v5 Releases

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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

• See the v6 releases for recent integration updates.

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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

• See the v6 releases for recent integration updates.

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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

• See the v6 releases for recent integration updates.

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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.