12/16/2024 Release (41.9)

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.