7/24/2025 Release (41.19)

Client contact details on invoices, Unit integration improvements, and V6 transactions summary API.

New Features/Enhancements

Invoicing

1. Client Contact Details: Expanded client contact details to support storing additional information such as address, phone number, and more.
2. Stripe Payouts: Enhancements to Stripe payout matching to better support and reconcile payout reversals.

Integrations

1. Unit Improvements: Visual and organizational enhancements to Unit bank accounts in the Embedded UI along with support for setting start dates, pausing transactions, and setting beginning balances.
2. Stripe Permissions: Ability for customer partners to block their users from unlinking integrations. Please reach out if you would like to enable this functionality.
3. Banks & Integrations: UI improvements to the Banks & Integrations screen including updating icons and expanding the clickable area of each row for better usability.

API

1. V6 Summary API: Ability to summarize bank transaction data in the V6 API.
2. Closings API: Addition of a new POST /closings endpoint.

Bug Fixes

Transactions

1. Updated default expense naming on the General Ledger Dashboard to display the Vendor name instead of "Manual Expense".
2. Bug fix to ensure that all expenses in a recurring series are updated when the bank account is changed.
3. Fixes to not alter the start date on bank account merges to avoid transactions from being removed.
4. Corrected rule matching logic to support transaction description and vendor-based matches, improving rule application on historical transactions.

Accounting

1. Fix to exclude invoice payments and manual journal entries from bank reconciliation when their dates fall outside the reconciliation range.
2. Ability to edit the equity side of a Beginning Balance entry.
3. Corrected logic to ensure beginning balance entries are properly disconnected from bank accounts when those accounts are deleted to allow the modification of that entry.
4. Bug fix to properly save a bank account's Beginning Balance in the "Edit a Bank Account" view.

Integrations

1. Fixes for accurate currency filtering for transactions ingested as part of the Rutter integration.
2. Payroll fixes to display the integration’s name properly on all payroll forms.

Reports

1. Bug fix to support GL exports when descriptions contain multiple line breaks.

Invoicing

1. Added validations to prevent deposits from being automatically matched to recurring parent invoices, ensuring the invoice continues to recur as intended.
2. Fix to properly convert invoice payments back to their original bank transaction once removed from an invoice.
3. Fixed a UI issue where long client names were not displaying properly when adding payments to invoices.
4. Updates to allow the removal of direct Stripe payments from invoices if an incorrect payment is applied.
5. Corrected a bug that triggered the "Update Recurring Invoice" alert when only modifying the associated bank transaction.