What Changed In This Release For Documented Workflows

Use this page to review the current set of user-visible workflow areas that now have public documentation coverage and the main behaviors readers should pay attention to in this release cycle.

Purpose

Use this article when you want a compact summary of the documented workflow areas that matter most to end users in the current wiki release.

Prerequisites

  • You can open the related workflow pages for any area you want to review in detail.
  • You can open Support, License, Backups, and the sidebar if you want to compare the current product surface to the documentation set.

Steps

  1. Review the documented workflow areas below to see what end users should notice in the current release cycle.
  2. Open the linked workflow page for any area that affects your day-to-day work.
  3. Treat each summary as a documentation-level change summary, then confirm the full procedure in the linked article before changing your process.
  4. Focus on the current documented workflow additions and clarifications:
  • Support: Public documentation now covers support-log download and clear actions, contact options, update controls when supported by the installed app, bug-reporting links, scheduling links, and built-in How To Guides.
  • License: Public documentation now covers saved license details, the visible purchase path, the tenant usage table, and when company-creation prompts may appear.
  • Backups: Public documentation now covers automatic backup timing, backup-location visibility, and manual backup actions, while keeping restore guidance intentionally limited.
  • Company context: Public documentation now emphasizes confirming the active company before you create, edit, import, reconcile, or review records.
  • Release interpretation: Public documentation now distinguishes product updates and support actions from bookkeeping actions so readers do not assume every visible change affects the ledger.

Expected Result

You can see which user-facing workflow areas gained or clarified documentation in the current release cycle and know where to read the full instructions next. Current general ledger impact as of 2026-05-10:

  • Reviewing this change summary does not post a transaction.
  • Support, license, backup, and version-reference changes described here do not affect account balances by themselves.
  • For accounting workflows, the related article remains the source for specific general-ledger impact details.

Common Mistakes

  • Assuming a documentation update means the underlying accounting behavior changed.
  • Skipping the linked workflow article after reading a summary.
  • Forgetting that company context should be verified before operational work in shared workspaces.

Info

  • App sections: dashboard, companies, license, support, backups
  • Last validated: 2026-05-10
  • Screenshot status: not-started