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”