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Features & Enhancements

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Invoicing

  • Invoices can now send a payment reminder three days before the due date, using the THREE_DAYS_BEFORE_DUE_DATE reminder schedule.

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Journal

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Fixes

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Audit Trail

  • Resolved a display-only Audit Trail UI bug that attributed bookkeeper changes to users when certain changes were made on v6.

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Invoicing

  • Fixed a display-only bug so payments converted back to a standalone revenue will no longer appear as an invoice refund in certain situations.

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Bills

  • A bill cancelled with deletePayments set to true now stays CANCELLED instead of reverting to OPEN and reappearing in open-bill queries.

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Embedded UI

  • Typing a note or description on a form no longer moves the cursor to the end of the input.
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Features & Enhancements

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Mileage

  • United States mileage driven from July 2026 is now deducted at the updated IRS mid-year rates of $0.760 per mile for business and $0.235 per mile for medical and moving.

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Fixes

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Imports

  • QuickBooks Online imports now recognize the Account Name column header in an exported Account List, so those exports no longer fail to map accounts.

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Invoicing

  • Disabling cash and check payments on an existing invoice now persists, instead of being re-enabled when the invoice is reopened.
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Features & Enhancements

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Data Lakes

  • The closings table in the data lake now includes closings with a DELETED status, so a voided closing reaches downstream consumers instead of disappearing from the export.

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Fixes

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General Ledger

  • A split revenue now returns one balanced General Ledger entry per credit line instead of a single entry carrying several credits against one debit, and each split entry carries a new id, so ids previously stored for split revenues no longer match.

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Invoicing

  • An invoice closed by an unrelated payment while its email is being prepared is no longer sent to the client.

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Expenses

  • Saving an expense whose status is REMOVED now succeeds when its underlying transaction is back in a pending state, and otherwise returns an “Existing Expense not found by given id” validation error.

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Taxes

  • T2125 forms can now be generated for tax year 2025.
  • Line 18 now populates on generated T2125 forms for tax years 2020 through 2023.

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Embedded UI

  • Splitting an expense on a transaction linked to a manually tracked or imported bank account now pre-fills the bank account selector instead of leaving it blank and required.
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Features & Enhancements

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Chart of Accounts

  • The chart of accounts endpoint now returns an iconUrl and a v6EntityId on each active account, so you can render account icons and map v5 accounts to their v6 equivalents.

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Reports

  • Report exports now return a FAILURE_PDF_CONVERSION_UNAVAILABLE result when the PDF rendering service is temporarily unavailable, instead of the generic FAILURE_UNKNOWN_ERROR.

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Data Lakes

  • The invoices table in the data lake now includes parentId and isRecurringParent columns, linking recurring child invoices to their parent invoice.

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Integrations

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Fixes

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Reports

  • Profit & Loss XLSX exports correctly display category subtotals and all parent categories always have their own “Total” row.

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Taxes

  • Tax payments categorized from bank transactions now always post General Ledger entries and keep their default review status instead of being automatically marked as reconciled.

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Bank Accounts

  • Setting a beginning balance on a all credit-type account now posts to the correct side of the ledger; beginning balances on these accounts previously could have been inverted.
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Features & Enhancements

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Taxes

  • Tax report exports for a year whose official form is not yet released are now labeled as estimates.

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Integrations

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Fixes

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Closing

  • Closing the books at the end of a legacy accounting import now marks all transactions through the end of the last closed year as reconciled and emits the accountingClosingCompleted webhook however the close is initiated, including multi-year closes.
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Fixes

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Webhooks

  • Outgoing webhook payloads larger than 4,500 characters are no longer truncated; the full payload is now delivered.

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Embedded UI

  • The QuickBooks Online import instructions in the chart of accounts import flow now label each required CSV export by name and give the correct reporting date range for each.
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Features & Enhancements

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Embedded UI

  • The CSV transaction import flow can now be embedded as a standalone SDK screen for partners with imports enabled, including a new completion screen with a “Start a New Import” action.

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Integrations

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Fixes

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Taxes

  • Posting to a tax payment that has been removed now returns a “not found” error instead of creating duplicate ledger entries.
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Features & Enhancements

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Invoicing

  • Invoices saved without an apiInvoiceId are now assigned a generated unique ID.

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Webhooks

  • Editing a bank transfer now triggers a lifecycle webhook, matching revenue and pending-revenue edits, and the payload includes the entity’s id.

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Integrations

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Fixes

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Bank Transactions

  • CSV transaction imports that were incorrectly rejected as invalid now import successfully.

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Embedded UI

  • Bookkeepers signed in with their own credentials are no longer signed out unexpectedly during certain flows; explicit sign-out is unaffected.
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Features & Enhancements

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Authentication

  • Accountant account creation endpoints now accept a password field, letting partners set the accountant’s login password at registration time. The field is write-only and never returned in responses.

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General Ledger

  • General Ledger data lake exports now include the top-level status field and per-transaction id and status fields.

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Integrations

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Fixes

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Embedded UI

  • New chart of accounts subtypes (Other Receivable, Security Deposit, Inventory, Discount, Federal Income Tax, and others) are now recognized in the general ledger account form.
  • Updated QuickBooks Online chart of accounts import instructions to reflect the current QBO export path: Reports → Account List → Export icon → Export to Excel.

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Payments

  • Duplicate AR payment detection now keys off apiSourceId instead of paymentApiTranId, correctly identifying duplicates from API-sourced payments.
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Features & Enhancements

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Bank Transactions

  • Bank transfer matching now detects pending revenue refunds for withdrawal-side matches and pending expense refunds for deposit-side matches.

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Integrations

  • Stripe: balance transactions with financing_paydown reporting category now categorize to the Loan Payable expense category.

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Fixes

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Invoicing

  • Invoices with only failed credit card payments can now be canceled. Previously, any non-refunded card payment record blocked cancellation regardless of its status.
  • Recurring invoice attachment deduplication now scopes to the current fiscal year and later, leaving historical invoices untouched.

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Bank Transactions

  • CSV imports with negative values in the deposit column now interpret those values correctly when they form the larger deposit set.

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Integrations

  • Stripe: transactions that only have fee line items are now correctly handled as unsplit expenses.

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Embedded UI

  • Advanced filter pills on dashboard tables now have stable React keys, preventing stale-render bugs.
  • Multi-select filter rows with the same name but different IDs now render correctly.
  • Resolved style rendering issue with client invoice header.
  • “Add line item”, “Add expense”, and “Add time” buttons on the AR invoice form now correctly apply partner override styles.
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Features & Enhancements

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Bank Transactions

  • Closed-book validation now checks both the original and updated transaction date, preventing backdating of transactions into closed periods.

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Audit Trail

  • timestamp field added to audit trail entries for more precise change tracking.

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Integrations

  • Stripe: transaction notes labeling customization and account configuration options added.
  • Plaid: transactions are now pulled on or equal to the configured start date, where previously the start date was excluded.

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Fixes

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Bank Transactions

  • Fixed transaction count display for CSV-imported transactions.
  • Payout bank transfers are no longer incorrectly classified as processor transactions.

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Audit Trail

  • Fixed invalid audit trail entries being created on closed-book updates.