8/14/25 Release (41.20)

Asynchronous CSV imports, improved API validations, and bug fixes.

New Features/Enhancements

CSV Imports

1. Enhancement to make CSV imports asynchronous to prevent timeouts with larger files.
2. Addition of a new banner to let users know when a CSV Import is in-progress, failed, or completed.
3. Ability to view results after a CSV Import including the number of successful imports and a list of transactions that failed to import, if applicable.

Invoicing

1. Scheduled Invoices: Ability to print scheduled invoices prior to their being finalized.
2. Invoice Reminders: Enhancement to send the invoice reminders and scheduled invoices during the day instead of at night, ensuring clients receive invoice reminders during daytime hours.
3. Direct Payment Matching: Improvements to direct payment matching including a wider date range and better tie-breaking.
4. Sales Tax Updates: Added API validation to restrict discounts to percentages when sales tax is applied at the item level, ensuring accurate tax calculations.

Embedded UI

1. Tooltips Update: Addition of tooltips to the Filter and Sync buttons on the Banks & Integrations screen.
2. Last Synced Update: Update to display the last attempted data pull time on the "Last Synced" date instead of the last successful pull.
3. Revenue Rules: Users can now create revenue rules from any revenue entry in the Embedded Experience.

Webhooks

1. Integration Error Events: Updates to the Integration Error lifecycle events to include more API error metadata.

Accounting

1. Monthly Closing Validations: Added validations to prevent monthly closings from having overlapping dates for the same bank account.

Bug Fixes

API

1. Performance improvements when reconciling bank accounts with many transactions to ensure all transactions are marked as reconciled efficiently.
2. Fixes to correctly return the apiTransactionId for bank transfers.

Invoicing

1. Fix to properly display invoice attachments on recurring invoices.
2. Improvements to prevent all changes to a duplicated invoice from being reverted when the ‘Back’ option is selected.

Integrations

1. Improvements to bank account deduplication logic when there have been many unlinks and relinks of the same bank connection.
2. Bug fix to update Rutter transactions to display the underlying integration’s name as the GL account name instead of "Rutter."
3. Improvements to ensure transactions from Unit accounts pull in correctly and match payouts for accurate balances and totals.
4. Bug fix to deactivate Bank Accounts during refresh when Plaid has removed them
5. Fixes to Stripe matching in tie-breaking cases by using both the transaction’s identifier and the underlying source’s identifier.
6. Bug fix to hide the Scheduled Closings feature on the Banks & Integrations screen if Plaid is not linked or bank reconciliations are not enabled.

Transactions

1. Fix to prevent flickering when saving an Expense Rule.
2. Bug fix to allow recurring expenses to be deleted from the general ledger, journal, or balance sheet drilldown.
3. Updates to properly create a revenue entry when auto classify is enabled and a payment is converted to revenue.
4. Ensure matched bank transfers have a status of matched instead of active.
5. Bug fix to set bank account’s transaction pull date as the earliest transaction date during a bank merge.