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.