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