Product Updates

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New permissions system

• Granular access controls to Tenants and Businesses

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Improvements

• Improved financial reports to show when Ledgers have entries regardless of balance
• Added support for additional file extensions including jpeg, png, heic, csv, pdf and xls
• Improvements to task descriptons for better readability
• UI improvements for better a mobile vs desktop experience

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Improvements

• UI improvements for Journal Entry management
• UI improvements for better categorization
• Catgorization pipeline improvements for better accuracy
• Security improvements

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Improvements

• Improvements to the defult Chart of Accounts for wider Business support
• Improvements to fleature flags system to improve our release experience and A/B testing
• Improvements to document uploads and processing for better document tracking
• UI improvements for bulk categorization
• UI improvements to financial reports for better period breakdowns

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Improvements

• Improvements to opening balances calculation
• Improvements to Business creation flow to collection additional information for onboarding
• UI improvements to show positive/negative signs based on user or Bookkeeper interactons
• UI improvements for faster categorization

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Accounts payable

• Ingest bills and convert them to proper accounting primitives
• Automatically match bill payments to bills
• Manage vendors
• Introduce new aged payables report

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Improvements

• Openapi spec improvements
• Facilitate magic link creation using a Business’ external id
• Infrastructure improvements
• Improvements to task management
• Navigation improvements
• UI improvements for faster categorization and reconciliation