The books module grows up
Redesigned chart of accounts, a centralized double-entry ledger, post/amend/void lifecycle for invoices and bills, and Stripe Financial Connections for bank feeds.
The Books module started as a place to hold shared vendors, customers, and a chart of accounts. Over the last few weeks it became the accounting layer underneath everything else: double-entry posting, a redesigned chart of accounts, and a defined lifecycle for every invoice and bill.
Chart of accounts, redesigned
The COA is a hierarchical table. Accounts roll up by type and sub-type, with section headers, sticky columns, and module-aware scoping, so a Rental Income account can be shared across all properties or pinned to one. Module filter chips, property pickers, and inline search get you to an account in a chart of several hundred.
GL account defaults are configurable per module. Set the default income account for rental invoices and the default expense account for construction bills, and they flow through on their own.
One ledger service for every posting
Invoice postings, payments, vendor bills, and expenses all go through a single ledger service. That’s plumbing, but you can see it: balances agree with the entries behind them, double-entry is enforced on write, and every register row links back to its source document. Splits are multi-leg posting groups, so one payment can land across several GL accounts and still balance.
Invoice and bill lifecycle
Invoices and bills move through Draft → Posted → Amended → Voided. Posting writes the GL entries. Amending voids the original and creates a new draft with the same number history, in one atomic step. Voiding reverses the entries and zeros the balance. Editing after posting is allowed where it’s safe, and the audit trail captures every transition.
Bank feeds move to Stripe Financial Connections
We migrated bank feeds from SimpleFIN to Stripe Financial Connections. Connecting an account takes a few clicks, accounts are auto-discovered, and a stale connection shows a reconnect banner instead of failing silently. Sync is incremental, and the bank balance is displayed separately from the book balance, so the difference you’re reconciling is on screen.
Property and project dashboards
Property and project pages are business dashboards now: account balances with banks above credit cards, past-due invoices, expiring leases, open tasks, and a bills widget, each scoped strictly to that property or project.
The Books module is on by default for every organization. If you’d like a walkthrough of the ledger or the COA, reach out at [email protected].