Corrected historical GL code display so that transactions now reflect the GL codes that were active at the time tags were applied, ensuring accurate historical reporting.

Resolved a GL code filtering issue so that Credit and Debit GL Code fields now correctly align with their respective values, ensuring accurate filtering and query results.

Improved report table consistency, with column ordering now consistent across all grouping configurations in report data tables.

The transactions endpoint now supports filtering by GL Code.

Fixed an issue where deleting manual transactions didn’t always update related virtual account balances.

Improved performance when loading and refreshing Cash Positioning.

Loading indicators in snack reports now display more consistently.

Dates in emailed reports now match the language and format of the person who scheduled them.

Fixed an issue that could cause errors when creating payments from saved templates.

Grouped data now appears in the correct order when viewing information in a grid.

Fixed missing total column values in grid mode.

Bulk Review / Approval Enhancements — Users can now review and take action (approve, reject, release) on up to 100 payments at once. This reduces the need to open and process each payment individually, helping teams move through approvals and releases more efficiently, especially when managing high payment volumes.

New Group By Fields — Added support for grouping by additional Supplemental Entity fields (Entity Code and Entity Tax ID), providing more flexible reporting and analysis options aligned to key entity identifiers.

Resolved an issue that prevented users from updating a balance attribute, restoring expected balance management behavior.

Added balance source fields and improved “balance is filled” detection, increasing visibility into balance origins and reducing confusion around missing or incomplete balance data.

Fixed a bug causing incorrect value dates to appear on payments.

Resolved performance issues causing page load delays across the Home Page, Balances, and Entities modules.

Fixes a bug where virtual account transactions were not respecting transaction TQL in statements.

Fixes a bug in statements generation that was causing statement version creation/refreshing to fail for statements using virtual account transactions with TQL filters pointing at transaction level fields.

Fixes a bug in virtual accounts where manual transaction tagging doesn't propagate to affected virtual account balances.

Adds an index on the balances table along with a custom aggregate function.

Fixes a bug in balances deletion.

Fixes a balance bug where a balance backfill is done but older filled balances are not updated.

Fixes a bug in balance deletion causing some balances that match filters to be missed in the deletion.

AI Insights — Introduces enhancements to AI-driven insights, improving visibility and usability of intelligent recommendations across the platform.

AI Chat Overhaul — Significant improvements to AI Chat functionality, enhancing performance, responsiveness, and overall user experience.

Balances Analysis Performance Improvements — Reworked the Balances Analysis experience to deliver faster load times and more efficient data processing.

Statement Column Preferences — Users can now define and persist column preferences on completed statements, allowing for more customized views

Fixed an issue where manual tags were being unintentionally removed due to a tagging bug.

Fixed a statements bug causing timeouts.

Fixed a statements bug causing transactions to be missed.

Adds tracking of transactions that were manually GL Tagged.