Core Services

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