2021-10-14

Release Update - October 10, 2021

Added

• [Integrations] Railz now supports banking integration through Plaid to retrieve Bank Accounts and Bank Transactions. See Banking Integrations for more details.

• [Integrations] Railz now supports Oracle NetSuite (Beta) as an accounting integration. Customers will be able to pull Accounting Transactions, Chart of Accounts, Bills, Bill Payments, Customers, Inventory, Invoices,
  Invoice Payments, Trial Balances, Tracking Categories, Journal Entries and Vendors. See updated API reference for more details.

• [Integrations] Railz now supports Sage Intacct (Beta) as an accounting integration. Customers will be able to pull Accounting Transactions, Chart of Accounts, Business Info, Bills, Customers, Inventory, Invoices,
  Invoice Payments, Tracking Categories, Journal Entries and Vendors. See updated API reference for more details.

• [Integrations] Railz now supports integrating with UpLead to augment the Business Info returned by accounting service providers. The UpLead integration helps build the financial benchmarking feature and is currently not available to end-users.

• [Integrations] Railz now supports synchronizing AP Aging from QuickBooks Online and QuickBooks Desktop. See /apAging endpoint for more details.

• [Integrations] Railz now supports synchronizing AR Aging from QuickBooks Online, FreshBooks and QuickBooks Desktop. See /arAging API endpoint for more details.

• [Integrations] Railz now supports pulling and pushing Bank Transfers from/to Xero. See updated API reference for more details.

• [Integrations] Railz now supports pushing Deposits and Purchase Orders to QuickBooks Online & Xero. See updated API Reference for more details.

• [Integrations] Railz API now supports synchronizing Bills, Customers, Inventory, Invoices, Tracking Categories, Journal Entries and Vendors for QuickBooks Desktop. See updated API Reference for more details.

• [Railz API] Rebuilt the legacy /transactions endpoint through a new /accountingTransactions endpoint. /transactions will be deprecated by Q4 2021.

• [Railz API] Customers can now filter all API responses by sub-properties like customer, vendor and currency (e.g. customerRef.id). See Filtering for more details.

• [Railz API] /businesses and /connections endpoints have been updated to return the institutionName for banking connections. See updated API Reference formore details.

• [Railz Analytics] Railz now has the ability to generate a Credit Score & Rating
  for connected businesses. See Credit Scores and Credit Ratings data models for more details along with the updated API Reference for more details.

• [Railz Analytics] Railz now has the ability to generate Financial Benchmarking based on the Railz cohort. See Financial Benchmarking and updated API Reference for more details.

• [Railz Connect] Introduced QuickBooks Desktop authorization flow improvements to reduce connection timeouts. See QuickBooks Desktop for more details.

• [Railz Sites] Introduced the first version of Railz Sites™, a secure, no-code Railz-hosted page, powered by the Railz API & Railz Connect™, that lets your businesses connect their financial data. See Railz Sites™ for more details.

• [Railz Dashboard] Customers can assign an analyst role to a team member that is restricted to viewing business data only. See Team Members for more details about team member roles.

• [Railz Dashboard] Customers are now able to add a new business through the dashboard. Create a Railz Sites Link for more details.

• [Railz Dashboard] Customers can now view a business financial summary through a set of visuals without the need to build their own front-end. See View Business Financial Summary for more details.

Changed

• [Railz Dashboard] Overall user experience improvements to the business list page to improve filtering and viewing connected businesses. See Railz Dashboard for more details.

• [Railz Dashboard] Customers are now restricted from signing up or adding team members with disposable emails.

• [Railz Dashboard] Customers are now restricted from signing up with duplicate domains. Customers on the same email domain will need to be invited by an administrator.

• [Railz Dashboard] Overall dashboard stability improvements.

Fixed

• [Railz API] POST API requests now return a 403 response code for customers on a free plan.

• [Railz API] POST /accounts now validates taxRef.

• [Railz API] Filtering by a numeric string no longer returns invalid data type.

• [Railz API] Fixed an issue that prevented POST API requests to work on FreshBooks due to a wrong serviceName.

• [Railz API] Fixed an issue that caused FreshBooks connections to throw a 404 error due to missing accountIds.

• [Railz API] Filtering QuickBooks tracking categories by ID no longer fails.

• [Integration] Fixed an issue that caused the QuickBooks Desktop web connector to fail during sync.

• [Railz Dashboard] Financial ratios and deposit reports no longer display NaN as a value.

• [Railz Dashboard] Fixed an issue that prevented the team members page to show more than 10 users.

• [Railz API] Overall data extraction & normalization improvements.