π What's new in LedgerBee
Highlights
One account, multiple roles
Accountants can now assign more than one system role β such as exchange-rate adjustment and rounding β to the same ledger account, instead of being forced to create extra accounts just to satisfy the system. This keeps a company's chart of accounts looking the way its accountant and clients already expect, especially after migrating from another platform.
Consistent access during a card-less trial
Companies on trial without a payment card now get a clear, consistent notice when trial limits kick in, with a direct path to add a card and regain access immediately. Admins are taken straight to the subscription page, while other team members are told to contact their administrator.
Manage client billing from one place
Accounting and bookkeeping firms can now view and manage all their clients' LedgerBee subscriptions from a single billing page, add new subscriptions for clients, and see invoices in one shared table β no more switching between client accounts to handle billing.
A smoother start for new companies
Companies signing up on their own can now choose to start with sample bookkeeping data instead of a blank slate, and can edit their contact and billing details right from the setup flow β making it easier to explore LedgerBee before working with real data.
β¨ Improvements
- AI agent tools can now stage new customers and suppliers for review, and approval reviewers can edit counterparty details and pick groups before approving β giving bookkeepers more control over AI-suggested entries.
- Customer records imported from e-conomic now keep their EAN number, so e-invoices can be sent without re-entering it.
- Companies on a trial now see a countdown banner showing how many days remain, with a prompt to add a card or a note of when the first charge will happen.
- Subscribers now get an in-app notice and email up to three days before a card-less trial ends, and another when it ends and billing is paused.
- Clients can see which advisor firm is paying for their subscription, and advisors get a persistent banner with quick access to a client's task list when acting on their behalf.
π Bug fixes
- Foreign-currency invoices now display with their correct currency label and reconcile successfully when matched against bank entries.
- Year-end closes now succeed for more retained-earnings account configurations, no longer blocking e-conomic imports partway through.
- Year-end opening entries now correctly balance to the account configured as the year-end account, instead of guessing based on a hardcoded number.
- Paying an invoice from the inbox using OCR-extracted data now auto-fills the payment reference with the invoice number when none was extracted.
- Running balances and settlement allocations now display consistently across all views and exports.
- Importing a chart of accounts from e-conomic now succeeds even when an account has no explicit debit/credit side set.
- Incoming cross-currency bank transfers (EUR to DKK) now reconcile using the exact exchange rate from the bank feed, without being blocked by balance-check errors.
- Reopening a saved draft invoice in the inbox no longer shows an active supplier as deactivated, and keeps the supplier's country code for VAT defaults on split lines.
- Booking a bill from the inbox with supplier credit notes applied now correctly reduces the payment amount shown and created, including bills fully covered by credit notes.
- Subscription assignments now correctly follow the selected plan's billing direction (advance or arrears) instead of requiring it to be set twice.
- Email validation is now faster and more resilient to outages through a fallback provider.
- FIK invoice payments are now reliably payable, notification delivery is more stable, and transient infrastructure issues no longer trigger unnecessary alerts.
- Mobile app users whose company has a payment hold now see a clear explanation with options to switch companies or sign out, instead of raw errors, and the hold clears automatically once payment is resolved.
- Shared billing-group invoices remain correctly owed by surviving members, without spurious deferred-revenue reversals or project-time release errors.
- Dashboard load times improve when multiple requests hit an expired access token at once, cutting delays down from several seconds to near-normal.
- Dialogs and drawers now close reliably without errors, and focus correctly returns to the right control afterward.
π§ For developers & integrators
π MCP tools
- list_payroll_runsβ new: lets an agent ask which payroll runs are coming up or awaiting approval, including status, employee count, and per-salary-type totals.
- list_bank_accountsβ new: lets an agent ask what a connected bank account's current or historical balance is, and how far its feed coverage reaches.
- create_counterpartyβ new: lets an agent stage a new customer or supplier for human approval.
- list_counterparty_groupsβ new: lets an agent ask which customer/supplier groups exist and which ledger accounts they map to.
/api/v1/journal-entries
and /api/v1/draft-journal-entries
(POST, PATCH), plus /api/v1/journal-entries/{id}/batch
, now apply one shared currency validation rule: values are trimmed and upper-cased before checking, so padded or lowercase codes like dkk
are accepted and stored as DKK
; non-letter values are rejected; and a blank, null, or omitted currency on optional fields is treated as "no currency stated". The OpenAPI schemas now document the ^[A-Za-z]{3}$
pattern and the fallback behavior for each operation.