New purchase order line item management (beta) — Add, update, and delete line items on existing purchase orders. View add endpoint, View update endpoint, View delete endpoint
New card vault endpoint (beta) — Retrieve sensitive card details by card ID for vault API access holders. View endpoint
Default payment method support for bills — Added use_default_payment_method parameter to create bills using vendor's configured default payment method. View endpoint
Enhanced vendor data — Added code field to accounting vendors for ERP system vendor codes.
Item receipt line item tracking — Added id field to item receipt line items and item_receipt_line_item_ids arrays to bill line items and bill inventory line items for better purchase order tracking.
New audit log event types — Added AI custom field config executed, External ticket created zendesk, and User previewed event types.
New webhook events — Added purchase_orders.archived, reimbursements.sync_requested, and transactions.sync_requested webhook event types.
Additional managed portfolio accounts — Added new managed portfolio account types: MANAGED_PORTFOLIO_INTEREST_INCOME_ACCOUNT, MANAGED_PORTFOLIO_POSITION_ASSET_ACCOUNT, MANAGED_PORTFOLIO_REALIZED_GAIN_LOSS_ACCOUNT, and MANAGED_PORTFOLIO_UNREALIZED_GAIN_LOSS_ACCOUNT.
Fetched April 13, 2026