Features:
- Reconciliation – Auto-import button for statements: Users can trigger auto-import directly from the statement upload area, reducing manual steps during reconciliation.
- General Ledger – Rollforward summary: A summary view of account balances over time enables faster review and reporting.
- Invoices – Improved ingestion experience: Clearer feedback and error handling reduce mistakes when uploading invoices.
- Payment Matching – Vendor filters: Users can filter payment matches by vendor to speed up reconciliation.
- Admin Portal – New management tools: Added contextual team actions, a “User Details” drawer, a “Company Access” screen, and alphabetical firm listing with 100 rows per page.
- Multi-company login selection: Users can choose their company at login for quicker navigation.
Enhancements:
- Chart of Accounts – Usability improvements: Column selectors and clearer setup tooltips make account management more flexible.
- CSV Import – Classes and locations support: Imports now accept classes and locations to match how data is organized in other systems.
Bug Fixes:
- Stripe Subledger navigation: Corrected redirects to ensure smoother payment flows.
- Invoice selection persistence: Fixed cases where selections didn’t persist or pre-select from the URL.