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1/10/2025 Release (41.10)

January 10th, 2025

New Invoicing Features: customizable business information and custom invoice numbers & formats.

New Features/Enhancements

Invoicing

  1. Customizable Business Information: Users can now control exactly what appears on their invoices by customizing business details.
  2. Custom Invoice Numbers & Formats: Ability to customize invoice numbers and formats at the Client and/or Invoice level.
  3. QBO Import Updates: The QBO Import now accepts the "Invoices and Received Payments" report for better Invoice and Payment matching.
  4. Email Field Defaults: Improved defaults for email-related fields in Invoicing APIs.

Accounting

  1. General Ledger Report API Enhancement: The API now accepts accountNo for a simplified method to fetch General Ledger entries for specific GL accounts across multiple user accounts.
  2. Bank Account Merging: Deleted bank accounts with active monthly Closings will now always be included as potential duplicates.

Taxes

  1. 2024 Tax Forms: Updated Form 1040 Schedule C and Form 1065 population for 2024 (commonly filed between April and October 2025), accessible through the Taxes Dashboard and via API.

Bug Fixes

Accounting

  1. Fixed issues with drilling down into "Capital Stock," "Owner's Draw," and other related Equity accounts from the Balance Sheet.
  2. Corrected the duplication of General Ledger entries for archived and converted Bank Transactions.
  3. Fixed Journal Entries for Tax Payments, ensuring they update correctly when the linked bank account is changed.
  4. Addressed issues with saving Bank Reconciliations when matching Bank Transfers.

Bank Transactions

  1. Resolved bug causing duplicate Plaid Bank Transactions.
  2. Fixed display issues for manually entered transactions merged into Plaid bank accounts.

Imports

  1. Fixed issues with parsing Excel files during Xero Imports.
  2. Updated Bench import to support their latest offboarding package.

Invoicing

  1. Fixed issue with archiving Invoice Payments attached to archived invoices.
  2. Removed the 'Create Link' option from scheduled invoices.

Payroll

  1. Fixed the ability to attach Expense refunds to Payroll entries for better support of Payroll reversals.