10/31/2024 Release (41.7)

Enhancements to Embedded UI versioning, Accounting Migrations, Invoicing, and Financial Reports.

New Features/Enhancements

Embedded UI

1. Ability to delay opting into the latest releases of the Embedded UI
   1. Requires a slight change in the way the Embedded UI is added to an your application. Existing implementations are safe.

Imports

1. Update to QBO Import to consume QBO’s "Invoices and Received Payments" report for improved invoice to payment matching.

Invoicing

1. Ability to filter to scheduled invoices from the Invoice Dashboard.
2. Increased character limit of 800 for “Message” field on invoices.
3. Updates to formatting of invoice lines items on the invoice form to be clearer and more consistent with the invoice PDF.
4. Addition of dismissible Stripe Payment Processing setup CTAs.

Reports

1. Improved default ordering of reports on the Report Dashboard to be more accounting focused.

Accounting

1. Addition of warning when merging bank accounts or vendors to indicate that the action cannot be undone.

Transactions

1. API addition of reviewStatus to transaction-related APIs, e.g. POST /getTransactions.
2. Minor language updates to conversion UI on transaction forms.

Bug Fixes

Invoicing

1. Fixes to customData on GET invoices.
2. Better error handling on client invoice payment screen.

Accounting

1. Fixes to respect a user’s availableFeatures.bookkeeping when granting and revoking access to accountants in the Hurdlr API.
2. Fix to prevent virtual bank accounts from using the same GL account.

Transactions

1. Fixes to /getTransactions endpoint to now include active TaxPayments.
2. Fixes to bulk categorization from the Transactions Dashboard.
3. Fixes to correctly expand the Bank Transfer form when editing withdrawal payouts.
4. Updates to Audit Trail to show the correct editor on the initial entry for all transactions.

Patches

41.7.1 through 41.7.2

Bug fixes and minor improvements.