Answers Chat, Live End to End
Answers conversations are now fully real-time. A new thread appears in the sidebar instantly with an auto-generated title, and a run streams to every open tab — surviving refreshes, reconnects, and switching devices.- Send while it’s working — press Enter to inject a follow-up into the active run, or ⌥/Alt+Enter to queue one behind it. Stop cancels generation mid-stream.
- Smoother streaming — answers and reasoning now arrive word by word with a gentle fade-in.
- Live sidebar — thread status shows as a single dot: blue while a run is working, red if the last run failed, and purple when a run finished since you last looked. Pin threads, rename them, and search the sidebar.
- Persistent unread indicators — unread dots and read state now survive reloads and follow you across browsers and devices.
- Rename threads — titles are auto-generated, and you can rename or regenerate them anytime.
- Deleting a thread is now a soft delete — the thread is hidden and recoverable rather than permanently removed.
QuickBooks Classes on Journal Entries
- Assign a QuickBooks Online class to individual journal entry lines — the class picker appears when the entity has synced classes, and the selection is pushed to QBO when the entry syncs.
- Class assignments are now preserved when journal entries are converted into recurring templates and generated pending entries.
Full QBO Account Roster in the Chart of Accounts
The Chart of Accounts now syncs the full active QuickBooks Online account roster, so you can post journal entries against accounts that had no activity in the period (which QBO omits from its Balance Sheet and P&L) — they come in as normal zero-balance lines.Other Improvements
Other Improvements
- Every project type’s settings page now renders from one consistent template, with trial-balance-only sections shown only where they apply
Bugs and Other Improvements
Bugs and Other Improvements
- Pasting a large block of rows or columns in the spreadsheet editor now extends the sheet instead of failing when the destination cells don’t exist
- Fixed the document upload dialog overflowing on short screens
- Delete and replace dialogs now name the specific item being acted on
Edit, Lock, and Version Documents
Denari Documents now supports working on files in place:- In-app editing — annotate PDFs and edit spreadsheets directly in the document viewer.
- Document locking — lock a document while you work on it so others don’t make conflicting edits; admins can force-unlock.
- Versioning — upload a replacement file to create a new version, review pending versions, and restore a previous one from the Versions tab.
- Delete — remove a document from the actions menu. Deletion is a soft delete that retires every version and removes the document from search and client portals.
- TIFF support — TIFF files now render in the document viewer alongside PDF, Excel, and Word.
Configurable Document Search
Choose how search works from a cog menu: match on attributes, full text (OCR), semantic meaning, or any combination. Results are combined with relevance-aware ranking so an exact filename match is never buried under fuzzy hits, and your search configuration is saved with your views.Entity Locking
Firms can now restrict an entity’s data to a named list of members.- Locked entities gate every related project and document; non-members file an in-app Request access request.
- Members manage the member list, approve or deny requests, and toggle the lock from Entity Settings.
- A new Entity history card shows a timeline of lock/unlock, membership changes, and access requests.
Journal Entries & QBO Reports
- Journal entry line descriptions now auto-populate from the line above and flow down into subsequent blank lines.
- QuickBooks Online reports can now be imported as Excel (.xlsx) in addition to PDF, with a Portrait/Landscape orientation toggle for wide reports.
- The entity documents page now uses the same document tree, preview, and comments panel as project documents.
Intake
Documents now has Intake, a triage queue for incoming files. Documents land grouped into bundles where you set attributes, match them to a client, and file them into the library — with My/Firm scopes, an auto-saving attribute editor, and keyboard-driven approve, match, and file actions. Upload integrations like the virtual printer can drop documents straight into Intake. See Intake.Searchable Document Content
Every document version is now run through OCR and indexed, so full-text and semantic search can find documents by their contents — not just their name and attributes. Large backfills run efficiently in batches, while freshly uploaded files are indexed right away.Other Improvements
Other Improvements
- Added a document outline / thumbnails sidebar to the PDF viewer
Trial Balance Enhancements
- New Adjusted Balance column, shown immediately after Adjustments.
- Search the trial balance, tax trial balance, and consolidated trial balance by account name or number.
- Drag and drop to reorder trial balance columns; the order is remembered per project.
- Hand-corrected prelim balances now carry a dotted amber underline, so reviewers can spot them while scanning instead of only on hover.
Document Side Panel
Single-clicking a document row in any Papers tab (Workpapers, Other, Entity) opens it in a resizable, collapsible side panel with Preview and Comments — double-click still opens the full document view.Other Improvements
Other Improvements
- A confirmation gate now previews exactly what will be written before syncing adjusting journal entries to QuickBooks
- The projects list remembers your sort, filters, search, and page per surface, and prefetches data on hover for instant navigation between tabs and projects
Faster Ways Around the Library
- ⌘K command menu — press ⌘K on the documents list to jump straight to a client by name or ID.
- Searchable filter popover — a Linear-style filter picker for narrowing the list.
- Preview pane — select a document to preview it (PDF or spreadsheet) right beside the list; double-click to open the full detail page.
- Version history tab — a read-only Versions tab on the document detail sidebar.
- Hide custom attribute badges — firms can suppress their own custom fields from search-result badges while keeping them fully searchable.
Client Portals (Preview)
An early Portals surface lets a firm publish documents from a client’s tree into a per-entity client portal. Available behind an entitlement while in development.Redesigned Clients, Entities & Project Settings
The Clients list, client detail, Entities list, and project settings pages were rebuilt onto the new Denari design system for a tighter, more consistent layout.Other Improvements
Other Improvements
- Drop a file from your computer directly onto a placeholder row to fill it, or drag an existing document onto a placeholder to take its slot, name, category, and roll-forward settings
- Restored thousands-separator commas in the adding-machine calculator, and fixed small decimal values being rounded off in saved PDF annotations
Reference Documents in Projects
Documents from a client’s library can now be pulled into a Papers project as referenced workpapers. A referenced document behaves like any other project document — placement, roll-forward, approval, and matching all work — while staying linked to its source, with manual controls to re-sync when the original changes.Document Comments Across the Project
- Document comments now appear throughout the Papers project surface, with a per-row indicator and grouping by the document or line they’re attached to.
- Threaded comments are available on the document view, including non-PDF documents, and persist across document edits and replacements.
Ownership Percentage (v1)
Apply a pro-rata ownership percentage to a trial balance.Document Attributes
Documents are now organized by a firm-configurable set of attributes (Client, Year, Service Line, Document Type, and your own custom fields). The attribute sidebar shows and edits the right fields for each document, an upload wizard collects them on the way in, and the library tree groups and filters by any attribute.- Comments tab — discuss a document inline from its detail sidebar.
- Document action menus — open, print, download, share, and copy document metadata from the list or detail page.
- Entity references now show their upstream identifier prefixed to the name (for example,
0001903 — Client Name) across the tree, filters, and grouping.
Introducing Denari Documents
Denari Documents is a firm-wide document library: a single searchable home for all of your firm’s files, organized by the attributes that matter to you rather than rigid folders.- Server-driven search, grouping, and filters over the full library, with infinite scroll for large corpora.
- Drag and drop to upload — drop files onto a group to inherit that group’s Client, Year, and Service Line as starting attributes, or onto open space to upload without pre-fill, with a progress dock and per-file retry.
- Shareable views — search, filters, sorting, and grouping are reflected in the URL with a one-click “Copy shareable link.”
Denari Documents is the firm-wide library. The per-project document workspace inside Papers is separate.
Export to UltraTax
A new Export to UltraTax action on the tax trial balance downloads a CSV with account number, description, tax code, and amount — using the UltraTax code matched to the project’s entity type, so you can import the trial balance directly into UltraTax without re-keying.Automations and Connectors
- Schedule in plain English — describe an automation’s schedule in natural language and Answers translates it to a recurring run, with support for multiple timezones and isolated automation threads.
- Microsoft Teams — added as a send-only connector so Answers can post to Teams.
Document History & Shareable Views
- A History view on the document detail sidebar shows audit-logged activity — who viewed or changed a document, when, and from where.
- Document and project lists now reflect search, filters, sorting, and pagination in the URL, with a “Copy shareable link” button and reliable single-click Back navigation.
We are excited to announce that Denari Answers is now live! Here’s what’s included:
Ask questions in plain English
Ask questions in plain English
Ask questions about your firm’s data and accounting topics using natural language. Answers will clarify your intent before responding to make sure you get exactly what you need.
Practice CS integration
Practice CS integration
Connect to your firm’s Thomson Reuters Practice CS database to query time entries, billing, clients, staff, departments, projects, and more. All access is read-only — Answers cannot modify your data.
Web research
Web research
Toggle web search on to get up-to-date information on industry benchmarks and other topics. Answers cites its sources so you can verify the information yourself.
Charts and visualizations
Charts and visualizations
Request bar, line, area, pie, and radar charts to visualize your data. Download any chart as a PNG image for use in presentations or reports.
Tables with export
Tables with export
View detailed results as formatted tables. Download tables as CSV files or copy and paste them directly into Excel.
Threaded conversations
Threaded conversations
Each conversation is saved as a thread with full context, so you can ask follow-up questions without repeating yourself. Pick up any previous conversation from the sidebar.
Mobile support
Mobile support
Use Answers on your phone or tablet. The interface adapts to smaller screens — the sidebar slides in as an overlay, and the chat and input are optimized for touch. See Mobile for details.
Teams Update
This update allows firms to group projects and users into Teams, putting guardrails on projects so users don’t edit projects they shouldn’t by mistake. Common use cases include grouping projects and users by department (e.g. CAS, Tax), by location, or a combination of the two.Bugs and Other Improvements
Bugs and Other Improvements
- Modernized internal spreadsheet processing engine for improved performance and stability in document editing
- Fixed the SharePoint bug for DOCX files not syncing properly
- Enhanced error messaging for Excel file import and export operations
- Improved handling of irregular QBO accounts: if an account is a regular, non-parent account in the current period but was a parent account in the prior year, those two accounts are now handled and merged properly across periods
- Minor CSS and error handling improvements
Bugs and Other Improvements
Bugs and Other Improvements
- Improved the Papers project list page load time significantly
- Fixed the SharePoint bug for XLSX and DOCX files
- Trial balance values now roll forward when using the Roll to Tax feature
Tick Marks
Users can now add tick marks using the action menu. Tick marks can also be exported with the TB export if toggled on in the settings page.Keep Tax Mappings on QBO Re-sync or CSV Re-import
Bugs and Other Improvements
Bugs and Other Improvements
- Improved CSV import step 2 so users can see all the rows and have a standardized experience
- Roll to Tax now includes the balances from the CAS project
Entity Level Notes
Users can now add notes to the entity page that are accessible from every project related to that entity.Issues vs Notes
Comments can now be posted as either Notes or Issues:- Notes allow users to post context without requiring resolution
- Issues are comments that need to be resolved — posting an issue increases the unresolved comments counter by 1
Admin Dashboard Improvements
- Admins can now edit user roles in the admin dashboard
- Added filtering by user role or user status
- Users are now searchable on the Admin Dashboard
Bugs and Other Improvements
Bugs and Other Improvements
- SharePoint now works for Word and XLSX documents
- Users can now make edits in XLSX files, navigate away, and come back without losing their work
Duplicate Project Warning
Users now receive a warning when creating a project if a duplicate is detected. Warnings appear if the new project shares the same client, entity, and period end date as an existing project.Just for Me View
A new toggle on the project list page sorts projects relevant to the current user:- Projects where you are the preparer and the status is “in progress”
- Projects where you are the reviewer and the status is “ready for review”
Ignore Column Option
Users can now select columns to ignore on CSV uploads. Fields not mapped used to be ignored automatically — this change ensures every trial balance column is accounted for.Bugs and Minor Fixes
Bugs and Minor Fixes
- Made product area clickable, not just the dropdown arrow
- Removed artifact links
- Fixed incorrect tooltip contents for the submit for review button
- Other minor improvements
Bulk Delete Parent/Sub-account Reconciliations
Users can now see sub-account values when hovering over the child accounts button on the reconciliation screen. You can also bulk remove all reconciliations to undo all sub-accounts at once.Account Mapping Prototype
Users can now map accounts to a Mapped Financial Statement to consolidate accounts and present a standardized financial statement. This feature is still being developed and released for feedback.Get Support Button
A support button has been added inside the app for firms without a dedicated Teams support channel.Other Features and Bugs
Other Features and Bugs
- Added an unread indicator on user initials if they have an unread support message
- Improved error messages for Journal Entries sync back with QBO
- Updated Denari branding
- Converted TB CSV export to debit-based (relevant for working with Caseware)
- Added prior year support to the CSV import
- Trial balance header is now sticky on scroll
- Added vendor alphabetical sorting to AR and AP aging reports
- Other minor bug fixes
Ignore Rows on CSV Upload
Users can now ignore specific rows during CSV upload/import.Error Message for Closed Books on JE QBO Sync Back
An error message now appears when attempting to sync journal entries back to QBO if the books are closed.Hyperlink Annotation Indicator
A visual indicator has been added for hyperlink annotations between pages on a workpaper and between different workpapers.Bug Fixes
Bug Fixes
- Fixed a bug where parent account historical values sometimes didn’t show in prior year and previous year columns
- Fixed a bug where admin page user updates required a page refresh
- Fixed a bug where documents got marked as approved when reconciled through one-click reconciliation
Firm Remodel
Combined multiple firm locations into one firm in the Denari app. This is the first part of a multi-staged release enabling finer permissions control by groups (Tax, CAS, etc.).One-Click Reconciliation
Introducing the one-click reconciliation feature for faster trial balance tie-outs.Multi-Level Document Approval
Documents now support multi-level approval workflows.Prior Year Data in Financial Statements Export
Prior year data is now included in the financial statement export for comparatives, along with an improved format and a cover letter option.Bugs
Bugs
- Fixed a bug with AP and AR aging reports imported from QBO
- Fixed a bug where prior year parent account ending balances sometimes used sub-account prelim values instead of ending balance values
- Set default project type to CAS Trial Balance
Prior Year for QBO Clients
QBO trial balance projects now automatically import prior year data. Prior year data is included when exporting the financials PDF on the balance sheet.Directories on Entity Documents
You can now create directories in the entity documents section. These directories are consistent across all projects for the same entity.Multiple Reviewers
Projects now support adding multiple reviewers.Bug Fixes
Bug Fixes
- Fixed an issue where roll-forward status was clearing when editing an Excel file
- Fixed an issue with the PDF editor highlighter button visibility
M-1, M-2, and M-3 Adjustments
When creating a tax journal entry, you can now use M-1, M-2, and M-3 adjustment lines. Such adjustments will be broken out appropriately on the tax trial balance.Other Changes
Other Changes
- A number of dropdowns are now sorted alphabetically
Roll to Tax
Users can now mark documents with a Roll to Tax property that keeps a document when rolling forward from a CAS Trial Balance project to a Tax Trial Balance project. This can be set from the document settings form or the bulk editor.QuickBooks Online Sync Back Journal Entries
A new Sync Adjusting Journal Entries button on the Journal Entry page syncs Denari journal entries back to the QBO client.Other Deductions Sub-category Tax Mappings
Other Deductions Sub-category Tax Mappings
11 sub-categories are now supported for “Other Deductions” to allow more visibility into tax groupings.
Bug Fixes
Bug Fixes
- Added validation on QBO date ranges
- Fixed XLSX files not being saved properly
Journal Entry Improvements
- Broke up the JE entry page into Debit and Credit columns for added clarity
- Removed the ”- debit” and ”- credit” tags from accounts
- Added a default JE date set to the project period end date
- Added a difference amount on the total column to show the imbalance
Journal Entry Page Grouping
Journal entry numbers are now grouped so that a JE isn’t split across pages in the PDF export.SharePoint for MS Word Files
Users can now edit .docx files natively in Microsoft Word through SharePoint.Bugs
Bugs
- Fixed an issue that changed default new project values on project creation
- Fixed an issue where folders weren’t showing if they didn’t have files
- Fixed an issue where .xlsx files were stripping images on upload
Templates
Every new trial balance project now includes default folders: Assets, Liabilities, Equity, Income Statement, and Financial Statements. You can still customize folder names as needed.Bugs
Bugs
- Fixed the duplicate .xlsx files issue from SharePoint
- Added a way to create a directory when there are no existing documents or folders
Placeholder Improvements
Placeholders now retain their name when a file is uploaded. Document tab, category, and filetype selection are no longer required when making a placeholder.Comment Improvements
Comments now preserve formatting including blank lines and bullets.Bugs
Bugs
- Document categories are no longer required when updating document settings
- Sort order and directory are now maintained on document update
- Reclass JEs now affect book balance
- Users can now reconcile to calculator annotations
PDF Page Query Parameters
Users now stay on the same page of a PDF after saving, instead of being sent back to the top.Autosave on Edits
Edits are now automatically saved when navigating away from a tab, so you don’t lose work when switching between documents.Bug Fixes
Bug Fixes
- Fixed: users sometimes lost the first row of CSV upload if currency values were negative
- Fixed: JE deletion warning on category change was unreliable
- JEs are now sorted in ascending order
- Fixed: JE had a silent fail when user only had one account
- Zero balance credit/debit values are now hidden on JE export
- Removed redundant JE info from each line
- PDF export date header now uses the project period end date
AI Tie-Out Revamp
Significant improvements to the AI-suggested trial balance tie-out feature:- The AI now looks at the first three pages and the last two pages of each document (previously only the first two)
- In cases of multiple appropriate numbers on one page, the AI picks the one lowest on the page to better detect totals
- The AI now considers the name of the file
- The AI learns from what you did in the last period
Document Organization Update
Major improvements to document organization including folder management and drag-and-drop functionality.Placeholders
Documents can now be marked as Roll Forward as Placeholder in addition to normal Roll Forward. This can be toggled in the edit document settings form or from the bulk action menu.Admin Dashboard for User Management
Admins can now add, delete, and edit users for their organization without submitting tickets to Denari. Accessible from the top-left app feature selector.Project Locking
Reviewers on a project can lock it once complete. Only Admins can unlock a locked project.When a project is locked, the following are disabled:- Reconciliation/un-reconciliation of line items
- Journal entry creation/editing
- Ignoring/un-ignoring line items
- Editing the Chart of Accounts
- The settings page (except exports)
- Editing .xlsx files through SharePoint
- Editing documents
- View documents, trial balance, and journal entries
- Export PDFs and CSVs
- Download documents
Bug Fixes
Bug Fixes
- Calculator amounts can now be selected for manual reconciliations
- Capitalization of file extensions no longer breaks upload
- Journal entry edits no longer create unbalanced totals
- Deleted documents no longer show as reconciliation options
- Roll forward as placeholder setting is now remembered on document update
Editing XLSX Documents in Microsoft Excel
Users can now access Excel directly through Denari via the SharePoint button. Click the SharePoint link to open the file in Excel. For desktop users, click Editing > Open in Desktop in the Excel Web app.All edits are automatically saved. When finished, click SharePoint > Sync from Microsoft to apply changes to the Denari document.Changes may take 30 seconds to a minute to register. If you don’t see the sync option, wait until it appears.
Project List Page Improvements
Major improvements to the project list page including better performance, improved filters, and the ability to filter by date ranges instead of specific dates.Default Entity Types
Entity types are now automatically assigned based on the default setting in the entity settings page.Debit Based Trial Balance Option
After uploading a CSV, users can now assign balance columns to Debit-based or Account-based headers to support different trial balance formats.Edit Calculations
Users can now edit both labels and values on saved calculator annotations, and add more line items.Versioning/Restore Documents
Users can now restore previous file versions by clicking the history button from the actions menu.TB Update Journal Entry Warning
Users are now warned when changing the category type of an account that has active journal entries, as the change will result in JE deletion.Other Improvements
Other Improvements
- Book balance is now shown for XLSX manual reconciliations
- Can now manually tie-out to Excel balances on any sheet
- Users are notified if a frozen Excel column blocks viewing
- Comment updates no longer require a page refresh
- Fixed a bug on the transaction detail by account search box
Drag and Drop Files to Folders
Users can now drag and drop files into folders for document management.Show Cutoff Calculator Label
Hovering over a truncated calculator annotation label in the sidebar now shows the full text.Trial Balance PDF Export
A Download PDF option is now available in the settings page of trial balance projects.Fiscal Year Support for QBO
QBO syncs now add income statement balances based on the fiscal year setting in QBO, not just the calendar year.Category Change Confirmation
When editing an account category in the Chart of Accounts, a confirmation is now required if the change would delete existing journal entries.Improved Project List Filters
Major overhaul of project list page filters for faster application, including date range filtering for Created At.Bug Fixes
Bug Fixes
- CSV exports now include both Prelim and Ending Balance
Improved Matcher and Ingest
PDFs are now split into single pages for parallel text extraction, resulting in much faster processing.Bug Fixes
Bug Fixes
- Fixed duplicate line items on QBO sync (Equity, Net Income, Accounts Payable). If duplicates persist, re-sync through QBO.
Drag and Drop for File Re-ordering
Users can now drag and drop files into a custom order on the document list page.Duplicate Account Validation
Validation and error messages are now shown when uploading duplicate account numbers.Journal Entry Improvements
- Date support — Journal entries now support dates. Existing JEs without a date are assigned the last day of the project period.
- Removed negative debits and credits — Negative values are now automatically converted (negative debit becomes credit, and vice versa).
- UI improvements — Journal entries expand by default after creation.
Exclude Net Income and Tax Adjustment from Tax Mappings
The ignore account option is now at the top of every tax code selector. Net Income and the tax adjustment account are excluded by default.Other Changes
Other Changes
- Added default presets for highlighter, rectangle, and line annotations
- Fixed a bug with editing entity documents
- Removed redundant save annotations button from calculator screen
- Added XLS filetype conversion to PDF for workpaper support
- Added document conversion support in other documents and entity pages
Entity Document Editing
Entity documents now support editing and annotations.Display Button Toggle
Users can toggle adj, adj bal, tax adj, and tax adj bal columns on or off. Column visibility persists on refresh and when navigating between tabs.Calculator Annotation in Edit Toolbar
Calculator annotations have been moved to the toolbar inside the edit page, so all annotations can be made from the edit view.Display Button
Added a Display button to show/hide columns in the trial balance view that persists on refresh.Year-to-Date Income Statement Amounts
Monthly projects now pull calendar year-to-date values for all Income Statement items from QBO.Cash Basis and Accrual Basis Support
When setting up a project with Cash or Accrual Basis, the proper values are now pulled from QBO based on the Denari project basis setting.Bug Fixes
Bug Fixes
- Fixed ignored lines not showing in the Tax Trial Balance view
Ignored Tax Code Status
Users can now select Ignored for accounts like Net Income, zero-balance accounts, or the tax adjustment account that don’t need tax code mapping.Tax Journal Entries
Users can now make Tax Journal Entries by selecting Tax as the JE type. The tax adjustment account offsets any tax adjustments, and adjustments directly affect Net Income to calculate taxable income at the bottom of the Tax Trial Balance.Net Income Display
Net Income is now displayed at the bottom of every Tax Trial Balance with Book Balance, Tax Adjustments, and Adjusted Tax Balance (taxable income).Bug Fixes
Bug Fixes
- Removed default tax mapping of Ignored that was causing issues
- Fixed adjustment calculations: difference is now based on Adj Balance and supporting W/P instead of Prelim Balance
Fixed Trial Balance QBO CoA Sync Failure
Fixed a rare issue where Chart of Accounts edits on QBO sub-accounts could cause past projects to error. The Chart of Accounts feature was temporarily disabled while the QBO integration is reworked.PDF Disabled Action Notification
A notification bar now appears when a PDF has disabled permissions (annotating, printing, editing pages), making it clear that the restriction is from the original document, not a Denari issue.Workpaper Difference Absolute Value
Workpaper difference is now calculated using absolute values, fixing the issue where negative account balances with matching positive support showed a 2x difference.Other Fixes
Other Fixes
- Tax code selector no longer times out after ~7 seconds
- Users can now download the original document type after roll forwards
Adjusted Journal Entries Affect Net Income
Journal entries that affect income statement accounts now properly flow through to Net Income.IIF Export Fix
Fixed a bug where IIF exports wouldn’t work if the first line was related to Net Income.Other Changes
Other Changes
- Journal entry totals are now accurate to the decimal
- Adjusted balances now show even when the balance is 0
- Capitalized entity types for consistency
Schedule C and E Support
Denari now supports Schedule C and Schedule E entity types for sole proprietorships. Tax mappings for sole proprietorship projects use the appropriate schedules on Form 1040.Hide Zero Balance Account Improvements
Your preference to hide or show zero balance accounts is now remembered per project. Additionally, parent accounts with a zero balance but non-zero child accounts now show up when hiding zero balance accounts.Move Documents Between Tabs
Documents can now be moved between the workpapers and other documents tabs by editing the Document Type field.Journal Entry Improvements
- Journal entries now have debit and credit columns
- Journal entries that impact the income statement now also impact Net Income on the balance sheet
Other Changes
Other Changes
- Blurry calculator tapes have been fixed
- Accounts can now be mapped to tax codes before reconciliation
- Roll forward now preserves the original document type
- Document Editor button is now visible on light mode
- Document pages improved by up to ~14x in speed
- Better error information on the new project form
Chart of Accounts
Denari now has a Chart of Accounts feature on any CAS or tax trial balance project. From this page you can add and edit accounts.Import Reports from QBO
You can now import select QBO reports without leaving Denari. From the workpapers tab, import A/R and A/P aging reports. From the other documents tab, import balance sheets and income statements as PDFs.Document Approvals
Users can now approve and unapprove documents. Preparers get a blue initials badge and reviewers get a green initials badge.Other Document Changes
Other Document Changes
- Documents now show the last edit time and editor
- Documents on the list page are sorted by trial balance order
- Document names can be edited via “Edit document settings”
Auto Categorization with Denari AI
Automatic categorization of accounts when uploading CSV or Excel trial balances.Editing and Deleting Projects
You can now edit period duration, period end, and project name (for “other” projects). Projects can also be deleted.Page Titles
Page titles now describe the project name, document name, or location instead of just showing “Denari”.Biweekly Projects
Support for biweekly project durations.Bug Fixes
Bug Fixes
- Fixed QBO data import for fiscal year clients
- Fixed document replacement issues
Calculator Precision
Calculator annotations now support up to 6 decimal places (minimum 2) for improved accuracy.Better Document Organization
Documents can now be organized by category instead of a single unorganized list.Other Changes
Other Changes
- Cleaned up account categories and organized by balance sheet order
Bug Fixes
Bug Fixes
- Fixed duplicate client/entity validation error message on new project page
- Fixed clients and entities with 0 projects not showing
Improved Client/Entity Naming
Duplicate or nearly identical client and entity names are now prevented.Other CAS Project Type
Other CAS Project Type
A new “Other CAS” project type for custom one-off project needs with a Project Name field for easy identification.
Bug Fixes
Bug Fixes
- Fixed clients and entities with 0 associated projects not showing
Bug Fixes
Bug Fixes
- Fixed: users had to refresh the page to submit a reconciliation after all lines were reconciled/ignored
- Fixed a bug related to document uploads
- Improved loading UI on the create project page
Roll Forward Documents
Roll forward toggles added to each document in workpapers and other documents tabs.Full Screen Editing
The edit button now enters full screen mode for more workspace.Calculator Tie-outs on Documents
- Calculations can now be added to documents without requiring a reconciliation
- Works on non-trial balance projects (sales tax, 1099, workers comp, payroll)
- Documents now have a “Show Calculator” button for calculator tie-out annotations
Trial Balance CSV/Excel Import Improvements
Denari now automatically determines if a TB import has a header row and handles the file appropriately.PDF Editing
Direct PDF editing in Denari including highlighting, drawing, images, stamps, notes, text boxes, shapes, and erasing.Improved Excel Editing
Excel editing now includes a toolbar with formatting, formulas, and features like pivot tables.Other Changes
Other Changes
- Small changes to CSV export and bulk document export
Trial Balance Import Improvements
- Import from Excel (.xlsx) files in addition to CSV
- Automatic column mapping for standard column names
- Improved automatic category mapping with more accepted values
Document Roll Forward
Documents can now be set to Roll Forward from the document page.Other Changes
Other Changes
- Fixed manual reconciliations on negative book balance accounts
- Improved infrastructure for data backups