Description

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

TABLE OF CONTENTS

Release Notes


(May 2023)


May 11th, 2023

  • APIv2 Updates
  • Bug fixes & improvements

May 11th, 2023

  • Filter added on Bill ID in Journals Table view
  • Bug fixes & improvements

May 10th, 2023

  • Consolidation Toggle Option added when running a Trial Balance (GL Summary)
  • Bug fixes & improvements

May 4th, 2023

  • Crypto Sync (Beta) Frontend complete - (Auth/Tenant Picker/Account)
  • Bug fixes & improvements

(April 2023)


April 18th, 2023

  • Intercompany Journals created from Intercompany Bills and Invoices now include Tax Amounts
  • Bug fixes & improvements

April 10th, 2023

  • Enhanced format balances in RecV2 (Beta)
  • Bug fixes & improvements

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)
  • Bug fixes & improvements

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
  • Bug fixes & improvements

March 21st, 2023

  • Bug fixes & improvements

March 16th, 2023

  • Additional filters added to Reconciliation V2 (Beta) (reconcile true/false, reference, description)
  • Bug fixes & improvements

March 14th, 2023

  • Updates to Trial Balance Report, 
  • Bug fixes & improvements

March 13th, 2023

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

(February 2023)


February 24th, 2023

  • Ability to delete a Draft Journal from the Financial Ledger when viewing the Journal Detail page.
  • Bug fixes & improvements

February 21st, 2023

  • Filter drop down is now alphabetized for all pages
  • Recurring Documents article now linked Recurring Journals, Recurring Invoices, & Recurring Bills.
  • Bug fixes & improvements

February 7th, 2023

  • Set Full Access User Roles & Default Roles for newly added users
    • Admin, AP, AR, Cash Mgmt, Crypto, Financial, Inventory, Reports, & Production
  • Bug fixes & improvements

February 2nd, 2023

  • Consolidation toggle added in AR/AP Aging Reports
  • Bug fixes & improvements

February 1st, 2023

  • Accounting years are now required to post journal entries
  • Bug fixes & improvements

(January 2023)


January 24th, 2023

  • The Stock summary page now includes the total cost basis of each item in each warehouse.
  • Bug fixes & improvements

January 20th, 2023

  • Recurring Doc job status visibility added to the UI
  • Vendor export now includes EIN/SSN
  • Bug fixes & improvements

January 17th, 2023

  • Ability to auto-calculate the unbalance amount between debit and credit amounts when creating a journal.
  • Sandbox Updates
  • Bug fixes & improvements

January 16th, 2023

  • Bug fixes & improvements

January 10th, 2023

  • NEW INTEGRATION: Expensify integration (beta)
  • Bug fixes & improvements

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
  • Bug fixes & improvements

December 19th, 2022

  • Recurring Jobs Service
  • Bug fixes & improvements

December 16th, 2022

  • Recurring Docs updated
  • Bug fixes & improvements

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
  • Bug fixes & improvements

(November 2022)


November 28th, 2022

  • Export FX Rates 
  • Bug fixes & improvements

November 25th, 2022

  • FX rate export: API endpoint
  • Bug fixes & improvements

November 22nd, 2022

  • Default crypto decimal precision is set to 10 for new tenants
  • Bug fixes & improvements

November 17th, 2022

  • New Inventory Item type added - Direct Purchase Only
  • Bug fixes & improvements

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'
  • Bug fixes & improvements

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
  • Bug fixes & improvements

November 4th, 2022

  • Indexes added to shipment receipts table
  • Bug fixes & improvements

November 2nd, 2022

  • Quick filter - Add filter by right-clicking on the column header
  • Audit Log Enhancement - User access updates/deletions/additions
  • Bug fixes & improvements

(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
  • Bug fixes & improvements

October 17th, 2022

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

October 13th, 2022

  • Default GL Accounts per Vendor when creating Bills
  • Bug fixes & improvements

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
  • Bug fixes & improvements

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
  • Bug fixes & improvements

(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
  • Bug fixes & improvements

September 15th, 2022

  • Bulk journal upload support for optional eliminations
  • Bug fixes & improvements

September 12th, 2022

  • Consumable inventory Item Type added
  • Bug fixes & improvements

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
  • Bug fixes & improvements

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
  • Bug fixes & improvements

(August 2022)


August 19th, 2022

  • Admin site usage enhancements
  • Bug fixes & improvements

August 18th, 2022

  • Posting date added to bill detail page
  • Bug fixes & improvements

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
  • Bug fixes & improvements

August 9th, 2022

  • Exports now use date format if in a date column
  • Ability to add attachments for crypto transactions
  • Bug fixes & improvements

(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
  • Bug fixes & improvements

July 22nd, 2022

  • Audit Logs - update to add detail for crypto dimensions
  • Bug fixes & improvements

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
  • Bug fixes & improvements

July 14th, 2022

  • Ability to edit POs that are partially fulfilled
  • Bug fixes & improvements

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
  • Bug fixes & improvements

July 3rd, 2022

  • APIv2 Docs - update filtering section to respect filter and filterType detail
  • Bug fixes & improvements

(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
  • Bug fixes & improvements

June 24th, 2022

  • API Docs financials
  • Welcome email sent to new users of SoftLedger
  • Bug fixes & improvements

June 20th, 2022

  • Additional Sales Order visibility in the Purchase Order module
  • Bug fixes & Improvements

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
  • Bug fixes & improvements

June 14th, 2022

  • API docs APIv2/fxrevalue
  • Bug fixes & improvements

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
  • Bug fixes & improvements

June 9th, 2022

  • When creating a reversal Journal Entry in the UI, the notes field is set to indicate reversal
  • Bug fixes & improvements

June 8th, 2022

  • API docs crypto-transactions
  • Migrate APIv2 to Nodejs v16
  • Bug fixes & improvements

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
  • Bug fixes & improvements

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
  • Bug fixes & improvements

May 11th, 2022

  • Webhooks added for stock adjustments, transfers, and shipment receipt line voids
  • Bulk Item Upload for Vendor Part Number added
  • Bug fixes & improvements

May 6th, 2022

  • SO IDs now visible for Purchase Order View Lists and Details
  • Bug fixes & improvements