This major BookBuilder v1.0 update is focused on cloud reliability, report accuracy, and a smoother day-to-day workflow. Key improvements include a more stable AWS deployment, automatic migration for older local clients to the new cloud backend, and crucial fixes for financial reporting accuracy.
Key BookBuilder v1.0 Highlights
- Cloud readiness & migration: Improved AWS deployment stability and added automatic migration for older local clients to the AWS backend.
- Multi-user sharing: New role-based permissions (Admin / Member / Viewer) and improved invite behavior.
- Transaction reliability: Major fixes to Transaction Inbox, posting, saving edits, and split behavior.
- Financial reports fixed: Balance Sheet and Income Statement accuracy improvements, including prior-year handling and net income logic.
- Cleaner interface: Several advanced/coming-soon features are now hidden to keep v1.0 focused and stable.
BookBuilder v1.0 Detailed Changelog
Login & Session Management
- Fixed an issue where the app did not close properly when exiting from the login menu.
- Fixed “Remember me” behavior so clients are not remembered unless the box is checked.
- Added background token auto-refresh to prevent interruptions if a token is about to expire.
- Restored soft delete client behavior.
- Updated client creation wording (e.g., “cloud client” renamed to “client”).
AWS Cloud Migration & Deployment
- Added automatic migration: if BookBuilder detects local SQLite clients on launch, it migrates them to the AWS backend.
- Addressed packaging-related UI/layout issues and stability concerns.scriptions support within the Transaction Inbox:
Multi-User Sharing & Permissions
- Sharing now supports role-based access: Admin, Member, and Viewer.
- Fixed share invite limitations so invites can be sent to users not yet present in the internal users table.
Importer & Pre-Import Review
- Hide IIF import and related UI elements for v1.0 stability.
- Improved import messaging so users can see whether the system is categorizing vs saving.
- Fixed a counter-account assignment issue when swapping debit/credit.
Transaction Inbox Reliability (Post-Import Review)
- Fixed Save Changes not persisting edits across logout/relogin.
- Added a Show Posted Transactions checkbox.
- Fixed split transaction behavior so splits remain in the same journal entry.
- Fixed crashes when saving multiple edits.
Chart of Accounts (COA) & Account Mapping
- Removed the Income Tax Expense category from the Chart of Accounts UI.
- Fixed COA name edits not propagating to dropdowns, General Ledger, and Reports.
- Improved account name mapping logic to force users to fix issues before creation.
Financial Reports & Exports
- Fixed Balance Sheet not displaying values and net income logic pulled from Income Statement.
- Fixed Income Statement anomalies.
- Enabled editing Description from report transaction detail views.
- Fixed Balance Sheet Excel export formatting so it converts properly to accounting format.
Adjusting Entries
- Added repeating adjusting entries by user-selected date (restricted to past dates).
- Enabled deleting existing adjusting entries.
- Reference ID is no longer auto-generated for new adjusting entries.
Dashboard & File History
- Updated top bar + dashboard labeling to show client name instead of user email after login.
- File History now reflects imported transaction totals accurately.
BookBuilder v1.0 Features Hidden:
- Plaid
- Classes / PL by Class
- Image import references
- IIF import references