Changelog

Follow up on the latest improvements and updates.

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Key feature
Features
  • New Categorization Status Widget
    on the
    Dashboard
    shows % of work completed and links directly to uncategorized transactions.
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  • New Account Status Widget
    on the
    Dashboard
    highlights account health (setup progress, integrations, reconciliations, and checklist tasks) with quick links to resolve issues.
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Other Features
  • Fixed Asset nudge in
    Manual Journal Entries
    alerts users when using fixed asset accounts, with direct navigation and preview demo.
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  • Bulk creation of
    Manual Journal Entries
    now supported via CSV upload.
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  • Introduced Accounting Resource Center Link (ARC) in the Firm Dashboard
Key feature
Features
  • Financial Statement Status Indicator, when there are changes to transactions that are not yet reflected in the financial statements
  • Financial Statement Status Indicator, when there are changes to transactions that are not yet reflected in the financial statements
Other Features
  • Invoice line items can include quantity and amount per quantity fields. This is helpful to users for tracking additional data about invoice line items
Fixes
  • Bug Fix: QuickBooks Historical Reports & Chart of Accounts reports able to be exported
Enhancements
  • Improved processing speed of Invoice ingestion for CSV upload files
Key feature
Features
  • General Ledger Rollforward Report
    with starting/ending balances by account as an export option
Enhancements
  • Bulk vendor editing for transactions
  • Editing of recurring Manual Journal Entry Schedules
  • Editable
    "Memo"
    field in transactions
  • Active/Inactive filter on Reconciliations page to allow users to "
    only view
    " non-archived accounts by default
Key feature
Features
  • Invoice imports via csv
  • Custom links in the monthly checklist
  • Bulk unfinalize action allowed when there is a mix of finalized and unfinalized
Other Features
  • Direct links from the navigation menu to add/create items (transactions, CoA, new users)
Fixes
  • Clear reconciliation statement attachments when starting a new reconciliation
Enhancements
  • Transaction side panel updates show clearer loading
  • Updated status in the activity section for changes made to the transaction
Key feature
Features
  • Firm-level dashboard access with a view of all associated users for selected partner firms — available upon request
Other Features
  • Updated list of tasks in launchpad for bookkeepers
  • Allow account reactivation in the CoA after deactivation
Fixes
  • Display inactive sub-accounts in the filtered view of the Chart of Accounts, even if its parent account is active
  • Metrics cards overlapping with financial statements, issue with layering
Enhancements
  • Invoice line items display
  • Updated “Finalize” & “Unfinalize” buttons in the side panel for each transaction
  • Manual journal entry editing — preview of changes
Key feature
Other Features
  • Editable manual journal entries
  • PDF statement ingestion in reconciliations
  • Multiple Stripe connections
  • AI Labs / Puzzle AI: Users can click “Review month-end close for accuracy” to identify anomalies, understand them, and navigate to pages for reviewing the possible issue identified
  • Self-serve historical books conversion, including CoA additions upload
Fixes
  • Bug fix: Remove the underscore added to the account number when adding a new account to the chart of accounts
  • Bug fix: Ability to remove attachments
Enhancements
  • Transactions page: simplified category selector
  • Transactions page: ability to adjust the table column width
  • Filters on transactions export
  • Removed limit on bulk confirmation of revenue recognition items from 20 to unlimited
  • Ability to delete unused classifications
  • Trial balance export option with non-cumulative balances (i.e. as if the P&L has closed to retained earnings)
  • Persist manual journal entry page filters after viewing or editing an individual entry
Shortcuts
  • Hotkey for finalizing: when a transaction is selected, users can just click “F”
Features
  • Enabled users to have multiple companies in different tabs/windows
  • Accountant-specific launchpad tasks
Enhancements
  • Navigation quick actions
  • Manual journal entry groups: clickthrough to any individual MJE appears like one single MJE group rather than multiple separate MJEs
  • Payment processor detail page → view all Stripe transactions, bulk recategorization, finalize & delete
  • CoA AI auto-mapper and improvements
  • Merging bank/credit card accounts without duplicate CoA
Fixes
  • PDF exports from Downloads page have incredibly small and miscolored text
  • Duplicate GL accounts in MJE account selection → removed
  • Exact match search in MJE account selection → restored to intended functionality
  • Restored Vendors & Customers as discoverable on MJE and transactions page search
Paper cuts
  • Allow users to recategorize or change vendor/customer on transactions tied to revenue and prepaid schedules
Features
  • Support for multiple Stripe connections
  • Dashboard customization: Select the cards you want to see
Enhancements
  • Accuracy review UX refinements
Paper cuts
  • Joiin added to the integrations page
  • Categorization rules updated such that previous company actions take precedence over AI
  • Search bar on the transactions page is now expanded by default
  • Disconnection emails now have account info
  • Rules can now be set by specific sources
Features
  • Light mode / dark mode setting
  • Transaction page “accuracy reviews” for guided, exception-based workflow
Enhancements
  • GL does not load automatically with “Cash” selected
  • Enabled customers & vendors to be added to transaction splits
Fixes
  • We updated our MJE processing to reduce the number of failed MJEs
  • We fixed an issue where certain transactions were being recorded inconsistently
  • Enabled users to un-check Launchpad tasks
  • Turned off auto-creation of Prepaids
  • Fixed the ML categorization engine was applying the wrong vendor to transactions
  • Fixed where MJE lines could have a “no category” category
Enhancements
  • Accrual revenue report: in-app drill-down
  • Dashboard financial statements: added a status indicator (up to date vs. not) and a refresh button
  • Ability to create transaction rules with classification assignments
  • Ability to bulk apply classifications to transactions
  • Added a panel for displaying receipts within the transactions drawer
Fixes
  • Fixed issue with clicking into the category modal on transactions page
  • Fixed issue where GL could not be exported from the GL page
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