2021-07-15

Release Update - July 15, 2021

Added

• [Railz Connect] Added a refreshed look of our widget, which we now call Railz Connect™ to improve your conversions and increase your customers’ trust. See Railz Connect for more details and all new features.

• [Railz Connect] Railz Connect now requires IP whitelisting before being embedded in your application. See Configure and Setup Railz Connect for more details.

• [Railz Dashboard] Customers can now view all data types in the Reports page of the Railz Dashboard. See Railz Dashboard for more details.

• [Railz Analytics] Railz now supports calculating valuation figures for a business through the Railz API. See Business Valuations endpoint for more details.

• [Railz Analytics] Railz now supports calculating 36 months of financial forecasts for a business the Railz API. See Financial Forecasts endpoint for more details.

• [Railz API] Railz now supports synchronizing Bill Credit Notes, Invoice Credit Notes, Employees, Estimates, Journal Entries, Purchase Orders, Refunds and Deposits from QuickBooks Online, Xero, and FreshBooks. See updated API Reference and Data Model for more details.

• [Railz API] Railz now supports pushing Chart of Accounts, Inventory and Journal Entries to QuickBooks Online, Xero, and FreshBooks. See updated API Reference and Data Model for more details.

• [Railz Docs] Customers can now have access to Data Model documentation that explains the attributes of each data type synchronized and normalized by Railz. See Data Model for more details.

Added (Beta Only)

• [Railz Connect] Railz now supports connecting and authorizing access to QuickBooks Desktop through the QuickBooks Desktop Web Connector. See QuickBooks Desktop for more details.

• [Railz API] Railz now supports synchronizing Balance Sheets, Income Statements, Trial Balances, Chart of Accounts , Business Info and Transactions from QuickBooks Desktop. See updated API Reference and Data Model for more details.

Changed

• [Railz Dashboard] Improved the report date filtering to be dynamic based on data type and frequency. See Railz Dashboard for more details.

• [Railz Dashboard] Added a direct link to the API Documentation in the Dashboard navigation menu. See Railz Dashboard for more details.

• [Railz Dashboard] New customers are now limited from accessing the dashboard without verifying their email on signup. See Railz Dashboard for more details.

• [Railz Dashboard] Customers on a custom plan can now manage their subscription through the account billing page. See Railz Dashboard for more details.

• [Railz Dashboard] Customers on a free plan are now limited to adding 10 connections via the Railz API and Railz Connect. See Railz Dashboard and Railz Connect for more details.

• [Railz API] Updated the push invoice API schema to support discount percentage in line items. See API Reference for more details.

• [Railz API] Updated the financial ratios API endpoint schema to support grouping/nesting ratios by ratio type. See Financial Ratios endpoint for more details.

• [Railz API] Graduated the following GET/POST API endpoints out of Beta: Bills, Bill Payments, Chart of Accounts, Invoices, Invoice Payments, Customers, Vendors, Tax Rates, and Inventory out of Beta for QuickBooks Online, Xero and FreshBooks. See updated API Reference and Data Model for more details.

Fixed

• [Railz Dashboard] YTD Debit/Credit now show the correct values for QuickBooks Online connections.

• [Railz Dashboard] Sandbox integration no longer shows as "coming soon".