Bug Fixes
- Chart of Accounts: tax type, type, bank account and currency are now clearable fields #1276
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: 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
- 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
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
- 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
- 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 Πin the address #1085
- Chart of Account: missing tax types in the default Swiss SME chart of account #1072
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
