Features:
- Chart of Accounts – Account Editing: Ability to update Chart of Accounts entries directly from the side panel, including creating child accounts and deactivating accounts.
- Classifications – API Support: Classifications now have dedicated IDs, providing first-class API support for bookkeepers to manage classification data.
Enhancements:
- Transactions – Row Selection: Restore Shift+Click functionality to select multiple rows in the transactions table, speeding up bulk actions like reconciliation and payment processing.
- Transactions - Filters Scrolling: Taller transaction filters menus are now scrollable, ensuring all options are accessible on smaller screens.
- Invoices – Banner Customization: Allow bookkeepers to close or minimize a banner on the invoices page that previously took up a significant portion of the screen.
- Accounts – Account Deletion Confirmation: Adds a confirmation modal when deleting or resetting account data, ensuring bookkeepers don't accidentally lose important financial information.
- Subscriptions – Legacy Plan Upgrades: Legacy companies on free or trial plans can now see and subscribe to the new V2 pricing plans, while companies on paid plans continue seeing their existing V1 plans.
- Chart of Accounts – Intelligent Sorting: The Chart of Accounts page now features intelligent sorting that handles a wider range of account number formats, including leading zeros and multi-level hierarchies, to keep the account list organized and easy to navigate.
- Chart of Accounts - Filtering: Improved filtering in the Chart of Accounts tree to only display ancestor rows when sub-accounts match the search criteria, making it easier to quickly find and view relevant account information.
- Contracts – Performance Optimization: Fetching contract line amounts and pagination data separately improves query response times, allowing bookkeepers to quickly view and process contract details.
- Integrations – Error Messages: Provides more informative error messages for integration issues, allowing bookkeepers to quickly troubleshoot and resolve problems without needing to open a support ticket.
- Onboarding – Consistent Styles: Standardized font sizes and weights for buttons, radio buttons, and other inputs throughout the onboarding experience, creating a more consistent and intuitive workflow.
- Chart of Accounts – Sorting: Accounts with contra types are now intermixed and sorted by account number, rather than grouped separately. This helps bookkeepers review the full chart of accounts in a more logical order.
- Admin Portal – Access Terminology: Updates references of "dashboard access" to "admin portal access" throughout the application to provide clearer and more accurate terminology
Bug Fixes:
- Reconciliation – Auto-Start Workflow: Automatically starts a new reconciliation and navigates to it, preventing duplicate reconciliation creation and ensuring bookkeepers can continue their workflow.
- Revenue Recognition – Confirmed Tab Performance: Fixes an issue that caused the Confirmed tab of the Revenue Recognition page to fail to load with an infinite spinner for certain companies