5/22/2025 Release (41.16)

Enhanced bank linkage flows, improved vendor management, and bug fixes.

New Features/Enhancements

Bank Linkage

1. Initial Plaid Linkage:
   1. New prompts to merge existing duplicate bank accounts (e.g. from a QBO migration) into newly linked accounts upon initial Plaid bank account linkage.
   2. Notification of which newly linked accounts have unsupported account types or sub types upon initial Plaid bank account linkage.
2. Banks & Integrations list:
   1. Linked bank accounts are now separated by institution, with new institution level actions.
   2. Introduction of Synced and Not Synced filters.
3. Historical Pull: Ability to pull historical transactions to a specific date at both the institution and the bank account levels.
4. Beginning Balances: Ability to set and edit beginning balance entries directly from the bank account form.
5. Bank Account Merge: Option to merge duplicate accounts for multiple accounts at once with improved validations to prevent duplicate bank transactions.
6. GL Account Naming: Updates to keep GL account names in sync with updates from Plaid.
7. Mask Limitations: Fixes for bank accounts whose mask has less than 4 characters.

Vendor Management

1. Accountant Access: Accountants now access the Vendor Dashboard for improved vendor management on behalf of users.
2. Vendor table: New columns for Default Category and Expense Rules on the Vendor Dashboard to allow for more efficient vendor management.
3. Vendors API: New enhancement to allow the ability to search by vendor name on GET /vendors endpoint.
4. Vendor Merge: UI improvements to the vendor merge workflow for vendors with very long names.

Transactions

1. Bulk Restoration: Ability to bulk restore archived transactions on transactions-related dashboards.
2. Automatic Reconciliation of Direct Invoice Payments: Improved tie-breaking when automatically reconciling direct invoice payments with invoices including matching on the invoice’s client’s name.
3. Advanced Search: Improvement on the Expense Advanced Search to only show GL accounts that have associated expense categories and all bank accounts, including inactive/previously linked banks.

Accounting

1. Accountant access: Accountants can now update their user’s business information in the embedded experience.
2. QBO Import: Updated context in the QBO Imports ‘Learn More’ section for pulling the correct files.

Analytics

1. Transaction Events: Addition of transactionRecategorized lifecycle event for tracking who recategorized which bank transactions.
2. Invoice Payment Events: Enhancement to lifecycle events for invoice payments to include the source API on invoice payment-related events.

Bug Fixes

Bank Transactions

1. Fix to allow the creation of personal income transactions via direct API.
2. Bug fix for Rutter transactions that were being accounted for in the incorrect GL account.
3. Improvements to our CSV parsing algorithms for files with missing or blank columns.

Invoicing

1. Fixes to correctly use the business email set in the invoice settings instead of the account email when sending out invoices.

Embedded UI

1. Fix for the pending total to only include active bank accounts in the Historical Closings graph.
2. UI fix in the Expenses Dashboard to remain on the exact page of transactions even after transaction updates.
3. UI fixes for expenses split between multiple clients.