Upgraded our navigation experience including navigation search, enhancements to keyboard shortcuts, and an intuitive navigation menu with collapsible sections

Released a beta version of our new revenue recognition experience for all new users, including configurable policies, invoice → revenue policy application workflows, and reports for verifying the accuracy of outputs

Released a beta version of payment processor (Stripe) and revenue recognition subledgers to enhance user control over posting timing, reduce the volume of general ledger entries, and improve review workflows

Enabled editing of posted invoices, including: invoice date, due date, customer, memo, product/service, line item description, line item category, line item revenue schedules, and new line items

Released new vendor management features, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more

Released an entirely new customer management feature, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more

Enhanced the Rippling payroll integration with an updated Rippling API

Added pagination to the Transactions page for improved load times and quicker navigation

Released a newer version of the Transaction Detail pane with an easier to use interface and collapsible sections. Users can now interact with the Transactions table while having the detail pane open

Added guidance for users on treasury account reconciliations when transactions are missing