What's new

Highlights

• Improved document rendering parity, localization, translated content preservation, converted totals, spreadsheet exports, and document view responsiveness.

• Added revenue recognition reporting, US tax rate lookup support, and safer fiscalization/billing edge-case handling.

• Hardened account context, invitation routing, onboarding guidance, and white-label analytics/account flows.

• Shipped internal release follow-ups covering deploy/runtime safety, observability, and generator/readiness cleanup.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Add document content translations for renders Users can save translated document copy for notes, terms, signatures, footers, and line items. When a document is rendered with an explicit non-default language, the translated content replaces the default saved content if available while existing locale and formatting rules stay unchanged.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

Compliance and exports

• Slovenian accounting XML foundation — Slovenian accounting export groundwork is available for compatible accounting workflows.
• FURS internal act downloads — Slovenian entities can download generated internal-act documents from the FURS setup flow.
• Bulk e-SLOG ZIP export — Export multiple e-SLOG documents together as a ZIP package.
• Cross-border VAT and reverse charge — EU VAT handling supports cross-border and reverse-charge scenarios more consistently.
• VIES validation — Customer tax-number validation can check VIES data when creating customers.

White-label and integrations

• White-label theme configuration — Theme settings are easier to configure and preview across embedded white-label surfaces.
• Fiscalization for integrations — Fiscalization enablement is more reliable for integration-driven document flows.

Document reliability

• PDF template stability — PDF previews and template rendering are more reliable.
• Document edit parity — Document editing behavior is more consistent across supported document types.
• Fiscalization amount validation — EUR amount validation during fiscalization is stricter and clearer.
• Translated PDF filenames — Downloaded PDFs use translated filenames more consistently.

Reporting

• Revenue analytics — Documents and revenue reporting now support financial categorization so teams can better group and review income.

• Add financial categorization for revenue analytics Businesses can group invoice revenue with reusable income categories and review revenue by category in analytics and exports. Saved items can carry a default category, and document lines can override it when needed.

Documents

• Estimate and proforma variants — Estimate and proforma invoice document variants are available in the document workflow.

• Payment translations — Payment creation copy is localized more consistently.

• Date handling — Document service dates and invalid date combinations are handled more reliably.

• Tax clauses — Duplicate fallback tax clauses in document forms were cleaned up.

• Fix duplicate tax clause fallback in document forms Duplicated document forms now keep the original tax clause as a fallback while still recalculating it from transaction-type defaults when automation applies. This prevents stale copied clauses from surviving invoice hydration and avoids blank clauses when no automatic default exists.

• Fix invalid document date combinations Document issue dates, service dates, due dates, and estimate validity dates now follow consistent rules across Space Invoices. Service dates can no longer fall after the issue date, due and validity dates cannot fall before it, and create and update flows now enforce the same checks in both the UI and API.

• Fix service date timezone drift in documents Service dates now preserve the exact selected calendar day across document creation, preview, PDF output, and saved document views. This fixes the one-day shift that could happen when date-only values were interpreted through timezone conversion.

• Fix document payment create translations Document payment selection and validation copy is now localized consistently across invoice, advance invoice, and credit note creation. Single-payment flows also hide the redundant remaining-allocation summary when it would always show zero.

• Add estimate and proforma invoice variants Estimates will support standard estimate and proforma invoice variants without adding a new top-level document type. This updates API contracts, rendering, and email behavior so localized estimate documents can display as Ponudba/Ponuda or Predračun as appropriate.

• Fix document edit parity regressions Fix regressions in document edit and duplicate flows so existing fields are preserved correctly and generated contract artifacts stay in sync. This keeps document corrections safe for production and prevents stale API/SDK/docs outputs from drifting apart.

• Fix duplicate tax clause fallback in document forms Duplicated document forms now keep the original tax clause as a fallback while still recalculating it from transaction-type defaults when automation applies. This prevents stale copied clauses from surviving invoice hydration and avoids blank clauses when no automatic default exists.

• Fix invalid document date combinations Document issue dates, service dates, due dates, and estimate validity dates now follow consistent rules across Space Invoices. Service dates can no longer fall after the issue date, due and validity dates cannot fall before it, and create and update flows now enforce the same checks in both the UI and API.

• Fix service date timezone drift in documents Service dates now preserve the exact selected calendar day across document creation, preview, PDF output, and saved document views. This fixes the one-day shift that could happen when date-only values were interpreted through timezone conversion.

• Fix document payment create translations Document payment selection and validation copy is now localized consistently across invoice, advance invoice, and credit note creation. Single-payment flows also hide the redundant remaining-allocation summary when it would always show zero.

• Add estimate and proforma invoice variants Estimates will support standard estimate and proforma invoice variants without adding a new top-level document type. This updates API contracts, rendering, and email behavior so localized estimate documents can display as Ponudba/Ponuda or Predračun as appropriate.

• Add document content translations for renders Users can save translated document copy for notes, terms, signatures, footers, and line items. When a document is rendered with an explicit non-default language, the translated content replaces the default saved content if available while existing locale and formatting rules stay unchanged.

• Improve mobile invoice and branding flows The iOS app now uses the updated invoice, settings, and supporting modal flows with improved layout consistency. It also adds mobile-safe white-label branding, Google sign-in, stronger Slovenian fiscalization handling, and fixes for invoice filtering and detail display.