Features:
- Revenue Recognition – Customer Filtering: Filter revenue recognition data by specific customers to quickly find and review invoices for your key clients.
- General Ledger – Rollforward Summaries: Quickly review account balance changes over time to prepare accurate financial reports and gain deeper insights into your company's financial activity.
- Integrations – OAuth Reliability: More reliable OAuth integration reduces errors and ensures your accounting data stays up-to-date.
- Firm Dashboard UI Improvements: The companies tab in the firm dashboard now has search, 100 results per page by default and companies sorted in alphabetical order making it easier to find companies
- Payment Matching – Caching Optimization: Faster and more reliable payment matching during reconciliation by only updating the cache after transactions are fully committed.
Enhancements:
- Invoices – Direct Ingest UX: Streamline invoice importing with improved direct ingest experience, making it easier to onboard new customers and get their financial data into your system.
- Integrations – Stripe Reliability: More reliable Stripe payment synchronization reduces errors and ensures your financial data stays up-to-date.
- Chart of Accounts – Date Settings: Improved visibility of tooltip information makes setting up integrations faster and more intuitive for bookkeepers.
- Imports – Easier File Management: Organized imports make it simpler to move accounting-related files and maintain a tidy, efficient workflow.
Bug Fixes:
- Accuracy Review – MJE Error Flagging: Quickly identify and resolve manual journal entries with errors, ensuring your financial records stay accurate.