> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Updates

> Release notes and changelog for Denari.

Denari aims to update the software at least once per week. Use the tag filter to narrow updates to a single product.

<Update label="June 19, 2026" tags={["Answers"]}>
  ### 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.
</Update>

<Update label="June 19, 2026" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Improvements">
      <ul>
        <li>Every project type's settings page now renders from one consistent template, with trial-balance-only sections shown only where they apply</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 19, 2026" tags={["Documents"]}>
  <AccordionGroup>
    <Accordion title="Bugs and Other Improvements">
      <ul>
        <li>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</li>
        <li>Fixed the document upload dialog overflowing on short screens</li>
        <li>Delete and replace dialogs now name the specific item being acted on</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 13, 2026" tags={["Documents"]}>
  ### 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.
</Update>

<Update label="June 13, 2026" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="June 9, 2026" tags={["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](/documents/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.

  <AccordionGroup>
    <Accordion title="Other Improvements">
      <ul>
        <li>Added a document outline / thumbnails sidebar to the PDF viewer</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 9, 2026" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Improvements">
      <ul>
        <li>A confirmation gate now previews exactly what will be written before syncing adjusting journal entries to QuickBooks</li>
        <li>The projects list remembers your sort, filters, search, and page per surface, and prefetches data on hover for instant navigation between tabs and projects</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 2, 2026" tags={["Documents"]}>
  ### 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.

  The documents page also got a visual pass: a softer attribute color palette, skeleton loaders, teaching empty states, and full keyboard navigation of the tree (arrow keys, Home/End, Enter).

  ### 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.
</Update>

<Update label="June 2, 2026" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Improvements">
      <ul>
        <li>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</li>
        <li>Restored thousands-separator commas in the adding-machine calculator, and fixed small decimal values being rounded off in saved PDF annotations</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="May 27, 2026" tags={["Documents"]}>
  ### 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.
</Update>

<Update label="May 27, 2026" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="May 21, 2026" tags={["Documents"]}>
  ### 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.
</Update>

<Update label="May 18, 2026" tags={["Documents"]}>
  ### 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."

  <Note>
    Denari Documents is the firm-wide library. The per-project document workspace inside [Papers](/papers/documents) is separate.
  </Note>
</Update>

<Update label="May 18, 2026" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="May 12, 2026" tags={["Answers"]}>
  ### 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.
</Update>

<Update label="May 12, 2026" tags={["Documents"]}>
  ### 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.
</Update>

<Update label="March 8, 2026" description="Initial Release" tags={["Answers"]}>
  We are excited to announce that Denari Answers is now live! Here's what's included:

  <Frame>
    <iframe src="https://www.loom.com/embed/49b8974852ab44778e0096f243c79d4e" title="Denari Answers Intro" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  <AccordionGroup>
    <Accordion title="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.
    </Accordion>

    <Accordion title="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.
    </Accordion>

    <Accordion title="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.
    </Accordion>

    <Accordion title="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.
    </Accordion>

    <Accordion title="Tables with export">
      View detailed results as formatted tables. Download tables as CSV files or copy and paste them directly into Excel.
    </Accordion>

    <Accordion title="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.
    </Accordion>

    <Accordion title="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](/answers/mobile) for details.
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="December 10, 2025" tags={["Papers"]}>
  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/48652e5bec784e1192df9703789df810" title="Teams and Project/User Groupings" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  **Editing Teams** — Admins can access a new **Teams** tab in the admin route to see all existing teams, create new teams, and update or delete existing teams.

  **Project creation and updating with teams** — Projects can be assigned to a single team. Changing teams in the form will remove the users currently set, since they may not be valid selections anymore.

  **Removing teams from a user** — Removing users from teams also removes them from all projects assigned to that team. A preview of affected projects is shown before confirming.

  **Deleting a team with projects assigned** — Deleting a team removes the team assignment from both users and projects, but does not remove users from those projects since all users are valid on a project with no team selected.
</Update>

<Update label="November 14, 2025" tags={["Papers"]}>
  <AccordionGroup>
    <Accordion title="Bugs and Other Improvements">
      <ul>
        <li>Modernized internal spreadsheet processing engine for improved performance and stability in document editing</li>
        <li>Fixed the SharePoint bug for DOCX files not syncing properly</li>
        <li>Enhanced error messaging for Excel file import and export operations</li>
        <li>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</li>
        <li>Minor CSS and error handling improvements</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="November 5, 2025" tags={["Papers"]}>
  <AccordionGroup>
    <Accordion title="Bugs and Other Improvements">
      <ul>
        <li>Improved the Papers project list page load time significantly</li>
        <li>Fixed the SharePoint bug for XLSX and DOCX files</li>
        <li>Trial balance values now roll forward when using the Roll to Tax feature</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 29, 2025" tags={["Papers"]}>
  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/2181e51b35d04abf80856cbf6c6dc260" title="Tick Marks" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### Keep Tax Mappings on QBO Re-sync or CSV Re-import

  <Frame>
    <iframe src="https://www.loom.com/embed/c7f284c14ab14408854f1b884ab14082" title="Maintain Tax Account Mapping on QBO re-sync or CSV re-import" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  Tax account mappings are now maintained when you re-sync from QBO or re-import a CSV.

  <AccordionGroup>
    <Accordion title="Bugs and Other Improvements">
      <ul>
        <li>Improved CSV import step 2 so users can see all the rows and have a standardized experience</li>
        <li>Roll to Tax now includes the balances from the CAS project</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 21, 2025" tags={["Papers"]}>
  ### Entity Level Notes

  Users can now add notes to the entity page that are accessible from every project related to that entity.

  <Frame>
    <iframe src="https://www.loom.com/embed/e308c111577a4eaea9ae6da24c749505" title="Entity Level Notes" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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

  <Frame>
    <iframe src="https://www.loom.com/embed/719e6fc37bd94f33b1dc44a4edf3b395" title="Notes and Issues - Comment Types" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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

  <AccordionGroup>
    <Accordion title="Bugs and Other Improvements">
      <ul>
        <li>SharePoint now works for Word and XLSX documents</li>
        <li>Users can now make edits in XLSX files, navigate away, and come back without losing their work</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 14, 2025" tags={["Papers"]}>
  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/36b30c51ad3b42b6810a9fb36b316fb2" title="Duplicate Project Warning" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### Just for Me View

  A new toggle on the project list page sorts projects relevant to the current user:

  1. Projects where you are the preparer and the status is "in progress"
  2. Projects where you are the reviewer and the status is "ready for review"

  <Frame>
    <iframe src="https://www.loom.com/embed/9e36c209456c473eba67c4fa4766bbe1" title="Just for Me" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/68d5ec2da95440808d68d51660d2cd0a" title="One-click Entity" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  <AccordionGroup>
    <Accordion title="Bugs and Minor Fixes">
      <ul>
        <li>Made product area clickable, not just the dropdown arrow</li>
        <li>Removed artifact links</li>
        <li>Fixed incorrect tooltip contents for the submit for review button</li>
        <li>Other minor improvements</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 6, 2025" tags={["Papers"]}>
  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/0ca98e320dfe48a9ae88df03e078476d" title="Parent/Sub-account reconciliations" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/08cc57fb966b4ad4bd789a7f3f9d5ecd" title="Account Mapping Prototype" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### Get Support Button

  A support button has been added inside the app for firms without a dedicated Teams support channel.

  <Frame>
    <iframe src="https://www.loom.com/embed/534164e2debd41f382c62fccd25a52eb" title="Getting Support inside our App" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  <AccordionGroup>
    <Accordion title="Other Features and Bugs">
      <ul>
        <li>Added an unread indicator on user initials if they have an unread support message</li>
        <li>Improved error messages for Journal Entries sync back with QBO</li>
        <li>Updated Denari branding</li>
        <li>Converted TB CSV export to debit-based (relevant for working with Caseware)</li>
        <li>Added prior year support to the CSV import</li>
        <li>Trial balance header is now sticky on scroll</li>
        <li>Added vendor alphabetical sorting to AR and AP aging reports</li>
        <li>Other minor bug fixes</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="September 23, 2025" tags={["Papers"]}>
  ### Ignore Rows on CSV Upload

  Users can now ignore specific rows during CSV upload/import.

  <Frame>
    <iframe src="https://www.loom.com/embed/b66a6780f02a4162bd536b9ab08b9591" title="Ignore Row on CSV import" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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.

  <Frame>
    <iframe src="https://www.loom.com/embed/4a0fa1e9e4164c9f89b95ad9e58c3db3" title="QBO JE Sync Back Error Message for Closed Books" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### Hyperlink Annotation Indicator

  A visual indicator has been added for hyperlink annotations between pages on a workpaper and between different workpapers.

  <Frame>
    <iframe src="https://www.loom.com/embed/a6f76cb1593b484ab3c1968e7399508d" title="Hyperlinks between pages on a workpaper and different workpapers" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed a bug where parent account historical values sometimes didn't show in prior year and previous year columns</li>
        <li>Fixed a bug where admin page user updates required a page refresh</li>
        <li>Fixed a bug where documents got marked as approved when reconciled through one-click reconciliation</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="September 11, 2025" tags={["Papers"]}>
  ### 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.).
</Update>

<Update label="September 8, 2025" tags={["Papers"]}>
  ### One-Click Reconciliation

  Introducing the one-click reconciliation feature for faster trial balance tie-outs.

  <Frame>
    <iframe src="https://www.loom.com/embed/4f67231ad080470da78cea8de1e04376" title="Introducing the One-Click Reconciliation Feature" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### Multi-Level Document Approval

  Documents now support multi-level approval workflows.

  <Frame>
    <iframe src="https://www.loom.com/embed/d66f3472172f4bef8f898d657f1af6ad" title="Multi-Level Document Approval" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>

  ### 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.

  <AccordionGroup>
    <Accordion title="Bugs">
      <ul>
        <li>Fixed a bug with AP and AR aging reports imported from QBO</li>
        <li>Fixed a bug where prior year parent account ending balances sometimes used sub-account prelim values instead of ending balance values</li>
        <li>Set default project type to CAS Trial Balance</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="August 14, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed an issue where roll-forward status was clearing when editing an Excel file</li>
        <li>Fixed an issue with the PDF editor highlighter button visibility</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="August 3, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>A number of dropdowns are now sorted alphabetically</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="July 30, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Deductions Sub-category Tax Mappings">
      11 sub-categories are now supported for "Other Deductions" to allow more visibility into tax groupings.
    </Accordion>

    <Accordion title="Bug Fixes">
      <ul>
        <li>Added validation on QBO date ranges</li>
        <li>Fixed XLSX files not being saved properly</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="July 10, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bugs">
      <ul>
        <li>Fixed an issue that changed default new project values on project creation</li>
        <li>Fixed an issue where folders weren't showing if they didn't have files</li>
        <li>Fixed an issue where .xlsx files were stripping images on upload</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="July 2, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bugs">
      <ul>
        <li>Fixed the duplicate .xlsx files issue from SharePoint</li>
        <li>Added a way to create a directory when there are no existing documents or folders</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 18, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bugs">
      <ul>
        <li>Document categories are no longer required when updating document settings</li>
        <li>Sort order and directory are now maintained on document update</li>
        <li>Reclass JEs now affect book balance</li>
        <li>Users can now reconcile to calculator annotations</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="June 4, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed: users sometimes lost the first row of CSV upload if currency values were negative</li>
        <li>Fixed: JE deletion warning on category change was unreliable</li>
        <li>JEs are now sorted in ascending order</li>
        <li>Fixed: JE had a silent fail when user only had one account</li>
        <li>Zero balance credit/debit values are now hidden on JE export</li>
        <li>Removed redundant JE info from each line</li>
        <li>PDF export date header now uses the project period end date</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="May 31, 2025" tags={["Papers"]}>
  ### 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

  <Tip>
    **Correct file naming is the most important thing you can do to assist the AI.** For example, a fixed assets document should be called something like "Fixed assets 053125.pdf" — not something generic like "2014904.pdf" or "download.pdf".
  </Tip>
</Update>

<Update label="May 28, 2025" tags={["Papers"]}>
  ### Document Organization Update

  Major improvements to document organization including folder management and drag-and-drop functionality.

  <Frame>
    <iframe src="https://www.loom.com/embed/14172ebf05aa4a79b3c39026f3e7fd2a" title="Document Organization Update" frameBorder="0" allowFullScreen style={{ width: '100%', aspectRatio: '16/9' }} />
  </Frame>
</Update>

<Update label="May 23, 2025" tags={["Papers"]}>
  ### 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

  You can still:

  * View documents, trial balance, and journal entries
  * Export PDFs and CSVs
  * Download documents

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Calculator amounts can now be selected for manual reconciliations</li>
        <li>Capitalization of file extensions no longer breaks upload</li>
        <li>Journal entry edits no longer create unbalanced totals</li>
        <li>Deleted documents no longer show as reconciliation options</li>
        <li>Roll forward as placeholder setting is now remembered on document update</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="May 6, 2025" tags={["Papers"]}>
  ### 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.

  <Note>
    Changes may take 30 seconds to a minute to register. If you don't see the sync option, wait until it appears.
  </Note>

  ### 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.

  <AccordionGroup>
    <Accordion title="Other Improvements">
      <ul>
        <li>Book balance is now shown for XLSX manual reconciliations</li>
        <li>Can now manually tie-out to Excel balances on any sheet</li>
        <li>Users are notified if a frozen Excel column blocks viewing</li>
        <li>Comment updates no longer require a page refresh</li>
        <li>Fixed a bug on the transaction detail by account search box</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="April 16, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>CSV exports now include both Prelim and Ending Balance</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="April 2, 2025" tags={["Papers"]}>
  ### Folders Feature

  A new directory tree in the workpapers tab where users can create, edit, and rearrange folders.

  ### Drag and Drop

  Files can now be uploaded by dragging anywhere over the documents table. Files maintain the order they are dragged in, shown by a purple line indicator.
</Update>

<Update label="March 20, 2025" tags={["Papers"]}>
  ### Improved Matcher and Ingest

  PDFs are now split into single pages for parallel text extraction, resulting in much faster processing.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed duplicate line items on QBO sync (Equity, Net Income, Accounts Payable). If duplicates persist, re-sync through QBO.</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="March 11, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Added default presets for highlighter, rectangle, and line annotations</li>
        <li>Fixed a bug with editing entity documents</li>
        <li>Removed redundant save annotations button from calculator screen</li>
        <li>Added XLS filetype conversion to PDF for workpaper support</li>
        <li>Added document conversion support in other documents and entity pages</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="March 4, 2025" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="February 24, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed ignored lines not showing in the Tax Trial Balance view</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="February 18, 2025" tags={["Papers"]}>
  ### 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).

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Removed default tax mapping of Ignored that was causing issues</li>
        <li>Fixed adjustment calculations: difference is now based on Adj Balance and supporting W/P instead of Prelim Balance</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="February 1, 2025" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="January 27, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Fixes">
      <ul>
        <li>Tax code selector no longer times out after \~7 seconds</li>
        <li>Users can now download the original document type after roll forwards</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="January 22, 2025" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Journal entry totals are now accurate to the decimal</li>
        <li>Adjusted balances now show even when the balance is 0</li>
        <li>Capitalized entity types for consistency</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="January 20, 2025" tags={["Papers"]}>
  ### 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

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Blurry calculator tapes have been fixed</li>
        <li>Accounts can now be mapped to tax codes before reconciliation</li>
        <li>Roll forward now preserves the original document type</li>
        <li>Document Editor button is now visible on light mode</li>
        <li>Document pages improved by up to \~14x in speed</li>
        <li>Better error information on the new project form</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="December 31, 2024" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="December 27, 2024" tags={["Papers"]}>
  ### 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.
</Update>

<Update label="December 26, 2024" tags={["Papers"]}>
  ### Document Approvals

  Users can now approve and unapprove documents. Preparers get a blue initials badge and reviewers get a green initials badge.

  <AccordionGroup>
    <Accordion title="Other Document Changes">
      <ul>
        <li>Documents now show the last edit time and editor</li>
        <li>Documents on the list page are sorted by trial balance order</li>
        <li>Document names can be edited via "Edit document settings"</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 15, 2024" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed QBO data import for fiscal year clients</li>
        <li>Fixed document replacement issues</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 7, 2024" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Cleaned up account categories and organized by balance sheet order</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="October 1, 2024" tags={["Papers"]}>
  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed duplicate client/entity validation error message on new project page</li>
        <li>Fixed clients and entities with 0 projects not showing</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="September 30, 2024" tags={["Papers"]}>
  ### Improved Client/Entity Naming

  Duplicate or nearly identical client and entity names are now prevented.

  <AccordionGroup>
    <Accordion title="Other CAS Project Type">
      A new "Other CAS" project type for custom one-off project needs with a Project Name field for easy identification.
    </Accordion>

    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed clients and entities with 0 associated projects not showing</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="September 23, 2024" tags={["Papers"]}>
  <AccordionGroup>
    <Accordion title="Bug Fixes">
      <ul>
        <li>Fixed: users had to refresh the page to submit a reconciliation after all lines were reconciled/ignored</li>
        <li>Fixed a bug related to document uploads</li>
        <li>Improved loading UI on the create project page</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="September 12, 2024" tags={["Papers"]}>
  ### 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
</Update>

<Update label="September 8, 2024" tags={["Papers"]}>
  ### Trial Balance CSV/Excel Import Improvements

  Denari now automatically determines if a TB import has a header row and handles the file appropriately.
</Update>

<Update label="August 29, 2024" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Small changes to CSV export and bulk document export</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>

<Update label="August 19, 2024" tags={["Papers"]}>
  ### 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.

  <AccordionGroup>
    <Accordion title="Other Changes">
      <ul>
        <li>Fixed manual reconciliations on negative book balance accounts</li>
        <li>Improved infrastructure for data backups</li>
      </ul>
    </Accordion>
  </AccordionGroup>
</Update>