v0.2.0
Bank Feed Auto-Sync
New
- Bank feed connections — connect your bank account directly so transactions sync automatically. No more downloading and uploading CSVs every week. Available on the Growth plan and above.
- Real-time transaction sync — when your bank publishes a new transaction, it appears in Books within seconds via secure push notifications, not on a fixed schedule.
- Mapping wizard — when you connect a bank, a step-by-step wizard walks you through linking each bank account to a book account (existing or brand new) and choosing how much history to import.
- Opening balance helper — after the first import, Books pre-calculates your opening balance from the day before your earliest imported transaction. Just confirm and click Save, and the journal entry is created automatically.
- In Books vs At Bank balance display — bank feed accounts show both your Books balance and your bank's live balance side by side, so you can spot pending or unreviewed transactions at a glance.
- "Refresh Balances" button on each connected feed — pull a live balance from your bank on demand, with a 1-per-day cap to keep costs predictable.
- Auto-refresh on login — the first time you sign in each day, Books quietly refreshes your bank balances in the background, so you always see up-to-date numbers without paying for refreshes when nobody is using the account.
- Reconnect banner — if your bank invalidates the connection (password change, MFA timeout, expired consent), a clear banner appears at the top of the Banking page with a one-click Reconnect button. No data is lost during the outage.
- Powered by Plaid — the same secure provider used by Venmo, Robinhood, and most major fintech apps. UrTravelPro Books never sees or stores your online banking credentials.
- Bank-feed connections are read-only — Books can pull transaction history and balances, but cannot move money or modify anything at your bank.
Improved
- Possible duplicates now appear in the Needs Review tab with an orange "Duplicate?" badge instead of being hidden in a separate filter. Click the badge to see exactly which existing transaction it matches, the date, the amount, and how the match was detected. The Duplicate? tab is still there as a filtered view.
- Smarter duplicate detection — bank feeds use the bank's own transaction IDs for perfect deduplication, so you never see false positives when the same transaction syncs more than once.
- The "Last Import" date on the Banking page now reflects bank feed syncs as well as CSV imports — feed-only accounts no longer show "Never."
- Role permissions are now scoped tightly around money decisions: only the company owner can connect or disconnect bank feeds and only the owner can manage billing or change subscription plans. Admins still have full day-to-day access including manual balance refreshes; accountants keep full bookkeeping access including transactions, reports, and reconciliations. This protects companies from accidental costs while keeping the everyday workflow uninterrupted.
- Manual bank account creation, editing, and deletion is now restricted to admins and owners — accountants can still view every account and manage transactions on them.
- Help Center expanded with a full Bank Feeds section, a Plans & Billing comparison table, and a detailed permissions matrix showing exactly what each role can and cannot do.