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10/17/2024 Release (41.6)

October 17th, 2024

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