purchase_order_ids array field in both create and update operations, replacing the previous single purchase_order_id field. View endpointERP migration tool — Set up a new API-based accounting connection to seamlessly migrate from your current ERP to a new one. View guide
Enhanced bills filtering — Added invoice_number query parameter to filter bills by exact invoice number. View endpoint
Enhanced receipts filtering — Added reimbursement_id query parameter to filter receipts for a specific reimbursement. View endpoint
Enhanced users filtering — Added status query parameter to filter users by status (USER_ACTIVE, USER_INACTIVE, USER_SUSPENDED), replacing the deprecated include_deleted parameter. View endpoint
Enhanced accounting field filtering — Added is_active and code query parameters for filtering custom accounting fields and field options by active status and code. View endpoint
New vendor bank account archiving — Archive vendor bank accounts with automatic transfer of associated bills, drafts, and recurring templates to a replacement account. View endpoint
New currency support — Added CNH (Chinese Yuan Renminbi offshore) to supported currencies across bill and purchase order endpoints.
New DATE input type — Added DATE enum value for custom accounting field input types, supporting ISO format (YYYY-MM-DD) in free form text fields.
Enhanced audit log events — Added new vendor management agreement event types including document operations (deleted document, linked document, uploaded document) and purchase order operations (linked purchase order, unlinked purchase order).
Enhanced attachment types — Added EMAIL and VENDOR_CREDIT enum values for bill attachment types.
Provider name fields — Added provider_name field to custom accounting fields, field options, GL accounts, and vendors to identify the accounting connection source.
Reimbursement payment tracking — Added payment_batch_id field to reimbursements for tracking payment batch associations.
Enhanced vendor filtering — Added external_vendor_id query parameter to filter vendors by customer-defined external identifiers, independent of accounting system remote IDs. View endpoint
External vendor ID support — Added external_vendor_id field to vendor creation, updates, and responses for tracking customer-defined identifiers separate from accounting system remote IDs. View endpoint
Purchase order line item matching — Added purchase_order_line_item_id field to bill line items for tracking matched purchase order line items. View endpoint
Real-time payment support — Added RTP enum value for Real-Time Payment processing method.
Same-day bill payments — Added is_same_day parameter to enable same-day delivery for eligible ACH payments when creating bill payments. View endpoint
Spend program line item fields — Added line_item_accounting_fields to spend program responses, showing custom accounting fields enabled for line items in each program. View endpoint
New audit log event — Added Vendor management agreement notification type switched event type for vendor management tracking.
Form 1099 compliance type — Added FORM_1099 enum value to vendor compliance types for tax reporting requirements.
Enhanced date filtering — Improved transaction filtering parameters with explicit ISO8601 format specification for synced_after, from_date, and to_date parameters. View endpoint
Draft bill tracking — Added draft_bill_created_at field to bill responses for tracking when bills were originally created as drafts. View endpoint
Delete matrix table rows — Remove individual rows from custom matrix tables using the delete endpoint. View endpoint
Matrix table row IDs — Matrix table rows now include an id field for unique identification and row-level operations.
Number column support for custom tables — Create and use number columns in custom tables with the new number column type for numerical data storage.
Default entity for vendors — Added default_entity_id field to vendors for associating a default business entity with vendor records.
New procurement event type — Added Procurement agent run completed enum value for audit log events tracking procurement automation completion.
limited_edition_gifts, limited_edition_gingerbread_man, limited_edition_grinch, limited_edition_hot_cocoa, limited_edition_reindeer, limited_edition_santa, and limited_edition_snowman enum values for card customization.Bill accounting sync control — Added enable_accounting_sync boolean field to bill responses that indicates whether the bill should sync to the ERP system. View endpoint
Manual vendor payment method — Added MANUAL enum value to vendor payment method kind field for manually processed payments.
New accrual AP account type — Added ACCRUAL_AP_ACCOUNT enum value for accrual accounts payable account usage type.
Enhanced custom field values — Custom field values now support number type in addition to boolean and string types.
Enhanced bill creation — Added enable_accounting_sync field to control whether bills sync to your ERP system, with additional validation when using remote_id. View endpoint
Matrix table column management (beta) — Add result columns to existing matrix tables without modifying input columns via POST /developer/v1/custom-records/matrix-tables/{table_name}/columns. View endpoint
Matrix table column renaming (beta) — Change the API name of matrix table columns while preserving human-readable labels via PATCH /developer/v1/custom-records/matrix-tables/{table_name}/columns/{column_name}. View endpoint
Number column support for matrix tables (beta) — Matrix tables now support number input columns in addition to reference columns, enabling numeric thresholds and values in matrix configurations.
Enhanced vendor data — Vendor accounts now include accounting_connection_id field to identify which accounting connection the vendor is associated with. View endpoint
New audit log events — Added "Vendor management agreement status changed" and "Vendor management edited agreement field" event types for tracking vendor agreement modifications.
New audit log event type — Added Created fund from purchase order enum value to track fund creation events from purchase orders in audit logs.
Enhanced user filtering — Added COORDINATOR role to user role filtering options for better user management capabilities. View endpoint
New accounting sync type — Added REPAYMENT_SYNC enum value for repayment synchronization via the object sync endpoint. View endpoint
Update purchase order support (beta) — Update existing purchase orders with new accounting field selections, line items, and spend date ranges via PATCH /developer/v1/purchase-orders/{purchase_order_id}. View endpoint
Change custom table row external key (beta) — Update the external key identifier for existing custom table rows via PATCH /developer/v1/custom-records/custom-tables/{custom_table_name}/rows/{row_id}. View endpoint
Enhanced bill payment methods — Added LOCAL_BANK_TRANSFER payment method for creating bill payments alongside existing options like CHECK, DOMESTIC_WIRE, and SWIFT.
Flexible accounting field selections — Accounting field selections now support free_form_text as an alternative to field_option_external_id, allowing custom text values when predefined options aren't available.
Improved quantity handling — Line item quantity fields now use number type instead of integer for more precise quantity tracking across bills, purchase orders, and item receipts.
Enhanced user validation — Added 50-character limits for first_name and last_name fields, and minimum length validation for vendor names to ensure data quality.