Changelog

New dashboard 2.0

Access built-in budgeting tools and real-time financials

See real-time cash flow, burn rates, and runway projections to make smart, data-driven decisions.

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DIY setup with step-by-step guidance

Our guided setup saves you money right away, while our automation and AI empower bookkeepers to work faster and more accurately than ever.

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Navigation updates, revenue recognition beta, treasury account guidance

• Upgraded our navigation experience including navigation search, enhancements to keyboard shortcuts, and an intuitive navigation menu with collapsible sections
• Released a beta version of our new revenue recognition experience for all new users, including configurable policies, invoice → revenue policy application workflows, and reports for verifying the accuracy of outputs
• Released a beta version of payment processor (Stripe) and revenue recognition subledgers to enhance user control over posting timing, reduce the volume of general ledger entries, and improve review workflows
• Enabled editing of posted invoices, including: invoice date, due date, customer, memo, product/service, line item description, line item category, line item revenue schedules, and new line items
• Released new vendor management features, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Released an entirely new customer management feature, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Enhanced the Rippling payroll integration with an updated Rippling API
• Added pagination to the Transactions page for improved load times and quicker navigation
• Released a newer version of the Transaction Detail pane with an easier to use interface and collapsible sections. Users can now interact with the Transactions table while having the detail pane open
• Added guidance for users on treasury account reconciliations when transactions are missing

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