Features:
- Financial Reports – Show Cents Toggle: Added a toggle to display cents in financial statements reports, which persists across report views to help bookkeepers review details more accurately.
- Transactions – Bulk update Customers: Users now have the ability to update customers on multiple transactions at once speeding up workflows
- General Ledger – Counterparty Visibility: Add a new column to the General Ledger view that displays the customer or vendor name associated with each transaction, providing better context for reconciliation
- Admin Portal – Demo Data Access: Easily access demo financial data from the admin portal to explore the software and test workflows.
- Onboarding - Bookkeeper Invitation: Display the "Invite your bookkeeper" task only if the user has indicated that they have a bookkeeper, streamlining the onboarding experience for bookkeepers.
- Payroll – Posting Status: Payrolls now display a "posted" or "unposted" status, allowing bookkeepers to easily track when payrolls have been successfully processed.
Enhancements:
- Imports – Transaction Limits: Removed the 150-transaction limit warning during CSV imports, allowing bookkeepers to upload full transaction batches more efficiently.
- Financial Reports – Hover Tooltips: Display the full name of accounts, vendors, and other details when hovering over financial statement rows, making it easier to review and understand the information.
- Transactions – Metrics Calculation Optimization: Metrics like transaction totals are now calculated separately from the main transaction query, improving performance and only retrieving metrics when requested.
- Manual Journal Entries – Customer/Vendor Selection: When editing manual journal entries, the selected customer or vendor is now clearly displayed in the dropdown field, making it easier to review and confirm the correct details.
- Billing - Transactional Value Limit: New companies on free plans have a $20,000 limit, which is now displayed in the Billing settings to help customers monitor usage.
- Revenue Recognition – Contract Line Details: Display a description field and invoice date on the revenue recognition page table, providing bookkeepers with more context about each contract line item.
Bug Fixes:
- Chart of Accounts – Duplicate Number Validation: The system now validates that new Chart of Accounts numbers are unique, preventing bookkeepers from accidentally creating duplicate accounts.