Create Reconciliation Statements to reconcile bank statement balance to ledger account balances - see article

Sort the Journal Lines table by Description

Bank Transactions table includes a Reconciled=YES/NO filter to be able to hide previously reconciled bank transaction lines in view - see article

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

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

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

UI to block submitting Journal when a single journal line has both a debit and a credit

Improvement to hide Periods for entering Consolidation Rates for Periods in the future

Bank Transactions page includes Start/End Date selection, search on ledger account name/number, bank account name/number

New dropdown selection windows that include better type to search, autocomplete on tab, display of current selected value

Enhanced Bank Accounts (formerly Link Banks) - Article

Enhanced Bank Transactions (formerly Bank Feeds) - Article

Additional audit logs for adding and removing bank accounts, and other bank account/feed actions

Released a Typescript Software Development Kit (SDK)

Enhanced Reporting - Comparative Trial Balance - Article

Enhanced Budget Creation - Article

Enhanced Budget vs. Actual Reporting - Article

Enhanced Reporting - Unconsolidated Cash Flow Statement - Article

Enhanced Reporting - Account Balance in Any Currency - Article

Enhanced Reporting - upgrade to display of Ledger Account by Dimension Report

Support for Single Sign On (SSO)

New Authentication Capabilities

Custom Currency Support

Users can delete Consolidation Rates

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

Warehouse Items Custom Field support

User Defined FX Rate capability, Enhanced Reporting

Support Spot Rate, Weighted Average, and Historical Average Consolidation

Reporting by Dimension, Enhanced Reporting

Add additional fields to Items in Warehouse Stock Summary

Update Crypto Transaction directly from Journal Entry

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.

Bug Fixes & Performance Updates

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

Bank Feed Rules | Create rules to automatically categorize and code ledger.accounts for transactions

Financial Reporting Performance updates ~ 30% faster

Expensify Integration Launched in SoftLedger MarketPlace

Update Stock Adjustment Transaction Dates to use Full Timestamp

Enhanced API Key/Credential management

Digital Asset Transaction - more informational upload error messages

Invoice & Bill Uploads limited to 200 lines per document

Direct Purchase - No Adjustments

Filter Invoice page by System Job

Enhanced Error Handling on Build Crypto Journals

Enhanced Direct Purchase Order features

Document level edit deprecated and enhanced with in-line edit

Time Zone Context added to System - See Article

ExternalId & ExternalSource available for Locations in the UI (API use-case)

Performance Enhancements with APIv2 updates

Performance Enhancement with APIv2 updates

Total line item counts - made available on all Data Table Pages

Improved Error messaging to enhance troubleshooting

Performance Enhancement with APIv2 updates

Performance Enhancements with APIv2 updates

Performance Enhancements with APIv2 updates

Payments against Unapproved Bills (Restricted Beta Release)

Enhanced API Documentation for Developers

Performance Enhancements with APIv2 updates

Status Page https://status.softledger.com/

Purchase Order Edit UX change

Performance Enhancements with APIv2 updates

Performance Enhancements with APIv2 updates

Performance Enhancements with APIv2 updates

Performance Enhancements with APIv2 updates

Performance Enhancements with APIv2 updates

Crypto Cost Basis Calculation Enhancements

Performance Enhancements with APIv2 updates

Improve performance for Crypto Unpick Costlayers query to enhance Cost Basis function speed

Prismatic App Marketplace and Integration Designer (Beta)

Create Report Groups on bulk upload of Ledger Accounts

Always post tax journal line if TaxCode is set

Shipment Receipts: add posted Date

Bulk Updates on All Tables

Purchase Order UI updates

AR Customer Statements - Added Invoice Reference Field

Crypto: Improved visibility into Realized Gain / Loss from Fees

Print Checks for Batch Payments (For Single Vendor)

Add IC location to Bill Detail Page

Crypto Cost basis enhancements (BETA) - Article

AR Customer Statements - PDF - Article

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

Crypto Sync enhancements

Bulk Delete availability across the platform

More user friendly error messages

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

Reports > Financials: Refresh button has been added

Crypto Module: Coins now have CustomFields.

Crypto Sync: Transaction search has been updated to use the transaction hash.

New support article for Reconciliations/Statements.

Crypto Sync: Public Address and TxHash is now available in the product itself.

Bulk upload support docs have been updated.

Journal line level eliminations: ui & API v2 updates/changes.

The chat widget has been moved to the bottom left-hand corner in the ui.

Recurring Documents: Out of Beta, available to all customers

AP Payment Object now linked to Batch Object

Restrict Intercompany Transaction, location.id and intercompany location.id cannot be the same

Toggle added for Created status in Aging Reports

Batch Payments (Beta) - AP workflow, contact support@softledger.com to request

Crypto Sync now shows number of transactions at the top of the page

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)

APIv2 - batch - approve

APIv2 - Updated v2/payments handling for batch payments

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

Ability to bulk update Vendor and Reference field from the bank feed

APIv2 - feature flag + database updates

Crypto Sync Update: Sort by Date default

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.

Controls for Cumulative Translation Adjustment Default Account set up

Audit Logs for API actions to includes user details

APIv2 Update: Extra routes for entity-specific transactional data added

Filter added on Coins Page

Crypto Sync Updates (Beta)

Plaid > SoftLedger integration updates
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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.
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Filter now includes Bill ID in Journals Table view

Consolidation Toggle Option added when running a Trial Balance (GL Summary)

Crypto Sync (Beta) Frontend complete - (Auth/Tenant Picker/Account)

Intercompany Journals created from Intercompany Bills and Invoices now include Tax Amounts

Enhanced format balances in RecV2 (Beta)

Users can now filter by "Type" on the Systems Jobs page

AP Account now displays on the Bill Detail report

"Dashboards" tab has been changed to "Analytics" (Beta)
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Rate limits added APIv2 Endpoints

CompanyName field in Email Subject/Body now pulls from the Entity Name under Location Settings

Additional filters added to Reconciliation V2 (Beta) (reconcile true/false, reference, description)

Updates to Trial Balance Report,

Custom Dimension Name & ID fields added to Journal Report as an option in Edit Display

Ability to delete a Draft Journal from the Financial Ledger when viewing the Journal Detail page.

Filter drop down is now alphabetized for all pages

Recurring Documents article now linked Recurring Journals, Recurring Invoices, & Recurring Bills.

Set Full Access User Roles & Default Roles for newly added users

Consolidation toggle added in AR/AP Aging Reports

Accounting years are now required to post journal entries

The Stock summary page now includes the total cost basis of each item in each warehouse.
​

Recurring Doc job status visibility added to the UI
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Vendor export now includes EIN/SSN

Ability to auto-calculate the unbalance amount between debit and credit amounts when creating a journal.
​

Sandbox Updates
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NEW INTEGRATION: Expensify integration (beta)
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NEW FEATURE: Analytics Dashboards (beta)
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Direct Returns: added action to combine "unfulfilled" & "Return" for direct orders
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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

Recurring Jobs Service

Recurring Docs updated

Recurring Jobs database changes

Recurring Jobs SQS queue architecture change

Bug fixes & improvements

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
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Export FX Rates

FX rate export: API endpoint

Default crypto decimal precision is set to 10 for new tenants

New Inventory Item type added - Direct Purchase Only

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'

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

Indexes added to shipment receipts table

Quick filter - Add filter by right-clicking on the column header

Audit Log Enhancement - User access updates/deletions/additions

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
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Multi-select filter added to Purchase Order detail page to filter by Purchase Order status
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Forex revaluation performance improvements

Default GL Accounts per Vendor when creating Bills

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
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Offer warning when user Selects account at a non-Global location in Report Editor screen

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

Crypto location context - UI updates

Restrict close for Financial/AR/AP module if there are draft journals for that period
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Crypto decimal precision setting - Ability to set and view (r/s/f) Price(s) on transactions

Bulk journal upload support for optional eliminations
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Consumable inventory Item Type added

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

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

Admin site usage enhancements

Posting date added to bill detail page

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

Exports now use date format if in a date column

Ability to add attachments for crypto transactions

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

Audit Logs - update to add detail for crypto dimensions

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

Ability to edit POs that are partially fulfilled

Currency selector added to Financials report

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

APIv2 Docs - update filtering section to respect filter and filterType detail

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

API Docs financials

Welcome email sent to new users of SoftLedger

Additional Sales Order visibility in the Purchase Order module

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

API docs APIv2/fxrevalue

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

When creating a reversal Journal Entry in the UI, the notes field is set to indicate reversal

API docs crypto-transactions

Migrate APIv2 to Nodejs v16

When receiving an item users now have the option to update that item's default purchase price to the received price.

Rewrite API gateway in go

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

Webhooks added for stock adjustments, transfers, and shipment receipt line voids

Bulk Item Upload for Vendor Part Number added

SO IDs now visible for Purchase Order View Lists and Details

Bug fixes & improvements