SellAnalytix Changelog: The Latest Product Updates
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.
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