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