Overview  

Accounting Seed is pleased to inform you of our Winter ’26  release. This article presents information about the enhancements available in this release. To print a copy of the Release Notes, right-click and select Print. In the Destination drop-down list, select a specific printer name or select Save as PDF. Then, click Save.

For information about release frequency and schedule, refer to the Release Schedule.

Installation Notes

Installation links can be accessed by clicking here, if necessary.

Configuration Changes

This release includes configuration changes that can be performed by existing Accounting Seed users. For more information, refer to Winter ‘26 Configuration Changes.

Contents 

New Features

• Financial Reports Hub
• Accounting Agents

Enhancements

• Cash Basis Enablement
• 1099 DBA Field
• Payment Proposal Search Fields
• Activity Statement support for Cash Receipt Voids
• Field Sets for Creating Billings from Recurring Billings
• Bank Direct Connect update for Salt Edge users

Updates

Accounting Seed Copilot replaced

Software Corrections

New Features

Financial Reports Hub

This release includes our new Financial Reports Hub. The Financial Reports Hub introduces a new approach to create and view financial reports using a dynamic grid with enhanced flexibility. Currently, only pilot participants have access to the update, but you can learn more about the features in this Overview article. Thank you for your interest; the pilot is no longer accepting participants.

Accounting Agents

Coming soon: We are introducing AI-based agents to assist in automation of routine accounting tasks, provide contextual real-time insights, and help finance teams work more efficiently. Learn more.

Enhancements

1099 DBA Field

A 1099 DBA field has been added to capture the business's legal name. When you export a 1099 report, the field is called 'Recipient DBA'.

See Create a 1099 Export File.

Fields added to Payment Proposal search results field set

The following fields have been added to the search results column field set for Payment Proposals:

• Age
• Discount Amount
• On Hold
• Payee Reference
• Payment Status
• Recurring Payable

See Edit a Field Set for steps to add fields sets.

Activity Statement Updates for Cash Receipt Voids

Voided Cash Receipts are now displayed on the Activity Statement, as separate "reversed" lines.

See this article for more information.

Field Sets for Creating Billings from Recurring Billings

New field sets have been added on the Recurring Billing and Recurring Billing Line objects, allowing custom fields to be copied when a billing is created from a recurring billing.

See Edit a Field Set for steps to add fields sets.

Reverse Sign Checkbox for Salt Edge

BDC (Bank Direct Connect) integrates with external providers like Salt Edge to import bank transactions. By default, the system maps debits and credits from Salt Edge into BDC according to standard logic. However, there are a few banks for which Salt Edge showed cash in bank transactions as cash out transactions. This enhancement provides a setting to reverse the sign so that bank transactions display as required. This is set on the Financial Institution Account.

See Bank Transaction Reverse Sign (Salt Edge) for more information.

Updates

Accounting Seed Copilot replaced by new Support Agent
Accounting Seed Copilot has been replaced by our new Support Agent.  While Copilot was in the app, you can use this agent when you are logged into the Support portal. The Support agent can help answer KB and Salesforce KB questions.

Software Corrections

1099 Cash Disbursements
Issue: Despite having the Form 1099 Box populated from the associated vendor, Cash Disbursements created from the Pay or Pay Batch process may not have been included in the Form 1099 File. Timeline: This issue was introduced in Winter '26 3.362 release version, so this affects only those orgs on 3.362 (or later version). Cash Disbursements created after your org was upgraded to 3.362 (or later version) may be affected. Please review this article to see if your Cash Disbursements were affected and if so, how to fix them and regenerate your 2025 1099 File.

This issue was fixed in version 3.369 of Winter '26.  For Cash Disbursements created in 2026, follow these same steps until your org is upgraded to 3.369.

BCR on Cash/Accrual & Cash Ledgers

In certain scenarios involving a Cash or Accrual and Cash ledger using the Scheduled Post job, a Billing Cash Receipt transaction issue caused the Applied Amount and Balance to display incorrectly. This issue has been resolved.

Journal Entries with LDO

With Large Data Optimizer, JEs in rare instances would get stuck and not complete posting or return to their default posting status if there was an issue. This has been resolved.

Manage Bank Deposit screen

The Manage Bank Deposit VisualForce page did not support some User Locales, e.g., Haitian Creole. This has been corrected.

Apply Cash Receipts: Billing Cannot be Over Applied

When applying a cash receipt through a billing record, a false error message was displayed intermittently: Billing Cannot be Over Applied. The message was caused by deleting and re-entering an amount in cash receipt applications. This issue has been resolved.

Refund Amount to be Processed Field

The Refund Amount to be Processed field displayed amounts without commas or decimals in both the Issue Refund from a Cash Receipt and Issue Refund from a Credit Memo modal windows. This issue has been resolved and amounts are now displayed correctly.

Clone button not visible in ALM

The Advanced Line Manager (ALM) Clone button was not visible in Advanced Line Manager (ALM) when there was a single line and the drawer was collapsed. This issue has been resolved.

Currency, CCR, and Ledger Field

Users could change the Currency, CCR, and Ledger fields on an applied Cash Receipt (CR) record when it was unposted. The issue has been resolved.

Orders & Inventory

Shipment Sales Order Formula

On the Shipment object, the formula field intended to display the Sales Order (SO) name showed the SO record ID instead. This issue has been resolved.

Sales Order Line comment field

The Sales Order Line (SO Line) comment field was not accessible in the Mass Add/Edit Row field set, preventing users from adding comments during mass entry. This issue has been resolved.

AR Automation

Sola Daily task/error notifications

An error notification from Sola was sent multiple times: The selected record(s) have already been cleared on a bank reconciliation, without any record reference. This was caused by manually reconciling a Cash Receipt tied to a Sola transaction. The issue has been resolved.

Delete Over 1,000 Journal Entry Transactions

Non-LDO orgs encountered errors when posting and unposting Journal Entries (JEs) when the total number of transactions exceeded 1000, specifically for large JEs or those using Accrual & Cash ledgers. The intermediate post screen now displays a message instead of listing all transactions when the limit is exceeded, allowing users to proceed by clicking Post.

Bank Transaction Rate Limit Exceeded

When Plaid's rate limit was exceeded, bank transactions failed to download resulting in errors for customers with large bank transaction volumes. The issue has been resolved, and users can now successfully download bank transactions.