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3/21/2025 Release (41.13)

March 21st, 2025

Revenue account selection on Invoice line items, Aged Accounts Payable report, and Transaction Rules in the Audit Trail.

New Features/Enhancements

Invoicing

  1. Stripe Payment Processing: Reduced Stripe merchant fees by automatically saving client payment methods.
  2. Line Item Revenue Account: Now allows selection of a revenue account for each invoice line item.
  3. Email Errors API: Programmatic access to setting email errors on invoices for use in Embedded UI.
  4. Refund API: A new endpoint has been added for improved refund tracking.
  5. Payment Processing Tutorial: A new listener in the Embedded UI adds a CTA that allows customer partners to route users to a payment processing tutorial.
  6. Invoice Audit Trail: Ability to audit changes to invoices, including a history of client interactions. This functionality is currently only accessible from the accountant-facing Embedded UI and via API.
  7. Invoice Payments: Minor UI update removes the prompt to set up a payment processor for an invoice when payments are already associated with that invoice.

Bank Transactions

  1. Audit Trail: The Audit Trail now logs the rule used to categorize each transaction.
  2. Rule Matching: Expense rule matching now defaults to the most recent matching rule when multiple rules apply.

Integrations

  1. Rutter: Enhanced payout matching for the Rutter integration.
  2. Plaid: Updated the Plaid integration to utilize the new persistent_account_id for better bank account de-duplication.
  3. Integrations API: Introduced a DELETE /integration endpoint for disconnecting a user’s integration via the Tight API.
  4. Lifecycle Event: Added the INTEGRATION_FIXED event to notify when an integration connection has been repaired.

Reports

  1. Aged Accounts Payable: New Aged Accounts Payable report supported via both API and UX.
  2. Aged Accounts Receivable: Enhanced with drill-down functionality.
  3. Trial Balance: Updated to include custom data support on GL accounts, additionally reflected in the Trial Balance Report.

Bug Fixes

Accounting

  1. Fixed issues with deleting and restoring invoice payments.
  2. Corrected signage on manual journal entries in bank reconciliations.
  3. Added an alert when attempting to cancel an invoice in a closed year.

Invoicing

  1. Corrected the display of clients in invoice settings on mobile devices.
  2. Fixed UI issues for invoice line items on mobile.
  3. Resolved some issues with expanding and reordering invoice line items.
  4. Enabled invoiced expenses to be reconciled.
  5. Corrected the UI for the source name on direct / cash invoice payments.

Bank Transactions

  1. Prevented the matching of expenses to deleted payrolls.
  2. Corrected the API to more consistently include default clients on bank transactions when one is not provided.

Client Management

  1. Fixed the API for fetching clients using a given businessId.