Features

• Payment: Payment attachments have been removed to streamline the payment experience #1940
• Service Providers: A new service provider manager lets you open, view, and toggle providers on or off in real time #1982
• Workspace Settings: You can now edit your company information directly from workspace settings #2040

Bug Fixes

• Cash Coding: Coding a transaction to its own bank account is now blocked #2076
• Chart of Accounts: An error message now appears when a chart of accounts file can't be read during import #1999
• Import: The magnifier now zooms in correctly on the PDF import preview #2022
• Reconciliation: The clickable area on bill links has been reduced to prevent accidental clicks in transactions #1904
• Payment: QR bill payment references are now validated before a payment is made #2067

Features

• Payment: Payment attachments have been removed (in favor of bills) to simplify the payment flow #4221
• Workspace Settings: You can now save and track your company information for your workspace #4292

Bug Fixes

• Payment: Cross-border EUR payments made from a Sway-generated payment file now go through as SEPA instead of standard transfers, avoiding the extra fee #4334
• Payment: SEPA payment file (pain.001) exports now include the correct remittance information #4348
• Payment: Payment references are now validated before a payment is made #4326
• Cash Coding: A transaction can no longer be coded to its own bank account #3772

Features

• Invoice: Receivable invoices now go through enforced validation steps before they can be set as Open, ensuring the correct approval workflow is followed #1944
• Bank Account: A running balance column is now available in the bank transaction table, showing the cumulative balance after each transaction ordered by booking date #1924

Bug Fixes

• Bank Account: Fixed an issue where the wrong bank account filter remained selected when switching between workspaces #1970
• Chart of Accounts: Account type labels in dropdown lists are no longer cut off, and long lists are now scrollable #2037
• Bills: The payment button is now correctly disabled for bills that are still in draft status #2003
• Tables: Fixed a sync issue between the PDF preview and the transaction table in the offline account import view #1616

Features

• Invoice: Receivable invoices now go through enforced validation steps, ensuring they follow the correct approval workflow before being finalised #4228
• API: Sway now offers a REST API with API key support, making it possible to integrate Sway with external tools and services #4002

Bug Fixes

• Performance: Reduced server memory usage, improving overall reliability and response times #4301
• Bank Account: The running balance column in the transaction table now displays in the correct order, consistent with the booking date sort #4264
• Invoice Matching: Invoice matching now processes large volumes more reliably without overloading the queue #2193
• Transactions: Fixed an error that occurred when exporting transactions to PDF #4262

Features

• Invoices: Now extracting QR-bill data directly from QR code for smoother payment flow #4213
• Invoices: Improved invoice status transitions and currency handling for more reliable validation #4245
• WinEUR Export: Longer transaction descriptions are now split into multiple description fields instead of being cut off #4238
• Winbiz Export: Improved handling of foreign-currency amounts in exports #4219

Bug Fixes

• Import: Better reliability for bank transaction imports when files are processed very quickly #4236
• Subscription: Fixed display of active workspaces with a former trial period #4225

Features

• Bill Validation: Bills are now automatically checked for completeness before they're created, flagging everything that's missing at once and moving cleanly scanned bills forward instantly so you spend less time on manual review #4188
• Import: Better support for parsing large bank statements (500+ transactions) #4223
• AI Coding: Improved AI coding suggestions and internal benchmark tool for guaranteed performances #4179

‍

Features

• Bill Validation: Supplier bills now highlight the missing or invalid details right on the page, so you can fix them in one place and finalize the bill with a single click once everything checks out #1913

Bug Fixes

• Chart of Accounts: Fixed transient error when deleting chart of accounts #1936

‍

Features

• Payments: Payments you initiate are now tracked, powering a complete payment history #4166
• Accounting Export: Accounting exports now appear in your workspace file explorer #4187
• Invoices: You can now select the cash account directly in the invoice summary #4171

Bug Fixes

• Reconciliation: Deleted, voided, and draft bills no longer appear as suggested matches when reconciling a transaction #4191
• WinEUR Export: The WinEUR accounting export now supports foreign-currency accounts #4195
• Reliability: More reliable linking of related records, with automatic recovery from temporary errors #4172

Features

• Payments: You can now view the list of payments you've initiated, right in your payment history #1899

Bug Fixes

• Cash Coding: Swapping account sides while accepting an amount correction now works smoothly #1911
• Files: File renaming, download, and deletion in the file explorer now work reliably #1919
• Import: Importing large bank transaction files now completes reliably, even with thousands of transactions #1915
• Payments: Now displaying draft and scheduled payments in separated tables #1927

Features

• Cash Coding: Coding suggestions can now propose splitting a transaction across multiple lines #3935
• Bill Export: Improved bill exports to pain.001 with validation and completion steps, to avoid generating invalid files #3720
• Payment: Failed payments now include a reason and status code so you can see why a payment was rejected #4153

Bug Fixes

• Cash Coding: Fixed incorrect number truncation #4163

Features

• Cash Coding: Auto-encode UX adapted to support ledger entries split suggestion #1811  
• Bill Export: Improved pain.001 generation UX to support validation steps #1574  
• Payment: Rejected payments now display error messages returned by the Open Banking layer #1719

Bug Fixes

• Cash Coding: Negative tax amounts are no longer allowed #1893
• Cash Coding: The tax type selector now opens on the first click #1886  
• Redirect: Fixed the logo being cropped on the redirect screen #1897  
• Account Import: Clicking a widget button in the import preview no longer scrolls the page back to the top  #1749

Bug Fixes

• Cash Coding: Fixed an error that occurred when selecting a tax type with no tax code on an empty line. #1873
• Export: Fixed the accounting export modal so transaction counts are no longer recalculated on every  interaction — only changing the dates triggers a recompute, making the export much faster. #1859

Features

• Payment: Payment details are now automatically cleaned of unsupported characters before submission, so  payments with accents or special symbols are no longer rejected by the bank. #4081
• Bank Account: Re-enabling an online bank account now triggers an immediate data refresh, so your latest  transactions appear right away instead of waiting for the next scheduled sync. #4032
• Reconciliation: Improved invoice-to-transaction matching for more reliable performance on large volumes.  #3907

Bug Fixes

• Cash Coding: Improved the reliability of cash-code suggestions when processing long transaction histories.  #3934

‍

Features

• Cash Coding: AI now considers invoice ID when suggesting the accounting description #3985
• Cash Coding: Simplified default description to no longer include invoice ID #4072
• Bank Account: Enabled new bank connection infrastructure for improved reliability #3187

Bug Fixes

• Import: Fixed error when importing transactions from files that were deleted before processing #3263

Features

• Display: Improved readability of monetary amounts with dedicated number font #1821
• I18N: Translated Swiss SME chart of accounts to supported languages #1582
• Reconciliation: Transaction details now update in real-time across all views #1767

Bug Fixes

• Import: Added support for German date format when parsing dates #1363
• I18N: Fixed word order in invoice status update notifications #1614
• Import: Fixed missing label for value date column in PDF import preview #1497
• Import: Fixed Winbiz chart of accounts import creating empty VAT types for non-taxable accounts #1782
• Cash Coding: Fixed date handling when splitting transaction lines #1346

Features

• Monitoring: Better error tracking to help our support team resolve issues faster #1768

Bug Fixes

• Currency: Aligned currency decimal handling for consistent formatting across the apps #1779

‍

Features

• Email Import: Forwarded PDF attachments now display correctly in the invoice viewer #3982

Bug Fixes

• Bank Sync: Improved date handling when fetching transactions from connected banks #4022
• Import: Closing balance now calculates correctly when the reference balance is not an opening balance #3911
• Import: Error messages now provide clearer details in the import summary #4026
• Currency: Extended support for additional ISO currency codes #4018

‍

Features

• Payment: BIC is now required for cross-currency payments #1739
• Bank Account: You can now edit BIC, owner, and account type from the bank account details #1538
• All Transactions: The bill/invoice column is now displayed in the transactions table by default #1533
• Import: Balance column is now shown by default when importing CSV files for offline accounts #1703
• Cash Coding: The account selector is now scrollable when the list exceeds the viewport #1747
• Two-Factor Authentication: More flexible phone number input with country code selection #1438
• Invitation: Email addresses are now trimmed of spaces before validation to prevent errors #1461

Bug Fixes

• Cash Coding: Aligned split line amounts and ledger entry models with the new backend paradigm #1346
• Dashboard: Fixed alignment of bank account cards #1694
• I18N: Fixed various translation issues #1755
• I18N: Default currency for Liechtenstein is now correctly set to CHF #1762

‍

Features

• Payment: BIC is now required when initiating cross-currency payments #2454
• Reconciliation: The bank transaction reconciled status is now updated when matched to an invoice #3657

Bug Fixes

• Cash Coding: Improved split line amount calculations for the line splitter #3538
• Cash Coding: Corrected ledger entry exports for Wineur and Cresus accounting software #3538
• Cash Coding: Aligned ledger entry export format with split line entries #3538
• Payment: Fixed a systematic error when submitting SEPA payments with ZKB #3996
• Bill/Invoice: Increased maximum pagination to 100 items per page #3855
• Transaction: Improved date and time calculation accuracy #3892

‍

Features

• Xero: New settings page to connect your workspace to Xero #1672

Bug Fixes

• Cash Coding: Duplicate tax external IDs are now supported, with a warning shown when duplicates are detected #1691
• Bank Account: Balance chart no longer freezes when transactions contain very large amounts #1460
• Currency: Improved currency selector opening performance and removed console warnings #1588
• Invoice: Invoice attachments are now optional #1672

‍

Features

• Xero: Connect your workspace to Xero to sync bills #3773

Bug Fixes

• Cash Coding: Exports between bank transactions and ledger entries are now aligned #3538
• Cash Coding: High-confidence split-line suggestions no longer save as new ledger entries #3538
• Coding Rules: Existing ledger entries are no longer overwritten when applying coding rules #3888
• Bank Account: Transactions with parentheses-formatted or very large amounts are now correctly parsed #3885
• Import: Temporary files are only cleaned up after a successful import, preventing "No such object" errors #3263
• Performance: Reduced memory usage through pagination #2193
• Invoice: The correct processing status is now set when an invoice has no attachment #3905

Features

• Import: Improved handling of transactions with duplicate IDs during import #3585
• Import: Updated transaction import summary with clearer information #3586

Bug Fixes

• Bank Account: Balance history is now correctly cleaned up when a transaction is deleted #3460
• Bank Account: Fixed balance calculation to use the correct settlement date for imported transactions #3869
• Performance: Improved system responsiveness by offloading invoice and transaction matching to background task #2193

‍

Bug Fixes

• Cash Coding: The auto-encode button is now disabled when AI coding is turned off in workspace settings #1671
• Import: Fixed an issue where cancelling a new upload after a successful one incorrectly showed a "file processing" message #1599
• Import: Fixed a glitch where the balance input field lost focus on mouse movement in the PDF import preview #1662
• Reconciliation: Improved layout with ellipsized counterparty and file names in the reconcile panel #1553

Features

• PDF Preview: You can now select and copy text from the PDF preview of manual account statements #1399
• Import: The transaction preview now correctly fetch the latest known balance based on the oldest selection #1642
• Payment: A warning is now displayed when the requested payment date is more than 60 days in the future #1640
• Cash Coding: A warning is now shown when a single split entry amount does not match the transaction total #1346

Bug Fixes

• Bank Account: Support users can now delete offline bank accounts #1627
• Bills & Invoices: Added 100 as a pagination option for larger lists #1611
• Import: Fixed an issue where CSV imports could fail when a booking date was missing #1641
• Payment: Improved error messaging when a selected counterparty is missing required information #1560

Features

• Reconciliation: Suggested matches are now correctly updated when an invoice or bill status changes #3674

Bug Fixes

• Auto-Encode: Encoding rules now execute consistently in a single location, preventing duplicate or missed rule applications #3817
• Export: Foreign currency amounts are now correctly exported in the "Montant ME" column for non-CHF accounts in Cresus exports #3721
• Export: Fixed rounding issues in exported ledger entry amounts for WinEUR #3742
• Workspace: Workspace search now supports accent-insensitive matching #3550

Features

• Cash Coding: Prepare demo data for split line support #3786
• Import: Improved import summary with clearer transaction details #3744
• Bank Account: Added offline status check before computing balances #3795
• Bank Account: Smarter BIC field handling on counterparty cash accounts #3800
• Payment: Improved Yapily callback for payment processing #3750
• Open Banking: Improved consent data handling for bank connections #3804‍

Bug Fixes

• Export: Corrected Abacus VAT format in exports #3802
• Export: Fixed issue with split line transactions pre-export request #3816
• Import: Fixed transaction amounts when importing grouped entries with missing amounts #3797
• Bank Account: Proper processing of accounts without identification details #3805

‍

Features

• Payment: Reworked payment flow to enable support for Yapily payment #1555
• Import: Revised starting balance input field #1605
• Bank Account: Added support for edition of counterparty cash accounts BIC #1606

Bug Fixes‍

• I18N: The web app is now entirely translated in EN, FR and DE #1590
• Performance: More optimised and faster currency avatar loading #1589

Features

• Import: Improved performance of balance computation after importing transactions #3778

Bug Fixes

• Summary: Removed the closing balance from the summary view #1595

Features

• Cash Coding: Added pre-export validation and service for split lines #3538
• Workspaces: Normalize workspace names for future accent-insensitive search  support #3550
• Import: Ability to clear optional fields when previewing transaction imports  #3652
• Document AI: update bank statement processor for better support of grouped payment extraction #3736
  

Bug Fixes

• Import: Fixed "Transaction too big" error when importing large volumes of  transactions from PDF/CSV files #3503
• Cash Coding: Fixed split line export indexing for Firestore queries #3538

Features  

• Cash Coding: Pre-export validation with imbalance detection and export  summary #1346
• Cash Coding: Floating action button on row hover for quick access #1346
• Cash Coding: Ordered ledger entries by their split line position #1346
• Chart of Accounts: Added sanity checks when importing a chart of accounts  #1545
• I18N: Added German language support #1576  

Bug Fixes

• Back-Office: Fixed workspace selector search for superadmins #1486
• Cash Coding: Fixed row selection incorrectly cascading to child ledger  entries #1346
• Cash Coding: Fixed selected row count displaying incorrect numbers #1346
• Counterparty: Fixed X icon on Remove buttons not being clickable #1552
• Currency: Preserved suggested currency order (CHF, EUR, USD) in combobox  #1408
• Authentication: Improved sign-in and sign-up link placement #1442

Features

• Accounting: Added Abacus export and configuration #1520
• Accounting: Display warning when exporting a period that contains uncoded entries #1515
• Cash Coding: Added hints to fix mismatched entry amounts #1346
• Cash Coding: Improved row actions to be reactive and context-aware #1346
• Files: Added batch actions, file renaming, and skeleton loading for smoother navigation #1324

Bug Fixes

• Invoice: Fixed missing translations for invoice relations in English and French #1470
• Bank Statement: Fixed error when clicking on a grouped block highlight #1526
• Reconciliation: Fixed skeleton loader incorrectly displayed on all transaction details when reconciling #1483
• Authentication: Fixed issue where 2FA was sometimes not prompted because the user session was already active #657
• Duplicate Bill: Fixed invoices incorrectly flagged as duplicates when the duplicate is deleted or voided #1505

Features

• Accounting: Added Abacus XLSX accounting export #3670
• Cash Coding: Auto-create ledger entries for high-confidence suggestions #3538
• Cash Coding: Added ordering to both sides of ledger entries #3538
• Cash Coding: Added validation check for uncoded ledger entries before exporting a date range #3726
• Document AI: Added credit card bank statement as a new document type for the splitter #3456
• Files: Added ability to move files between folders #3708

Bug Fixes

• Payment: Fixed wrong IBAN being selected for creditors with multiple accounts when the bill carries a QRR reference #3678
• Duplicate Bill: Fixed invoices incorrectly flagged as duplicates when the duplicate is deleted or voided #3711
• Bank Statement: Relaxed exchange rate validation that was too strict for multi-currency transactions #3733
• Cash Coding: Fixed CSV ledger entry export that included unnecessary aggregation logic #3538
• Document AI: Fixed incorrect parsing of values extracted from Document AI #3706
• Document AI: Fixed migration script to support the Derive field #3554

Features

• Cash Coding: Enable workflows with multiple accounting entries per transactions (closed Beta) #1346
• Cash Coding: Export ledger entries for split lines (closed Beta) #1346
• Expense: Improved expense tab with dedicated transaction views (closed Beta) #1099
• Payment: Updated draft payment flow with payment summary screen #1443
• Mobile: Added app install banner for mobile users visiting the web app #1188
• I18N: Make the most common currencies and countries easier to select #1431

Bug Fixes

• UI: Align table filters display for a more intuitive experience #1426
• Bank Account: Enforce permissions when editing bank account names #467
• Date Picker: Allow clearing selected date values #1016
• Settings: Show loading state and success confirmation on form updates #632

Features

• Cash Coding: Enable workflows with multiple accounting entries per transactions (closed Beta) #3538
• Cash Coding: Export ledger entries for split lines (closed Beta) #3538
• Expense: Add support for paginated expense transaction queries (closed Beta) #3658
• CSV Export: Improved formatting for CSV exports with split line support (closed Beta) #3538

Bug Fixes

• Cash Coding: Encoding rules now accept zero amounts and correctly trigger coding suggestions #3191
• Payment: Fixed payment file (pain.001) generation with correct invoice information #2656
• General: Fixed various reported bugs across the platform #3616

Features

• Reconciliation: Display a success confirmation after bill upload, match or selection on transactions #1407
• Settings: Added navigation chevrons on smaller screens to indicate scrollable submenu options #1383
• Notifications: Increased toast message display duration with progress animation for better readability #1285
• Expenses: Added accounts payable management, featuring dedicated views for tracking expenditures and receipts (closed Beta) #1099

Bug Fixes

• Transaction: Fixed text overflow in transaction detail truncating communication and additional info #1373
• Cash Coding: Corrected display of tax account suggestions in the coding view #1346
• Cash Coding: Removed incorrect visual indicators on tax account suggestions #1433
• Counterparty: Fixed validation on counterparty forms to prevent empty or invalid entries #1047
• Counterparty: Default to main currency when the bank account currency is not extracted #1451
• I18N: Translated confidence level labels in auto-encode accounting suggestions #1454

Features

• Import: Show explicit errors when CAMT bank statement files contain no valid statements #3586
• Invoice: Improved PAIN.001 export using counterparty data for more accurate payment files #3655

Bug Fixes

• Bank Account: Fixed balance calculation on manual accounts showing incorrect chronological ordering #3630
• Payment: Corrected BIC field handling in bill export to PAIN.001 format #3625
• Import: Improved duplicate transaction detection during CAMT statement imports #3584
• Reconciliation: Faster invoice processing for transaction matching #3613

Features

• Offline Account: Delete manual accounts to fix setup errors and maintain a clean ledger #3510
• Import: Automatically capture foreign currency rates and hidden transaction fees from statements #3603

Bug Fixes

• Invoice-Transaction Matching: Fixed missing transaction suggestions on invoice pages to ensure fast matching #3605‍
• Bank Account: Resolved identification errors for bank accounts lacking standard ID numbers #3579‍
• Counterparty: Corrected counterparty logic to ensure payees are identified right #3588
• Workspace: Deletions now complete successfully even if minor background tasks encounter errors #3597
• Payment: Fixed address handling to ensure payments meet banking standards #3593

Features

• Files: Analyze CAMT.053 bank files directly in the platform to skip manual conversions #1386‍
• Transaction: View transaction info in a side panel and keep your place in the list. No more jumping back and forth #1281‍
• Payment: View and validate PAIN.001 payment files instantly within your browser #1395‍
• Bill/Invoice: New system warnings flag potential duplicate invoices to prevent accidental overpayments #1308

Bug Fixes

• Data Table: Added confirmation dialog to prevent accidental record deletions #1384
• I18N / Date Picker: Fixed the date picker and language selector to ensure the entire interface honors your chosen regional settings and local translations #1192

Features

• Invoice Upload: Invoices uploaded via the transaction view now automatically attach to the transaction, eliminating the need for manual linking #3527
• Duplicate Detection: The system now proactively detects and warns users when importing a bill that appears to be a duplicate, preventing payment errors and preserving data hygiene #3568

Bug Fixes

• VAT Rates: Enhanced parsing to eliminate floating-point rounding errors (e.g., 7.699999 instead of 7.7%), ensuring accurate tax reporting from scanned invoices #3473
• Bank Statement Import: Refined the CAMT.053 import logic to prevent valid transactions from being incorrectly skipped during deduplication, ensuring the ledger always matches the bank statement #3575
• Chart of Accounts: Deleting a tax type now triggers an automated cleanup, unassigning it from all linked accounts and coding rules to prevent orphan configurations #3528
• Bank Connections: Resolved edge cases in the finalize step of bank account connections, ensuring a smoother onboarding experience when linking new financial institutions #3455
• Counterparties: Fixed counterparty data to ensure consistent name search functionality across workspaces #3319

Features

• Reconciliation: Users can now reconcile invoices directly from the transaction detail view, streamlining the workflow and reducing navigation time. #1235
• Balance Chart: The balance history chart now displays up to 2 years of historical data (previously 1 year), enabling year-over-year trend analysis #1270
• Chart of Accounts: Removed the non-mandatory suspense account setup suggestion from the setup checklist for a cleaner onboarding experience #1329

Bug Fixes

• Chart of Accounts Import: Users can now select XML files directly in the file browser when importing a chart of accounts, removing file-type friction from the setup workflow #1253
• Tables: Standardized right-alignment for all monetary amounts across the platform for easier scanning and comparison #1353
• Invoices: Fixed alignment of invoice status dropdowns for a more consistent interface #1351
  
• Workspace Switcher: Fixed keyboard navigation when scrolling through the workspace list, restoring reliable access for power users #1209
  
• Dates: Improved parsing for regional date formats (e.g., French "31 Déc. 2025"), supporting our growing international user base #1254
  
• Bank Transactions: Fixed transaction code translations not displaying correctly, ensuring clearer transaction categorization #1347
  
• Counterparties: Fixed country name not showing in counterparty addresses, ensuring complete contact information at a glance #1369
  

Features

• File Upload: You can now upload .txt files to your workspace, useful for importing chart of accounts in text format #3509
• Bank Statement Import: Improved date parsing for Cornercard and Amex statements that only display day and month without year #3372
• Workspace Search: Workspace names are now searchable regardless of capitalization for easier lookup #3415

Bug Fixes

• Amounts: Fixed an issue where calculated amounts could display unnecessary decimal places #3482

Features

• ‍‍Billing: Export multiple bills as a single ISO 20022 pain.001 payment file for batch processing in your e-banking #594
• Files: TXT files can now be uploaded to your workspace #1316
• Workspace: Customize your workspace with a custom avatar image #1318
• Chart of Accounts: Import Winbiz files without headers for easier migration #1311
• Chart of Accounts: Disabled bank accounts are now clearly marked in the editor #1063
• Account Coding: The "Store file" option now defaults to enabled when exporting #1238
• Balance Chart: Click on any point in the balance history to copy the amount to your clipboard #1202
• Bank Accounts: Improved connected bank accounts screen for better usability #1313
• Performance: Enhanced loading experience across the application with better feedback during file uploads #1180
• Security: External links now open safely with protection against reverse tabnabbing attacks #1341

Bug Fixes

• Balance Chart: Fixed display when no transaction data is available #164
• Account Coding: Only enabled accounts are now shown in the account selector #1063
• Chart of Accounts: Fixed an issue where the same bank account could be assigned twice #1065
• Bank Connections: Resolved an issue with consents appearing without associated bank accounts #1336
• Localization: Currencies, countries, and bank account types are now properly translated based on your language preference #1167

Bug Fixes

• Export: now exports WinEUR file with "Windows 1252 (ANSI)" character encoding #3476

Bug Fixes

• Chart of Accounts: tax type, type, bank account and currency are now clearable fields #1276

Features

• Bank Accounts: Added logos for additional Swiss banks including Clientis banks and several regional institutions #3471
• Account Coding: AI-powered automatic account coding is now enabled by default for all new workspaces #3472

Bug Fixes

• Chart of Accounts: You can now edit or clear the currency when editing an account in the Chart of Accounts editor #3489
• Invoice/Bill Export: Improved CSV and pain.001 exports - dates are now in dotted format (YYYY.MM.DD) for better Excel compatibility, and BIC is now optional #3493
• PDF Import: Fixed an issue where PDF files with uppercase extensions (.PDF) were not being processed #3500

Features

• Account Management: You can now request to delete your workspace or account directly from the app #1198
• Chart of Accounts: Export your chart of accounts to CSV format for backup or sharing #1263
• Chart of Accounts: Import a chart of accounts using the Sway CSV format #1266
• Chart of Accounts: A confirmation dialog now appears before removing items, preventing accidental deletions #1260
• Chart of Accounts: Suspense account setup is now optional when configuring your chart of accounts, reducing setup friction #1288
• Bills/Invoices: The supplier column now shows the filename as a fallback when no supplier name was extracted, making it easier to identify documents #1252

Bug Fixes

• Account Coding: Fixed an issue where bulk approving suggestions would reset codes you had manually edited #1249
• Account Coding: Fixed display bugs when editing entries in a filtered or search view #1290
• Account Coding: Fixed an issue where the bank account selector sometimes showed the account ID instead of the name when first loading the page #1271
• Account Coding: Reduced loading timeout for auto-coded entries that appeared stuck #1289
• Chart of Accounts: Account currency is now properly saved when editing accounts #1267
• Chart of Accounts: Disabled bank accounts can no longer be selected when setting up your chart of accounts #1272
• Chart of Accounts: Tax codes, accounts, and groups are now properly sorted in ascending order #1122
• Search: Fixed dropdown search filtering to return the correct matching results #1258
• Payments: Fixed inconsistent warning icons for payments with unknown status #1191
• PDF Import: Fixed an issue where PDF files with uppercase extensions (.PDF) were not being processed #1298
• Payments: Supplier logo now displays correctly in the invoice section of payment details #1295
• Transactions: Long references and descriptions now properly wrap in the transaction detail view #1296

Features

• Import Preview: add capability to sort by line number and value date

Bug Fixes

• Import Preview: avoid row selection reset when cell value is changed

Big Fixes

• Import Preview: can now set a debit/credit amount when missing in row

Bug Fixes

• Workspace: fixed opening of workspace creation dialog when user has no workspaces at all.

Features

• Export: Removed unnecessary quotes from Wineur exports for cleaner data #3411
• Dashboard: Improved loading performance of dashboard KPIs with new database indexes #3421
• Payment: Updated payment flow to work seamlessly with the web app for either submission or initiation #3426‍

Bug Fixes‍

• Import: Fixed CSV import to work correctly regardless of column order #3008
• Import: Improved accuracy of balance calculations during import #3355
• Invoice-Transaction Matching: improved suggestion accuracy by reducing false positives #3452
• Export: Fixed logic for Winbiz VAT column in exports #3448

Features

• Export: you can now remove accents (special characters like é, à, ü) when exporting data, making it easier to work with in other tools #1171
• Bank Accounts: new export button on the bank accounts page #132
• Bank Accounts: bank account & consents now automatically sort in a consistent order in the settings #141
• Bank Account: added character limits when renaming bank accounts to prevent issues #598
• Bank Transaction: copy button added for communication #110
• Account Coding: The system now warns you if the amount in your ledger entries don't match transaction amount #1213
• Account Coding: Less waiting time when saving ledger entries #1227
• CSV Import: when importing transactions, you'll now see a warning
• Import Preview: adds capability to swap debit and credit amounts #1146
• Import Preview: inline balance is skipped if row is not selected #1146
• Dashboard: Money in/out statistics now load faster and more reliably #1147
• Dashboard: You'll now see a "You" label next to your own name in the team member list #450
• Profile: improved form for communication language and birth date #452
• Workspace Setup: added industry and company size options when creating your workspace #286
• Winbiz Export: Updated to use the latest VAT scheme configuration #1230
  

‍Bug Fixes

• Import: fixed alignment of amount columns in tables #875
• Files: fixed issue where delete buttons appeared for users without permission #702
• Data Table: fixed problem with duplicate items appearing in lists leading the UI to be frozen #1206
• Bill/Invoice: fixed file display when viewing invoice for image type #1137

Features

• Accounting: static account coding rules #985
• Counterparty: update counterparty generation from bill to avoid empty bank account #1153
• Payment: set requested date to next business day if no date is provided #1053
• Export: add full description and smart description to available fields in custom DSV export #1116

Bug Fixes

• Import: allow navigation when confirming async processing dialog #1162
• Export: can now select WinEUR export as tab-separated format #1160

Features

• Banks: new service providers logos #3351
• Export: improved bank name in export file name#3358

Bug Fixes

• Import: post import triggers double clean up of previewed files #3263
• Export: smart description and full description fields available in custom DSV export #3334
• Open Banking: improved consent permissions handling when payment scope is not authorized by user #3230
• Export:  WinEUR export format is now a TSV file #3378

Features

• Export: adding description field to the list of available fields #3334

Bug Fixes

• Consent: improved determination of consent products and features related to payment #3230
• Transaction: now compute consistently booking date time for all bank transactions #3381

Features

• Export: adding description export field type #1116
• Balance charts: set default chart scale to quarter #1088

Bug Fixes

• Chart of account: prevent rendering loop when a group id has duplicates (making the page freeze) #1142
• Import: handle reference balance set as null #1138

Bug Fixes‍

• Payment initiation: improved detection of GB and SEPA scope for scheduled payments #2411

Features

• Import: embedded chat to support user with processing their bank statement #1084
• Import: balance is now calculated for every single statement row #997 #1076
• Import: modally warn the user before leaving on ongoing preview #1075
• Bills/Invoices: Improved rendering of PDF for cross browser compatibility #997
• Payment: add a "Send again" button to re-submit a given payment #1074

Bug Fixes

• Chart of Account: can now properly select the tax type selectable editing account #1071

Features

• Offline Account: recompute all balances history after transaction deletion #3315

‍Bug Fixes

• Import: now returns correct closing balance sign in transactions summary #893
• Import: default initial/reference balance is now the latest known balance before first transaction in imported file #3340

Features

• Import: add confirmation dialog before importing transactions #1084
• Payment: add payment status information in payment list #1014 #1107
• Chart of Account: now auto-saves changes #982
• Import: separate starting and closing balances in bottom toolbar for easier statement review #893

Bug Fixes

• Accounting: set correct bank account code when using bulk approval
• Date Picker: more convenient display with month/year dropdown #1081 #633
• Date Picker: fixed week display glitch #1081 #633
• Navigation:  sidebar menu in workspace settings is now scrollable #1105

Features

• Accounting: rule based cash coding #3191
• Import/Export: align transaction import and export formats (CSV) #3316
• Accounting: export capability for chart of accounts #3179

Features

• I18N: Improved french translations in user profile and workspace settings

Bug Fixes

• Collaborators: Allow workspace owners to promote and demote other owners #865
• Counterparty: fixed alphanumeric ordering of counterparties in grid and list
• Counterparty: support special characters like Œ in the address #1085
• Chart of Account: missing tax types in the default Swiss SME chart of account #1072

Features

• Collaborators: Allow workspace owners to promote and demote other owners #3299
• Workspace: New demo workspace to better showcase platform features #2921
• Open banking: Improve multi-consents support when re-using same banking credentials several times #3297
• Import: Stricter transaction duplicate detection when importing data to offline bank accounts #3234

Bug Fixes

• Import: Allow same amount and instructed amount on import #3152
• Counterparty: fixed alphanumeric ordering of counterparties in grid and list #2756
• Export: set correct value in TVA method column (tva_meth) for Winbiz export #3311
• Import: Fixed a bug where parsing of large PDF bank statement (> 20 pages) could get stuck leading the user to never get notified by email #3263

Features

• Counterparty: restore deleted counterparties #3237
• File upload: PDF splitting functionality for large and aggregarted files #3253
• Open banking: auto clean bank account transactions that remain in pending state and not delivered by the service provider anymore #3129

Bug Fixes

• Cash coding: now correctly saves the suggestion description when confidence is high #3211
• Open banking: skip payment consents check if no payment feature is available for a service provider #3230

Features

• File upload: Add PDF splitter functionality for large files in workspace files view #1061
• Counterparties: Add a new faceted filter to find deleted counterparties #764
• Counterparties: Ability to restore a deleted counterparty #764

Bug Fixes

• Forms: Improved line clamping and overflow on file input label #840