Cash flow linking
We’ve made the direct cash flow more accurate when a cost is first booked to a pass-through balance sheet account, such as accruals.- Link one or more accrual transactions to a payment: select the transactions and search for the related payment
- The payment date and status are copied from the payment to the linked transactions and stay in sync if the payment changes
- Removing a link restores the original values
- Employees’ pension and unemployment insurance contributions now show correctly in cash flow, and all system adjustment entries follow double-entry bookkeeping
Row formatting
We’ve added row formatting to the template builder and tidied up the formula builder.- Format report rows directly in the template builder
- Subtotal formulas can update automatically when rows are added beneath them
- The formula builder toolbar is reorganized (Add, Format, Modify, Remove), and formula parts show as consistent chips
Library view & other improvements
- Library (new): browse all report templates on one page
- The Actions menu is consistent across all tables (Sort, Group, Filter, Label), and the Contracts page gets its own Actions menu and right-click menu
- Drill-down to transaction lines now also works with your own actual and budget columns
- List view grouping by quarter of year and half-year
- Account mapping: parent rows show their account range, accounts sort by number, the tree expands while dragging, and Shift-click selects a range of accounts
Bug fixes
- Budgeting: Delete targets the selected cell’s budget item, the Generating badge clears after changing an end date, and amounts load correctly when selecting an existing item
- Pasting multi-cell ranges works with new child rows, and cells are no longer marked as modified without a value change
- PNG, PDF and Copy as PNG exports work on single-table tabs, and using a formula as a chart data source no longer crashes the app
- Workspace Overview, List view and Budget options actions work again, and changing the date range or cadence refreshes the report data
- Multiple other fixes and visual corrections