Releases

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New Features/Enhancements

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Tax Updates

1. Updated 2026 Canada federal and provincial tax tables and 2025 US state tax constants to reflect the latest rates and brackets.

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Data Lakes

1. New User Information data type (reflects GET /userInfo)
2. New User Tax Profile data type (reflects GET /userTaxSetup)
3. New Integrations data type (reflects GET /integrations)
4. New Time Entries data type (reflects GET /times)
5. New columns for Bank Transactions: bankTransferId and isPayout

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Integrations

1. Update to Plaid integration to update vendor information if modified after the transaction has already been posted.

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API

1. V5 lifecycle event webhooks now include v6 entity IDs alongside v5 IDs, to better support the migration to v6.
2. New DELETE /v6/company/ endpoint with ENTITY_UPDATE webhook for company status tracking.
3. Updates to Year-End Closing logic to mark all transactions in a closed year as RECONCILED.

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Imports

1. Xero imports now pull client details, including email, address, and phone number in addition to client name, for both new and existing Xero-connected users.

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Bug Fixes

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Transactions

1. Revenue Rules created from transactions by a user are no longer being created in a ‘Suggested’ state.
2. Improved General Ledger entry creation for Bank Transfers where the two sides fall in different months.
3. Bug fix on the Income and Expenses Dashboards to correct search for a figure ending in zero.

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Reports

1. Tax Report discrepancy fix caused by invoice sales tax being included as income in the Tax Details report.
2. Fix to Business Revenue Report to only show invoice payments associated with the filtered businesses.
3. Exception fix on Balance Sheet Report fix to render all data in totals/balances

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Invoicing

1. API Fix where dueDate was not defined when the invoice term was set to OTHER, causing errors when finalizing the invoice.

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New Features/Enhancements

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MCP

1. Release of Financial Statements MCP tools that support generating, analyzing, and drilling down into the core financial statements: Profit & Loss, Cash Flow Statement, and Balance Sheet.
2. Release of Bank Transaction MCP tools that support reviewing, updating, and summarizing bank transaction data.

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API

1. Added ability to create parent General Ledger accounts for more advanced CoA customization.

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CSV Imports

1. Increased the maximum transaction upload limit from 500 to 2,500 transactions during CSV upload.

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Bug Fixes

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API

1. Fix when pulling Plaid institution data into Tight SDK caused by a CORS error.

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Bank Transactions

1. Bug fix to enable converting Stripe bank transfers to revenue.
2. Update to pull bank transaction data when a deleted bank account is restored.
3. Prevention of potential duplicate transactions after attaching a deposit to an invoice and subsequently moving the tranStartDate forward on the associated bank account.

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Embedded UI

1. Fix to SDK’s renderAccountantUserScreen when switching between accountant users programmatically.

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New Features/Enhancements

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Plaid

1. Enhancement to trigger a manual pull as a redundancy measure for any Plaid items that haven’t received a webhook for three days.

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Bug Fixes

1. Fixes when converting Stripe bank transfers to other transaction types.

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Data Lakes Enhancements

1. Updates to Bank Transactions Data Lakes to include pertinent General Ledger accounts for all transactions.
2. Addition of General Ledger and Chart of Accounts to Data Lakes.

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Bug Fixes

1. Idempotency fix to DELETE /v5/expenses/expense.
2. Fixed invoice validations to allow the removal of payment processor payments that are manually linked to invoices in error.
3. Resolved a bug where draft invoices were incorrectly recorded as Services Income.

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New Features/Enhancements

1. 2025 US Tax Forms: Updated Form 1040 Schedule C, Form 1065 population, Form 1120-S, and Form 1120 population for 2024 (commonly filed between April and October 2025), accessible through the Taxes Dashboard and via API.

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Bug Fixes

1. Fixed monthly recurring transaction dates by respecting the user’s timezone.
2. Bug fix to recurring invoice links to display the correct invoice PDF.
3. Bug fixes to errors when sending certain Lifecycle events related to monthly closings.

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New Features/Enhancements

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Lifecycle Events

1. New lifecycle event for bankStatementIngested for when a Plaid bank statement is ingested.
2. Addition of transactionIds to transaction edit and creation events.

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Invoicing

1. Improvements to automatic reconciliation for manual Stripe payouts.
2. Improved auto-matching logic for direct invoice payments against invoice recurrences.
3. Ability to cancel invoices refunded via payment processor via UI.
4. Updated invoice email UI to replace the “Review & Pay” button with “Review” when no payment link is included (e.g for direct payments).

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Bug Fixes

1. Fixed a bug causing delays to Tight’s asynchronous actions queue.
2. Fix to include invoice identifier on POST /invoice response for newly created invoices.

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Bug Fixes

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Invoicing

1. Fixes to automatic payout reconciliation for manually initiated Stripe payouts.
2. Improvements to the display of CC and BCC emails on invoices.

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Data Lakes

1. Population of missing userID on closingCompleted events.
2. Updates to the accountingClosingCompleted event to include the closedByUserId field

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API

1. Fix to validation of beginning date on monthly closings.

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New Features/Enhancements

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Data Lakes

1. Journal Entries Data Lake: Addition of journal entries to Data Lakes.
2. Transactions Data Lake: Addition of GL account names for revenue transactions to Data Lakes.
3. Bank Accounts Data Lake: Addition of latestTransactionDate, latestStatementDate, latestCompletedClosingDate, and lastWebhookDatetime for bank accounts to Data Lakes.

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Invoicing

1. Reopen Invoices: Enhancement to allow the re-opening of canceled invoices, removing the need to duplicate them.

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Imports

1. Xero / QBO: Update to support very large file sizes for Xero/QBO imports.

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Bug Fixes

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Integrations

1. Compliance updates to hide the email field in Mixpanel events by default.

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Reports

1. Fix to prevent reports from being cut off in preview UI.
2. Fix to exclude newly archived invoices from report totals and Profit & Loss calculations.

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Invoicing

1. Bug fix to payout-matching for Stripe payouts to prevent double-counting income and ensure accurate reconciliation for Stripe payouts.

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Bug Fixes

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Invoicing

1. Fix to invoice total calculation enabling users to close invoices when sales tax and discounts are applied.
2. Update to correctly order the consumption of Stripe webhooks to ensure invoice payments are kept up-to-date with the Stripe API.
3. Bug fix to the default invoice template to prioritize the invoice email over the default client email.

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Transactions

1. Fix enabling users to split expenses over multiple bills.

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Reports

1. Fix to the Expense and Income by Client reports to correctly display ‘No Client’ for expenses without clients, ensuring the report matches the Transactions Dashboard UI.

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New Features/Enhancements

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Data Lakes

1. Transactions Data Lake: Addition of reviewStatus and client information to transactions data lake.
2. Balance History Data Lake: New data lake for bank account balance history for Plaid-connected accounts.
3. Closings Data Lake: Addition of monthly closings to Data Lakes.
4. Rules Data Lake: Addition of expense and income rules to Data Lakes.

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Transactions

1. Unit Integration: Unit integration updates to improve bank transaction refund matching.
2. Transactions Logic: Updates to prevent the removal of invoiced expenses.
3. Receipt Display: Updates to receipt logic to show file name if there is no thumbnail for clear distinction of receipts to attach to expenses.

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Bug Fixes

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Accounting

1. Fix to show an alert when creating a new bank reconciliation with a date range that includes an existing Beginning Balance Journal Entry.
2. Resolved an error preventing year-end closing prior to all reconciliations being completed including inactive reconciliations.
3. Added validations to ensure inactive GL Accounts cannot be assigned as revenue accounts for transactions.

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Invoicing

1. Fixed an issue where Stripe payments were not properly updating invoice statuses, ensuring invoices now move from “Processing” to the correct “Paid” status once payments are received.
2. Fix to remove duplicate invoice entries in the General Ledger.
3. Correction to automatic reconciliation of direct invoice payments to exclude invoices with processing payments.
4. Bug fix to properly receive webhooks from Stripe for correct invoice payment processing.
5. Fixes to Stripe payout matching based on Stripe webhook data.

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New Features/Enhancements

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Taxes

1. One Big Beautiful Bill Act (OBBBA) 2025 Tax Changes: Rollout of 2025 tax code changes introduced by the OBBBA, including standard deduction number updates, child tax credit increases, adjustments to the Qualified Business Income Deduction calculation, SALT limitation increases, and added support for tip and overtime deductions.

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Data Lakes

1. Data Lakes Additions: Bank transaction rules, monthly closings, and a history of bank account balance data are now all available in the Tight Data Lakes.

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Bills

1. Partial Bill Payments: Added support for partial payments, allowing multiple expenses to be applied to a single bill and validating against the remaining balance rather than requiring an exact match.
2. Bills API Identifier: New custom identifier on the POST /bills endpoint allowing external identifiers to be added to Bills.

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Bug Fixes

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API & Embedded UI

1. Added validation on DELETE /payment to validate against the deletion of Stripe card/ACH payments.
2. Bug fix to allow the merging of bank accounts or updating of the start date even when the account requires a relink with Plaid to enable statements.
3. Bug fix to correctly remove all historical transactions bank account deletion when removeAllTransactions is true.
4. Optimizations to application of template rules to existing users.
5. Fix to prevent crashes on Vendor UI forms.

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Invoicing

1. Fix to properly label Time & Tasks so they no longer show as INVOICED when no longer attached to an invoice.
2. Bug fix to allow the ability to input a full ZIP code in the Business Information section of Invoice Settings.
3. Updates to automatically split long invoice messages onto two pages when they exceed a certain length.
4. Bug fix to automatically create a Stripe customer when a client adds their default billing information to ensure they can be automatically charged.

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Bug Fixes

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Bank Transactions

1. Fixes to update the tranStartDate on re-linked Plaid accounts to be the date of the latest transaction from the originally linked account to more precisely prevent duplicates.
2. Bug fixes to correctly set currencyType on bank transactions from Plaid, Unit, and other integrations.
3. Bug fixes to bank account merging when there are manual journal entries between the two bank accounts.
4. Fixes to support CSV imports that create matching bank transfers with existing transactions.

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Integrations

1. Fixes and improvements to Stripe payout matching related to instant and reversed payouts.
2. Added validations preventing Stripe payments from being bulk deleted on the Income Dashboard, avoiding issues with payments that were already paid, archived, and duplicated for invoices.

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Invoicing

1. Bug fix to correctly update GL entries for paid invoices when an item’s income account has been updated.
2. Bug fix to allow expenses and time & tasks to be deleted from an invoice and re-attached to other invoices.
3. Updates to properly calculate the invoice total when attaching manual payments to invoices for expenses and/or time entries.
4. Updates to the /refundInvoice endpoint so refunds correctly mark the paymentMethod instead of defaulting to DIRECT.
5. Fix to correct business logo alignment on invoice PDFs.
6. Fix to allow edits to recurring invoices in closed years.

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New Features/Enhancements

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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.

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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.

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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.

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Webhooks

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

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Accounting

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

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Bug Fixes

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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.

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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.

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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.

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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.

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New Features/Enhancements

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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.

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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.

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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.

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Bug Fixes

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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.

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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.

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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.

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Reports

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

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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.

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New Features/Enhancements

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Integrations

1. Bank Statements Integration: Integration with Plaid’s Statements API to allow bookkeepers to pull Bank Statements directly into the Monthly Closing UX.
2. Rutter: Ability to programmatically set the minimum transaction date for bank accounts connected with Rutter.
3. Gusto: Improved dates on General Ledger entries for Gusto payrolls.

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API

1. V6 Bank Transactions Query API: Early access to the V6 Bank Transactions Query API. Note: there is still a possibility for backwards-incompatible changes as the Tight API team finalizes this new API.
2. Tax Estimates API: Enhanced detail and additional fields for tax credit calculations on the tax estimates API.
3. Delete bank account API: New DELETE /account API to provide the option to delete all associated transactions when deleting a specific bank account.
4. Invoicing API: Addition of a salesTaxPercentage on invoice line items, useful for adding percent sales tax on invoices.
5. Entity Update Webhook: Updates to send entity update webhooks upon bank account creation/reactivation.

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Transactions

1. Transaction visibility: UI update to show the whole transaction description in a tooltip when it is too long to fit on the transaction row.
2. New Vendor Update: Update to auto-populate the new vendor field when searching for a vendor.

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Bug Fixes

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Transactions

1. Correction to the Expense Dashboard overview to no longer include recurring parent transactions.
2. API fix to correctly set the review status when tagging deposits as an invoice payment.
3. Fix to properly bulk tag income categories on the Transaction Dashboard.
4. Bug fix for an issue causing bulk deletion of expenses on the Transactions Dashboard to fail.
5. Fixed an issue where pagination was not always correctly shown on the Vendor List.

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Accounting

1. Corrections to display the field validation on a bank reconciliation’s start date when in a closed year.
2. Fixes to remove any extra characters in transaction descriptions when downloading the General Ledger report.
3. Fix to allow accountants to search for users on the teammates form.
4. Fix to update the existing beginning balance entry when adding a monthly closing with a start date prior to that beginning balance entry.
5. Corrected validations to prevent overlapping monthly and yearly closings.

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Integrations

1. Fix to the Rutter integration for Shopify transactions to improve payout matching.
2. API fix to correctly dedupe bank accounts when a Plaid Item is unlinked and subsequently relinked.

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Invoicing

1. Fix to exclude archived/canceled invoices when selecting the next invoice number.

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New Features/Enhancements

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Integrations

1. Rutter Updates:
   1. Enhancements to the Rutter integration to include the order identifier on pertinent bank transactions.
   2. Updates to the Rutter integration to exclude transactions that do not match the user’s currency.
   3. Changes to ingested transactions to exclude the Rutter description and instead display only the underlying integration’s name.
2. Integrations Endpoint: Update to the GET /integrations endpoint to support lastUpdatedDate and to include additional API fields.
3. Stripe Update: Added idempotency to POST /stripeAccountId endpoint.

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Reports

1. Aged Accounts Payable: Addition of the Aged Accounts Payable report to the API.
2. Aged Accounts Receivable: Addition of the Aged Accounts Receivable report to the API.

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Embedded UI

1. Expense Categories: Ability to create an expense category directly from the general ledger account form.
2. Rule Logic: Improved rule conflict resolution UX when adding a new rule matching archived rules, giving the option to confirm whether to overwrite or delete the original.
3. Invoice filtering: Improvements to filtering and sorting algorithms for potential bank transaction payment matches on the invoice form.

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Taxes

1. Tax Setup: Enhancements to the Manual Filing Jointly tax flow to provide additional context for each field and minor label edits for clarity.
2. Tax Filing Data: Introduction of tax filing data to Data Lakes, matching GET /taxFilings.

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Bug Fixes

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Bank Transactions

1. API validation fix to require a child category to be used when categorizing expenses.
2. Improvements to correctly load transactions with a trailing zero during a search.
3. Bug fix to show the correct GL account on tax payments on the Transactions Dashboard.
4. Bug fix to ensure matching bank transfers are correctly merged during bank merges.

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Accounting

1. UI fixes to the companies drop down on the accountant dashboard.
2. Fix to correctly render older year-end closing entries when opened from the journal.
3. Corrected validation when attempting to create a monthly closing on an unsupported bank account.

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Bank Linkage

1. Fix to Plaid relinks to not sync unsupported bank accounts.

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API

1. Bug fix to correctly handle invalid JSON requests as client errors instead of server errors.
2. Fixes to GET /payment to only include bankTransferId when the payment is part of a payout.

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New Features/Enhancements

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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.

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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.

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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.

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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.

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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.

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Bug Fixes

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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.

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Invoicing

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

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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.

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New Features/Enhancements

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Imports

1. Wave: Introduction of accounting migration from Wave in embedded UI and API.
2. CoA Mapping API: New endpoint for mapping a user’s CoA from their legacy accounting system into the Tight API for more complex migrations.

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Integrations

1. Qualpay: Integration with new payment processor, Qualpay.
2. Transaction Sync: Ability to pause/unpause transaction ingestion for linked Stripe and Unit accounts directly on Banks & Integrations screen.

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Analytics

1. Lifecycle Events: Added lifecycle events for transaction rules.

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Bank Transactions

1. Last Synced Date UI: Bank accounts now reflect their “Last Synced Date” on the Banks & Integrations screen.
2. Advanced Search: Ability to filter by status in the advanced search in Expense and Income Dashboards.

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Invoicing

1. Bulk deletion: Ability to bulk delete invoice payments from transaction dashboards and via API.
2. Recurring Invoice Emails: Option to toggle automatic emails for future recurring invoices.

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Embedded UI

1. Expense Rule Templates: Exposed template rules in API and embedded UI for bookkeepers and users to review.
2. Monthly Closings: Updated validation to prevent the creation of monthly closings in closed years.

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API

1. Attachments: API enhancement to filter attachments to a given entity.
2. Bank Accounts: Minor API update to return the integrationId on pertinent bank accounts.

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Bug Fixes

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API

1. Fixed an issue that prevented manual journal entries from being submitted when line item descriptions were omitted.
2. Resolved a bug that reset a business’s invoice prefix when the field was omitted from API requests.
3. Fixed a bug where bank account changes on recurring expenses were not being properly saved.

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Integrations

1. Fixed an error preventing the auto-charge payment method from working with relinked Stripe accounts.
2. Stripe integrations and associated bank accounts are now correctly marked as archived when disconnected.
3. Ensured historical Plaid transactions are consistently pulled, regardless of webhook delivery order.

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New Features/Enhancements

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Mileage

1. Native iOS SDK: automatic mileage tracking on iOS mobile devices.
2. Native Android SDK: automatic mileage tracking on Android mobile devices.
3. APIs: GET, POST, or DELETE mileage records (for customer-partners building their own UX).

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Analytics

1. Lifecycle Events: Expanded Lifecycle Webhooks and corresponding list of events. The new events are also available via Data Lakes and the Mixpanel integration should you wish to track this information in aggregate.
   1. While Tight recommends opting into consuming the new lifecycle webhooks, the existing webhooks remain available so as to not break existing implementation. Their documentation has been moved here.

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Invoicing

1. Automatic Reconciliation of Direct Invoice Payments: Automatic reconciliation of bank deposits against Invoices that accept direct payments.
2. Finalized Invoices: Ability to edit both open and closed invoices.
3. Invoice Refund Tracking Improvements: Enhancement to account for invoice payment refunds on the Transactions Dashboard.

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Accounting

1. Addition of Beginning Balance Field: New API-only connection between bank account and its beginning journal entry to view beginningBalanceEntryId to properly track account balances.
2. Payout Matching Enhancements: Support for bank transfers as children of payouts.
3. Reports API: Ability to perform projections in the P&L report in API.
4. Accountant Endpoint: New endpoint GET/accountant/userInfo to retrieve info for an accountant.

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Embedded UI

1. Read-only parameter: Embedded UI renderScreen function now accepts readOnly option to make rendered screens read-only.

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Bug Fixes

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Invoicing

1. Fix to now properly pull search results for invoice payments on transaction-related dashboards.
2. Corrections to not show split expense parents on the invoice line item expense selection.
3. Fixes to correctly track bank transfers converted to invoice payments as debits into the bank transfer’s bank account.

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Embedded UI

1. UI fix to show all content in the onboarding banners on mobile devices.
2. Minor UI fix to the manual journal entry form for long GL account names.

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Accounting

1. Enabled the conversion between S Corp and C Corp to other entities without error.
2. Fixes to allow the frontend to convert a payout’s itemized transactions.
3. Fixes to historical payout matching, specifically when the status of itemized transactions are modified.
4. Bench-imported accounts now correctly show with other migrated accounts.

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API

1. API validation to prevent the deletion of default client(s).
2. Corrected validations for invalid clientId on invoicing APIs.
3. Correctly expose reviewStatus for invoice payments on /getTransactions endpoint.

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Integrations

1. Bug fix to sync new accounts from Plaid when they are opened on the connection.

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New Brand

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New Features/Enhancements

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Invoicing

1. Stripe Payment Processing: Reduced Stripe merchant fees by automatically saving client payment methods.
2. Line Item Revenue Account: Now allows selection of a revenue account for each invoice line item.
3. Email Errors API: Programmatic access to setting email errors on invoices for use in Embedded UI.
4. Refund API: A new endpoint has been added for programmatically refunding invoices.
5. Payment Processing Tutorial: A new listener in the Embedded UI adds a CTA that allows customer partners to route users to a payment processing tutorial.
6. Invoice Audit Trail: Ability to audit changes to invoices, including a history of client interactions. This functionality is currently only accessible from the accountant-facing Embedded UI and via API.
7. Invoice Payments: Minor UI update removes the prompt to set up a payment processor for an invoice when payments are already associated with that invoice.

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Bank Transactions

1. Audit Trail: The Audit Trail now logs the rule used to categorize each transaction.
2. Rule Matching: Expense rule matching now defaults to the most recent matching rule when multiple rules apply.

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Integrations

1. Rutter: Enhanced payout matching for the Rutter integration.
2. Plaid: Updated the Plaid integration to utilize the new persistent_account_id for better bank account de-duplication.
3. Integrations API: Introduced a DELETE /integration endpoint for disconnecting a user’s integration via the Tight API.
4. Lifecycle Event: Added the INTEGRATION_REPAIRED event to notify when an integration connection has been repaired.

​

Reports

1. Aged Accounts Payable: New Aged Accounts Payable report supported via both API and UX.
2. Aged Accounts Receivable: Enhanced with drill-down functionality.
3. Trial Balance: Updated to include custom data support on GL accounts, additionally reflected in the Trial Balance Report.

​

Bug Fixes

​

Accounting

1. Fixed issues with deleting and restoring invoice payments.
2. Corrected signage on manual journal entries in bank reconciliations.
3. Added an alert when attempting to cancel an invoice in a closed year.

​

Invoicing

1. Corrected the display of clients in invoice settings on mobile devices.
2. Fixed UI issues for invoice line items on mobile.
3. Resolved some issues with expanding and reordering invoice line items.
4. Enabled invoiced expenses to be reconciled.
5. Corrected the UI for the source name on direct / cash invoice payments.

​

Bank Transactions

1. Prevented the matching of expenses to deleted payrolls.
2. Corrected the API to more consistently include default clients on bank transactions when one is not provided.

​

Client Management

1. Fixed the API for fetching clients using a given businessId.

​

New Features/Enhancements

​

Integrations

1. Rutter Updates: New integration with Rutter to provide access to their many commerce integrations.

​

Accounting

1. Manual Journal Entries Update: Support for idempotency on Manual Journal Entries API.
2. Bank Reconciliation: Bank Reconciliations belonging to merged or otherwise deleted bank accounts will always be accessible in the Reconciliation Dashboard.

​

Invoicing

1. External Invoicing Support: Improved support for programmatically syncing Invoices from non-Hurdlr systems for tighter integrations with customer-partners’ external invoicing implementations.
2. Invoice Payments API: Inclusion of invoiceId in response for INVOICE_PAYMENT transactions on POST /getTransactions endpoint for invoices.

​

API

1. Account Creation Errors: Improvements to account creation error handling providing more programmatic-safe error messages.
2. Account Restoration Authentication: Support for Partner-level authentication on POST/restoreAccount endpoint.
3. Bank Transactions: Ability to filter by `reviewStatuses` on POST /getTransactions.

​

Imports

1. QBO Modern Report: Updated instructions for exporting QBO’s “modern” reports when performing a QBO Migration in the Embedded UI.

​

Bug Fixes

​

Accounting

1. Manual Journal Entries are correctly included when pertinent bank accounts are merged.
2. Corrections to ensure that Manual Journal Entries’ amounts display correctly on Bank Reconciliations.
3. Fixes to properly split expenses belonging to Manually Tracked Accounts even after being merged into a Plaid-linked bank account.

​

Bank Transactions

1. Fixes to payout matching for advanced transaction types and negative payouts.
2. Better handling of matching Bank Transfers when deleting or updating matches.
3. Fixes to POST/getTransactions when filtering on a specific Revenue `id`.
4. Pagination bug fix on GET /expenses.

​

Reports

1. Fix to Financial Report drilldowns bug when multiple General Ledger accounts share the same account number.

​

Imports

1. Bug fix to correctly handle Revenue refunds in Bench import.

​

Invoicing

1. Correction to stop sending reminders on Invoices with a pending Invoice Payment.
2. Fix to allow opening of attachments on Invoices.
3. Ability to generate PDFs for Invoices migrated from legacy accounting platforms.
4. Fixes to include CC and BCC emails when duplicating an Invoice.

​

Tax

1. Fixed bug causing crashes on the Tax Dashboard when rendering Embedded Experience in Spanish.
2. Correction to the constant used on line 21 of the Schedule D (Form 1040).

​

Embedded UI

1. Bug fixes to Business Intelligence Tiles’ callback events to match their UI more accurately.

​

API

1. Fix to allow the account creation for bizNames that are shorter than 3 characters after the removal of whitespace.

​

New Features/Enhancements

​

Invoicing

1. Ability to edit finalized Invoices: Ability for users to make edits to Invoices that have already been finalized and/or sent to their clients.
2. API Update: Ability to include relevant Invoice Payment data on GET /invoices via new API parameter, includePayments.
3. Invoice Message: The Invoice message now allows emojis and other unicode characters.
4. Payment Processing Options: Ability to specify what Payment Processing options users can accept on their Invoices in the Invoice Dashboard.
5. Recurring Invoices: Improved UI to distinguish recurring Invoices in the Invoicing Dashboard.

​

Bank Transactions

1. Expense Rules: Ability to create Expense Rules without a Vendor; transactions matching such rules will use the Vendor already associated with the given transaction.
2. Plaid Historical Pull Improvements: More robust validations in place during historical transaction pulls to avoid transaction duplicates for banking institutions that have been unlinked and relinked with Plaid.
3. Import CSV: Update to display a transaction’s description as its Vendor when a Vendor is not provided during the review flow.

​

Tax

1. 2024 US Tax Forms: Updated Form 1120-S and Form 1120 population for 2024 (commonly filed between April and October 2025), accessible through the Taxes Dashboard and via API.
2. 2025 Canada Tax Estimates: Review of all 2025 Canadian tax forms and subsequent updates to Hurdlr’s tax engine for precise Tax Estimates on 2025 data with full Canadian support (federal and all 10 provinces).

​

Integrations

1. Bank Account Refresh: Updates to the Plaid integration to perform additional updates on Bank Account metadata if Plaid modifies this information.
2. Stripe Updates: Inclusion of Stripe’s account identifier on GET /integrations.

​

Imports

1. QBO Modern Report Support: Support for QBO’s new “Modern” reports in the QBO Import.
2. Import Validations: Improved validations to the provided reports for easier self-service when performing Accounting Imports.

​

Bug Fixes

​

Accounting

1. Fixed bug preventing the bulk tagging of Tax Payments.
2. Fixes to GL Entry creation for matching Bank Transfers.
3. Corrections to GL account names for Plaid-linked Bank Accounts to safely include the name of the corresponding banking institution.

​

Bank Transactions

1. Fixes to correctly update and/or unmatch a Bank Transfers matching Bank Transfer when relevant modifications are made to the match.
2. Corrected the Audit Trail to now reflect “<Customer Partner Name> System” for all entries that are system generated.
3. UI bug fixes to now correctly show the ‘Continue’ button when merging long lists of vendors.

​

Reports

1. Fix for directly embedding the Expenses by Category report.

​

New Features/Enhancements

​

Invoicing

1. Customizable Business Information: Users can now control exactly what appears on their invoices by customizing business details.
2. Custom Invoice Numbers & Formats: Ability to customize invoice numbers and formats at the Client and/or Invoice level.
3. QBO Import Updates: The QBO Import now accepts the “Invoices and Received Payments” report for better Invoice and Payment matching.
4. Email Field Defaults: Improved defaults for email-related fields in Invoicing APIs.

​

Accounting

1. General Ledger Report API Enhancement: The API now accepts accountNo for a simplified method to fetch General Ledger entries for specific GL accounts across multiple user accounts.
2. Bank Account Merging: Deleted bank accounts with active monthly Closings will now always be included as potential duplicates.

​

Taxes

1. 2024 Tax Forms: Updated Form 1040 Schedule C and Form 1065 population for 2024 (commonly filed between April and October 2025), accessible through the Taxes Dashboard and via API.

​

Bug Fixes

​

Accounting

1. Fixed issues with drilling down into “Capital Stock,” “Owner’s Draw,” and other related Equity accounts from the Balance Sheet.
2. Corrected the duplication of General Ledger entries for archived and converted Bank Transactions.
3. Fixed Journal Entries for Tax Payments, ensuring they update correctly when the linked bank account is changed.
4. Addressed issues with saving Bank Reconciliations when matching Bank Transfers.

​

Bank Transactions

1. Resolved bug causing duplicate Plaid Bank Transactions.
2. Fixed display issues for manually entered transactions merged into Plaid bank accounts.

​

Imports

1. Fixed issues with parsing Excel files during Xero Imports.
2. Updated Bench import to support their latest offboarding package.

​

Invoicing

1. Fixed issue with archiving Invoice Payments attached to archived invoices.
2. Removed the ‘Create Link’ option from scheduled invoices.

​

Payroll

1. Fixed the ability to attach Expense refunds to Payroll entries for better support of Payroll reversals.

​

New Features/Enhancements

​

Embedded UI

1. More informative CTAs on zero states for the Expense, Revenue, Invoicing, and Time & Tasks Dashboards to help drive activation.
2. Addition of optional tooltips on each of the Business Intelligence tiles for better user education.
3. New copy on the rule form to provide explanations for using rules.
4. Inclusion of character counters on all text-area fields.
5. Updates to prevent accountants from editing user-level information, e.g. email.

​

Invoicing

1. The Invoice message field now respects line breaks.
2. Ability to edit Invoice settings inline in the Embedded UI.
3. Addition of status filtering on GET /invoices.

​

Integrations

1. API and UX handling of new Plaid webhooks for pending disconnects.
2. Enhancement to allow unlinked bank accounts to be merged into linked bank accounts.

​

Transactions

1. Improvements to vendor identification and matching on CSV and Accounting imports.
2. UI and UX enhancements to the CSV Import in the Embedded UI.
3. Improved transaction details in Income reports for Invoice Payments.

​

Accounting

1. More robust validations for General Ledger account numbers.
2. Improved automated reconciliation of withdrawals against their corresponding payrolls.
3. Accounting imports can be run on users that have already used Invoicing.

​

Taxes

1. Tax Estimates now use the last twelve months of user data when calculating projected estimates.

​

API

1. userId is now editable on POST /userInfo.
2. Partners can opt-in to release the email uniqueness constraint on Hurdlr accounts, useful for multi-company setups. Please reach out if you would like to opt in.

​

Bug Fixes

​

Accounting

1. Fixes to timezone-related issues on Bank Reconciliation.
2. Fix to the creation of bi-weekly Manual Journal Entries.
3. Fix when updating a bank account’s GL account to ensure the update only impacts that bank’s transactions.

​

Integrations

1. Correctly hide deleted imported bank accounts.
2. Fix to correctly display the bank account on manually imported transactions after being merged into a linked bank account.

​

Invoicing

1. Fix to allow for the reordering of invoice line items.

​

Transactions

1. Fixes to the attachment of receipts for an existing/tagged transaction.

​

Payroll

1. Fix to improve the matching of GL account categories for payroll.
2. Bug fixes for processing and display of split Payroll expenses.

​

Reports

1. Fix to allow emailing of all downloadable reports.

​

New Features/Enhancements

​

Invoicing

1. Addition of the Aged Accounts Receivable Report preview on the Invoicing Dashboard.
2. Removal of limit to number of line items on invoice form.
3. UI Improvements to visually disable ACH/CC payment options on invoices if Stripe is not linked.

​

Integrations

1. Addition of a new endpoint which allows programmatic creation of OAuth linkages in the Hurdlr API for some of our native integrations, e.g. Stripe.
2. Inclusion of tax filing related events for the Mixpanel integration.

​

Accounting

1. Improvements to Payroll and Bank Transaction matching algorithms.
2. Update to completely hide duplicate bank accounts once merged.

​

Embedded UI

1. Minor enhancement to all dashboards to only allow one field dropdown to be open at a time.

​

Bug Fixes

​

Invoicing

1. Fix to allow duplicating archived invoices.
2. Fixes to allow deletion of QBO/Xero imported Invoice Payments.

​

Accounting

1. Fixes to conversions and matching of Bank Transfers during Bank Reconciliations.
2. Fixes to split expense handling in Bank Reconciliations.
3. Fixes to ensure pertinent Invoice Payments show on corresponding Bank Reconciliations.
4. Time zone fixes to correctly reflect the correct date on manual Journal Entries.
5. Fixes to tax treatment of “Dues and Subscription” expenses on the Form 1065 and tax reports.

​

Patches

​

41.8.1

1. Time zone fixes for accurate transaction display on Bank Reconciliations.

​

New Features/Enhancements

​

Embedded UI

1. Ability to delay opting into the latest releases of the Embedded UI
   1. Requires a slight change in the way the Embedded UI is added to an your application. Existing implementations are safe.

​

Imports

1. Update to QBO Import to consume QBO’s “Invoices and Received Payments” report for improved invoice to payment matching.

​

Invoicing

1. Ability to filter to scheduled invoices from the Invoice Dashboard.
2. Increased character limit of 800 for “Message” field on invoices.
3. Updates to formatting of invoice lines items on the invoice form to be clearer and more consistent with the invoice PDF.
4. Addition of dismissible Stripe Payment Processing setup CTAs.

​

Reports

1. Improved default ordering of reports on the Report Dashboard to be more accounting focused.

​

Accounting

1. Addition of warning when merging bank accounts or vendors to indicate that the action cannot be undone.

​

Transactions

1. API addition of reviewStatus to transaction-related APIs, e.g. POST /getTransactions.
2. Minor language updates to conversion UI on transaction forms.

​

Bug Fixes

​

Invoicing

1. Fixes to customData on GET invoices.
2. Better error handling on client invoice payment screen.

​

Accounting

1. Fixes to respect a user’s availableFeatures.bookkeeping when granting and revoking access to accountants in the Hurdlr API.
2. Fix to prevent virtual bank accounts from using the same GL account.

​

Transactions

1. Fixes to /getTransactions endpoint to now include active TaxPayments.
2. Fixes to bulk categorization from the Transactions Dashboard.
3. Fixes to correctly expand the Bank Transfer form when editing withdrawal payouts.
4. Updates to Audit Trail to show the correct editor on the initial entry for all transactions.

​

Patches

​

41.7.1 through 41.7.2

​

New Features/Enhancements

​

Invoicing

1. Improvements to Stripe Integration for increased accuracy of matching Stripe Payouts to their itemized transactions, including Stripe Climate Contributions and other obscure items.
2. Addition of “All” option to Invoice Dashboard filters.

​

Accounting

1. Ability to specify both the cash and accrual transactions on a Manual Journal Entry via API.
2. Addition of the manualJournalEntry entity to our Entity Update Webhooks.

​

Bank Transactions

1. Improvement of the display of split expenses on all transaction-related dashboards.
2. Ability to define the user-level and accountant-level access of individual transactions, via new userAccess and accountantAccess fields (Revenue for reference).
3. Ability to merge bank accounts in the Embedded UI and API.
4. Ability to merge vendors via UX and API.

​

API

1. Introduction of Partner-level authorization

​

Bug Fixes

​

Transactions

1. Fixes to ingestion of Stripe payment data.
2. Fixes to advanced filtering and searching on transaction tables.
3. Updates to the display of payment source information for better Invoice Payments UI.
4. Fixes to customData on Bank Transfer entities.

​

Reports

1. Fixes to totals on the Aged Accounts Receivable Report.
2. Fixes to drill down on the total column on the Profit & Loss Report.

​

Bank Reconciliation

1. Fix to the display of beginning balances when viewing completed Bank Reconciliations.
2. Fixes to the bank institution logos displayed on the Reconciliation Dashboard.

​

Patches

​

41.6.1 through 41.6.5

​

41.6.6

​

New Features/Enhancements

​

Bank Transactions

1. All possible transaction conversions are now available via API.
2. Ability to hide the overview graphs at the top of the Expense and Income Dashboards in the Embedded UI. This can be accomplished by passing an additional parameter to the Embedded UI’s render options, showDashboardOverview: false
3. Ability to merge vendors via API.
4. Addition of apiName field via POST /getTransactions API.
5. Addition of a new lifecycle event webhook for newly ingested uncategorized expenses, EXPENSE_REVIEW_NEEDED.

​

Invoicing

1. Income reports updated to include invoice payments for improved consistency between these reports and their respective Embedded dashboards.
2. Improvement to bank transactions search on the invoice form.

​

Business Intelligence Tiles

1. Ability to hide the taxes line item on Profit & Loss Tile for a more accounting-centric view. This line item will be hidden automatically for Partners who are not using the Tax Tile.

​

Bills

1. Improvements to Bills in the Embedded UI to display the pertinent category on the bill row.

​

Bug Fixes

​

Accounting

1. Fixes to correctly display Manual Journal Entry dates on Journal/General Ledger and to ensure the ability to delete Manual Journal Entries is accessible on all entries.
2. Fixes to maintain “None” grouping filter when navigating to and from reports, e.g. for General Ledger drill downs.

​

Invoicing

1. Invoices will be marked as refunded when all of their payments are manually refunded via API.
2. UI fixes to expanded display of Payouts on the General Ledger Dashboard.
3. Fixes to display of merchant fees on older Payouts in the Transaction/Income Dashboards.
4. Fixes to ensure all canceled invoice payments are correctly hidden on active transaction views.
5. Fixes to some total amount validation issues when matching multiple invoices to a single deposit.
6. Ability to add attachments without captions to invoices via API.
7. Fixes to display issues for older cash payments that lacked descriptions.

​

Transactions

1. More robust access to the Audit Trail for all transactions.
2. Updates to the Advanced Search filters to allow bank accounts without an account mask to be selected.
3. Fixes to transactions API to enable the creation of transactions without the specified client getting overwritten.

​

Miscellaneous

1. Improvement of idempotence on transaction DELETE endpoints so an error is no longer returned on already deleted entities.
2. Updates to read-only users to correctly block editing of transactions in the General Ledger.

​

Patches

​

41.5.1 through 41.5.3

​

41.5.4

​

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.

​

New Features/Enhancements

​

Invoicing

1. Stripe account data can be ingested via POST /stripeAccountId endpoint.
2. More detailed invoice payment data available via API.
3. Invoices can be sent from the user’s business name instead of their email address.

​

Accounting

1. Support for recurring journal entries in the Embedded UI and API.

​

Transactions

1. Ability to split expenses for business-only accounts into business and personal expenses.
2. Update Bank Transfers to include additional metadata in API.

​

Embedded UI

1. The ability to hide animations in the Embedded UI.

​

Bug Fixes

1. Fix to JSON API response format for Profit & Loss JSON report.
2. Fix to Balance Sheet for better handling of suspense accounts.
3. Fixes to Cash Flow Statement to be consistent with other reports.
4. Fixes to bank reconciliations on deleted bank accounts.
5. Fixes to Chart of Accounts aggregate figures.
6. UI fixes on invoice form.
7. Minor display fixes for dates on the General Ledger.
8. Fixes to transaction conversions.

​

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.

​

New Features/Enhancements

​

Taxes

1. Prior quarterly tax obligations always roll into the current quarter.
2. Tax estimates displayed even with no business income tracked.

​

Accounting Migrations

1. Hurdlr API and Embedded UI support for importing users’ data from Bench.
2. Improved ingestion of invoices and invoice payments.

​

Embedded UI Updates

1. Routing from the Business Intelligence Tiles can be defined on a specific set of tiles, allowing partners to still take advantage of Hurdlr’s expandable Profit and Loss tile.
2. options.showAnimations can be set to false to disable animations in the Embedded UI.

​

API Improvement

1. Addition of deletedIds to attachments API.

​

Performance Enhancements

1. Faster rendering of the Trial Balance report.
2. Performance improvements for loading of the Journal and General Ledger.

​

Bug Fixes

1. Fixes for rendering the correct balances when flipping between the Profit & Loss and Balance Sheet.
2. Fixes to the General Ledger rendering to ensure all entries are displayed.
3. Fixes so scheduled invoices send on their scheduled date.
4. UX fix for the Plaid NO_ACCOUNTS error, so the financial institution can be unlinked in the Embedded UI.

​

New Features/Enhancements

​

Performance Enhancements

1. Balance Sheet and Profit & Loss render 80% quicker (80% less latency).
2. General Ledger endpoint responds 15% quicker (15% less latency).

​

Bank Transfer Matching

1. Bank Transfers can be matched with any transaction of the same amount, which automatically converts to a Bank Transfer.

​

Accounting Migrations

1. Xero and QBO migrations support importing XLS/XLSX files in addition to prior CSV support.

​

Accountant Dashboard

1. Accountants can automatically get access to all users by setting canAccessAllUsers to true.

​

Plaid

1. New function added to render Plaid Link directly over your existing onboarding UI, removing the need to manually pass Plaid access_tokens to the Hurdlr API

​

Transactions UI

1. The bankDescription field will now be displayed when hovering over transaction rows on the transactions and reconciliation dashboards.

​

Bug Fixes

1. Fixes to deletedIds on GET /generalLedgerEntries.
2. Fixes to CSV Import Completed alert to include counts for bank transfers and tax payments.
3. Fixes to date filtering when drilling down into “Current Income” from Balance Sheet.
4. Removal of Equity/Liabilities income from business income reports.
5. Improved consistency of date-pickers throughout the Embedded UI.