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            Release Notes

            Created by Travis Lander, Modified on Thu, 10 Oct at 1:12 PM by Sanjayan Arulsakaran

            Description

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


            TABLE OF CONTENTS


            Release Notes

            (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

            • 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, location.id and intercompany location.id 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 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


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