Changelog

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New Features & Enhancements

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Payments

• The save, query, get, and delete payment endpoints are now live. Payment IDs use the ptxn_ prefix and child line item IDs use the tli_ prefix; date, amount, and description are required on save.

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Authorization

• New OAuth2 Dynamic Client Registration endpoint at POST /connect/register accepts a list of redirect URIs and returns OAuth2 client credentials with a registration access token.
• New OAuth2 consent screen rendered at GET /connect/consent for end-user authorization in third-party app flows.

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Reports

• The recently upgraded Balance Sheet report supports filtering and grouping by class, enabling multi-dimensional, end-to-end class tracking on any labels you define through the class segment labels API.

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Existing v5 Features Upgraded to v6

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Reports

• The Balance Sheet report API is now live in v6.

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Bank Transactions

• Save bank transactions now accepts payments as children. Validation rejects payloads that mix payment children with bank transaction line items, that reference payments which do not exist or are already linked, or that change the parent amount without updating children.
• paymentId field added to bank transaction child responses, identifying the linked payment.

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Bills

• Bills query now supports a billStatus filter with in and notIn arrays, alongside the existing status filter.

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Companies

• phoneWork on company addresses is now restricted to US and Canada E.164 format. International numbers outside of US and Canada will be rejected.

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Embedded UI

• New payment selector on bank transaction forms lets end users link payments (e.g., Stripe charges) to a parent bank transaction (e.g., a payout). Drawer-based selection includes search, filters, and total validation.
• Overpaid and Underpaid status labels added to invoice and bill line item sections on bank transaction forms, surfacing mismatches between the transaction amount and linked line item totals.
• Review status display now shows role-specific labels: accountants see Discrepancy, Client Review, Needs Review, and Staged; business owners see Needs Review, Discrepancy, Processing, and Reconciled.

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Integrations

• Adyen: payout matching now also matches transaction descriptions containing “payout” in addition to “adyen”, classifying more revenue, bank transfers, expenses, and pending entries as Adyen payouts.
• Plaid: bank sync now backfills any transactions missed by the standard sync within the configured date range.
• Gusto and Check: payroll expense matching now uses provider-specific logic. Gusto matches across all payroll fields including benefits, while Check matches only the total debit amount.

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Fixes

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Embedded UI

• Tab key now traverses all form fields including date picker months and stays trapped within drawer forms.

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Bank Transactions

• Queries with enum-valued status filters (such as reviewStatus) on bank transactions now return the correct rows.
• Save bank transactions no longer accepts new transactions that are not Active.

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New Features & Enhancements

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Webhooks

• New bankNotLinkedAfterOnboarding webhook event fires when a company completes onboarding without linking a bank account.

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Embedded UI

• New TightApp component wraps multi-page embedded experiences with built-in navigation, drawer state tracking, and anchor scrolling.

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Companies

• phoneWork on address now requires E.164 format (e.g., +14155551234). v5 did not enforce this format, so payloads accepted by v5 may need to be reformatted before they pass v6 validation.

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Existing v5 Features Upgraded to v6

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Bank Transactions

• Bank transactions filter lastUpdatedDate renamed to lastUpdatedDateTime and now publicly documented.
• amount field on bank transaction child line items is no longer required.

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Invoicing

• Invoices query endpoint now supports an invoiceStatus filter with in and notIn arrays. The existing status filter is retained.

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Embedded UI

• The alert component now uses a responsive layout.

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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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Embedded UI

• Table rows no longer overflow their parent container on hover.
• Bank account rows no longer show “Processing” sub-text after the first sync completes; the label is now scoped to accounts that have syncTransactions enabled but no lastSyncedDate, and “Not Synced” is scoped to accounts with syncTransactions disabled.

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New Features & Enhancements

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Class Segments

• Class segment save now enforces parent-child hierarchy validation, automatically inferring the parent when a child segment is provided.
• child field on class segment labels is now nullable, supporting leaf-level segments without children.
• New ClassSegmentField component on bank transaction forms with search, modal popup, and inline selection for assigning class segments.
• Customers now support a classSegments field on save and query, with a corresponding filter on the query endpoint.

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Embedded UI

• Cash Flow and Expense tiles on the Business Owner Dashboard now display month-over-month comparison chips.
• Business Owner Dashboard transaction section now renders on mobile with search and review capabilities.

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Existing v5 Features Upgraded to v6

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Bank Transactions

• Bank transaction type field simplified to four public values: EXPENSE, REVENUE, TRANSFER_IN, TRANSFER_OUT. Endpoints still accept previous values via version negotiation.
• reviewStatus values consolidated. Endpoints still accept previous values via version negotiation.
• vendor field on bank transaction responses now returned only on expense-type transactions.
• ID format validation now enforced on reference fields (customerId, categoryId, glAccountId, invoiceId, billId, payrollId) when saving transactions.
• Maximum attachment count validation now enforced on bank transaction save operations.

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Bills

• Bills query endpoint now supports search filter and DATE_PROXIMITY sort option.

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Invoicing

• Invoices query endpoint now available in v6 with search filter and DATE_PROXIMITY sort option.

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Payroll

• Payroll query endpoint now available in v6 with search filter. amount field type widened from Integer to Long.

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Customers

• Customer query endpoint now supports email filter and EMAIL sort option. createdDateTime field added to the response.

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Embedded UI

• Drag-and-drop attachment support now available on bank transaction forms.
• Customer selection modal with search and inline create added to bank transaction forms.
• Radio button indicators now display on single-select filter lists across dashboards.
• Expense Dashboard and Income Dashboard now available as standalone component exports.
• Bank transaction form now submits only modified fields, reducing unnecessary writes.

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Fixes

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Bank Transactions

• Fixed revenue and expense validation when itemizing transactions.
• Fixed parent class segment form validation on bank transaction forms.
• Fixed API error in bank transaction summary when groupBy parameter is omitted.

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Embedded UI

• Dashboard charts now update when transactions change and no longer query removed bank accounts.

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Webhooks

• Fixed persistence of non-latin1 characters in outgoing webhook payloads.

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API

• Standardized error response for requests with missing request body.
• List filter parameters no longer cause errors when containing null values.