Changelog
Follow up on the latest improvements and updates.
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Key feature
Features
- New Categorization Status Widgeton theDashboardshows % of work completed and links directly to uncategorized transactions.

- New Account Status Widgeton theDashboardhighlights account health (setup progress, integrations, reconciliations, and checklist tasks) with quick links to resolve issues.

Other Features
- Fixed Asset nudge in Manual Journal Entriesalerts users when using fixed asset accounts, with direct navigation and preview demo.

- Bulk creation of Manual Journal Entriesnow supported via CSV upload.

- 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 Reportwith 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”
new
June 6, 2025
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
new
May 9, 2025
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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