX: Streamline invoice importing with improved direct ingest experience, making it easier to onboard new customers and get their financial data into your system.
- Integrations – Stripe Reliability: More reliable Stripe payment synchronization reduces errors and ensures your financial data stays up-to-date.
- Chart of Accounts – Date Settings: Improved visibility of tooltip information makes setting up integrations faster and more intuitive for bookkeepers.
- Imports – Easier File Management: Organized imports make it simpler to move accounting-related files and maintain a tidy, efficient workflow.
Bug Fixes:
- Accuracy Review – MJE Error Flagging: Quickly identify and resolve manual journal entries with errors, ensuring your financial records stay accurate.
Features:
- Reconciliation – Auto-import button for statements: Users can trigger auto-import directly from the statement upload area, reducing manual steps during reconciliation.
- General Ledger – Rollforward summary: A summary view of account balances over time enables faster review and reporting.
- Invoices – Improved ingestion experience: Clearer feedback and error handling reduce mistakes when uploading invoices.
- Payment Matching – Vendor filters: Users can filter payment matches by vendor to speed up reconciliation.
- Admin Portal – New management tools: Added contextual team actions, a “User Details” drawer, a “Company Access” screen, and alphabetical firm listing with 100 rows per page.
- Multi-company login selection: Users can choose their company at login for quicker navigation.
Enhancements:
- Chart of Accounts – Usability improvements: Column selectors and clearer setup tooltips make account management more flexible.
- CSV Import – Classes and locations support: Imports now accept classes and locations to match how data is organized in other systems.
Bug Fixes:
- Stripe Subledger navigation: Corrected redirects to ensure smoother payment flows.
- Invoice selection persistence: Fixed cases where selections didn’t persist or pre-select from the URL.
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