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3/18/26 Release

March 18th, 2026

Tax updates, Data Lakes additions, and bug fixes

New Features/Enhancements

Tax Updates

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

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

Integrations

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

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/{id} 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.

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.

Bug Fixes

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.

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

Invoicing

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