New Features/Enhancements

1. Hurdlr Embedded
   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.
2. Invoicing
   1. The Invoice message field now respects line breaks.
   2. Ability to edit Invoice settings inline in the Embedded Experience.
   3. Addition of status filtering on GET /invoices.
3. 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.
4. 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 Experience.
   3. Improved transaction details in Income reports for Invoice Payments.
5. 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.
6. Taxes
   1. Tax Estimates now use the last twelve months of user data when calculating projected estimates.
7. 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

1. 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.
2. 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.
3. Invoicing
   1. Fix to allow for the reordering of invoice line items.
4. Transactions
   1. Fixes to the attachment of receipts for an existing/tagged transaction.
5. Payroll
   1. Fix to improve the matching of GL account categories for payroll.
   2. Bug fixes for processing and display of split Payroll expenses.
6. Reports
   1. Fix to allow emailing of all downloadable reports.

New Features/Enhancements

1. 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.
2. 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.
3. Accounting
   1. Improvements to Payroll and Bank Transaction matching algorithms.
   2. Update to completely hide duplicate bank accounts once merged.
4. Embedded Experience
   1. Minor enhancement to all dashboards to only allow one field dropdown to be open at a time.

Bug Fixes

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

1. Hurdlr Embedded
   1. Ability to delay opting into the latest releases of Hurdlr’s Embedded UI
      1. Requires a slight change in the way Hurdlr Embedded is added to an your application. Existing implementations are safe.
2. Imports
   1. Update to QBO Import to consume QBO’s "Invoices and Received Payments" report for improved invoice to payment matching.
3. 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.
4. Reports
   1. Improved default ordering of reports on the Report Dashboard to be more accounting focused.
5. Accounting
   1. Addition of warning when merging bank accounts or vendors to indicate that the action cannot be undone.
6. 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

1. Invoicing
   1. Fixes to customData on GET invoices.
   2. Better error handling on client invoice payment screen.
2. 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.
3. 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

Bug fixes and minor improvements.

New Features/Enhancements

1. 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.
2. 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.
3. 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 Experience and API.
   4. Ability to merge vendors via UX and API.
4. API Enhancement
   1. Introduction of Partner-level authorization

Bug Fixes

1. 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.
2. 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.
3. 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

Bugfixes and minor improvements.

41.6.6

Modifications to support SDK versioning released in 41.7

41.6.7 (sandbox-only)

Modifications to support SDK versioning released in 41.7

New Features/Enhancements

1. 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 Experience. This can be accomplished by passing an additional parameter to the Embedded Experience’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.
2. 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.
3. 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.
4. Bills
   1. Improvements to Bills in the Embedded experience to display the pertinent category on the bill row.

Bug Fixes

1. 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.
2. 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.
3. 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.
4. 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

Bugfixes and minor improvements.

41.5.4

Modifications to support SDK versioning released in 41.7