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.