Description
See the historical SoftLedger release notes below. This page is updated periodically with the SoftLedger product releases.
TABLE OF CONTENTS
- Description
- Release Notes
- (April 2024)
- (March 2024)
- (February 2024)
- (January 2024)
- (December 2023)
- (November 2023)
- (October 2023)
- (September 2023)
- (August 2023)
- (July 2023)
- (June 2023)
- (May 2023)
- (April 2023)
- (March 2023)
- (February 2023)
- (January 2023)
- (December 2022)
- (November 2022)
- (October 2022)
- (September 2022)
- (August 2022)
- (July 2022)
- (June 2022)
- (May 2022)
Release Notes
(April 2024)
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)
Noc 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
August 2nd, 2023
(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
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
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