Sway release notes

Web App 1.59.0: Sway invoice sending, clearer bill details and a steadier coding progress bar

2026-11-13T00:00:00.000Z

Features

Invoicing: A refined invoice draft editor with better handling of due dates
Invoicing: Validate, preview and send your Sway invoices
Bills: A warning now shows when a voided bill has amounts
Bills: See who uploaded a bill, and open it from the names in the bill table

Bug fixes

Cash Coding: The progress bar always adds up and follows the coding done by others
Cash Coding: Rows show the suggestion in progress until the answer is ready
Chart of Accounts: Better support for WinBiz charts of accounts whose accounts are not prefixed by their group name
Counterparties: Counterparty avatars are now grouped for a cleaner display

Core Services 1.225.0: Invoice creation, counterparty matching, and smoother cash coding

2026-11-13T00:00:00.000Z

Features

API: A documented openapi.json now describes the Sway API with each release
API: The API reference now documents the shared types
API: The API reference now points to the api.business.swayapp.io domain
Cash Coding: Bank transactions are flagged while their accounting suggestion is being prepared
Invoicing: Create, validate and preview invoices directly in Sway
Invoicing: Validate and update your invoice drafts as you work on them
Counterparties: Smarter matching of counterparties across your documents and transactions
Website: Try bank statement parsing on the Sway website
Website: The invoice parser on the website now shows where each field was found in your document

Bug fixes

Documents: Invoices that include a page count are now read successfully
Cash Coding: Saving accounting suggestions is now more reliable when many entries are updated at once

Web App 1.58.0: PDF splitting, invoice total validation and a demo workspace without sign-up

2026-11-06T00:00:00.000Z

Features

Billing: Split a PDF into separate documents right from the bills and invoices pages
Invoices: Invoice totals are now validated, so you can trust the amounts you approve
Invoices: Smoother invoice entry, with the amount due no longer checked against the total
Sandbox: Open a demo workspace from /try and explore Sway without signing up

Bug fixes

Security: Stronger protection of the content displayed in the app
Payment: Payments now require a positive amount

Core Services 1.224.0: Comments, invoice templates and numbering, and PDF splitting

2026-11-06T00:00:00.000Z

Features

Comments: Comment on items directly in Sway to discuss them with your team
Invoicing: Choose from invoice templates to give your invoices the look you want
Invoicing: Set up your invoice numbering to match your own conventions
Documents: Split a PDF containing several bills or invoices into separate documents
Workspace: Set a base currency on your workspace
Accounting: The currency of the chart of accounts now follows your workspace base currency
Payment: Bills are now marked as paid when you export a payment file in pain.001 format
Reconciliation: Better suggestions: transactions with the same amount are proposed as matches within 5 days of the due date
Cash Coding: Faster filtering of coded transactions
Demo: Try Sway in a demo workspace created on demand

Bug fixes

Payment: Payments with negative amounts are now prevented
Service Providers: Corrected the names of two service providers and the country of two Belgian banks
Security: Stronger protection of your files, which can only be read and written within your own workspace

Web App 1.57.0: Comments, invoice settings and coded-status filtering in cash coding

2026-10-30T00:00:00.000Z

Features

Cash Coding: You are now asked to confirm before discarding changes when closing the entry panel
Cash Coding: Filter the list by coded status to focus on what is left to code
Chart of Accounts: Set the chart of accounts currency for each workspace
Comments: New comments system to discuss and collaborate right where you work
Invoicing: New invoice numbering settings to match your own numbering scheme
Invoicing: New template settings to customize how your invoices look
Bills: A checkbox now lets you mark bills as payment submitted
Tools: The bank transactions eraser now shows a reconciled tag, the transaction hash and a detail sheet

Bug fixes

Cash Coding: The link to the bank transaction is now always available
PDF: Better PDF display support on older versions of Safari
Legal: Agreement versions now follow the latest versions published by Sway

Core Services 1.223.0: Comments, invoice templates and numbering, and base currency

2026-10-30T00:00:00.000Z

Features

Cash Coding: Filter transactions by coded status faster, with transactions now indexed by accounting status
Workspace: Set a base currency on your workspace
Comments: Discuss your documents and transactions with your team through the new comments system
Invoicing: Customise how your invoices are numbered with new invoice numbering settings
Payment: Bills exported as pain.001 payment files can now be marked as paid
Invoicing: Start from ready-made invoice templates
Demo: Visitors can now try Sway in an on-demand demo workspace

Web App 1.56.0: Harmonized dropdowns, per-workspace notifications, faster large imports

2026-10-23T00:00:00.000Z

Features

UI: Harmonize dropdown selectors, with selected and suggested values pinned on top. Now with a global behavior for clearing
Notifications: Granular settings for emails and push notifications you receive, per workspace
Performance: Better performance and reactivity for large imports (500+ transactions)

Bug fixes

Import: Editing transactions in an imported statement preview stays fast, even with 500+ lines

Core Services 1.222.0: Notifications per workspace, with new alerts

2026-10-23T00:00:00.000Z

Features

Notifications: Granular settings for emails and push notifications you receive, per workspace
Notifications: New notification when a bank statement import completes on an offline account, plus new alerts for bank connections, payments, counterparty changes and document processing

Bug fixes

API: Improved handling of pagination edge cases
Import: camt.053 bank statements with empty entries, such as blank entry details, now import successfully

Web App 1.55.0: Cash coding: an All period, auto-balanced splits and transaction IDs

2026-10-16T00:00:00.000Z

Features

Cash Coding: New "All" option in the period filter, plus a clear message when a period has no entries
Cash Coding: With two split lines, entering one amount now balances the other automatically, VAT included
Cash Coding: The bank transaction ID is now shown in the ledger entry panel and can be copied in one click
Cash Coding: A new "What's new" button plays a video introducing the new cash coding design
Bank Account: Banks not yet verified by Sway now display an "unverified" badge, so you always know each bank's status

Bug fixes

Reconciliation: Bills uploaded on a transaction now appear as soon as processing completes, no reload needed

Core Services 1.221.0: Upload and parse bank statements through the API

2026-10-16T00:00:00.000Z

Features

API: Upload bank statements to a bank account and parse their transactions directly through the API

Bug fixes

Xero: Organisations disconnected on Xero's side are now detected automatically and their sync is paused, keeping your integrations tidy

Web App 1.53.0: Cash coding filters, one-click invoice previews and a QR chip

2026-10-09T00:00:00.000Z

Features

Cash Coding: Better management of in-progress auto-line-coding
Cash Coding: Filter transactions by account code
Cash Coding: Preview the invoice in one click from the row badge
Cash Coding: Drop PDFs directly in the detail panel to justify a line
Counterparty: QR-IBANs are now marked with a "QR" chip wherever an IBAN is shown or entered
Invoices: Clearer status tags, with a distinct look for Draft and a blue Approved

Bug fixes

Cash Coding: Smoother loading when changing page, filter or search
Cash Coding: Search results now stay within the selected booking date range
Invoices: Cleaner invoice preview header while scrolling

Core Services 1.220.0: Invoices, bills and statements through the API

2026-10-09T00:00:00.000Z

Features

API: Upload invoices, bills and bank statements straight through the API
Invoices: Invoices longer than 15 pages are now processed too, with an email when they are ready

Bug fixes

Xero: Bills from Xero now import with their attachment, whatever the file name

Web App 1.52.0: Fixes for bill search, bank consent and PDF exports

2026-10-02T00:00:00.000Z

Bug fixes

Bill: The status filter now applies to invoice and bill searches, so only the selected statuses appear
Bank Account: A clear message now appears when you decline the consent during a bank connection
Export: Bank account statements exported as PDF from the web app now download correctly

Core Services 1.219.0: Split transactions in Crésus exports

2026-10-02T00:00:00.000Z

Features

Export: Crésus exports now support split transactions as multiple entries, with one line per split

Bug fixes

Bill: Searching bills now respects the selected status, so deleted bills no longer appear in the results
Bill: Addresses read from QR bills are now correctly split into street, number, zip code and city when a supplier is created
Export: Bank account statements exported as PDF from the iOS app now open correctly
Xero: Bills with an attachment are no longer duplicated during the Xero synchronization
Profile: Profile picture uploads are now more reliable

Web App 1.49.0: Tax Types settings and execution dates in batch payments

2026-09-25T00:00:00.000Z

Features

Payment: Each transfer in a batch payment now shows its execution date
Tax Types: A new Tax Types settings tab lets you create, edit and delete tax types, with or without a chart of accounts
Tax Types: Deleting a chart of accounts now keeps your tax types, and a new step helps you merge tax types when importing one
Tax Types: A tax type still in use shows links to the accounts and rules that use it
Import: After a Winbiz chart of accounts import, the app tells you which tax codes have no tax account, so accrual-basis exports to Winbiz go smoothly

Bug fixes

Bank Account: Creating a credit card account now checks that the card number is filled in
Files: Invoice attachments are now protected from deletion
Chart of Accounts: Dialogs in the chart of accounts editor now open instantly
Chart of Accounts: Large charts of accounts now display much faster
Chart of Accounts: Editing a large chart of accounts now feels smoother
Cash Coding: The account picker now scrolls and searches smoothly, even with 1,000 accounts

Core Services 1.218.0: Tax types, with or without a chart of accounts

2026-09-25T00:00:00.000Z

Features

Tax Types: Create, edit and delete tax types on their own, with or without a chart of accounts
Tax Types: A tax type still used by an account or a rule is kept safe from deletion

Bug fixes

Data: Background data updates now reach every record exactly once

Web App 1.47.0: Bills say what they miss before they are validated

2026-09-16T00:00:00.000Z

Features

Bill: The app now blocks a move into a validated status when the bill is incomplete, and tells you what is missing
Payment: A multi-bill payment that mixes several currencies now shows a clear message, because the bank accepts only one currency per submission
Payment: You can now select only bills in status Created or above for a batch payment or a pain.001 export, as for a single payment

Bug fixes

Payment: A batch payment row now shows the number of communications, references and invoices it contains, instead of the value of one single payment
Payment: A bill without a communication no longer blocks a batch payment. The app uses the text "Sent by Sway"
Sign-in: The password reset link works again after you cancel a second factor from the confirmation email

Core Services 1.217.0: Amounts follow the decimals of their currency

2026-09-16T00:00:00.000Z

Features

Cash Coding: Ledger entry amounts and tax amounts now respect the number of decimals allowed by the account currency, so exports always stay balanced
Bill: A bill that arrives without a due date now reuses its issue date, so it no longer stays blocked in draft
Bill: Every change into a validated status now runs the completeness check, so a bill can no longer become Created, Authorised or Paid while it still misses its currency, due date or counterparty
Performance: The service now keeps one instance warm in production, so the first request of the day answers faster

Bug fixes

Payment: The pain file is generated again for QR bills that previously produced no file and no error message

iOS App 2.0.0: Sway for iOS 2.0: Invoicing, Reconciliation, Counterparties and Search

2026-09-16T00:00:00.000Z

Features

Invoicing: A new Invoicing tab gathers every bill you receive and every invoice you send in one place
Invoicing: Switch between Bills and Invoices with a single tap from the tab bar
Invoicing: Narrow any list down to All, Open, Paid or Voided in one gesture
Invoicing: Search a bill or an invoice by amount, name or number, and get the closest match first
Invoicing: Lists load page by page and group themselves by month, so years of history scroll like a single screen
Invoicing: Add documents from Files, your photo library or the camera scanner, several at a time
Invoicing: Every workspace now has its own inbox email address — one for bills, one for invoices — copied in a tap
Invoicing: A banner counts the documents still being read, and each one slides into the list as soon as it is ready
Invoicing: A full invoice screen brings together counterparty, amounts, references, line items, taxes, shipping, matched transactions and the original file
Invoicing: Open the source document full screen, pinch to zoom, and page through a PDF
Invoicing: Correct any section on a half sheet that keeps the document in sight above it
Invoicing: Select text right on the document and drop it into the field you are filling, with no retyping
Invoicing: A line editor covers quantity, unit, unit price, discount rate, discount amount, product code and description
Invoicing: The editor shows what the lines add up to against what the document asks for, as you type
Invoicing: A tax editor covers tax code, rate, amount before tax and tax amount
Invoicing: Add the bank account the document names, or pick one the counterparty already carries
Invoicing: A principal section covers the days the supplier is not the party who collects the money
Invoicing: A status menu offers only the moves a document can really make
Invoicing: A checklist shows everything a draft still needs before it can go live
Invoicing: A document our reader could not interpret now says so, and you can fill it in by hand instead
Invoicing: Duplicate bills — same file or same number — are flagged before you pay twice
Invoicing: Link a counterparty to a document, or create one on the spot from the name the document carries
Invoicing: Pay a bill in two taps, with the payment already open on the account the bill names
Invoicing: When a bill names a bank account its supplier does not carry, the screen tells you what to add before you pay
Invoicing: Delete a document you no longer need, confirmation included
Invoicing: Overdue and Payment sent badges tell you where a document stands at a glance
Invoicing: Warm empty states greet you on both lists until the first document lands
Reconciliation: A new Reconciliation deck gives every bank transaction a card, paired with the invoice our matcher believes it settled
Reconciliation: Swipe right to match, left to set the suggestion aside for good, and up to answer it later
Reconciliation: Slide the invoice row sideways to browse every other candidate on the same transaction
Reconciliation: A verdict spine calls each pair a Strong, Likely or Weak match, in plain words rather than a raw percentage
Reconciliation: A headline states the money — exact amount, short, over, partial cover, or the same figure in another currency
Reconciliation: Amount, name, reference and date each get their own chip, so you see what agrees and what does not
Reconciliation: Clear flags point out a currency mismatch, an invoice already paid, or a payment running the other way
Reconciliation: A partial match tells you what is still open, and the card comes back around for the rest
Reconciliation: Every match and every dismissal waits four seconds behind an Undo button before it is written
Reconciliation: A live progress counter and a finish screen total up what you matched
Reconciliation: A one-time tutorial card teaches the four gestures before your first card
Reconciliation: A Reconciliation suggestions card on the dashboard takes you straight into the deck
Bank Transactions: A transaction now carries a match section, so you can confirm the documents suggested for it or set them aside
Bank Transactions: Link a bill or an invoice by hand, with a picker that opens on your most recent documents and searches the rest
Bank Accounts: A bank account screen shows the balance drawn over time, the newest transactions, and the full ledger one tap away
Bank Transactions: The pending transaction reviewer now has a taller, cleaner and steadier card stack
Counterparties: A new Counterparties tab is the directory of every client and supplier your workspace trades with
Counterparties: Names file under their first letter, exactly the way the Contacts app does it
Counterparties: Browse page by page, or search and get the best match first
Counterparties: An Active and a Deleted filter keep everything within reach
Counterparties: A counterparty screen holds everything you know — how to reach them, where to pay them, and every bill, invoice and payment they carry
Counterparties: Tap the email to write, the phone to call and the address to open Maps, or long press to copy any of them
Counterparties: Correct identity, contact details, contact people, address or bank account, each on its own half sheet
Counterparties: Create one with entity type, VAT number, several phone numbers, emails, addresses and bank accounts
Counterparties: Import from Contacts, or push a counterparty back into your address book
Counterparties: Counterparties now wear their own company logo, fetched from their web domain
Counterparties: Swipe to delete, swipe to restore, and copy, call or email from the context menu
Counterparties: Pay a counterparty straight from their screen — one account goes through, several open a picker
Counterparties: Currency chips now carry the flag of 111 currencies
Counterparties: Adding a bank account lets you know when the counterparty already carries it
Search: A new Search tab reaches transactions, bills, invoices, counterparties and payments at once
Search: Scopes narrow the hunt, and the tab opens on the scope of the screen you came from
Search: Results arrive section by section, so the first answers show while the rest are still coming
Files App: Sway now appears in the iOS Files app as a source of its own
Files App: A folder per workspace, then one per kind — workspace attachments, bank account attachments, transaction imports and exports, payment attachments and invoices
Files App: Open, preview and download any workspace document without ever leaving Files
Files App: The app and the Files extension share one session, so you stay signed in on both sides
Navigation: A five-tab bar gathers Dashboard, Invoicing, Counterparties, Payments and Search
Navigation: Each tab keeps its own history, so switching away and back never loses your place
Navigation: A tab starts loading only the first time you open it, which is lighter on your battery and your data
Navigation: A reworked toolbar keeps the workspace avatar and the switcher always within thumb reach
Design: A rebuilt colour palette matches the web app and is tuned for both light and dark
Design: Avatars are harmonised across members, transactions, invoices and counterparties, with a status badge that works everywhere
Design: Every animation in the app now has a dark theme of its own
Design: Toasts have a glass finish, and now report back on the dashboard and on bills
Design: One search indicator, identical on every list in the app
Dashboard: A Recent bills card joins the dashboard beside the recent transactions
Forms: Clearer validation messages on every form — an error blocks the save, a warning simply tells you
Payment: Clearer wording when a bank rejects a payment or does not confirm it
Invoicing: Bills and invoices now carry clearer status tags

Bug fixes

Document Scanner: Adding a page to a scan is now reliable
Workspace: Workspace pictures show correctly in the workspace switcher
Dashboard: Workspaces keep a stable order on the dashboard
Design: The Sway blue is the accent colour everywhere, the lock overlay included
I18N: Error messages match the platform catalogue word for word, in English and in French
I18N: Translation keys are cleaned and harmonised across both languages
Profile: The profile screen now keeps to the information that matters to you
Onboarding: Connect another bank now returns you to the bank picker after the first connection
Onboarding: The country and bank picker now waits for you after a workspace is created
Payment: The success screen link now names the place it takes you to
Payment: A QR bill with several bank accounts now pays on the account its reference belongs to

Web App 1.46.0: Batch payments for several bills

2026-09-10T00:00:00.000Z

Features

Payment: Select several bills and pay them in one batch payment flow
Counterparty: The card view has a contextual menu with the same actions as the list view
Bill: The app shows a clear message when you try to edit a field that is locked on a validated or paid bill
Help: The FAQ link opens the page in your own language

Bug fixes

Documents: When you drop several files at once, every file is uploaded, not only the first one

Core Services 1.216.0: Batch payments, Wise for Switzerland and frozen fields on validated bills

2026-09-10T00:00:00.000Z

Features

Payment: Pay several bills at once through a single batch payment, with the execution date and the communication filled in for you
Bank Account: Wise is now available when you select Switzerland as the provider country
Bill: Mandatory fields are protected once a bill is validated, and stay frozen once it is paid
Reconciliation: When you create a counterparty with a cash account, unmatched bills are matched to it automatically

Bug fixes

API: Invoice search returns receivable invoices too, and finds an invoice by its counterparty name
Export: Invoice export no longer fails
Documents: Document upload no longer fails with a browser security error
Documents: Attachments saved with the previous file format open correctly again
Documents: File actions accept a full storage address, so invoice attachments no longer break
Bank Account: Bank Alternative provider now show the correct logo in the connection list

Web App 1.45.0: A developer page for your API keys

2026-09-03T00:00:00.000Z

Features

API: A new developer page lets you create, view and revoke your API keys, with scopes and expiry of your choice

Bug fixes

Chart of Accounts: WinEUR imports now handle accounts with no tax code defined

Core Services 1.215.0: API keys with expiry and scopes, automatic QR-reference matching

2026-09-03T00:00:00.000Z

Features

API: You can now create API keys with their own expiry date and permission scopes
Reconciliation: Invoices and transactions sharing the same QR reference are now matched automatically
Import: Bank statements that print the booking date only once now have the missing dates filled in for you in the preview
Files: New file endpoints let you upload, download and browse workspace documents faster and more reliably

Bug fixes

Invoices: Smoother processing of large invoice batches

Web App 1.44.0: A payment dialog that guides you through every check

2026-08-27T00:00:00.000Z

Features

Payment: The payment dialog now guides you through every check, with clear feedback on address, currency, BIC, account and payment date before you confirm

Core Services 1.214.0: Payment checks before you confirm, and QR-bill references reused

2026-08-27T00:00:00.000Z

Features

Payment: Payments are now checked before you confirm them, so missing details are caught early and your transfers go through smoothly
Payment: The reference and message from a bill's QR code are now reused to pre-fill the payment
Reconciliation: Faster listing of transactions that still need reconciliation and already have a suggestion

Bug fixes

Bank Account: Statement retrieval now works over a defined period, so accounts with a long history stay up to date

Web App 1.43.0: Beta redesign of the coding table

2026-08-20T00:00:00.000Z

Features

Cash Coding: Beta redesign of the coding table UX
Cash Coding: Quick successive edits on the same line are now queued and applied in order.

Bug fixes

Calendar: A selected date now stays selected when clicked again.

Core Services 1.213.0: A cash coding service for more front ends, and multiple invoice uploads

2026-08-20T00:00:00.000Z

Features

Cash Coding: Improvement of the cash-coding service to support more front-ends and a better API support.

Bug fixes

Invoices: Better support for multiple invoice uploads at once.
Reliability: Better error reporting and retry handling across payment file imports and account emails.

Web App 1.41.0: Zero-amount transactions left out of coding, and transfers between your accounts

2026-08-13T00:00:00.000Z

Features

Cash Coding: Zero-amount transactions are now left out of the coding table and auto-encoding, keeping your ledger view focused
Cash Coding: Turning on AI auto-encoding just became faster, straight from the accounting view
Payment: Pick one of your own bank accounts as the beneficiary of a payment, for easy transfers between accounts
Payment: Creating a beneficiary during a payment now collects the bank account details, so the payment can go through right away

Core Services 1.211.0: Download exported files through the API

2026-08-13T00:00:00.000Z

Features

Invoice Matching: more relevant suggested transactions
API: Add support to download exported files
Cash Coding: Zero-amount transactions stay visible in your statement and are now skipped in coding and accounting exports, for smoother imports into Winbiz and Crésus
Document Processing: Better handling of high document volumes, so invoices and bank statements keep processing reliably during peaks
Export: The Crésus export now fills "Libellé original" with your own label, so your descriptions stay intact after import

Web App 1.40.0: Free file tools, safer QR-bill payments and selected-entry exports

2026-08-07T00:00:00.000Z

Features

Tools: New financial tool suite with a CSV editor, a camt.053 viewer and a pain.001 viewer, all available directly in your browser
Payment: Additional checks on QR bills confirm the creditor account before you pay, for safer payments
Bank Account: Dropping a bank statement on a bank account now asks whether you want to import the transactions or simply attach the file
Cash Coding: Export the transactions you select from the batch actions, with up to 100 rows per page
Export: Export only the ledger entries you have selected, instead of a whole date range
Payment: Pay one of your own bank accounts — active accounts now show up in the beneficiary picker

Bug fixes

Transactions: Transaction lists now filter on the booking date displayed, so a selected period shows all of its transactions

Core Services 1.210.0: Selected-entry exports and coding with the payment reference

2026-08-07T00:00:00.000Z

Features

Cash Coding: Export only the ledger entries you have selected, instead of a whole date range
Cash Coding: More accurate coding suggestions, now taking the payment reference into account
Statement: PDF statements now show a meaningful description for every transaction, plus a running balance column
Export: Export only the ledger entries you have selected, instead of a whole date range

Bug fixes

Transactions: Date filters now match the booking date shown in your lists, so every transaction of the selected period appears
Xero: Smoother and more reliable Xero synchronisation, even for large volumes of bills

Web App 1.39.0: A cleaner import summary, a Xero start date and gentle update prompts

2026-07-30T00:00:00.000Z

Features

Import: A cleaner, more focused import summary that highlights only what matters
Xero: When connecting Xero, you can now pick the date from which your bills should be synchronised
App: When a new version of Sway is released, you now get a gentle prompt to refresh instead of an interrupted navigation

Bug fixes

Cash Coding: Split suggestions now appear right away after auto-coding, ready to be accepted without refreshing

Core Services 1.209.0: A Xero start date and better split suggestions for Wise

2026-07-30T00:00:00.000Z

Features

Xero: Your first Xero sync now starts from the date you choose, so only the bills you actually need are imported
Cash Coding: Better split suggestions for Wise transactions that mention fees in their description

Bug fixes

Cash Coding: Improved handling of the daily bank sync keeps AI suggestions running smoothly, even on busy mornings
Accounting: Approving many entries at once on the same bank account is now faster and more reliable

Web App 1.38.0: A service provider manager and company details in workspace settings

2026-07-22T00:00:00.000Z

Features

Payment: Payment attachments have been removed to streamline the payment experience
Service Providers: A new service provider manager lets you open, view, and toggle providers on or off in real time
Workspace Settings: You can now edit your company information directly from workspace settings

Bug fixes

Cash Coding: Coding a transaction to its own bank account is now blocked
Chart of Accounts: An error message now appears when a chart of accounts file can't be read during import
Import: The magnifier now zooms in correctly on the PDF import preview
Reconciliation: The clickable area on bill links has been reduced to prevent accidental clicks in transactions
Payment: QR bill payment references are now validated before a payment is made

Core Services 1.208.0: Company details in workspace settings and SEPA for cross-border EUR

2026-07-22T00:00:00.000Z

Features

Payment: Payment attachments have been removed (in favor of bills) to simplify the payment flow
Workspace Settings: You can now save and track your company information for your workspace

Bug fixes

Payment: Cross-border EUR payments made from a Sway-generated payment file now go through as SEPA instead of standard transfers, avoiding the extra fee
Payment: SEPA payment file (pain.001) exports now include the correct remittance information
Payment: Payment references are now validated before a payment is made
Cash Coding: A transaction can no longer be coded to its own bank account

Web App 1.37.0: Validation steps for receivable invoices and a running balance column

2026-07-16T00:00:00.000Z

Features

Invoice: Receivable invoices now go through enforced validation steps before they can be set as Open, ensuring the correct approval workflow is followed
Bank Account: A running balance column is now available in the bank transaction table, showing the cumulative balance after each transaction ordered by booking date

Bug fixes

Bank Account: Fixed an issue where the wrong bank account filter remained selected when switching between workspaces
Chart of Accounts: Account type labels in dropdown lists are no longer cut off, and long lists are now scrollable
Bills: The payment button is now correctly disabled for bills that are still in draft status
Tables: Fixed a sync issue between the PDF preview and the transaction table in the offline account import view

Core Services 1.207.0: The Sway REST API, with API keys

2026-07-16T00:00:00.000Z

Features

Invoice: Receivable invoices now go through enforced validation steps, ensuring they follow the correct approval workflow before being finalised
API: Sway now offers a REST API with API key support, making it possible to integrate Sway with external tools and services

Bug fixes

Performance: Reduced server memory usage, improving overall reliability and response times
Bank Account: The running balance column in the transaction table now displays in the correct order, consistent with the booking date sort
Invoice Matching: Invoice matching now processes large volumes more reliably without overloading the queue
Transactions: Fixed an error that occurred when exporting transactions to PDF

Web App 1.36.0: Accounting setup from cash coding and clearer invoice statuses

2026-07-09T00:00:00.000Z

Features

Cash coding: You can now configure bank accounts for accounting directly from the cash coding view
Invoice: Improved status transition management and hints for validating draft invoices

Bug fixes

Cash coding: avoid duplicate entries in the case of a pending auto cash coding task
PDF Import: better support for older versions of Safari

Core Services 1.206.0: QR invoice details merged, and more Swiss banks on the latest API

2026-07-09T00:00:00.000Z

Features

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

Bug fixes

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

Web App 1.35.0: A redesigned statement import preview and Xero bill filters

2026-07-02T00:00:00.000Z

Features

Statement Import: Redesigned transaction import preview with a full-height layout and added support for payment reference, fees, instructed amount and currency, and exchange rate
Export: Improved range picker for faster export flows. And added built-in checks to keep the date range valid
Xero Integration: New options to filter which Xero bills are created by status and to keep them up to date
Invoices: Improved status transition for a cleaner, clearer bill lifecycle
Invoices: Improved invoice validation, missing fields are now clearly highlighted in draft mode
Onboarding: Added more company industry options — Business Services, Hospitality & Catering, Personal Services, and Sport & Fitness

Core Services 1.205.0: QR-bill data read from the QR code and foreign currencies in Winbiz

2026-07-02T00:00:00.000Z

Features

Invoices: Now extracting QR-bill data directly from QR code for smoother payment flow
Invoices: Improved invoice status transitions and currency handling for more reliable validation
WinEUR Export: Longer transaction descriptions are now split into multiple description fields instead of being cut off
Winbiz Export: Improved handling of foreign-currency amounts in exports

Bug fixes

Import: Better reliability for bank transaction imports when files are processed very quickly
Subscription: Fixed display of active workspaces with a former trial period

Web App 1.34.0: Bills highlight their missing details

2026-06-25T00:00:00.000Z

Features

Bill Validation: Supplier bills now highlight the missing or invalid details right on the page, so you can fix them in one place and finalize the bill with a single click once everything checks out

Bug fixes

Chart of Accounts: Fixed transient error when deleting chart of accounts

Core Services 1.204.0: Completeness checks on bills and parsing of large statements

2026-06-25T00:00:00.000Z

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
Import: Better support for parsing large bank statements (500+ transactions)
AI Coding: Improved AI coding suggestions and internal benchmark tool for guaranteed performances

Web App 1.33.0: Payment history, with drafts and scheduled payments apart

2026-06-18T00:00:00.000Z

Features

Payments: You can now view the list of payments you've initiated, right in your payment history

Bug fixes

Cash Coding: Swapping account sides while accepting an amount correction now works smoothly
Files: File renaming, download, and deletion in the file explorer now work reliably
Import: Importing large bank transaction files now completes reliably, even with thousands of transactions
Payments: Now displaying draft and scheduled payments in separated tables

Core Services 1.203.0: Payment history, and accounting exports in the file explorer

2026-06-18T00:00:00.000Z

Features

Payments: Payments you initiate are now tracked, powering a complete payment history
Accounting Export: Accounting exports now appear in your workspace file explorer
Invoices: You can now select the cash account directly in the invoice summary

Bug fixes

Reconciliation: Deleted, voided, and draft bills no longer appear as suggested matches when reconciling a transaction
WinEUR Export: The WinEUR accounting export now supports foreign-currency accounts
Reliability: More reliable linking of related records, with automatic recovery from temporary errors

Web App 1.32.0: Split suggestions in auto-encode and guided pain.001 exports

2026-06-11T00:00:00.000Z

Features

Cash Coding: Auto-encode UX adapted to support ledger entries split suggestion
Bill Export: Improved pain.001 generation UX to support validation steps
Payment: Rejected payments now display error messages returned by the Open Banking layer

Bug fixes

Cash Coding: Negative tax amounts are no longer allowed
Cash Coding: The tax type selector now opens on the first click
Redirect: Fixed the logo being cropped on the redirect screen
Account Import: Clicking a widget button in the import preview no longer scrolls the page back to the top

Core Services 1.202.0: Split suggestions in cash coding and reasons for failed payments

2026-06-11T00:00:00.000Z

Features

Cash Coding: Coding suggestions can now propose splitting a transaction across multiple lines
Bill Export: Improved bill exports to pain.001 with validation and completion steps, to avoid generating invalid files
Payment: Failed payments now include a reason and status code so you can see why a payment was rejected

Bug fixes

Cash Coding: Fixed incorrect number truncation

Web App 1.31.0: Fixes for tax types and the accounting export

2026-06-04T00:00:00.000Z

Bug fixes

Cash Coding: Fixed an error that occurred when selecting a tax type with no tax code on an empty line.
Export: Fixed the accounting export modal so transaction counts are no longer recalculated on every interaction — only changing the dates triggers a recompute, making the export much faster.

Core Services 1.201.0: Cleaner payment details and an immediate refresh of re-enabled accounts

2026-06-04T00:00:00.000Z

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.
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.
Reconciliation: Improved invoice-to-transaction matching for more reliable performance on large volumes.

Bug fixes

Cash Coding: Improved the reliability of cash-code suggestions when processing long transaction histories.

Web App 1.30.0: A number font for amounts and a translated Swiss SME chart of accounts

2026-05-22T00:00:00.000Z

Features

Display: Improved readability of monetary amounts with dedicated number font
I18N: Translated Swiss SME chart of accounts to supported languages
Reconciliation: Transaction details now update in real-time across all views

Bug fixes

Import: Added support for German date format when parsing dates
I18N: Fixed word order in invoice status update notifications
Import: Fixed missing label for value date column in PDF import preview
Import: Fixed Winbiz chart of accounts import creating empty VAT types for non-taxable accounts
Cash Coding: Fixed date handling when splitting transaction lines

Core Services 1.198.0: Invoice IDs in AI descriptions and a new bank connection layer

2026-05-22T00:00:00.000Z

Features

Cash Coding: AI now considers invoice ID when suggesting the accounting description
Cash Coding: Simplified default description to no longer include invoice ID
Bank Account: Enabled new bank connection infrastructure for improved reliability

Bug fixes

Import: Fixed error when importing transactions from files that were deleted before processing

Web App 1.28.0: Better error tracking and consistent currency decimals

2026-05-12T00:00:00.000Z

Features

Monitoring: Better error tracking to help our support team resolve issues faster

Bug fixes

Currency: Aligned currency decimal handling for consistent formatting across the apps

Core Services 1.196.0: Forwarded PDF attachments and more ISO currencies

2026-05-12T00:00:00.000Z

Features

Email Import: Forwarded PDF attachments now display correctly in the invoice viewer

Bug fixes

Bank Sync: Improved date handling when fetching transactions from connected banks
Import: Closing balance now calculates correctly when the reference balance is not an opening balance
Import: Error messages now provide clearer details in the import summary
Currency: Extended support for additional ISO currency codes

Web App 1.27.0: Edit BIC, owner and account type, and BIC for cross-currency payments

2026-05-06T00:00:00.000Z

Features

Payment: BIC is now required for cross-currency payments
Bank Account: You can now edit BIC, owner, and account type from the bank account details
All Transactions: The bill/invoice column is now displayed in the transactions table by default
Import: Balance column is now shown by default when importing CSV files for offline accounts
Cash Coding: The account selector is now scrollable when the list exceeds the viewport
Two-Factor Authentication: More flexible phone number input with country code selection
Invitation: Email addresses are now trimmed of spaces before validation to prevent errors

Bug fixes

Cash Coding: Aligned split line amounts and ledger entry models with the new backend paradigm
Dashboard: Fixed alignment of bank account cards
I18N: Fixed various translation issues
I18N: Default currency for Liechtenstein is now correctly set to CHF

Core Services 1.195.0: BIC for cross-currency payments and a reconciled status on matches

2026-05-06T00:00:00.000Z

Features

Payment: BIC is now required when initiating cross-currency payments
Reconciliation: The bank transaction reconciled status is now updated when matched to an invoice

Bug fixes

Cash Coding: Improved split line amount calculations for the line splitter
Cash Coding: Corrected ledger entry exports for Wineur and Cresus accounting software
Cash Coding: Aligned ledger entry export format with split line entries
Payment: Fixed a systematic error when submitting SEPA payments with ZKB
Bill/Invoice: Increased maximum pagination to 100 items per page
Transaction: Improved date and time calculation accuracy

Web App 1.26.0: IBAN checks on bills and refreshed dark theme colors

2026-04-22T00:00:00.000Z

Features

Invoice: Added IBAN validation for supplier on bills to unlock seamless payments
UI: Upgraded UI components with improved dark theme colors, standardized avatar sizes, and harmonized styling across the app

Bug fixes

Platform: Improved handling of browser storage in case of unexpected data or incognito mode
Cash Coding: Fixed the amount field uneditable on split lines with an amount hint

Core Services 1.194.0: AI suggestions after partial rules and email alerts for processed PDFs

2026-04-22T00:00:00.000Z

Features

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

Bug fixes

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

Web App 1.25.0: Connect your workspace to Xero

2026-04-16T00:00:00.000Z

Features

Xero: New settings page to connect your workspace to Xero

Bug fixes

Cash Coding: Duplicate tax external IDs are now supported, with a warning shown when duplicates are detected
Bank Account: Balance chart no longer freezes when transactions contain very large amounts
Currency: Improved currency selector opening performance and removed console warnings
Invoice: Invoice attachments are now optional

Core Services 1.193.0: Sync bills from Xero

2026-04-16T00:00:00.000Z

Features

Xero: Connect your workspace to Xero to sync bills

Bug fixes

Cash Coding: Exports between bank transactions and ledger entries are now aligned
Cash Coding: High-confidence split-line suggestions no longer save as new ledger entries
Coding Rules: Existing ledger entries are no longer overwritten when applying coding rules
Bank Account: Transactions with parentheses-formatted or very large amounts are now correctly parsed
Import: Temporary files are only cleaned up after a successful import, preventing "No such object" errors
Performance: Reduced memory usage through pagination
Invoice: The correct processing status is now set when an invoice has no attachment

Web App 1.24.1: Auto-encode follows the AI setting, with import fixes

2026-04-10T00:00:00.000Z

Bug fixes

Cash Coding: The auto-encode button is now disabled when AI coding is turned off in workspace settings
Import: Fixed an issue where cancelling a new upload after a successful one incorrectly showed a "file processing" message
Import: Fixed a glitch where the balance input field lost focus on mouse movement in the PDF import preview
Reconciliation: Improved layout with ellipsized counterparty and file names in the reconcile panel

Core Services 1.192.0: Duplicate IDs handled on import and balances on the settlement date

2026-04-10T00:00:00.000Z

Features

Import: Improved handling of transactions with duplicate IDs during import
Import: Updated transaction import summary with clearer information

Bug fixes

Bank Account: Balance history is now correctly cleaned up when a transaction is deleted
Bank Account: Fixed balance calculation to use the correct settlement date for imported transactions
Performance: Improved system responsiveness by offloading invoice and transaction matching to background task

Web App 1.24.0: Copy text from PDF previews, and warnings for distant payment dates

2026-04-02T00:00:00.000Z

Features

PDF Preview: You can now select and copy text from the PDF preview of manual account statements
Import: The transaction preview now correctly fetch the latest known balance based on the oldest selection
Payment: A warning is now displayed when the requested payment date is more than 60 days in the future
Cash Coding: A warning is now shown when a single split entry amount does not match the transaction total

Bug fixes

Bank Account: Support users can now delete offline bank accounts
Bills & Invoices: Added 100 as a pagination option for larger lists
Import: Fixed an issue where CSV imports could fail when a booking date was missing
Payment: Improved error messaging when a selected counterparty is missing required information

Core Services 1.191.0: Up-to-date match suggestions and accent-insensitive workspace search

2026-04-02T00:00:00.000Z

Features

Reconciliation: Suggested matches are now correctly updated when an invoice or bill status changes

Bug fixes

Auto-Encode: Encoding rules now execute consistently in a single location, preventing duplicate or missed rule applications
Export: Foreign currency amounts are now correctly exported in the "Montant ME" column for non-CHF accounts in Cresus exports
Export: Fixed rounding issues in exported ledger entry amounts for WinEUR
Workspace: Workspace search now supports accent-insensitive matching

Web App 1.23.0: Open Banking EU payments, and the web app fully in English, French and German

2026-03-26T00:00:00.000Z

Features

Payment: Reworked payment flow to enable support for Open Banking EU payments
Import: Revised starting balance input field
Bank Account: Added support for edition of counterparty cash accounts BIC

Bug fixes

I18N: The web app is now entirely translated in EN, FR and DE
Performance: More optimised and faster currency avatar loading

Core Services 1.190.0: A clearer import summary and Abacus VAT fixes

2026-03-26T00:00:00.000Z

Features

Cash Coding: Prepare demo data for split line support
Import: Improved import summary with clearer transaction details
Bank Account: Added offline status check before computing balances
Bank Account: Smarter BIC field handling on counterparty cash accounts
Payment: Improved Open Banking EU callback for payment processing
Open Banking: Improved consent data handling for bank connections

Bug fixes

Export: Corrected Abacus VAT format in exports
Export: Fixed issue with split line transactions pre-export request
Import: Fixed transaction amounts when importing grouped entries with missing amounts
Bank Account: Proper processing of accounts without identification details

Web App 1.22.1: Closing balance removed from the summary

2026-03-19T00:00:00.000Z

Bug fixes

Summary: Removed the closing balance from the summary view

Web App 1.22.0: German language support and pre-export checks in cash coding

2026-03-19T00:00:00.000Z

Features

Cash Coding: Pre-export validation with imbalance detection and export summary
Cash Coding: Floating action button on row hover for quick access
Cash Coding: Ordered ledger entries by their split line position
Chart of Accounts: Added sanity checks when importing a chart of accounts
I18N: Added German language support

Bug fixes

Back-Office: Fixed workspace selector search for superadmins
Cash Coding: Fixed row selection incorrectly cascading to child ledger entries
Cash Coding: Fixed selected row count displaying incorrect numbers
Counterparty: Fixed X icon on Remove buttons not being clickable
Currency: Preserved suggested currency order (CHF, EUR, USD) in combobox
Authentication: Improved sign-in and sign-up link placement

Core Services 1.189.0: Faster balance computation after an import

2026-03-19T00:00:00.000Z

Features

Import: Improved performance of balance computation after importing transactions

Core Services 1.188.0: Pre-export checks for split lines and large imports without errors

2026-03-19T00:00:00.000Z

Features

Cash Coding: Added pre-export validation and service for split lines
Workspaces: Normalize workspace names for future accent-insensitive search support
Import: Ability to clear optional fields when previewing transaction imports
Documents: update bank statement processor for better support of grouped payment extraction

Bug fixes

Import: Fixed "Transaction too big" error when importing large volumes of transactions from PDF/CSV files
Cash Coding: Fixed split line export indexing for Firestore queries

Web App 1.21.0: Abacus export, batch file actions and coding hints

2026-03-12T00:00:00.000Z

Features

Accounting: Added Abacus export and configuration
Accounting: Display warning when exporting a period that contains uncoded entries
Cash Coding: Added hints to fix mismatched entry amounts
Cash Coding: Improved row actions to be reactive and context-aware
Files: Added batch actions, file renaming, and skeleton loading for smoother navigation

Bug fixes

Invoice: Fixed missing translations for invoice relations in English and French
Bank Statement: Fixed error when clicking on a grouped block highlight
Reconciliation: Fixed skeleton loader incorrectly displayed on all transaction details when reconciling
Authentication: Fixed issue where 2FA was sometimes not prompted because the user session was already active
Duplicate Bill: Fixed invoices incorrectly flagged as duplicates when the duplicate is deleted or voided

Core Services 1.187.0: Abacus export, auto-created ledger entries and credit card statements

2026-03-12T00:00:00.000Z

Features

Accounting: Added Abacus XLSX accounting export
Cash Coding: Auto-create ledger entries for high-confidence suggestions
Cash Coding: Added ordering to both sides of ledger entries
Cash Coding: Added validation check for uncoded ledger entries before exporting a date range
Documents: Added credit card bank statement as a new document type for the splitter
Files: Added ability to move files between folders

Bug fixes

Payment: Fixed wrong IBAN being selected for creditors with multiple accounts when the bill carries a QRR reference
Duplicate Bill: Fixed invoices incorrectly flagged as duplicates when the duplicate is deleted or voided
Bank Statement: Relaxed exchange rate validation that was too strict for multi-currency transactions
Cash Coding: Fixed CSV ledger entry export that included unnecessary aggregation logic
Documents: Fixed incorrect parsing of values extracted from documents
Documents: Fixed migration script to support the Derive field

Web App 1.20.0: Split ledger entries in closed beta and a new draft payment flow

2026-03-05T00:00:00.000Z

Features

Cash Coding: Enable workflows with multiple accounting entries per transactions (closed Beta)
Cash Coding: Export ledger entries for split lines (closed Beta)
Expense: Improved expense tab with dedicated transaction views (closed Beta)
Payment: Updated draft payment flow with payment summary screen
Mobile: Added app install banner for mobile users visiting the web app
I18N: Make the most common currencies and countries easier to select

Bug fixes

UI: Align table filters display for a more intuitive experience
Bank Account: Enforce permissions when editing bank account names
Date Picker: Allow clearing selected date values
Settings: Show loading state and success confirmation on form updates

Core Services 1.186.0: Split ledger entries in closed beta

2026-03-05T00:00:00.000Z

Features

Cash Coding: Enable workflows with multiple accounting entries per transactions (closed Beta)
Cash Coding: Export ledger entries for split lines (closed Beta)
Expense: Add support for paginated expense transaction queries (closed Beta)
CSV Export: Improved formatting for CSV exports with split line support (closed Beta)

Bug fixes

Cash Coding: Encoding rules now accept zero amounts and correctly trigger coding suggestions
Payment: Fixed payment file (pain.001) generation with correct invoice information
General: Fixed various reported bugs across the platform

Web App 1.19.0: Accounts payable views, upload confirmations and longer toasts

2026-02-26T00:00:00.000Z

Features

Reconciliation: Display a success confirmation after bill upload, match or selection on transactions
Settings: Added navigation chevrons on smaller screens to indicate scrollable submenu options
Notifications: Increased toast message display duration with progress animation for better readability
Expenses: Added accounts payable management, featuring dedicated views for tracking expenditures and receipts (closed Beta)

Bug fixes

Transaction: Fixed text overflow in transaction detail truncating communication and additional info
Cash Coding: Corrected display of tax account suggestions in the coding view
Cash Coding: Removed incorrect visual indicators on tax account suggestions
Counterparty: Fixed validation on counterparty forms to prevent empty or invalid entries
Counterparty: Default to main currency when the bank account currency is not extracted
I18N: Translated confidence level labels in auto-encode accounting suggestions

Core Services 1.185.0: Clearer camt.053 import errors and better pain.001 files

2026-02-26T00:00:00.000Z

Features

Import: Show explicit errors when CAMT bank statement files contain no valid statements
Invoice: Improved PAIN.001 export using counterparty data for more accurate payment files

Bug fixes

Bank Account: Fixed balance calculation on manual accounts showing incorrect chronological ordering
Payment: Corrected BIC field handling in bill export to PAIN.001 format
Import: Improved duplicate transaction detection during CAMT statement imports
Reconciliation: Faster invoice processing for transaction matching

Web App 1.18.0: camt.053 and pain.001 viewers, a transaction side panel and duplicate warnings

2026-02-19T00:00:00.000Z

Features

Files: Analyze CAMT.053 bank files directly in the platform to skip manual conversions
Transaction: View transaction info in a side panel and keep your place in the list. No more jumping back and forth
Payment: View and validate PAIN.001 payment files instantly within your browser
Bill/Invoice: New system warnings flag potential duplicate invoices to prevent accidental overpayments

Bug fixes

Data Table: Added confirmation dialog to prevent accidental record deletions
I18N / Date Picker: Fixed the date picker and language selector to ensure the entire interface honors your chosen regional settings and local translations

Core Services 1.184.0: Delete manual accounts, and exchange rates and fees read from statements

2026-02-19T00:00:00.000Z

Features

Offline Account: Delete manual accounts to fix setup errors and maintain a clean ledger
Import: Automatically capture foreign currency rates and hidden transaction fees from statements

Bug fixes

Invoice-Transaction Matching: Fixed missing transaction suggestions on invoice pages to ensure fast matching
Bank Account: Resolved identification errors for bank accounts lacking standard ID numbers
Counterparty: Corrected counterparty logic to ensure payees are identified right
Workspace: Deletions now complete successfully even if minor background tasks encounter errors
Payment: Fixed address handling to ensure payments meet banking standards

Web App 1.17.0: Reconcile from the transaction view, with two years of balance history

2026-02-12T00:00:00.000Z

Features

Reconciliation: Users can now reconcile invoices directly from the transaction detail view, streamlining the workflow and reducing navigation time.
Balance Chart: The balance history chart now displays up to 2 years of historical data (previously 1 year), enabling year-over-year trend analysis
Chart of Accounts: Removed the non-mandatory suspense account setup suggestion from the setup checklist for a cleaner onboarding experience

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
Tables: Standardized right-alignment for all monetary amounts across the platform for easier scanning and comparison
Invoices: Fixed alignment of invoice status dropdowns for a more consistent interface
Workspace Switcher: Fixed keyboard navigation when scrolling through the workspace list, restoring reliable access for power users
Dates: Improved parsing for regional date formats (e.g., French "31 Déc. 2025"), supporting our growing international user base
Bank Transactions: Fixed transaction code translations not displaying correctly, ensuring clearer transaction categorization
Counterparties: Fixed country name not showing in counterparty addresses, ensuring complete contact information at a glance

Core Services 1.183.0: Duplicate bill warnings and invoices attached from the transaction view

2026-02-12T00:00:00.000Z

Features

Invoice Upload: Invoices uploaded via the transaction view now automatically attach to the transaction, eliminating the need for manual linking
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

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
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
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
Bank Connections: Resolved edge cases in the finalize step of bank account connections, ensuring a smoother onboarding experience when linking new financial institutions
Counterparties: Fixed counterparty data to ensure consistent name search functionality across workspaces

Web App 1.16.0: Batch pain.001 payment files, workspace avatars and TXT uploads

2026-02-04T00:00:00.000Z

Features

Billing: Export multiple bills as a single ISO 20022 pain.001 payment file for batch processing in your e-banking
Files: TXT files can now be uploaded to your workspace
Workspace: Customize your workspace with a custom avatar image
Chart of Accounts: Import Winbiz files without headers for easier migration
Chart of Accounts: Disabled bank accounts are now clearly marked in the editor
Account Coding: The "Store file" option now defaults to enabled when exporting
Balance Chart: Click on any point in the balance history to copy the amount to your clipboard
Bank Accounts: Improved connected bank accounts screen for better usability
Performance: Enhanced loading experience across the application with better feedback during file uploads
Security: External links now open safely with protection against reverse tabnabbing attacks

Bug fixes

Balance Chart: Fixed display when no transaction data is available
Account Coding: Only enabled accounts are now shown in the account selector
Chart of Accounts: Fixed an issue where the same bank account could be assigned twice
Bank Connections: Resolved an issue with consents appearing without associated bank accounts
Localization: Currencies, countries, and bank account types are now properly translated based on your language preference

Core Services 1.182.0: TXT uploads and better card statement dates

2026-02-04T00:00:00.000Z

Features

File Upload: You can now upload .txt files to your workspace, useful for importing chart of accounts in text format
Bank Statement Import: Improved date parsing for Cornercard and Amex statements that only display day and month without year
Workspace Search: Workspace names are now searchable regardless of capitalization for easier lookup

Bug fixes

Amounts: Fixed an issue where calculated amounts could display unnecessary decimal places

Web App 1.15.1: Clearable fields in the chart of accounts

2026-01-29T00:00:00.000Z

Bug fixes

Chart of Accounts: tax type, type, bank account and currency are now clearable fields

Core Services 1.181.1: WinEUR files in Windows 1252 encoding

2026-01-29T00:00:00.000Z

Bug fixes

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

Web App 1.15.0: Delete your account from the app, and chart of accounts CSV import and export

2026-01-28T00:00:00.000Z

Features

Account Management: You can now request to delete your workspace or account directly from the app
Chart of Accounts: Export your chart of accounts to CSV format for backup or sharing
Chart of Accounts: Import a chart of accounts using the Sway CSV format
Chart of Accounts: A confirmation dialog now appears before removing items, preventing accidental deletions
Chart of Accounts: Suspense account setup is now optional when configuring your chart of accounts, reducing setup friction
Bills/Invoices: The supplier column now shows the filename as a fallback when no supplier name was extracted, making it easier to identify documents

Bug fixes

Account Coding: Fixed an issue where bulk approving suggestions would reset codes you had manually edited
Account Coding: Fixed display bugs when editing entries in a filtered or search view
Account Coding: Fixed an issue where the bank account selector sometimes showed the account ID instead of the name when first loading the page
Account Coding: Reduced loading timeout for auto-coded entries that appeared stuck
Chart of Accounts: Account currency is now properly saved when editing accounts
Chart of Accounts: Disabled bank accounts can no longer be selected when setting up your chart of accounts
Chart of Accounts: Tax codes, accounts, and groups are now properly sorted in ascending order
Search: Fixed dropdown search filtering to return the correct matching results
Payments: Fixed inconsistent warning icons for payments with unknown status
PDF Import: Fixed an issue where PDF files with uppercase extensions (.PDF) were not being processed
Payments: Supplier logo now displays correctly in the invoice section of payment details
Transactions: Long references and descriptions now properly wrap in the transaction detail view

Core Services 1.181.0: AI account coding on by default and logos for more Swiss banks

2026-01-28T00:00:00.000Z

Features

Bank Accounts: Added logos for additional Swiss banks including Clientis banks and several regional institutions
Account Coding: AI-powered automatic account coding is now enabled by default for all new workspaces

Bug fixes

Chart of Accounts: You can now edit or clear the currency when editing an account in the Chart of Accounts editor
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
PDF Import: Fixed an issue where PDF files with uppercase extensions (.PDF) were not being processed

Web App 1.14.0: Sort the import preview by line number and value date

2026-01-23T00:00:00.000Z

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

Web App 1.13.2: Set a missing amount in the import preview

2026-01-22T00:00:00.000Z

Bug fixes

Import Preview: can now set a debit/credit amount when missing in row

Web App 1.13.1: Workspace creation fix for new users

2026-01-22T00:00:00.000Z

Bug fixes

Workspace: fixed opening of workspace creation dialog when user has no workspaces at all.

Web App 1.13.0: Accent-free exports, a bank accounts export button and faster dashboards

2026-01-21T00:00:00.000Z

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
Bank Accounts: new export button on the bank accounts page
Bank Accounts: bank account & consents now automatically sort in a consistent order in the settings
Bank Account: added character limits when renaming bank accounts to prevent issues
Bank Transaction: copy button added for communication
Account Coding: The system now warns you if the amount in your ledger entries don't match transaction amount
Account Coding: Less waiting time when saving ledger entries
CSV Import: when importing transactions, you'll now see a warning
Import Preview: adds capability to swap debit and credit amounts
Import Preview: inline balance is skipped if row is not selected
Dashboard: Money in/out statistics now load faster and more reliably
Dashboard: You'll now see a "You" label next to your own name in the team member list
Profile: improved form for communication language and birth date
Workspace Setup: added industry and company size options when creating your workspace
Winbiz Export: Updated to use the latest VAT scheme configuration

Bug fixes

Import: fixed alignment of amount columns in tables
Files: fixed issue where delete buttons appeared for users without permission
Data Table: fixed problem with duplicate items appearing in lists leading the UI to be frozen
Bill/Invoice: fixed file display when viewing invoice for image type

Core Services 1.180.0: Faster dashboard figures and cleaner WinEUR and Winbiz exports

2026-01-21T00:00:00.000Z

Features

Export: Removed unnecessary quotes from Wineur exports for cleaner data
Dashboard: Improved loading performance of dashboard KPIs with new database indexes
Payment: Updated payment flow to work seamlessly with the web app for either submission or initiation

Bug fixes

Import: Fixed CSV import to work correctly regardless of column order
Import: Improved accuracy of balance calculations during import
Invoice-Transaction Matching: improved suggestion accuracy by reducing false positives
Export: Fixed logic for Winbiz VAT column in exports

Web App 1.12.0: Static coding rules, richer exports and next-business-day payments

2026-01-14T00:00:00.000Z

Features

Accounting: static account coding rules
Counterparty: update counterparty generation from bill to avoid empty bank account
Payment: set requested date to next business day if no date is provided
Export: add full description and smart description to available fields in custom DSV export

Bug fixes

Import: allow navigation when confirming async processing dialog
Export: can now select WinEUR export as tab-separated format

Core Services 1.179.0: New bank logos and WinEUR exports as TSV

2026-01-14T00:00:00.000Z

Features

Banks: new service providers logos
Export: improved bank name in export file name

Bug fixes

Import: post import triggers double clean up of previewed files
Export: smart description and full description fields available in custom DSV export
Open Banking: improved consent permissions handling when payment scope is not authorized by user
Export: WinEUR export format is now a TSV file

Web App 1.11.0: Description field in exports and quarterly balance charts

2026-01-09T00:00:00.000Z

Features

Export: adding description export field type
Balance charts: set default chart scale to quarter

Bug fixes

Chart of account: prevent rendering loop when a group id has duplicates (making the page freeze)
Import: handle reference balance set as null

Core Services 1.178.0: Description field in exports and consistent booking dates

2026-01-09T00:00:00.000Z

Features

Export: adding description field to the list of available fields

Bug fixes

Consent: improved determination of consent products and features related to payment
Transaction: now compute consistently booking date time for all bank transactions

Core Services 1.177.1: Better GB and SEPA detection for scheduled payments

2026-01-06T00:00:00.000Z

Bug fixes

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

Web App 1.10.0: A balance on every statement row and a Send again button for payments

2026-01-02T00:00:00.000Z

Features

Import: embedded chat to support user with processing their bank statement
Import: balance is now calculated for every single statement row
Import: modally warn the user before leaving on ongoing preview
Bills/Invoices: Improved rendering of PDF for cross browser compatibility
Payment: add a "Send again" button to re-submit a given payment

Bug fixes

Chart of Account: can now properly select the tax type selectable editing account

Core Services 1.177.0: Balance history recomputed after a deletion

2026-01-02T00:00:00.000Z

Features

Offline Account: recompute all balances history after transaction deletion

Bug fixes

Import: now returns correct closing balance sign in transactions summary
Import: default initial/reference balance is now the latest known balance before first transaction in imported file

Web App 1.9.0: Import confirmation, payment statuses and an easier date picker

2025-12-26T00:00:00.000Z

Features

Import: add confirmation dialog before importing transactions
Payment: add payment status information in payment list
Chart of Account: now auto-saves changes
Import: separate starting and closing balances in bottom toolbar for easier statement review

Bug fixes

Accounting: set correct bank account code when using bulk approval
Date Picker: more convenient display with month/year dropdown
Date Picker: fixed week display glitch
Navigation: sidebar menu in workspace settings is now scrollable

Core Services 1.176.0: Rule-based cash coding and chart of accounts export

2025-12-26T00:00:00.000Z

Features

Accounting: rule based cash coding
Import/Export: align transaction import and export formats (CSV)
Accounting: export capability for chart of accounts

Web App 1.8.0: Better French translations in the profile and the settings

2025-12-18T00:00:00.000Z

Features

I18N: Improved french translations in user profile and workspace settings

Web App 1.7.0: Owners can promote owners, with counterparty and chart of accounts fixes

2025-12-17T00:00:00.000Z

Bug fixes

Collaborators: Allow workspace owners to promote and demote other owners
Counterparty: fixed alphanumeric ordering of counterparties in grid and list
Counterparty: support special characters like Œ in the address
Chart of Account: missing tax types in the default Swiss SME chart of account

Core Services 1.175.0: A demo workspace, co-owners and stricter duplicate detection

2025-12-17T00:00:00.000Z

Features

Collaborators: Allow workspace owners to promote and demote other owners
Workspace: New demo workspace to better showcase platform features
Open banking: Improve multi-consents support when re-using same banking credentials several times
Import: Stricter transaction duplicate detection when importing data to offline bank accounts

Bug fixes

Import: Allow same amount and instructed amount on import
Counterparty: fixed alphanumeric ordering of counterparties in grid and list
Export: set correct value in TVA method column (tva_meth) for Winbiz export
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

Web App 1.6.0: PDF splitting for large files and restorable counterparties

2025-12-11T00:00:00.000Z

Features

File upload: Add PDF splitter functionality for large files in workspace files view
Counterparties: Add a new faceted filter to find deleted counterparties
Counterparties: Ability to restore a deleted counterparty

Bug fixes

Forms: Improved line clamping and overflow on file input label

Core Services 1.174.0: Restore deleted counterparties and split large PDFs

2025-12-11T00:00:00.000Z

Features

Counterparty: restore deleted counterparties
File upload: PDF splitting functionality for large and aggregarted files
Open banking: auto clean bank account transactions that remain in pending state and not delivered by the service provider anymore

Bug fixes

Cash coding: now correctly saves the suggestion description when confidence is high
Open banking: skip payment consents check if no payment feature is available for a service provider