See the historical SoftLedger release notes below. This page is updated periodically with the SoftLedger product releases.


Release Notes

(July 2024)

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

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

  • Add IC location to Bill Detail Page
  • Crypto Cost basis enhancements (BETA) - Article 
  • AR Customer Statements - PDF - Article

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, and intercompany cannot be the same
  • Toggle added for Created status in Aging Reports

July 24th, 2023

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 and intercompany
  • 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