7/12/2024 Release (41.2)

Read-only scope for restricted access in the API and Embedded UI along with other enhancements to Invoicing and Bank Transactions

New Features/Enhancements

UX Enhancements

1. User’s role can be set to READ_ONLY via API to restrict the Embedded UI to a read-only view.

Audit Trail

1. Transactions can be audited in the Embedded UI and via API to view a revision history for that transaction.

Invoicing

1. Inclusion of invoice payments in the Transaction and Income Dashboards.
2. Update to invoice picker on the Transaction and Income Dashboards to include the invoice date.
3. Stripe customer and payment data can be ingested via POST /payments endpoint.

Transactions

1. The ability to render a single transaction form overlayed in the partner’s app.
2. Enhanced matching and categorization of expense refunds.

Reports

1. UI support for pulling partial month Balance Sheets.
2. Ability to generate comparative Trial Balance reports.
3. Performance improvements for the Trial Balance report.

Accounting Migrations

1. Enhanced detection of revenue refunds in accounting imports.
2. Enhancements to QBO Import to handle reimbursed expenses.

Bank Reconciliation

1. Bank reconciliations automatically merged when corresponding bank accounts are merged.

Analytics

1. Enhancements to the Mixpanel and Intercom integrations to accept expanded configurations.

Bug Fixes

1. Fixes to date handling on bank reconciliations.
2. Fixes to drill-down reports.
3. Fixes to Chart of Accounts to ensure correct balances are displayed.
4. Fixes for timezone issues when pulling reports.
5. Minor fixes to Bank Transfer conversions and matching.
6. Update to Stripe integration so transactions always have distinct API ids.