Release Notes - 2025 (Updated thru February)

Learn about newly released product features.

February 2025

Version 25.02

Manage Labels to rename System Accounts

  • Rename more System Account Categories such as Bank Accounts or Retained Earnings

Updated Tile Legend Labels

  • Updated Tile legend formatting to SERIES | SOURCE

January 2025

Version 25.01

Report Multi-Column Groups


AutoForecast Beta Label is removed

 

Tolerance threshold in determining whether the Balance Sheet is Out Of Balance

  • The Balance Sheet is occasionally out of balance by small amounts (e.g., $0.01–$0.12).
    We are introducing a tolerance threshold to account for these minor rounding differences. Allowing small, predefined variances ensures the Balance Sheet remains balanced without overcomplicating the system.