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- Reports – Cash Revenue: Removed outdated helper text and hardcoded account IDs from Cash Revenue table to avoid misleading account references.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.