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

Bugfixes 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