Features
- Transactions page – Account Creation: Bookkeepers can now create new general ledger accounts directly from the category dropdown on the transactions page, without navigating away to the Chart of Accounts.
- Reconciliation – Select All/Deselect All: Quickly select or deselect all
- Onboarding – Historical Books Selection: Historical data import options are now radio buttons, making the selection easier and more intuitive.
- Integrations – Account Management: Accounts added through integrations now automatically populate in the accounts list so bookkeepers always see the latest information.
- Transactions – Transactional Limit Notifications: Automatic email and inbox notifications alert users when a company exceeds its transactional expense limit.
- Chart of Accounts – Inline Editing and Saving: Bookkeepers can edit Chart of Accounts rows inline and save changes without leaving the page.
Enhancements
- Bank Reconciliation – Reconnect Date Priority: Prioritizes the last transaction date when reconnecting accounts to avoid accidentally selecting “all time.”
- Chart of Accounts – Editing Manual Journal Entries: Only active accounts are shown when editing manual JEs.
- Transactions – Accuracy Review Refresh: The transactions table now auto-refreshes after updates during the accuracy review.
- Financial Institutions – Plaid Connection Filtering: Only active Plaid connections are displayed to avoid confusion when accounts are connected multiple times.
- Onboarding – Historical Data Transfer: The “Start your historical accounting data transfer” task only appears if the user indicates they have books to migrate.
Bug Fixes
- Reconciliation – Column Alignment: Corrected alignment issues in the reconciliation table for better readability.
- Fixed Assets – Transaction Categorization: Ensures fixed assets cannot be created until the underlying transaction is categorized.
- Vendor Management – Vendor Merging: Fixed a bug where vendor merging incorrectly started that transactions need to be unfinalized due to a caching issue.
- Financial Reports – Revenue Recognition Error Handling: Displays an error message when the revenue recognition query fails instead of showing an empty list.