Description
See the historical SoftLedger release notes below. This page is updated periodically with the SoftLedger product releases.
Release Notes
(March 2025)
March 27th, 2025
Bank Transactions table includes a Reconciled=YES/NO filter to be able to hide previously reconciled bank transaction lines in view - see article
March 26th, 2025
Income Statement can be split by Dimension, such as Cost Center - see article
Comparative Income Statement includes a Total column for Monthly and Quarterly comparisons - see article
March 20th, 2025
Enhancement to the Draft Journals table to increase row limit to 1,000 rows, meaning users can approve or delete 1,000 Journals at a time
March 12th, 2025
Native integrations with crypto subledger partner - NODE40
Enhancement to Tables across the product to pin, drag and drop, extend rows to 1,000, and other improvements
Saved Views enhancement to set a view as Default, as well as allow Views to be Public or Private
Saved Views to include columns in view, column order, filter, sort, and row number
Save Views on drill-in balances from Reports on Journal Lines pages per Report
March 5th, 2025
UI to block submitting Journal when a single journal line has both a debit and a credit
March 4th, 2025
Improvement to hide Periods for entering Consolidation Rates for Periods in the future
(February 2025)
February 26th, 2025
Bank Transactions page includes Start/End Date selection, search on ledger account name/number, bank account name/number
February 20th, 2025
New dropdown selection windows that include better type to search, autocomplete on tab, display of current selected value
February 13th, 2025
February 6th, 2025
Released a Typescript Software Development Kit (SDK)
(January 2025)
January 21st, 2025
Enhanced Reporting - Comparative Trial Balance - Article
January 9th, 2025
Enhanced Budget Creation - Article
Enhanced Budget vs. Actual Reporting - Article
Enhanced Reporting - Unconsolidated Cash Flow Statement - Article
Includes Comparative format for comparing MoM, QoQ, YoY
Enhanced Reporting - Account Balance in Any Currency - Article
Enhanced Reporting - upgrade to display of Ledger Account by Dimension Report
(December 2024)
Dec 5, 2024
Support for Single Sign On (SSO)
(November 2024)
Nov 14, 2024
New Authentication Capabilities
(October 2024)
Oct 10, 2024
Custom Currency Support
(September 2024)
Sep 26, 2024
Users can delete Consolidation Rates
Sep 19th, 2024
User Defined FX Rates - Override system FX rate with custom foreign currency rate for Journal Entries
SoftLedger - Enhanced Reporting Module (Documentation to be released)
Crypto Transaction ID available to the Journal Entries
Sep 5th, 2024
Warehouse Items Custom Field support
(August 2024)
Aug 20, 2024
User Defined FX Rate capability, Enhanced Reporting
Aug 9th, 2024
Support Spot Rate, Weighted Average, and Historical Average Consolidation
Aug 6th, 2024
Reporting by Dimension, Enhanced Reporting
Aug 1, 2024
Add additional fields to Items in Warehouse Stock Summary
(July 2024)
July 25, 2024
Update Crypto Transaction directly from Journal Entry
July 9th, 2024
Bank Feeds - When creating bulk Journals from the Bank Feed, add Ledger Accounts/Reference/Vendor/All Dimensions (e.g. Cost Center, Products, Custom) for easy and efficient coding of bank transactions.
(June 2024)
June 27, 2024
Bug Fixes & Performance Updates
June 20, 2024
Custom Bank Feeds - Connect any bank account and upload a bank statement of transactions to create a live feed (helps cover banks that are not connected via Plaid)
Financials reporting will run significantly more performant through improved data caching
June 13, 2024
Bank Feed Rules | Create rules to automatically categorize and code ledger.accounts for transactions
June 6, 2024
Financial Reporting Performance updates ~ 30% faster
Expensify Integration Launched in SoftLedger MarketPlace
(May 2024)
May 23, 2024
Update Stock Adjustment Transaction Dates to use Full Timestamp
Enhanced API Key/Credential management
May 16, 2024
Digital Asset Transaction - more informational upload error messages
Invoice & Bill Uploads limited to 200 lines per document
May 9, 2024
Direct Purchase - No Adjustments
May 2, 2024
Filter Invoice page by System Job
Enhanced Error Handling on Build Crypto Journals
Enhanced Direct Purchase Order features
(April 2024)
April 25, 2024
Document level edit deprecated and enhanced with in-line edit
April 11, 2024
Time Zone Context added to System - See Article
ExternalId & ExternalSource available for Locations in the UI (API use-case)
April 4, 2024
Performance Enhancements with APIv2 updates
Draft Journals page performance enhanced
(March 2024)
March 21, 2024
Performance Enhancement with APIv2 updates
Total line item counts - made available on all Data Table Pages
Improved Error messaging to enhance troubleshooting
March 7, 2024
Performance Enhancement with APIv2 updates
(February 2024)
Feb 29, 2024
Performance Enhancements with APIv2 updates
Feb 22, 2024
Performance Enhancements with APIv2 updates
Feb 15, 2024
Payments against Unapproved Bills (Restricted Beta Release)
Enhanced API Documentation for Developers
Performance Enhancements with APIv2 updates
Status Page https://status.softledger.com/
Feb 8, 2024
Purchase Order Edit UX change
Performance Enhancements with APIv2 updates
(January 2024)
Jan 31, 2024
Performance Enhancements with APIv2 updates
Jan 18, 2024
Performance Enhancements with APIv2 updates
Jan 11, 2024
Performance Enhancements with APIv2 updates
Jan 4, 2024
Performance Enhancements with APIv2 updates
(December 2023)
Dec 21st, 2023
Crypto Cost Basis Calculation Enhancements
Performance Enhancements with APIv2 updates
Dec 7th, 2023
Improve performance for Crypto Unpick Costlayers query to enhance Cost Basis function speed
Prismatic App Marketplace and Integration Designer (Beta)
(November 2023)
Nov 30th, 2023
Create Report Groups on bulk upload of Ledger Accounts
Nov 22nd, 2023
Always post tax journal line if TaxCode is set
Nov 21st, 2023
Shipment Receipts: add posted Date
Nov 9, 2023
Bulk Updates on All Tables
Purchase Order UI updates
Nov 1, 2023
AR Customer Statements - Added Invoice Reference Field
Crypto: Improved visibility into Realized Gain / Loss from Fees
Print Checks for Batch Payments (For Single Vendor)
(October 2023)
Oct 19, 2023
Oct 5, 2023
Unsaved changes warning when navigating away from the browser page
Bank Feed visibility into Pending Transactions
Query up to 1000 rows of data via APIv2
(September 2023)
September 28, 2023
Crypto Sync enhancements
Bulk Delete availability across the platform
More user friendly error messages
September 21, 2023
Updates to Bulk Bill & Invoice Uploads, Tax Codes Supported
Updates to General Ledger Summary Exports, new Export Columns pop up
Share Financial Reports via URL
Financial Report Export now includes Entity Information
September 7th, 2023
Reports > Financials: Refresh button has been added
September 5th, 2023
Crypto Module: Coins now have CustomFields.
(August 2023)
August 29th, 2023
Crypto Sync: Transaction search has been updated to use the transaction hash.
New support article for Reconciliations/Statements.
August 28th, 2023
Crypto Sync: Public Address and TxHash is now available in the product itself.
Bulk upload support docs have been updated.
August 24th, 2023
Journal line level eliminations: ui & API v2 updates/changes.
August 23rd, 2023
The chat widget has been moved to the bottom left-hand corner in the ui.
August 17th, 2023
Recurring Documents: Out of Beta, available to all customers
August 2nd, 2023
AP Payment Object now linked to Batch Object
(July 2023)
July 28th, 2023
Restrict Intercompany Transaction, location.id and intercompany location.id cannot be the same
Toggle added for Created status in Aging Reports
July 24th, 2023
Batch Payments (Beta) - AP workflow, contact support@softledger.com to request
July 21st, 2023
Crypto Sync now shows number of transactions at the top of the page
July 20th, 2023
New ability to share URLs to specific journal entries.
New toggle on top of the Journal Report to hide/show elimination lines.
Restriction added for the creation of an Intercompany Transaction with the same location.id and intercompany location.id.
Batch ID's now show in lists & filters.
APIv2 - ability to delete batches. (only batches in Created status)
APIv2 - ability to void batches. (voids all payments in the batch and their journals)
July 13th, 2023
APIv2 - batch - approve
July 11th, 2023
APIv2 - Updated v2/payments handling for batch payments
July 10th, 2023
Crypto Sync: Filter added to sort by coin name
Crypto Sync: Added support for Deposits with fees
APIv2: added ability to search for batch payments
APIv2 endpoints added for creating and getting one batch
Crypto deposit w/fee - UI
(June 2023)
June 29th, 2023
Ability to bulk update Vendor and Reference field from the bank feed
APIv2 - feature flag + database updates
Crypto Sync Update: Sort by Date default
June 26th, 2023
Due Date field added in Bill Line List (Detail) page
Vendor Name and Vendor Credit Number are now added to Pay Bills Vendor Credit dropdown.
June 23rd, 2023
Controls for Cumulative Translation Adjustment Default Account set up
June 21st, 2023
Audit Logs for API actions to includes user details
June 19th, 2023
APIv2 Update: Extra routes for entity-specific transactional data added
June 13th, 2023
Filter added on Coins Page
Hide Zero Coin Toggle
Filters on Coins Table
June 12th, 2023
Crypto Sync Updates (Beta)
(May 2023)
May 30th, 2023
Plaid > SoftLedger integration updates
May 17th, 2023
Audit Logs updated to include more recurring job detail & _id value in the recurring document tables.
APIv2 Update - Dimension fields with inactive as a property now have a query param that toggles returning inactive.
May 11th, 2023
Filter now includes Bill ID in Journals Table view
May 10th, 2023
Consolidation Toggle Option added when running a Trial Balance (GL Summary)
May 4th, 2023
Crypto Sync (Beta) Frontend complete - (Auth/Tenant Picker/Account)
(April 2023)
April 18th, 2023
Intercompany Journals created from Intercompany Bills and Invoices now include Tax Amounts
April 10th, 2023
Enhanced format balances in RecV2 (Beta)
April 4th, 2023
Users can now filter by "Type" on the Systems Jobs page
(March 2023)
March 30th, 2023
AP Account now displays on the Bill Detail report
"Dashboards" tab has been changed to "Analytics" (Beta)
March 28th, 2023
Rate limits added APIv2 Endpoints
March 23rd, 2023
CompanyName field in Email Subject/Body now pulls from the Entity Name under Location Settings
March 16th, 2023
Additional filters added to Reconciliation V2 (Beta) (reconcile true/false, reference, description)
March 14th, 2023
Updates to Trial Balance Report,
March 13th, 2023
Custom Dimension Name & ID fields added to Journal Report as an option in Edit Display
(February 2023)
February 24th, 2023
Ability to delete a Draft Journal from the Financial Ledger when viewing the Journal Detail page.
February 21st, 2023
Filter drop down is now alphabetized for all pages
Recurring Documents article now linked Recurring Journals, Recurring Invoices, & Recurring Bills.
February 7th, 2023
Set Full Access User Roles & Default Roles for newly added users
Admin, AP, AR, Cash Mgmt, Crypto, Financial, Inventory, Reports, & Production
February 2nd, 2023
Consolidation toggle added in AR/AP Aging Reports
February 1st, 2023
Accounting years are now required to post journal entries
(January 2023)
January 24th, 2023
The Stock summary page now includes the total cost basis of each item in each warehouse.
January 20th, 2023
Recurring Doc job status visibility added to the UI
Vendor export now includes EIN/SSN
January 17th, 2023
Ability to auto-calculate the unbalance amount between debit and credit amounts when creating a journal.
Sandbox Updates
January 10th, 2023
NEW INTEGRATION: Expensify integration (beta)
January 3rd, 2023
NEW FEATURE: Analytics Dashboards (beta)
Direct Returns: added action to combine "unfulfilled" & "Return" for direct orders
(December 2022)
December 20th, 2022
Added ability to include Custom Fields on bulk uploads of Vendors in Dimension Uploads
Ability to pick a start date for CryptoSync, excluding any transactions before a specific date
Recurring Docs Templates UI changes
December 19th, 2022
Recurring Jobs Service
December 16th, 2022
Recurring Docs updated
December 14th, 2022
Recurring Jobs database changes
Recurring Jobs SQS queue architecture change
Bug fixes & improvements
December 5th, 2022
New feature flag per tenant to enable Recurring Documents
New feature flag per tenant to enable Dashboards
Direct item on a non-direct line item error is more user friendly
(November 2022)
November 28th, 2022
Export FX Rates
November 25th, 2022
FX rate export: API endpoint
November 22nd, 2022
Default crypto decimal precision is set to 10 for new tenants
November 17th, 2022
New Inventory Item type added - Direct Purchase Only
November 16th, 2022
Unused Crypto Cost Layers page added
Ability to create a Bill directly from the text in the PO notes field by hitting 'Copy To Bill'
November 9th, 2022
In the Financial module, users now have the ability to choose a single dimension for their Report Type when there are fewer than 20 selected
November 4th, 2022
Indexes added to shipment receipts table
November 2nd, 2022
Quick filter - Add filter by right-clicking on the column header
Audit Log Enhancement - User access updates/deletions/additions
(October 2022)
October 26th, 2022
Dimensions added as a field that can be bulk updated in Crypto Transactions
On the wallet creation page, the field labels for Deposit and Withdrawal Accounts now include descriptive text (debt side) or (credit side)
Default Financials have been renamed to "SoftLedger Default Balance Sheet" and "SoftLedger Default Income Statement"
Accounting Year creation process simplified
October 17th, 2022
Multi-select filter added to Purchase Order detail page to filter by Purchase Order status
Forex revaluation performance improvements
October 13th, 2022
Default GL Accounts per Vendor when creating Bills
October 7th, 2022
Amount Due column added as a filter in Cash Mgmt -> Pay Bills screen
Default Due Date setting per Vendor/Customer
Accounting years & periods start on the first of the month
Set default GL account to Pay Bills
Offer warning when user Selects account at a non-Global location in Report Editor screen
October 3rd, 2022
Support Fee Only Transactions | sQty allowed to = 0 if it's a withdrawal with fQty > 0
End User License Agreement (EULA) to new user sign-ups added
Additional PO and SO webhooks added
(September 2022)
September 20th, 2022
Crypto location context - UI updates
Restrict close for Financial/AR/AP module if there are draft journals for that period
Crypto decimal precision setting - Ability to set and view (r/s/f) Price(s) on transactions
September 15th, 2022
Bulk journal upload support for optional eliminations
September 12th, 2022
Consumable inventory Item Type added
September 7th, 2022
Year End Closing - Cumulative Translation Adjustment (FX)
Updates to the Default Income Statement to make expected credit balances show without brackets, as well as updated Report Group naming
September 1st, 2022
Ability to automatically split PO line items when partially received
Journal level Election to eliminate the financial impact of an intercompany journal entry at the parent of both locations used in the intercompany entry
(August 2022)
August 19th, 2022
Admin site usage enhancements
August 18th, 2022
Posting date added to bill detail page
August 16th, 2022
Differentiated icons for Create Journal and Create Cash Receipt
APIv2 - Crypto Summary Migration
(Do you want to save changes) or (Leave without saving) pop-up added
August 9th, 2022
Exports now use date format if in a date column
Ability to add attachments for crypto transactions
(July 2022)
July 31st, 2022
Bill bulk upload support for custom fields (not dimensions)
Tab to view related audit logs in SO/PO detail view added
External fields added to Warehouses
July 22nd, 2022
Audit Logs - update to add detail for crypto dimensions
July 19th, 2022
Export updates: numbers formatted as numbers, and dates formatted using system date format setting
Bulk Action "Create PO" for Re-ordering Stock added
Ability to edit all 6 Crypto Dimensions
Default system setting changed to ON for Hide Location from Financials
Posted Date and Invoice Date as filterable columns in Bill Pay Table added
July 14th, 2022
Ability to edit POs that are partially fulfilled
July 13th, 2022
Currency selector added to Financials report
July 11th, 2022
Webhook on shipment receipt added
Ability to review all transaction level reports in their posted currency so you can reconcile against external sources in that currency
Crypto Cost Basis Journal Entry Creation
Crypto Bulk Upload
Financial report start dates default to start of current accounting year
Added validation in Financials -> Location screen that prevents one from changing location currency if the accounting period is closed
Column Visibility is now sorted alphabetically & organized into columns
Document number set as attachment name when downloaded or sent over email
Ability to create a Cash Receipt from the Invoice Summary and Invoice Details page
July 3rd, 2022
APIv2 Docs - update filtering section to respect filter and filterType detail
(June 2022)
June 30th, 2022
Ability to create PO for Unfulfilled Line Items on Sales Orders
Notes in the Journal Report as a column filter added
All server-side exports replaced with paginated frontend downloads
CSV exports use order from UI
June 24th, 2022
API Docs financials
Welcome email sent to new users of SoftLedger
June 20th, 2022
Additional Sales Order visibility in the Purchase Order module
June 15th, 2022
Add the Location in Location Picker to the file name or at top of the Excel file of Trial Balance Excel export
Trial balance export now has the name and id of the location in the first row of the export
June 14th, 2022
API docs APIv2/fxrevalue
June 13th, 2022
Users can now choose what coins can be impaired
Export financials without report mappings
Financials Export button now has a side button with a drop-down to perform a "Summary Export"
Bulk Option of adding Cost Center when creating Journals from Bank Feed
June 9th, 2022
When creating a reversal Journal Entry in the UI, the notes field is set to indicate reversal
June 8th, 2022
API docs crypto-transactions
Migrate APIv2 to Nodejs v16
June 3rd, 2022
When receiving an item users now have the option to update that item's default purchase price to the received price.
(May 2022)
May 31st, 2022
Rewrite API gateway in go
May 25th, 2022
AP Aging performance improvements
Feature flag added per tenant which enables/disables impairment
Improved error codes for bulk upload journal entries with transaction date in the future
Bulk upload for Wallets
May 11th, 2022
Webhooks added for stock adjustments, transfers, and shipment receipt line voids
Bulk Item Upload for Vendor Part Number added
May 6th, 2022
SO IDs now visible for Purchase Order View Lists and Details
Bug fixes & improvements