8/23/2024 Release (41.4)

New General Ledger API and improved display of the connection between the payout and its itemized transactions.

New Features/Enhancements

General Ledger

1. The General Ledger can be exported as a CSV directly from the General Ledger dashboard. The new report is also available via API.

Invoicing / Payouts

1. Better display of the connection between the payout and its itemized transactions.
2. Ability to match bank transactions directly from the Invoice form.
3. Updates to cash/check payment language to reference “direct payments.”
4. Invoice payments can be deleted via DELETE /payment endpoint.
5. Improved title on the Invoice form to more accurately reflect the invoice’s status.

Reports

1. Support for multi-period Cash Flow Statement in the Embedded UI.
2. Performance improvements to Cash Flow Statement generation.

UX Enhancements

1. Updates to block Embedded UI screens based on users’ available features.

Unit Integration

1. Improvements to Unit transaction parsing for more detailed descriptions on transactions.

BI Tiles

1. Enhancements to the Cash Flow tile to more accurately depict users’ business cash flow and match the Cash Flow Statement.
2. Enhancements to the Income tile and Expense tile to include manual journal entries in totals.

Bug Fixes

1. Fixes to the 3-dot pagination loader at the bottom of all transaction-related dashboards.
2. Fixes to loader in the zero state on the General Ledger dashboard.
3. Updates to the Expense BI tile to only include business expenses.
4. Correction to Cash Flow Statements to correctly include security deposit expenses.
5. Improvement to Attachments API to maintain a single invoice logo per business.
6. Data fix to remove duplicate invoice payments for users that hit a rare duplicate payment bug.
7. Fixes to correctly invoke invoicing payment processor listeners when setting up payment processing directly from the Invoice form.