Core Services

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

Feature

• Invoices: Improve invoice validation transitions #4271
• Open banking: more swiss banks using the latest version of the API #4269

Bug Fixes

• QR Invoice: Correctly merge invoice details from QR code and the rest of the invoice #4256

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

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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

• 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

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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

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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

• 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

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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

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Features

• Cash Coding: AI suggestions are now provided even when a coding rule only partially fills the transaction details, giving smarter recommendations #3894
• Document Processing: Users are now notified by email when PDF processing (bank statement parsing or PDF splitting) fails, instead of waiting indefinitely #3884
• Bank Connection: Improved transaction import to better handle duplicates and preserve existing data when syncing #3868
• Bank Account: Users can now edit BIC, owner name, and account type on their bank accounts #3891
• Document Processing: Better support PDF splitting on large documents by optimizing processing output size #3904
• Platform: Improved email address validation #3922

Fixes

• Bank Connection: Fixed transaction data merging when re-syncing from the banking source #3920
• Payment: Fixed EUR payments failing with some banks requiring the  creditor BIC in payment details #3936
• Invoice: Proper processing status for invoices imported without attachments #3903
• Cash Coding: Updated transaction accounting status definitions for the split line feature #3937
• Invoice: Matching queue now supports invoices without attachments (e.g. from Xero sync) #3924

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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

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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

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Features

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

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

• 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) #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

• 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

• 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

• 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

Bug Fixes

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

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

• 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

• 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

Bug Fixes‍

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

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

• 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

• 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