Interface: Added translation for Brazilian Portuguese 🇧🇷.

Analytics: Added the ability to transfer a saved custom filter to the Account Owner.

Statement Imports:

   Updated to reflect changes made by banks:

• Pekao (PDF)
• Payoneer (PDF/CSV)
• Centercredit Bank (XLS)
• Ukreximbank (XLS)
• A-Bank (PDF/XLS)
• PUMB (PDF/XLS + new XLS)
• Chase Bank (fixed incorrect date format)
• Ukrsib (fixed date loading issues)
• Jusan (PDF)
  
  

Integrations: Added Mono Acquiring integration (beta version).

Accounts Sidebar: Added the option to hide account balances and transaction amounts in the “Payments” section.

“Users” Section: Improved the logic for displaying system positions.

“Payments” Section: Added bulk editing, allowing entities (tags, projects, contractors, etc.) to be set to “empty.”

Safari Browser Adaptation: Optimized analytics display for the latest Safari browser updates.

General Improvements: Enhanced product stability and performance.

⚙️ iOS App Updates:

• Added the ability to attach documents and files to transactions.

• General performance and stability improvements.
  
  
  

⚙️ Web Version Updates:

• Pinned filters on report screens while scrolling for user convenience.
  
  

• Renamed the “Clients” section in the settings to “My Contractors”. Added icons with explanations for each contractor type.
  
  

• Categories in settings are now divided into “System Categories” and “Custom Categories”:

  • In “System Categories,” it is no longer possible to edit or add new categories.

  • Added informers with more detailed information about these entities.
    
    

• Added the ability to copy account balances on specific dates from the Calendar in a convenient format.
  
  

• Updated API documentation for working with invoices. The following features are now available through the API:
  
  

  • Invoice creation.

  • Retrieve a list of invoices and detailed information about them.

  • Export invoices in PDF format.
    
    

• Changed the name of the future payments transfer algorithm to “🤖 Finmap Algorithm.”
  
  

• Added the first iteration of changing the deal period for custom categories and system categories “Salaries/Taxes,” if the deal period was previously indicated in the operation.
  
  

• Added the ability to import data from TRUSTEE pdf files.

• Updated Statement Imports:
  
  – Pekao (pdf)
  – Novapay (pdf)
  – Centercredit Bank (pdf/xls)
  – PayPal (csv)
  – PKO (csv)
  – Bank of America (pdf)
  – Raiffeisen Ukraine (csv)
  – MTB Bank (xls)

• Various bug fixes and improvements to overall product stability.

• New API Functionality: Released in beta, now supports payments, which was essential for integrators, CRM systems, and developers.

• Bank Integrations: Added new integrations with Brazilian banks.

• UX Improvements: Addressed issues with project categorization, revenue settings after PL changes, and search functionality.

• New Imports:

  • Bank of America – CSV

  • Monobank’s “Banka” – PDF, XLS

• New Import Formats:

  • NovaPay – 3 formats

  • Raiffeisenbank – 1 format

  • PrivatBank – 1 format

  • Kapital Bank UZ – 1 format

  • Ukrsibbank UA – 2 formats

  • SenseBank UA – 1 format

  • Own Bank Account – PDF, XLSX

  • New PayPal formats – CSV

  Bug Fixes: Resolved issues and improved stability.