9/12/2024 Release (41.5)

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.
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.
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.
Bills
1. Improvements to Bills in the Embedded experience to display the pertinent category on the bill row.

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.
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.
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.
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.