SellAnalytix Changelog: The Latest Product Updates
July 2026
New Features
Amazon Fee Mapping
- Map unmapped fees directly from the Raw Amazon Finance Report
- Set fee name, description, and chart of account without leaving the report
- Works for AMZ Fees, Orders, and Refunds
- Respects your channel filter (Amazon.com when none selected)
Enhancements
- P&L report: new Learn more section
- Banking numbers: more consistent formatting across the app
- Improved the Banking Create page by adding a collapsible Manual Account form, providing a cleaner interface and making it easier to add manual accounts only when needed.
Bug Fixes
- Fixed an issue where disabled Plaid accounts could prevent transaction syncing for other enabled accounts within the same Plaid item. Enabled accounts now continue syncing as expected.
June 2026
New Features
- Report ready alerts — Get notified in the app when a background report is finished and ready to download
- Recent Downloads — View and re-download your last 25 exported reports from Settings
Bug Fixes
- Refund reports — Fixed incorrect data in the Raw Amazon Finance Report for refunds.
- Settlement filtering — Fixed costs are now included when filtering settlement IDs.
- Export queue threshold — Adjusted when reports switch to background generation so large exports run more reliably.
April 2026
New Features
- Ability to convert Journal Entry to Unit Cost – Easily allocate journal entry values to update product unit costs.
- Ability to convert Journal Entry to Bill Payment – Quickly transform journal entries into bill payments for more flexible accounting workflows.
- AI Reconcile
- – Automatically matches transactions between bank statements and journal entries
- – Clearly highlights matched transactions for faster review
- – Add new journal entries instantly—right from the reconcile page
- – Preview uploaded PDF bank statements with a convenient quick-view panel
Enhancements
- Improved P&L Export Report – Enhanced export performance and data clarity for easier financial analysis.
- Ads Campaign Details Page – Added a date range filter to help you analyze campaign performance across custom time periods.
- Journal Entry Page – Introduced a date range filter for faster and more precise record searching.
- Better Handling of Amazon Grade & Resell Fees — improved how fixed costs are mapped by adding detailed descriptions for Grade and Resell Fees — Amazon charges applied when items are inspected and relisted instead of being returned or disposed.
- Improved Report Consistency — Enhanced formatting and consistency across reports, including Return Reports and Stock Reports, making them easier to read and analyze
- Expanded Date Range Filters — Added more date range filters across various reports and pages, giving you better control when analyzing your data
March 2026
New Features
- Collapsible sidebar menu for a cleaner interface and easier navigation..
Enhancements
- Faster Amazon order syncing to keep your data up to date more quickly.
- Added Seller Central link to Amazon connected accounts for easier access.
- Order Fees Report now displays SKUs and quantities for each order.
- Added a date range filter to the Raw Return Analysis Report for more flexible reporting.
- Improved AI Chat with enhanced functionality and stability, ensuring it now works more smoothly and consistently.
Improve system performance, maintainability, and reliability of reports.
Bug Fixes
- Removed duplicate Amazon Ads campaigns and fixed related PnL reporting issues.
- Prevented duplicate bank accounts when importing transactions from Plaid.
- Fixed Journal Entries report download.
February 2026
New Features
- Enabled persistent sessions with a “Remember Me” option on the login page.
- Added date range filter to the Bills page.
- Added default date range when exporting orders.
- Implemented Promotional Rebates mapping for both categories across all users.
Enhancements
- Improved bank balance report chart consistency and amount formatting.
- Banking Ledger — Improved balance display formatting for clearer readability
- Inventory — Enhanced number formatting across inventory views
- Orders Export — Added date range filter and set “Match Seller Central Timezone” to checked by default for accurate reporting
- Enhanced eCommerce Transactions Table – Improved readability by wrapping text and limiting the width of the Account column for a cleaner, more organized layout.
- Resolved Duplicate Chart of Accounts Subtypes – Fixed an issue causing duplicate account subtypes to appear, ensuring more accurate financial categorization.
- Improved Product Display on Recipes Page – Updated the product layout for better clarity and easier navigation when managing recipes.
- New Toggle for Product Recipe Names – Added a convenient toggle option to show or hide product recipe names, giving you more control over how information is displayed.
Bug Fixes
- Scheduled a cleanup job to remove duplicate bank balance records.
- Ensured Amazon Ads campaigns from secondary profiles are no longer missed.
January 2026
New Features
- Image Visualizer Report – Gain clearer insights with visual representations of your data
- FBA vs. Non-FBA Orders Report – Easily compare performance across fulfillment methods
- Quick Image Preview in Inventory Sales Data – Instantly view product images on hover
- Monthly Balance Sheet Export – Export balance sheets by month for easier financial tracking
- Bookmark Report Feature – Users can now bookmark favorite reports for quick access.
- Sales Over Time Report – Totals Added – Added total calculations to the Sales Over Time report for clearer insights.
- Added Recipe Mappings Report to provide better visibility and control over recipe-to-account mappings
Enhancements
- Sticky Header for Balance Sheet Report – Improved navigation when reviewing large reports
- Bulk Update – Select All Entries – Improved bulk update functionality with a “Select All” option.
- Relabeled “Refund Positive Principal” as “Promotional Rebates Refunds” for clearer and more intuitive reporting
- Added support for promotional rebate refund fees to improve refund accuracy
- Introduced a migration for additional mappable fees, including a default chart of accounts setup
Bug Fixes
- Mobile Logo Display Fix – Resolved an issue where the logo was not displaying correctly on mobile devices.
- Banking Tab Keyboard Navigation Fix – Fixed an issue where the modal automatically opened when navigating via the Tab key
- Added quantity validation during bill creation to prevent input errors and improve data accuracy
December 2025
New Features
- Added AI-powered summaries for banking transactions
- Included PPC spend in the Inventory Analysis chart for clearer cost insights
- Added PPC metrics display on the Inventory page.
- Company Switcher Enhancement – Seamlessly switch companies while staying on your current page.
Enhancements
- Updated Unit Cost Import to use Bill ID instead of Order Number for clearer mapping.
- Improved Demo Data – Updated demo seeders with more accurate commissions, COGS values, and product pricing.
- Balance Sheet Sorting Update – Refined sorting logic for clearer and more reliable financial reporting.
- Inventory Forecasting Upgrade – Added purchase recommendation displays to help you plan inventory with confidence.
Bug Fixes
- Improved handling of disposal orders to eliminate confusion in sales reporting
- Fixed AI Summary banking transaction Google link — it now redirects directly to search results instead of the search bar.
- Fixed Return Refund totals to correctly match the By Products list.
November 2025
New Features
- COGS Over Time Report – Introduced a toggle to switch between COGS and total unit cost per product, giving users a clearer view of cost breakdowns..
- Added the ability to automatically fetch the Amazon seller name when connecting SP-API credentials.
Enhancements
- COGS Over Time Report – Added direct links to Bills and SKUs, improved date formatting consistency, and now display the associated Order ID for better traceability.
- Banking Transaction Report – Implemented linking of bank transactions to their corresponding journal entry IDs, and improved the visibility of journal numbers with accurate status indicators.
- Banking Transaction Report – Added support for navigating from bank accounts to the Ledger Summary report with the correct date range automatically applied.
- Global Search – Added Ledger Summary as a searchable item for quicker access.
- Resolved an issue causing duplicate refund fees on the Refunds page.
- Improved timezone handling in the Raw Returns Report date filter to ensure accurate total refund amounts in the Return Report Summary
October 2025
New Features
- Multi-Company Login: You can now log in and manage multiple companies within a single account.
Enhancements
- Ledger Summary Report: Added Journal Entry ID display for easier tracking and cross-referencing of financial records.
- Improved formatting for Days Listed Since Start display
- Expanded country selection options when creating a new vendor
- Auto Ledger: Improved date filter and Profit & Loss view report button.
- Advertising Page: Enhanced date range filter for better usability.
- COGS Planning Settings: “Ignore Bills” is now checked by default.
Bug Fixes
- COGS Report: Resolved an issue where products without COGS were appearing in the Missing COGS report.
- Bill-to-Products Sync: Fixed a bug preventing bills from correctly linking to products, ensuring they now appear properly on the Unit Costs page.
- Manual Banking Transactions Pullout Error Handling: Added better error handling for manual data pullouts. If your account has expired, you’ll now be notified to relink it to continue fetching transactions.
- Ledger Summary Report: Added a Starting Balance link that directs to the earliest transaction.
- Ledger Summary Export: Fixed the debit/credit ending balance calculation and included the Starting Balance in the exported report.
- Bulk Update Journal Entries: Added a quick navigation link back to the Ledger Summary Report.
- Missing COGS Filter: Fixed the missing date range filter for COGS Reports.
- Orders Export Report: Corrected the price display and improved the ROI format.
- Vendor Creation: The Name field is now the only required field when creating a new vendor.
- Inventory Analysis Chart: Fixed the date filter issue.
- Resolved an issue causing duplicate bank accounts during Manual Pull Bank Transactions
- Fixed saving of payment account during Import Unit Cost.
- Corrected cost price calculation on the Unit Cost page.
- Fixed Plaid Bank Accounts to sync with the correct account number when relinking.
- Resolved bill amount formatting issue when editing bills.
- Fixed Estimated PPC Fee input calculator.
September 2025
New Features
- Journal entries now display the Chart of Accounts for each account, improving clarity and transparency.
- Bank Accounts Notes: You can now add notes to bank accounts for easier tracking and context.
Enhancements
- Added the ability to include notes when creating bills for better tracking and context.
- Added a default date range filter to Banking Transactions for quicker access.
- Displayed COA Codes in Auto Journal Items for better clarity.
- Improved the Unit Cost creation and update flow, ensuring no duplicate unit costs are linked to the same bill.
- Introduced a Quick View option to preview journal entry details directly on the Bulk Journal Entry page.
- COGS Report: Improved amount formatting for better consistency.
- Unit Costs: Refreshed UI for viewing and editing unit costs, now showing details like bill SKUs, quantities, and prices.
- Journal Entry: Updated UI for a cleaner and more seamless refresh experience.
- Refined Bills page UI for a smoother and more intuitive experience
- Added direct links to Audit Reports for quicker access
Bug Fixes
- Fixed an issue where journal entry details were not loading correctly on the reconcile page.
- Fixed inventory counting by excluding future supply to ensure accurate totals
- Stopped transaction fetching from deleted bank accounts to prevent errors
August 2025
New Features
- Introduced a “Quick Refresh” button for instant data updates in Auto Journal Entry.
- Clearer Insights: Improved readability of the “Last Updated” data.
Enhancements
- Faster Performance: Optimized the Unit Costs page for quicker loading times.
- Clearer Insights: Improved readability of the “Last Updated” data.
- Smarter Filtering: Continued improvements to filter consistency, including enhancements to the date range filter.
- Added a date range filter to the Reconcile page for more flexible data viewing.
- Enabled automatic bank account preselection when navigating from the Banking page to the Reconcile page, streamlining your workflow.
- Improved journal entry file naming and included bank account details
- Updated “Update Bank Connection” button color for better visibility
- Redirect users to their intended URL after login for a smoother experience
- Enhanced vendor management: streamlined process for adding new vendors, including bulk addition
Bug Fixes
- Resolved issue with loading subtypes when editing the chart of accounts
- Added missing breadcrumbs to the journal entry view for easier navigation
- Eliminated duplicate descriptions in journal entry exports
- Corrected P&L percentage calculations for accuracy
July 2025
New Features
- View detailed breakdowns of Amazon fees, orders, and refunds directly on your dashboard.
- Ongoing data accuracy enhancements — now includes handling of Promotional Rebates
- Two-factor authentication for enhanced account security
- Streamlined onboarding process for faster setup
- Ability to invite new users directly from your dashboard
Enhancements
- Password Toggle on Login: Easily show or hide your password when logging in.
- Improved Bill Payment Instructions: Clearer, more helpful guidance when downloading bill payments.
- Removed duplicate SKUs, Amazon seller profiles, and ad accounts for cleaner data management.
- Implemented database indexing to significantly improve page load speed.
- Chart of Accounts now automatically displays after creation for easier navigation.
- Fixed UI alignment issues on the Orders page when multiple products are listed.
Bug Fixes
- Product Editing: ASIN is no longer required when editing a product.
- Resolved issue with journal entries failing to load when a Chart of Account detail name is missing.
- Resolved issue with bulk journal updates by increasing input variable limits to support over 1,000 entries
June 2025
New Features
- Added the ability to duplicate journal entries for faster bookkeeping.
- Introduced bulk product import to streamline inventory management
- Added ability to create Chart of Accounts (COA) directly from the Edit Journal Entry page
Enhancements
- Improved the user interface for merging Chart of Accounts and Bank Accounts, making account selection more intuitive and accessible
- Ongoing Data Accuracy Enhancements: We’ve made further refinements to enhance platform-wide data accuracy, ensuring more reliable insights and consistent performance.
- Continued UI consistency improvements and database query optimizations for better performance
- Added validation requiring at least one line item when creating a new journal entry
Bug Fixes
- Resolved UI issues on the “Map Vendor SKU” page for a smoother user experience
- Enhanced demo data to reflect real-world scenarios more accurately
- Resolved issue causing duplicate bank accounts when connecting via Plaid
- Fixed validation error during bulk journal entry updates involving deleted transactions
May 2025
New Features
- Journal Entry Analysis Report Export: You can now export data directly from the Journal Entry Analysis Report.
- Quick Create Chart of Accounts: Easily add new accounts while creating a Journal Entry—no need to leave the page.
- Export SKU PPC Report: Now you can export SKU-level PPC performance reports for easier analysis and reporting.
Enhancements
- Refined UI on the Refunds view page for a smoother user experience.
- Forecasted Purchases: Improved pagination for a smoother experience.
- Invoice Page: Enhanced filtering options and subtle UI refinements for better usability.
- Faster Load Times: Optimized the SKU PPC Report page for quicker access and smoother navigation.
- Spend-Based Sorting: Sort your SKU PPC Report by ad spend to better identify high-investment products.
Bug Fixes
- Resolved an issue with downloading detailed inventory from multiple locations.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
- Resolved an issue preventing user password updates.
- Removed unexpected foreign characters from exported Chart of Accounts.
- Corrected inconsistencies in order quantity display within Raw Order Analysis.
- Raw Refunds Analysis Report: Resolved slow page loading issues.
- Inventory Filters: Fixed filtering issues to ensure accurate results.
- Correct Sales Totals: Fixed an issue causing incorrect total sales in the SKU PPC Report.
- Chart of Accounts Visibility: Resolved a display issue with the Chart of Account selection on the Unit Costs creation page.
April 2025
New Features
- New Profit Report by Sales Channel: Gain deeper insights into your business performance with profit reports segmented by sales channel.
- Smart Banking Rules: Automate your transaction categorization with new rule-based banking mappings for faster, more accurate bookkeeping.
- Journal Entry Creation: Added two new options — “Create Another” and “Create & Duplicate” — to speed up batch entry workflows and save you clicks.
Enhancements
- Revamped the bank connection update interface for a smoother user experience.
- Added a clear indicator for bank accounts with invalid Plaid connections.
- Improved journal entry navigation: You can now use arrow keys to seamlessly move between rows for a faster, smoother experience.
- Improved the Import Transactions page for a smoother and more intuitive experience.
Bug Fixes
- Fixed an issue where the Duplicate Chart of Account modal was displaying unnecessary buttons.
- Banking – Resolved a problem with the Account to Add dropdown not displaying correctly for the last few items.
- Bills – Corrected UI selection issues on the Bill Create and Edit pages.
- Resolved an issue with downloading detailed inventory from multiple locations.
- Eliminated duplicate transactions appearing in the Banking section.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
March 2025
New Features
- Product Profit Report: Added visual charts to the product profit page, making it easier to track key metrics and profitability by SKU
- Category-SKU Sales Visualizer: Introduced a Sales by Product report, allowing you to analyze sales performance over custom periods (days, weeks, months) with interactive charts for better insights..
- Chart of Accounts Search: Added a search function to the Chart of Accounts, making it quicker to locate accounts.
- Journal Entry Calculator: Added an on-page calculator within journal entries to perform quick calculations without leaving the page.
- Bulk Chart of Accounts Import: Save time and reduce errors by importing multiple accounts at once.
- Billing Info Quick View: Easily learn how billing works with our new quick-access view.
- Profit & Loss Visualizer Report: Gain clear insights into your financial performance with an interactive report that visualizes revenue, COGS, and expenses over time.
Enhancements
- Improved loading speed on the Inventory page for faster performance.
- Added a helpful banner on the Amazon Ads page to notify users when the Ads API is not yet connected.
- Banking – Streamlined bulk transaction processing in banking, enabling faster and more efficient handling of multiple transactions.
- Balance Sheet Formatting – Improved the layout and formatting of the balance sheet for better readability and clarity.
- Automated COA for Plaid Bank Accounts – Chart of Accounts (COA) is now auto-created for newly connected Plaid bank accounts, saving you time and effort.
- Refunds – Improved the layout of the refunds show page for better consistency. Added info icons to provide users with helpful explanations of labels.
- Improved Amazon API Integration – Optimized the connection process for a smoother experience. Now, users can link multiple Seller Central accounts to a single profile for better management and efficiency.
Bug Fixes
- Fixed incorrect Returned Metrics count on the Inventory page.
- Adjusted spacing and layout for cards on the Dashboard for a cleaner look.
- Refunds: Resolved issues with product fees and return information metrics, ensuring accurate data for the last 60 days.
February 2025
New Features
- Enhanced Date Keyboard Shortcuts for smoother navigation.
- View Subscription History now available on the Settings page.
- Ledger Summary Quick View: Added a quick view feature for Ledger Summary details, making it easier to access key financial insights.
- Easily export a comprehensive Ledger Summary report for better financial insights and reporting.
Enhancements
- Audit Report Improvements: Added pagination, optimized page loading, and introduced a date filter for better data analysis.
- Forecast Page Optimization: Improved performance for faster loading times.
- Extended Bank Transaction Retrieval: Fetch transactions from up to 2 years for deeper financial insights.
- Enhanced Journal Entries Report: Added filters for ID, date, and a new search functionality for improved navigation.
- Improved Excel Export Formatting: Removed total row count for cleaner and more structured spreadsheets.
- Enhanced Fee Estimation Accuracy: Improved filtering to differentiate between Amazon-fulfilled and merchant-fulfilled orders for more precise order fee estimates.
- UI Enhancements for API Setup: Improved the Setup API Connections page for a smoother onboarding experience.
- Bulk Update Sorting: Introduced sorting functionality on the Bulk Update Journal page for better data organization and efficiency.
- Bank Transactions Export: Added the ability to export bank transactions for easier financial reporting.
- Enhanced Banking Search: Introduced a search option in the Mapped Chart of Account dropdown for quicker account selection.
- Software can now fetch data from deleted products, ensuring you retain access to historical information
- Set Uncategorized Transactions as the default account when using Bulk Update Journal, simplifying bulk processing.
- Improved Search Performance with asynchronous capabilities for faster and more responsive results.
- New Amazon Connection Indicator — Instantly see if your Amazon account is already connected.
- Enhanced User Registration — Now capturing company name and phone number during signup for more complete user profiles.
Bug Fixes
- Fixed Advertising Data Sync Issues: Resolved synchronization errors for more accurate and up-to-date advertising data.
January 2025
New Features
- Banking: Added the ability to update bank connections directly.
Enhancements
- Advertising: Linked product spend SKU to the product ID edit page and removed the unnecessary
$sign from ROAS data. - Product Profit Report: Improved date formatting for better clarity.
- Banking: Added a feature to notify users when their bank account requires updates via Plaid integration.
- Orders: Implemented a job to provide more accurate fee estimates for unsettled orders.
- Dashboard: Enhanced speed and eliminated duplicate queries for improved performance.
- Inventory: Optimized the inventory page for a smoother user experience.
- Settings: Introduced Country and Doing Business As fields for better customization.
- Advertising Export: Improved Excel formatting for clearer and more professional reports.
- Revamped the Login page with a fresh, modern design.
- Added a loading indicator for report pages to enhance user experience.
Bug Fixes
- Resolved an issue with the export functionality in the Cashflow Statement report.
December 2024
Enhancements
- Unit Cost: Enhanced bill and account selection with a new search field.
- Order Export: Added support for Amazon Marketplaces and included the timezone in the export file.
- Bank Balance Report: Strengthened data security by ensuring proper data ownership.
- Product Stock Report: Improved page load times and introduced pagination for better navigation.
- Refund Reasons: Added the ability to download refund reasons for a large date range.
- Orders: Improved product fee estimates by calculating the average commission and fulfillment fees from settled orders.
- Inventory: Displays product subcategories.
Bug Fixes
- Banking: Corrected the display of unreconciled transaction counts.
- Bill Payments: Automatically updates bill status when a bank transaction is added.
- Product Profit Report: Fixed export formatting issues.
- Orders Export: Corrected date formatting to enable Excel functionalities, such as day +1 and end-of-month calculations.
November 2024
New Features
- Inventory: View product images directly from the Amazon seller page and access detailed product categories.
- Product Profit by Category: Introduced a new product profit by category report with export functionality, enabling more detailed insights into profitability across product categories
- Banking: Split Transactions & Bill Payments: Add split transactions and process bill payments for better financial management.
- Audit Reports: Track system activities with the new Audit Reports page.
- Category-SKU Sales Visualizer: Visualize sales data by category and SKU for improved decision-making.
- Export Raw Amazon Finances: Easily export financial data for detailed analysis.
Enhancements
- Refunds and Orders: Enhanced page loading speed with the addition of a default range filter.
- Recipes: Now displaying all products used across different recipes for easier tracking.
Bug Fixes
- Product Launches Over Time Report: Resolved an issue with chart loading for smoother performance.
- Product Profit: Corrected product profit channel selection display
- Reports: Added support for custom date range in P&L and product profit reports
- Bills: Enabled linking of bill quantity left to order analysis for viewing product expenses
- Product Recipes: Fixed Product Recipe dropdown data issues and improved loading speed for product selection.
June 2026
New Features
- Report ready alerts — Get notified in the app when a background report is finished and ready to download
- Recent Downloads — View and re-download your last 25 exported reports from Settings
Bug Fixes
- Refund reports — Fixed incorrect data in the Raw Amazon Finance Report for refunds.
- Settlement filtering — Fixed costs are now included when filtering settlement IDs.
- Export queue threshold — Adjusted when reports switch to background generation so large exports run more reliably.
April 2026
New Features
- Ability to convert Journal Entry to Unit Cost – Easily allocate journal entry values to update product unit costs.
- Ability to convert Journal Entry to Bill Payment – Quickly transform journal entries into bill payments for more flexible accounting workflows.
- AI Reconcile
- – Automatically matches transactions between bank statements and journal entries
- – Clearly highlights matched transactions for faster review
- – Add new journal entries instantly—right from the reconcile page
- – Preview uploaded PDF bank statements with a convenient quick-view panel
Enhancements
- Improved P&L Export Report – Enhanced export performance and data clarity for easier financial analysis.
- Ads Campaign Details Page – Added a date range filter to help you analyze campaign performance across custom time periods.
- Journal Entry Page – Introduced a date range filter for faster and more precise record searching.
- Better Handling of Amazon Grade & Resell Fees — improved how fixed costs are mapped by adding detailed descriptions for Grade and Resell Fees — Amazon charges applied when items are inspected and relisted instead of being returned or disposed.
- Improved Report Consistency — Enhanced formatting and consistency across reports, including Return Reports and Stock Reports, making them easier to read and analyze
- Expanded Date Range Filters — Added more date range filters across various reports and pages, giving you better control when analyzing your data
March 2026
New Features
- Collapsible sidebar menu for a cleaner interface and easier navigation..
Enhancements
- Faster Amazon order syncing to keep your data up to date more quickly.
- Added Seller Central link to Amazon connected accounts for easier access.
- Order Fees Report now displays SKUs and quantities for each order.
- Added a date range filter to the Raw Return Analysis Report for more flexible reporting.
- Improved AI Chat with enhanced functionality and stability, ensuring it now works more smoothly and consistently.
Improve system performance, maintainability, and reliability of reports.
Bug Fixes
- Removed duplicate Amazon Ads campaigns and fixed related PnL reporting issues.
- Prevented duplicate bank accounts when importing transactions from Plaid.
- Fixed Journal Entries report download.
February 2026
New Features
- Enabled persistent sessions with a “Remember Me” option on the login page.
- Added date range filter to the Bills page.
- Added default date range when exporting orders.
- Implemented Promotional Rebates mapping for both categories across all users.
Enhancements
- Improved bank balance report chart consistency and amount formatting.
- Banking Ledger — Improved balance display formatting for clearer readability
- Inventory — Enhanced number formatting across inventory views
- Orders Export — Added date range filter and set “Match Seller Central Timezone” to checked by default for accurate reporting
- Enhanced eCommerce Transactions Table – Improved readability by wrapping text and limiting the width of the Account column for a cleaner, more organized layout.
- Resolved Duplicate Chart of Accounts Subtypes – Fixed an issue causing duplicate account subtypes to appear, ensuring more accurate financial categorization.
- Improved Product Display on Recipes Page – Updated the product layout for better clarity and easier navigation when managing recipes.
- New Toggle for Product Recipe Names – Added a convenient toggle option to show or hide product recipe names, giving you more control over how information is displayed.
Bug Fixes
- Scheduled a cleanup job to remove duplicate bank balance records.
- Ensured Amazon Ads campaigns from secondary profiles are no longer missed.
January 2026
New Features
- Image Visualizer Report – Gain clearer insights with visual representations of your data
- FBA vs. Non-FBA Orders Report – Easily compare performance across fulfillment methods
- Quick Image Preview in Inventory Sales Data – Instantly view product images on hover
- Monthly Balance Sheet Export – Export balance sheets by month for easier financial tracking
- Bookmark Report Feature – Users can now bookmark favorite reports for quick access.
- Sales Over Time Report – Totals Added – Added total calculations to the Sales Over Time report for clearer insights.
- Added Recipe Mappings Report to provide better visibility and control over recipe-to-account mappings
Enhancements
- Sticky Header for Balance Sheet Report – Improved navigation when reviewing large reports
- Bulk Update – Select All Entries – Improved bulk update functionality with a “Select All” option.
- Relabeled “Refund Positive Principal” as “Promotional Rebates Refunds” for clearer and more intuitive reporting
- Added support for promotional rebate refund fees to improve refund accuracy
- Introduced a migration for additional mappable fees, including a default chart of accounts setup
Bug Fixes
- Mobile Logo Display Fix – Resolved an issue where the logo was not displaying correctly on mobile devices.
- Banking Tab Keyboard Navigation Fix – Fixed an issue where the modal automatically opened when navigating via the Tab key
- Added quantity validation during bill creation to prevent input errors and improve data accuracy
December 2025
New Features
- Added AI-powered summaries for banking transactions
- Included PPC spend in the Inventory Analysis chart for clearer cost insights
- Added PPC metrics display on the Inventory page.
- Company Switcher Enhancement – Seamlessly switch companies while staying on your current page.
Enhancements
- Updated Unit Cost Import to use Bill ID instead of Order Number for clearer mapping.
- Improved Demo Data – Updated demo seeders with more accurate commissions, COGS values, and product pricing.
- Balance Sheet Sorting Update – Refined sorting logic for clearer and more reliable financial reporting.
- Inventory Forecasting Upgrade – Added purchase recommendation displays to help you plan inventory with confidence.
Bug Fixes
- Improved handling of disposal orders to eliminate confusion in sales reporting
- Fixed AI Summary banking transaction Google link — it now redirects directly to search results instead of the search bar.
- Fixed Return Refund totals to correctly match the By Products list.
November 2025
New Features
- COGS Over Time Report – Introduced a toggle to switch between COGS and total unit cost per product, giving users a clearer view of cost breakdowns..
- Added the ability to automatically fetch the Amazon seller name when connecting SP-API credentials.
Enhancements
- COGS Over Time Report – Added direct links to Bills and SKUs, improved date formatting consistency, and now display the associated Order ID for better traceability.
- Banking Transaction Report – Implemented linking of bank transactions to their corresponding journal entry IDs, and improved the visibility of journal numbers with accurate status indicators.
- Banking Transaction Report – Added support for navigating from bank accounts to the Ledger Summary report with the correct date range automatically applied.
- Global Search – Added Ledger Summary as a searchable item for quicker access.
- Resolved an issue causing duplicate refund fees on the Refunds page.
- Improved timezone handling in the Raw Returns Report date filter to ensure accurate total refund amounts in the Return Report Summary
October 2025
New Features
- Multi-Company Login: You can now log in and manage multiple companies within a single account.
Enhancements
- Ledger Summary Report: Added Journal Entry ID display for easier tracking and cross-referencing of financial records.
- Improved formatting for Days Listed Since Start display
- Expanded country selection options when creating a new vendor
- Auto Ledger: Improved date filter and Profit & Loss view report button.
- Advertising Page: Enhanced date range filter for better usability.
- COGS Planning Settings: “Ignore Bills” is now checked by default.
Bug Fixes
- COGS Report: Resolved an issue where products without COGS were appearing in the Missing COGS report.
- Bill-to-Products Sync: Fixed a bug preventing bills from correctly linking to products, ensuring they now appear properly on the Unit Costs page.
- Manual Banking Transactions Pullout Error Handling: Added better error handling for manual data pullouts. If your account has expired, you’ll now be notified to relink it to continue fetching transactions.
- Ledger Summary Report: Added a Starting Balance link that directs to the earliest transaction.
- Ledger Summary Export: Fixed the debit/credit ending balance calculation and included the Starting Balance in the exported report.
- Bulk Update Journal Entries: Added a quick navigation link back to the Ledger Summary Report.
- Missing COGS Filter: Fixed the missing date range filter for COGS Reports.
- Orders Export Report: Corrected the price display and improved the ROI format.
- Vendor Creation: The Name field is now the only required field when creating a new vendor.
- Inventory Analysis Chart: Fixed the date filter issue.
- Resolved an issue causing duplicate bank accounts during Manual Pull Bank Transactions
- Fixed saving of payment account during Import Unit Cost.
- Corrected cost price calculation on the Unit Cost page.
- Fixed Plaid Bank Accounts to sync with the correct account number when relinking.
- Resolved bill amount formatting issue when editing bills.
- Fixed Estimated PPC Fee input calculator.
September 2025
New Features
- Journal entries now display the Chart of Accounts for each account, improving clarity and transparency.
- Bank Accounts Notes: You can now add notes to bank accounts for easier tracking and context.
Enhancements
- Added the ability to include notes when creating bills for better tracking and context.
- Added a default date range filter to Banking Transactions for quicker access.
- Displayed COA Codes in Auto Journal Items for better clarity.
- Improved the Unit Cost creation and update flow, ensuring no duplicate unit costs are linked to the same bill.
- Introduced a Quick View option to preview journal entry details directly on the Bulk Journal Entry page.
- COGS Report: Improved amount formatting for better consistency.
- Unit Costs: Refreshed UI for viewing and editing unit costs, now showing details like bill SKUs, quantities, and prices.
- Journal Entry: Updated UI for a cleaner and more seamless refresh experience.
- Refined Bills page UI for a smoother and more intuitive experience
- Added direct links to Audit Reports for quicker access
Bug Fixes
- Fixed an issue where journal entry details were not loading correctly on the reconcile page.
- Fixed inventory counting by excluding future supply to ensure accurate totals
- Stopped transaction fetching from deleted bank accounts to prevent errors
August 2025
New Features
- Introduced a “Quick Refresh” button for instant data updates in Auto Journal Entry.
- Clearer Insights: Improved readability of the “Last Updated” data.
Enhancements
- Faster Performance: Optimized the Unit Costs page for quicker loading times.
- Clearer Insights: Improved readability of the “Last Updated” data.
- Smarter Filtering: Continued improvements to filter consistency, including enhancements to the date range filter.
- Added a date range filter to the Reconcile page for more flexible data viewing.
- Enabled automatic bank account preselection when navigating from the Banking page to the Reconcile page, streamlining your workflow.
- Improved journal entry file naming and included bank account details
- Updated “Update Bank Connection” button color for better visibility
- Redirect users to their intended URL after login for a smoother experience
- Enhanced vendor management: streamlined process for adding new vendors, including bulk addition
Bug Fixes
- Resolved issue with loading subtypes when editing the chart of accounts
- Added missing breadcrumbs to the journal entry view for easier navigation
- Eliminated duplicate descriptions in journal entry exports
- Corrected P&L percentage calculations for accuracy
July 2025
New Features
- View detailed breakdowns of Amazon fees, orders, and refunds directly on your dashboard.
- Ongoing data accuracy enhancements — now includes handling of Promotional Rebates
- Two-factor authentication for enhanced account security
- Streamlined onboarding process for faster setup
- Ability to invite new users directly from your dashboard
Enhancements
- Password Toggle on Login: Easily show or hide your password when logging in.
- Improved Bill Payment Instructions: Clearer, more helpful guidance when downloading bill payments.
- Removed duplicate SKUs, Amazon seller profiles, and ad accounts for cleaner data management.
- Implemented database indexing to significantly improve page load speed.
- Chart of Accounts now automatically displays after creation for easier navigation.
- Fixed UI alignment issues on the Orders page when multiple products are listed.
Bug Fixes
- Product Editing: ASIN is no longer required when editing a product.
- Resolved issue with journal entries failing to load when a Chart of Account detail name is missing.
- Resolved issue with bulk journal updates by increasing input variable limits to support over 1,000 entries
June 2025
New Features
- Added the ability to duplicate journal entries for faster bookkeeping.
- Introduced bulk product import to streamline inventory management
- Added ability to create Chart of Accounts (COA) directly from the Edit Journal Entry page
Enhancements
- Improved the user interface for merging Chart of Accounts and Bank Accounts, making account selection more intuitive and accessible
- Ongoing Data Accuracy Enhancements: We’ve made further refinements to enhance platform-wide data accuracy, ensuring more reliable insights and consistent performance.
- Continued UI consistency improvements and database query optimizations for better performance
- Added validation requiring at least one line item when creating a new journal entry
Bug Fixes
- Resolved UI issues on the “Map Vendor SKU” page for a smoother user experience
- Enhanced demo data to reflect real-world scenarios more accurately
- Resolved issue causing duplicate bank accounts when connecting via Plaid
- Fixed validation error during bulk journal entry updates involving deleted transactions
May 2025
New Features
- Journal Entry Analysis Report Export: You can now export data directly from the Journal Entry Analysis Report.
- Quick Create Chart of Accounts: Easily add new accounts while creating a Journal Entry—no need to leave the page.
- Export SKU PPC Report: Now you can export SKU-level PPC performance reports for easier analysis and reporting.
Enhancements
- Refined UI on the Refunds view page for a smoother user experience.
- Forecasted Purchases: Improved pagination for a smoother experience.
- Invoice Page: Enhanced filtering options and subtle UI refinements for better usability.
- Faster Load Times: Optimized the SKU PPC Report page for quicker access and smoother navigation.
- Spend-Based Sorting: Sort your SKU PPC Report by ad spend to better identify high-investment products.
Bug Fixes
- Resolved an issue with downloading detailed inventory from multiple locations.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
- Resolved an issue preventing user password updates.
- Removed unexpected foreign characters from exported Chart of Accounts.
- Corrected inconsistencies in order quantity display within Raw Order Analysis.
- Raw Refunds Analysis Report: Resolved slow page loading issues.
- Inventory Filters: Fixed filtering issues to ensure accurate results.
- Correct Sales Totals: Fixed an issue causing incorrect total sales in the SKU PPC Report.
- Chart of Accounts Visibility: Resolved a display issue with the Chart of Account selection on the Unit Costs creation page.
April 2025
New Features
- New Profit Report by Sales Channel: Gain deeper insights into your business performance with profit reports segmented by sales channel.
- Smart Banking Rules: Automate your transaction categorization with new rule-based banking mappings for faster, more accurate bookkeeping.
- Journal Entry Creation: Added two new options — “Create Another” and “Create & Duplicate” — to speed up batch entry workflows and save you clicks.
Enhancements
- Revamped the bank connection update interface for a smoother user experience.
- Added a clear indicator for bank accounts with invalid Plaid connections.
- Improved journal entry navigation: You can now use arrow keys to seamlessly move between rows for a faster, smoother experience.
- Improved the Import Transactions page for a smoother and more intuitive experience.
Bug Fixes
- Fixed an issue where the Duplicate Chart of Account modal was displaying unnecessary buttons.
- Banking – Resolved a problem with the Account to Add dropdown not displaying correctly for the last few items.
- Bills – Corrected UI selection issues on the Bill Create and Edit pages.
- Resolved an issue with downloading detailed inventory from multiple locations.
- Eliminated duplicate transactions appearing in the Banking section.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
March 2025
New Features
- Product Profit Report: Added visual charts to the product profit page, making it easier to track key metrics and profitability by SKU
- Category-SKU Sales Visualizer: Introduced a Sales by Product report, allowing you to analyze sales performance over custom periods (days, weeks, months) with interactive charts for better insights..
- Chart of Accounts Search: Added a search function to the Chart of Accounts, making it quicker to locate accounts.
- Journal Entry Calculator: Added an on-page calculator within journal entries to perform quick calculations without leaving the page.
- Bulk Chart of Accounts Import: Save time and reduce errors by importing multiple accounts at once.
- Billing Info Quick View: Easily learn how billing works with our new quick-access view.
- Profit & Loss Visualizer Report: Gain clear insights into your financial performance with an interactive report that visualizes revenue, COGS, and expenses over time.
Enhancements
- Improved loading speed on the Inventory page for faster performance.
- Added a helpful banner on the Amazon Ads page to notify users when the Ads API is not yet connected.
- Banking – Streamlined bulk transaction processing in banking, enabling faster and more efficient handling of multiple transactions.
- Balance Sheet Formatting – Improved the layout and formatting of the balance sheet for better readability and clarity.
- Automated COA for Plaid Bank Accounts – Chart of Accounts (COA) is now auto-created for newly connected Plaid bank accounts, saving you time and effort.
- Refunds – Improved the layout of the refunds show page for better consistency. Added info icons to provide users with helpful explanations of labels.
- Improved Amazon API Integration – Optimized the connection process for a smoother experience. Now, users can link multiple Seller Central accounts to a single profile for better management and efficiency.
Bug Fixes
- Fixed incorrect Returned Metrics count on the Inventory page.
- Adjusted spacing and layout for cards on the Dashboard for a cleaner look.
- Refunds: Resolved issues with product fees and return information metrics, ensuring accurate data for the last 60 days.
February 2025
New Features
- Enhanced Date Keyboard Shortcuts for smoother navigation.
- View Subscription History now available on the Settings page.
- Ledger Summary Quick View: Added a quick view feature for Ledger Summary details, making it easier to access key financial insights.
- Easily export a comprehensive Ledger Summary report for better financial insights and reporting.
Enhancements
- Audit Report Improvements: Added pagination, optimized page loading, and introduced a date filter for better data analysis.
- Forecast Page Optimization: Improved performance for faster loading times.
- Extended Bank Transaction Retrieval: Fetch transactions from up to 2 years for deeper financial insights.
- Enhanced Journal Entries Report: Added filters for ID, date, and a new search functionality for improved navigation.
- Improved Excel Export Formatting: Removed total row count for cleaner and more structured spreadsheets.
- Enhanced Fee Estimation Accuracy: Improved filtering to differentiate between Amazon-fulfilled and merchant-fulfilled orders for more precise order fee estimates.
- UI Enhancements for API Setup: Improved the Setup API Connections page for a smoother onboarding experience.
- Bulk Update Sorting: Introduced sorting functionality on the Bulk Update Journal page for better data organization and efficiency.
- Bank Transactions Export: Added the ability to export bank transactions for easier financial reporting.
- Enhanced Banking Search: Introduced a search option in the Mapped Chart of Account dropdown for quicker account selection.
- Software can now fetch data from deleted products, ensuring you retain access to historical information
- Set Uncategorized Transactions as the default account when using Bulk Update Journal, simplifying bulk processing.
- Improved Search Performance with asynchronous capabilities for faster and more responsive results.
- New Amazon Connection Indicator — Instantly see if your Amazon account is already connected.
- Enhanced User Registration — Now capturing company name and phone number during signup for more complete user profiles.
Bug Fixes
- Fixed Advertising Data Sync Issues: Resolved synchronization errors for more accurate and up-to-date advertising data.
January 2025
New Features
- Banking: Added the ability to update bank connections directly.
Enhancements
- Advertising: Linked product spend SKU to the product ID edit page and removed the unnecessary
$sign from ROAS data. - Product Profit Report: Improved date formatting for better clarity.
- Banking: Added a feature to notify users when their bank account requires updates via Plaid integration.
- Orders: Implemented a job to provide more accurate fee estimates for unsettled orders.
- Dashboard: Enhanced speed and eliminated duplicate queries for improved performance.
- Inventory: Optimized the inventory page for a smoother user experience.
- Settings: Introduced Country and Doing Business As fields for better customization.
- Advertising Export: Improved Excel formatting for clearer and more professional reports.
- Revamped the Login page with a fresh, modern design.
- Added a loading indicator for report pages to enhance user experience.
Bug Fixes
- Resolved an issue with the export functionality in the Cashflow Statement report.
December 2024
Enhancements
- Unit Cost: Enhanced bill and account selection with a new search field.
- Order Export: Added support for Amazon Marketplaces and included the timezone in the export file.
- Bank Balance Report: Strengthened data security by ensuring proper data ownership.
- Product Stock Report: Improved page load times and introduced pagination for better navigation.
- Refund Reasons: Added the ability to download refund reasons for a large date range.
- Orders: Improved product fee estimates by calculating the average commission and fulfillment fees from settled orders.
- Inventory: Displays product subcategories.
Bug Fixes
- Banking: Corrected the display of unreconciled transaction counts.
- Bill Payments: Automatically updates bill status when a bank transaction is added.
- Product Profit Report: Fixed export formatting issues.
- Orders Export: Corrected date formatting to enable Excel functionalities, such as day +1 and end-of-month calculations.
November 2024
New Features
- Inventory: View product images directly from the Amazon seller page and access detailed product categories.
- Product Profit by Category: Introduced a new product profit by category report with export functionality, enabling more detailed insights into profitability across product categories
- Banking: Split Transactions & Bill Payments: Add split transactions and process bill payments for better financial management.
- Audit Reports: Track system activities with the new Audit Reports page.
- Category-SKU Sales Visualizer: Visualize sales data by category and SKU for improved decision-making.
- Export Raw Amazon Finances: Easily export financial data for detailed analysis.
Enhancements
- Refunds and Orders: Enhanced page loading speed with the addition of a default range filter.
- Recipes: Now displaying all products used across different recipes for easier tracking.
Bug Fixes
- Product Launches Over Time Report: Resolved an issue with chart loading for smoother performance.
- Product Profit: Corrected product profit channel selection display
- Reports: Added support for custom date range in P&L and product profit reports
- Bills: Enabled linking of bill quantity left to order analysis for viewing product expenses
- Product Recipes: Fixed Product Recipe dropdown data issues and improved loading speed for product selection.
February 2026
New Features
- Enabled persistent sessions with a “Remember Me” option on the login page.
- Added date range filter to the Bills page.
- Added default date range when exporting orders.
- Implemented Promotional Rebates mapping for both categories across all users.
Enhancements
- Improved bank balance report chart consistency and amount formatting.
- Banking Ledger — Improved balance display formatting for clearer readability
- Inventory — Enhanced number formatting across inventory views
- Orders Export — Added date range filter and set “Match Seller Central Timezone” to checked by default for accurate reporting
- Enhanced eCommerce Transactions Table – Improved readability by wrapping text and limiting the width of the Account column for a cleaner, more organized layout.
- Resolved Duplicate Chart of Accounts Subtypes – Fixed an issue causing duplicate account subtypes to appear, ensuring more accurate financial categorization.
- Improved Product Display on Recipes Page – Updated the product layout for better clarity and easier navigation when managing recipes.
- New Toggle for Product Recipe Names – Added a convenient toggle option to show or hide product recipe names, giving you more control over how information is displayed.
Bug Fixes
- Scheduled a cleanup job to remove duplicate bank balance records.
- Ensured Amazon Ads campaigns from secondary profiles are no longer missed.
January 2026
New Features
- Image Visualizer Report – Gain clearer insights with visual representations of your data
- FBA vs. Non-FBA Orders Report – Easily compare performance across fulfillment methods
- Quick Image Preview in Inventory Sales Data – Instantly view product images on hover
- Monthly Balance Sheet Export – Export balance sheets by month for easier financial tracking
- Bookmark Report Feature – Users can now bookmark favorite reports for quick access.
- Sales Over Time Report – Totals Added – Added total calculations to the Sales Over Time report for clearer insights.
- Added Recipe Mappings Report to provide better visibility and control over recipe-to-account mappings
Enhancements
- Sticky Header for Balance Sheet Report – Improved navigation when reviewing large reports
- Bulk Update – Select All Entries – Improved bulk update functionality with a “Select All” option.
- Relabeled “Refund Positive Principal” as “Promotional Rebates Refunds” for clearer and more intuitive reporting
- Added support for promotional rebate refund fees to improve refund accuracy
- Introduced a migration for additional mappable fees, including a default chart of accounts setup
Bug Fixes
- Mobile Logo Display Fix – Resolved an issue where the logo was not displaying correctly on mobile devices.
- Banking Tab Keyboard Navigation Fix – Fixed an issue where the modal automatically opened when navigating via the Tab key
- Added quantity validation during bill creation to prevent input errors and improve data accuracy
December 2025
New Features
- Added AI-powered summaries for banking transactions
- Included PPC spend in the Inventory Analysis chart for clearer cost insights
- Added PPC metrics display on the Inventory page.
- Company Switcher Enhancement – Seamlessly switch companies while staying on your current page.
Enhancements
- Updated Unit Cost Import to use Bill ID instead of Order Number for clearer mapping.
- Improved Demo Data – Updated demo seeders with more accurate commissions, COGS values, and product pricing.
- Balance Sheet Sorting Update – Refined sorting logic for clearer and more reliable financial reporting.
- Inventory Forecasting Upgrade – Added purchase recommendation displays to help you plan inventory with confidence.
Bug Fixes
- Improved handling of disposal orders to eliminate confusion in sales reporting
- Fixed AI Summary banking transaction Google link — it now redirects directly to search results instead of the search bar.
- Fixed Return Refund totals to correctly match the By Products list.
November 2025
New Features
- COGS Over Time Report – Introduced a toggle to switch between COGS and total unit cost per product, giving users a clearer view of cost breakdowns..
- Added the ability to automatically fetch the Amazon seller name when connecting SP-API credentials.
Enhancements
- COGS Over Time Report – Added direct links to Bills and SKUs, improved date formatting consistency, and now display the associated Order ID for better traceability.
- Banking Transaction Report – Implemented linking of bank transactions to their corresponding journal entry IDs, and improved the visibility of journal numbers with accurate status indicators.
- Banking Transaction Report – Added support for navigating from bank accounts to the Ledger Summary report with the correct date range automatically applied.
- Global Search – Added Ledger Summary as a searchable item for quicker access.
- Resolved an issue causing duplicate refund fees on the Refunds page.
- Improved timezone handling in the Raw Returns Report date filter to ensure accurate total refund amounts in the Return Report Summary
October 2025
New Features
- Multi-Company Login: You can now log in and manage multiple companies within a single account.
Enhancements
- Ledger Summary Report: Added Journal Entry ID display for easier tracking and cross-referencing of financial records.
- Improved formatting for Days Listed Since Start display
- Expanded country selection options when creating a new vendor
- Auto Ledger: Improved date filter and Profit & Loss view report button.
- Advertising Page: Enhanced date range filter for better usability.
- COGS Planning Settings: “Ignore Bills” is now checked by default.
Bug Fixes
- COGS Report: Resolved an issue where products without COGS were appearing in the Missing COGS report.
- Bill-to-Products Sync: Fixed a bug preventing bills from correctly linking to products, ensuring they now appear properly on the Unit Costs page.
- Manual Banking Transactions Pullout Error Handling: Added better error handling for manual data pullouts. If your account has expired, you’ll now be notified to relink it to continue fetching transactions.
- Ledger Summary Report: Added a Starting Balance link that directs to the earliest transaction.
- Ledger Summary Export: Fixed the debit/credit ending balance calculation and included the Starting Balance in the exported report.
- Bulk Update Journal Entries: Added a quick navigation link back to the Ledger Summary Report.
- Missing COGS Filter: Fixed the missing date range filter for COGS Reports.
- Orders Export Report: Corrected the price display and improved the ROI format.
- Vendor Creation: The Name field is now the only required field when creating a new vendor.
- Inventory Analysis Chart: Fixed the date filter issue.
- Resolved an issue causing duplicate bank accounts during Manual Pull Bank Transactions
- Fixed saving of payment account during Import Unit Cost.
- Corrected cost price calculation on the Unit Cost page.
- Fixed Plaid Bank Accounts to sync with the correct account number when relinking.
- Resolved bill amount formatting issue when editing bills.
- Fixed Estimated PPC Fee input calculator.
September 2025
New Features
- Journal entries now display the Chart of Accounts for each account, improving clarity and transparency.
- Bank Accounts Notes: You can now add notes to bank accounts for easier tracking and context.
Enhancements
- Added the ability to include notes when creating bills for better tracking and context.
- Added a default date range filter to Banking Transactions for quicker access.
- Displayed COA Codes in Auto Journal Items for better clarity.
- Improved the Unit Cost creation and update flow, ensuring no duplicate unit costs are linked to the same bill.
- Introduced a Quick View option to preview journal entry details directly on the Bulk Journal Entry page.
- COGS Report: Improved amount formatting for better consistency.
- Unit Costs: Refreshed UI for viewing and editing unit costs, now showing details like bill SKUs, quantities, and prices.
- Journal Entry: Updated UI for a cleaner and more seamless refresh experience.
- Refined Bills page UI for a smoother and more intuitive experience
- Added direct links to Audit Reports for quicker access
Bug Fixes
- Fixed an issue where journal entry details were not loading correctly on the reconcile page.
- Fixed inventory counting by excluding future supply to ensure accurate totals
- Stopped transaction fetching from deleted bank accounts to prevent errors
August 2025
New Features
- Introduced a “Quick Refresh” button for instant data updates in Auto Journal Entry.
- Clearer Insights: Improved readability of the “Last Updated” data.
Enhancements
- Faster Performance: Optimized the Unit Costs page for quicker loading times.
- Clearer Insights: Improved readability of the “Last Updated” data.
- Smarter Filtering: Continued improvements to filter consistency, including enhancements to the date range filter.
- Added a date range filter to the Reconcile page for more flexible data viewing.
- Enabled automatic bank account preselection when navigating from the Banking page to the Reconcile page, streamlining your workflow.
- Improved journal entry file naming and included bank account details
- Updated “Update Bank Connection” button color for better visibility
- Redirect users to their intended URL after login for a smoother experience
- Enhanced vendor management: streamlined process for adding new vendors, including bulk addition
Bug Fixes
- Resolved issue with loading subtypes when editing the chart of accounts
- Added missing breadcrumbs to the journal entry view for easier navigation
- Eliminated duplicate descriptions in journal entry exports
- Corrected P&L percentage calculations for accuracy
July 2025
New Features
- View detailed breakdowns of Amazon fees, orders, and refunds directly on your dashboard.
- Ongoing data accuracy enhancements — now includes handling of Promotional Rebates
- Two-factor authentication for enhanced account security
- Streamlined onboarding process for faster setup
- Ability to invite new users directly from your dashboard
Enhancements
- Password Toggle on Login: Easily show or hide your password when logging in.
- Improved Bill Payment Instructions: Clearer, more helpful guidance when downloading bill payments.
- Removed duplicate SKUs, Amazon seller profiles, and ad accounts for cleaner data management.
- Implemented database indexing to significantly improve page load speed.
- Chart of Accounts now automatically displays after creation for easier navigation.
- Fixed UI alignment issues on the Orders page when multiple products are listed.
Bug Fixes
- Product Editing: ASIN is no longer required when editing a product.
- Resolved issue with journal entries failing to load when a Chart of Account detail name is missing.
- Resolved issue with bulk journal updates by increasing input variable limits to support over 1,000 entries
June 2025
New Features
- Added the ability to duplicate journal entries for faster bookkeeping.
- Introduced bulk product import to streamline inventory management
- Added ability to create Chart of Accounts (COA) directly from the Edit Journal Entry page
Enhancements
- Improved the user interface for merging Chart of Accounts and Bank Accounts, making account selection more intuitive and accessible
- Ongoing Data Accuracy Enhancements: We’ve made further refinements to enhance platform-wide data accuracy, ensuring more reliable insights and consistent performance.
- Continued UI consistency improvements and database query optimizations for better performance
- Added validation requiring at least one line item when creating a new journal entry
Bug Fixes
- Resolved UI issues on the “Map Vendor SKU” page for a smoother user experience
- Enhanced demo data to reflect real-world scenarios more accurately
- Resolved issue causing duplicate bank accounts when connecting via Plaid
- Fixed validation error during bulk journal entry updates involving deleted transactions
May 2025
New Features
- Journal Entry Analysis Report Export: You can now export data directly from the Journal Entry Analysis Report.
- Quick Create Chart of Accounts: Easily add new accounts while creating a Journal Entry—no need to leave the page.
- Export SKU PPC Report: Now you can export SKU-level PPC performance reports for easier analysis and reporting.
Enhancements
- Refined UI on the Refunds view page for a smoother user experience.
- Forecasted Purchases: Improved pagination for a smoother experience.
- Invoice Page: Enhanced filtering options and subtle UI refinements for better usability.
- Faster Load Times: Optimized the SKU PPC Report page for quicker access and smoother navigation.
- Spend-Based Sorting: Sort your SKU PPC Report by ad spend to better identify high-investment products.
Bug Fixes
- Resolved an issue with downloading detailed inventory from multiple locations.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
- Resolved an issue preventing user password updates.
- Removed unexpected foreign characters from exported Chart of Accounts.
- Corrected inconsistencies in order quantity display within Raw Order Analysis.
- Raw Refunds Analysis Report: Resolved slow page loading issues.
- Inventory Filters: Fixed filtering issues to ensure accurate results.
- Correct Sales Totals: Fixed an issue causing incorrect total sales in the SKU PPC Report.
- Chart of Accounts Visibility: Resolved a display issue with the Chart of Account selection on the Unit Costs creation page.
April 2025
New Features
- New Profit Report by Sales Channel: Gain deeper insights into your business performance with profit reports segmented by sales channel.
- Smart Banking Rules: Automate your transaction categorization with new rule-based banking mappings for faster, more accurate bookkeeping.
- Journal Entry Creation: Added two new options — “Create Another” and “Create & Duplicate” — to speed up batch entry workflows and save you clicks.
Enhancements
- Revamped the bank connection update interface for a smoother user experience.
- Added a clear indicator for bank accounts with invalid Plaid connections.
- Improved journal entry navigation: You can now use arrow keys to seamlessly move between rows for a faster, smoother experience.
- Improved the Import Transactions page for a smoother and more intuitive experience.
Bug Fixes
- Fixed an issue where the Duplicate Chart of Account modal was displaying unnecessary buttons.
- Banking – Resolved a problem with the Account to Add dropdown not displaying correctly for the last few items.
- Bills – Corrected UI selection issues on the Bill Create and Edit pages.
- Resolved an issue with downloading detailed inventory from multiple locations.
- Eliminated duplicate transactions appearing in the Banking section.
- Fixed a bug causing refund reasons to pull duplicate marketplace data.
March 2025
New Features
- Product Profit Report: Added visual charts to the product profit page, making it easier to track key metrics and profitability by SKU
- Category-SKU Sales Visualizer: Introduced a Sales by Product report, allowing you to analyze sales performance over custom periods (days, weeks, months) with interactive charts for better insights..
- Chart of Accounts Search: Added a search function to the Chart of Accounts, making it quicker to locate accounts.
- Journal Entry Calculator: Added an on-page calculator within journal entries to perform quick calculations without leaving the page.
- Bulk Chart of Accounts Import: Save time and reduce errors by importing multiple accounts at once.
- Billing Info Quick View: Easily learn how billing works with our new quick-access view.
- Profit & Loss Visualizer Report: Gain clear insights into your financial performance with an interactive report that visualizes revenue, COGS, and expenses over time.
Enhancements
- Improved loading speed on the Inventory page for faster performance.
- Added a helpful banner on the Amazon Ads page to notify users when the Ads API is not yet connected.
- Banking – Streamlined bulk transaction processing in banking, enabling faster and more efficient handling of multiple transactions.
- Balance Sheet Formatting – Improved the layout and formatting of the balance sheet for better readability and clarity.
- Automated COA for Plaid Bank Accounts – Chart of Accounts (COA) is now auto-created for newly connected Plaid bank accounts, saving you time and effort.
- Refunds – Improved the layout of the refunds show page for better consistency. Added info icons to provide users with helpful explanations of labels.
- Improved Amazon API Integration – Optimized the connection process for a smoother experience. Now, users can link multiple Seller Central accounts to a single profile for better management and efficiency.
Bug Fixes
- Fixed incorrect Returned Metrics count on the Inventory page.
- Adjusted spacing and layout for cards on the Dashboard for a cleaner look.
- Refunds: Resolved issues with product fees and return information metrics, ensuring accurate data for the last 60 days.
February 2025
New Features
- Enhanced Date Keyboard Shortcuts for smoother navigation.
- View Subscription History now available on the Settings page.
- Ledger Summary Quick View: Added a quick view feature for Ledger Summary details, making it easier to access key financial insights.
- Easily export a comprehensive Ledger Summary report for better financial insights and reporting.
Enhancements
- Audit Report Improvements: Added pagination, optimized page loading, and introduced a date filter for better data analysis.
- Forecast Page Optimization: Improved performance for faster loading times.
- Extended Bank Transaction Retrieval: Fetch transactions from up to 2 years for deeper financial insights.
- Enhanced Journal Entries Report: Added filters for ID, date, and a new search functionality for improved navigation.
- Improved Excel Export Formatting: Removed total row count for cleaner and more structured spreadsheets.
- Enhanced Fee Estimation Accuracy: Improved filtering to differentiate between Amazon-fulfilled and merchant-fulfilled orders for more precise order fee estimates.
- UI Enhancements for API Setup: Improved the Setup API Connections page for a smoother onboarding experience.
- Bulk Update Sorting: Introduced sorting functionality on the Bulk Update Journal page for better data organization and efficiency.
- Bank Transactions Export: Added the ability to export bank transactions for easier financial reporting.
- Enhanced Banking Search: Introduced a search option in the Mapped Chart of Account dropdown for quicker account selection.
- Software can now fetch data from deleted products, ensuring you retain access to historical information
- Set Uncategorized Transactions as the default account when using Bulk Update Journal, simplifying bulk processing.
- Improved Search Performance with asynchronous capabilities for faster and more responsive results.
- New Amazon Connection Indicator — Instantly see if your Amazon account is already connected.
- Enhanced User Registration — Now capturing company name and phone number during signup for more complete user profiles.
Bug Fixes
- Fixed Advertising Data Sync Issues: Resolved synchronization errors for more accurate and up-to-date advertising data.
January 2025
New Features
- Banking: Added the ability to update bank connections directly.
Enhancements
- Advertising: Linked product spend SKU to the product ID edit page and removed the unnecessary
$sign from ROAS data. - Product Profit Report: Improved date formatting for better clarity.
- Banking: Added a feature to notify users when their bank account requires updates via Plaid integration.
- Orders: Implemented a job to provide more accurate fee estimates for unsettled orders.
- Dashboard: Enhanced speed and eliminated duplicate queries for improved performance.
- Inventory: Optimized the inventory page for a smoother user experience.
- Settings: Introduced Country and Doing Business As fields for better customization.
- Advertising Export: Improved Excel formatting for clearer and more professional reports.
- Revamped the Login page with a fresh, modern design.
- Added a loading indicator for report pages to enhance user experience.
Bug Fixes
- Resolved an issue with the export functionality in the Cashflow Statement report.
December 2024
Enhancements
- Unit Cost: Enhanced bill and account selection with a new search field.
- Order Export: Added support for Amazon Marketplaces and included the timezone in the export file.
- Bank Balance Report: Strengthened data security by ensuring proper data ownership.
- Product Stock Report: Improved page load times and introduced pagination for better navigation.
- Refund Reasons: Added the ability to download refund reasons for a large date range.
- Orders: Improved product fee estimates by calculating the average commission and fulfillment fees from settled orders.
- Inventory: Displays product subcategories.
Bug Fixes
- Banking: Corrected the display of unreconciled transaction counts.
- Bill Payments: Automatically updates bill status when a bank transaction is added.
- Product Profit Report: Fixed export formatting issues.
- Orders Export: Corrected date formatting to enable Excel functionalities, such as day +1 and end-of-month calculations.
November 2024
New Features
- Inventory: View product images directly from the Amazon seller page and access detailed product categories.
- Product Profit by Category: Introduced a new product profit by category report with export functionality, enabling more detailed insights into profitability across product categories
- Banking: Split Transactions & Bill Payments: Add split transactions and process bill payments for better financial management.
- Audit Reports: Track system activities with the new Audit Reports page.
- Category-SKU Sales Visualizer: Visualize sales data by category and SKU for improved decision-making.
- Export Raw Amazon Finances: Easily export financial data for detailed analysis.
Enhancements
- Refunds and Orders: Enhanced page loading speed with the addition of a default range filter.
- Recipes: Now displaying all products used across different recipes for easier tracking.
Bug Fixes
- Product Launches Over Time Report: Resolved an issue with chart loading for smoother performance.
- Product Profit: Corrected product profit channel selection display
- Reports: Added support for custom date range in P&L and product profit reports
- Bills: Enabled linking of bill quantity left to order analysis for viewing product expenses
- Product Recipes: Fixed Product Recipe dropdown data issues and improved loading speed for product selection.
February 2025
October 2024
New Features
- Duplicated Items Report: Easily identify and manage duplicated product SKUs, helping streamline inventory and prevent listing errors.
- Forecast: Added the ability to rename and delete forecasts to keep your financial projections organized and up to date.
Enhancements
- Inventory Analysis: Improved analysis reports now provide crucial insights, including Amazon Fees, Cost of Goods Sold (COGS), and Net Profit, giving you a clearer picture of your business performance.
- Unit Costs: Enhanced the user experience for creating Unit Costs by automatically loading the total quantity when a bill is selected and introducing clear validation messages for better accuracy.
- Recipes: Streamlined the process of creating new recipes for product inventory, ensuring that quantities are required for seamless inventory management.
September 2024
New Features
- Order and Refund Analysis: Enhanced order and refund analysis with title concatenation (max 35 characters), inclusion of ASIN, and SKU links for quick access.
- Site-Wide Search: Easily find orders, journal entries, banking info, and transactions with our enhanced quick-search functionality.
Enhancements
- Order Filtering by Buyer: Added the ability to filter orders based on the buyer.
- Buyer Column: Introduced a new “Buyer” column to the orders table for easier tracking.
- Sped up Product Profit Report: Significantly faster load time on the product profit report
- Homepage Dashboard: Added more internal links for quicker navigation
- Advertising: Better filtering for advertising campaigns
- Product Profit Table: Enhanced the load time of Product Profit page.
- Return Analysis Report: Added a filter by SKU option and linked the report to itself from the refund report for easier navigation.
- Inventory Export Update: Now includes buyer and vendor data for a more comprehensive view.
- Bill Export: Now includes remaining quantity for each product in inventory.
- Implemented several security updates to enhance data accuracy and ensure proper authorization.
Bug Fixes
- Bank Transaction Mapping: Resolved an issue with bank transaction mapping to ensure accurate data matching.
- Profit & Loss Report: Fixed the date selection issue to ensure accurate reporting.
- Product Profit: Resolved SKU formatting issues in export files for Microsoft Excel.
August 2024
New Features
- Inventory Recent Orders Filter: Added the ability to filter the inventory recent orders data table by sales channel, similar to the orders table. This filter is also available for export.
- Export Advertising Campaign Data: Added the ability to export individual advertising campaign data directly from within the platform.
Enhancements
- Dropdown Defaults: Added dropdown defaults similar to P&L for easier selection.
- Sticky Headers: Implemented sticky headers for the product profit table to improve navigation and visibility.
Bill Payments Editing: Introduced the ability to edit bill payments directly by opening the modal, rather than just deleting entries.
Advertising Data Table: Updated the advertising section to display information in a data table format for improved organization and accessibility.
Bug Fixes
- Fixed Orders Data Table: Resolved an issue affecting the display and functionality of the orders data table.
July 2024
New Features
- Merge Chart of Accounts: Simplify financial management by merging multiple accounts.
- Import Transactions to Specific Ledger Accounts: Streamline data entry with direct imports.
- Export Forecasting Reports: Generate and export detailed forecasts.
- Import Orders from Other Channels: Integrate sales data from various platforms seamlessly.
- View COGS Values Over Time by Product: Analyze cost of goods sold by product over time.
- New Administrative Reports: Identify duplicated transactions and orders missing COGS.
Enhancements
- Speed Improvements: Enhanced load times for homepage, orders, inventory, and forecasting pages.
- Redesigned Report Page: Improved clarity and speed for better usability.
June 2024
New Features
- Plaid Integration: Retrieve bank balances seamlessly.
- Merge Chart of Accounts: Simplify account management.
- Merge Bank Accounts: Consolidate financial data effortlessly.
- Vendor/Customer Creation: Add new vendors or customers directly on bills and invoices.
Enhancements
- Speed Optimizations: Faster inventory and order pages.
- Return Report: Improved clarity and usability.
Bug Fixes
- Inventory Quantity: Fixed retrieval accuracy.
- Order Retrieval: Enhanced speed and precision.
May 2024
New Features
- Export Functionality: Added export options for most reports to facilitate data sharing.
- Profit and Loss by Month: New report for monthly profit and loss comparison.
Enhancements
- Dashboard Speed Updates: Improved loading speed for quicker access to metrics and data.
- Return & Inventory Report UI: Redesigned interface for better usability and clarity.
Bug Fixes
- API Duplication Fix: Resolved API redundancy issues for improved efficiency