🚀 New Features

Account Forecasting in Weekly View

• New account modal that allows forecasting on the item level
• Ability to add and edit forecast items from account modal
• Allow auto forecasting on the account level, overriding the section level auto forecast option for greater flexibility, plus ability to save via instances (like forecast items)
• Change auto forecast for account, as well as turn off for a single account
• Last 12 months trend for account

Scenario Settings & UI

• Cash End Baseline setting which highlights when cash end falls below amount
• Improve look of edit options in dialog menus (Forecast, Scenario, Account)
• Improve look of save and cancel buttons in edit menus (add cancel button)

Performance Optimizations

• Improve serialization of entities to improve browser rendering, resulting in significant performance increase for high volume scenarios
• Read entities in backend rather than parsing large entities on client side
• Remove line items from read

⚠️ Changed Functionality

• Remove last 12 months from account tooltip
• Remove all tabs from item modal that are not used anymore (lines, payments)
• Weekly view uses monthly reports and splits proportionally for QBO and Xero to improve read performance and processing time
• Hardcode open items into generic AR/AP accounts to solve line item total discrepancies with taxes (all bills will automatically move to cash out)
• Remove graph month hover (causing memory leaks)

🔧 Fixed

• Delete item not working with instance options (this instance only, etc.)
• Open item total and section total discrepancies (taxes on line items fix)
• Editing account from Account Mapping screen removes the nominal code and drops the account to the bottom of the list
• Removed ability to edit Account Name and Nominal Code for imported accounts
• Connecting to Xero company error when company is of a newer class type - upgraded api to handle new types
• Syncing QBO payments failed due to a breaking change in the api
• Account totals from Cash Flow Statement in QBO being flipped
• Replace broken intercom link in support menu
• List view minor issues