At Qvinci, we listen to your input, resolve issues, and regularly enhance our platform’s capabilities to provide a more powerful, productive, and profitable solution for our customers. – Actionable financial insights everyone understands!

June 2026

Bug Fixes / Feature or Functionality Enhancements 

• Resolved an issue wherein the Qvinci Admin Portal users could not update company/clients for extremely large companies/clients.
• Improved cross-suite reliability across the QAF automation framework — fixing hidden-failure bugs, replacing brittle selectors with durable ones. Added a baseline-refresh capability to onboarding. Added baseline selections to CFO Dashboard and Report Compare tests.
• Scheduled reports were creating an internal data storage issue by logging an unnecessary field in our internal auditing. Removed the field, reducing the need for incremental storage, saving approximately 400Gb of database storage and preventing future database expansions/costs.
• Added demo royalty SCoA and demo royalty data to the Restaurant GL demonstrations.
• Resolved an issue where Balance Sheet and Trial Balance reports incorrectly displayed "No Data" after a Qvinci Open API sync, even when valid data was available.
• Resolved an issue with Qvinci Open API merge of financial (P&L, Balance Sheet) data where the data was not being merged as expected; replaced the stored procedure with the appropriate one.
• Resolved an issue in Qvinci Open API where non-financial data was incorrectly matching to accounts with similar names, but the externally provided identifiers where different.
• Updated Qvinci Open API to return an error message when continuing to send data for a sync that was previously completed.
• Add ability to store current user/requestor of sync for Qvinci Open API requests.
• Added ability to sync file information on non-financial syncs through Qvinci Open API, added more robust validation of sync type per request, and updated swagger documentation.
• Added Qvinci Automation Framework regression test for Customer, Vendor, OtherEntity, Employee, FileInformation, and Accounts to applicable report type syncs.
• Resolved a merge issue with the Qvinci Open API ExpenseByVendor syncs, where an incorrect SQL stored procedure was being called and needed to be replaced with the correct one.
• Cleaned up tables in the Qvinci Open API database that are no longer needed.
• Added backend support for Qvinci Open API linking process. This was necessary to facilitate how we link Qvinci Open API files in our system to external connectors/clients so that we can sync data between our system and a known Qvinci Open API integrated system/client.
• Updated internal unit tests for Qvinci Open API to include syncing to an existing file, in order to verify data is added/updated/removed appropriately each sync; helps us more quickly identify a problem if/when something changes and reduces the time required to troubleshoot an issue.
• Added a new section in the Report Editor column chooser to enable and re-order the grouped columns when the by entity frequency is selected.
• Added the ability to customize the column ordering provided in templates by changing the column order in repeatable patterns across selected entities that have data for the report. Available for P&L Monthly, Balance Sheet, Cash Flow and P&L GL Weekly reports when selected frequency is by entity.
• Revised so the "NFS Ledger" report options macro used in Styled Reports can now fetch more data, up to a maximum of 5,000 rows depending on the content of each ledger row. Care must be taken by report authors to assure that the hydrated reports do not exceed the overall capacity limitations of the web browsers.

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May 2026

Bug Fixes / Feature or Functionality Enhancements 

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• Applied quarterly security, maintenance, and storage updates to the web, application, and database servers.
• Upgraded Microsoft SQL database servers to the latest reliable version at AWS to assure ongoing database security and stability.
• Upgraded the stage and live Linux Platform version for the Content Security Policy protection service, to provide all current security and optimizations available.
• Completed quarterly security and update maintenance on our General Ledger service to assure ongoing uninterrupted services.
• Enhanced scheduled reports by implementing view history tracking mechanics to provide better analytics on how Qvinci users interact with scheduled reports and persona-based dashboards.
• Reduced server and database overhead of scheduled reports to improve overall  performance. Optimized the query logic of the scheduled reports scheduler so as to chunk schedules together logically, which reduces the amount of time a schedule spends waiting for a slot in the queue.
• Added Expense By Vendor capabilities to Qvinci Open API along with several bug fixes including filename consistency, email error support, wipe and replace for aging data, and updated comments.
• Users with a company/client persona who have the “Can Schedule Reports” checkbox selected in said company/client can select Qvinci users from within their ecosystem as recipients of scheduled reports via email and can also include the report as an Excel file. Similarly, they can share scheduled reports with users, which will place the scheduled report into that user’s Scheduled Reports Libraries tab for viewing.
• Improved functionality so that users with a company/client persona who have the “Can Schedule Reports” checkbox selected in said company/client can configure their schedules to run at a specified frequency, daily, weekly, bi-weekly, or monthly at a set time of day.
• Improved functionality so that users with a company/client persona who have the “Can Schedule Reports” checkbox selected in said company/client will see a new sidebar navigation item under basic reports called “Manage Schedules,” which allows them to access the new report scheduler area.
• Improved functionality so that users with a company/client persona who have the “Can Schedule Reports” checkbox selected in said company/client can configure schedules to run with “All Entities” or a select grouping of entities within their company/client, and can further control the “As of Date/As of Week” for the scheduled report.
• Implemented a new tab in Libraries called “Scheduled Reports” which allows users with shared access to view scheduled reports, and authors to edit their schedules or view the scheduled report.
• Resolved an issue with landing page drilldowns that caused drilldown with action lookups to fail.
• Revised scheduled reports to enhance performance, reducing wait times and improving overall system stability during peak hours.
• Revised so that users with a company/client persona who have the “Can Schedule Reports” checkbox selected in that company/client can use the new Report Scheduler feature to set up and configure their reports to run on a schedule, with configurable options, including delivery methodology.
• Added a new frequency for non-financial ledger ROMS (Report Option Macros) "Latest". This frequency pulls the latest single line item for the account for the given date range. This ROM currently doesn't have a column chooser so it will have to be coded into reports and requires non-financial data to be synced via the Qvinci Open API.
• Added a "Non-Financial Monthly" ROM (Report Option Macros) that presents non-financial data synced via the Qvinci Open API in a month-based report form. There is currently no column chooser for this ROM but it has all of the same date frequencies that P&L monthly does. The roll ups for this report are done in real time when preview is pressed, as opposed to the GL roll ups which are rolled up and stored in the database before runtime.
• Resolved issue that was preventing Expense by Vendor and Sales by Customer basic reports from exporting to excel or saving.
• Updated the Qvinci Open API history details to provide accurate counts of records being processed and improved rules and documentation for aging data, so that issues can be caught before importing.
• Resolved issue with the Qvinci Open API in which duplicate non-financial data was stored in the database, resulting in inaccurate non-financial data.
• Enhanced the Qvinci Open API framework with comprehensive field definitions and clear indicators for required versus optional data elements across all supported types.
• Enhanced the Qvinci Open API framework with comprehensive field definitions and clear indicators for required versus optional data elements across all supported types.
• Expanded Qvinci’s Open API capabilities to include support for Budget data, specifically for Budget vs Actual and Budget by Month. Additionally, improved the Sync Log with more granular details for better troubleshooting and transparency.
• Resolved issue in the Top 10 Expenses section of the report “BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S) L3" where blank rows were appearing as clickable drill-down options when fewer than 10 expense accounts were selected. Users will now only see drill-down options for actual expense accounts that are selected, making the report easier to navigate and providing a more user-friendly experience.
• Resolved issue with the CFO Dashboard Landing Page’s drilldowns, wherein the incorrect “As of Date” was being used when displaying the subsequent reports from drill-down actions, which caused a mismatch in the numbers presented by the CFO Dashboard and the report executed from the drill downs. Dashboard:
  • CFO Dashboard Landing Page
• Polished Qvinci’s reporting tools to make financial reviews even smoother. Users may notice that the $ Diff and % Diff columns are cleaner and accurate, as we resolved a calculation bug that caused errors when columns were expanded. Additionally, updated the logic so that if users have accounts with zero or no balance, the report correctly shows them as blank or zero rather than showing an error. Following are the list of templates that were updated:
  • P&L-Det - FYTD v PY + $ % (S) L3
  • P&L-Det - RM v PY + $ % (S) L3
• Upgraded the “BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S) L3" gallery report to use the transpose feature to provide better performance for customers.
• Updated the following Gallery reports to use the transpose feature to provide better performance for customers.
  • BI-KPI Auto SC-FYTD v SPLY-GL Weekly + $ + % (N)
  • BI-KPI Auto SC-FYTD v SPLY-GL Weekly + $ + % (S)
  • BI-KPI Auto SC-RW v SPLY - GL Weekly + $ + % (N)
  • BI-KPI Auto SC-RW v SPLY - GL Weekly + $ + % (S)
• Upgraded the Level 3 (Interrogate) gallery template "BI-Ranking - Selectable Periods + $ + % (S) L3" to utilize the transpose function for increased performance.
• Updated how differences are calculated in users’ financial reports. Previously, if an account had no data or was empty, the system might have shown a confusing "100% change." Now, empty accounts stay blank and zero-balance accounts show a 0% difference, making it much easier to spot the changes that actually matter. Following are the list of templates that were updated:
  • P&L-Det - R3M v P3M + $ % (N)
  • P&L-Det - R3M v P3M + $ % (S)
  • P&L-Det - RM v PM + $ % (N)
  • P&L-Det - RM v PM + $ % (S)
  • P&L-Det - RM v PY + $ % (N)
  • P&L-Det - RM v PY + $ % (N) - QTAP
  • P&L-Det - RM v PY + $ % (S)
  • P&L-Sum - RM v PM + $ % (N)
  • P&L-Sum - RM v PM + $ % (S)
  • P&L-Sum - RM v PY + $ % (N)
  • P&L-Sum - RM v PY + $ % (S)
• Enhanced Qvinci Libraries, reducing the load times by simplifying the logic used for the advanced filtering system of the Gallery tab.

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April 2026

Bug Fixes / Feature or Functionality Enhancements 

• Added a "Non-Financial Ledger" ROM, which can only be added manually for now, for displaying non-financial line items synced via the Qvinci Open API.
• Resolved issue that blocked users from viewing their General Ledger Activity Report in cases where they had the same QuickBooks file synced to both a cash and accrual company/client but were only needing GL Activity for ONE of the Clients. NOTE: This is not a change for supporting both accrual and cash for the same file.
• Resolved issue wherein Qvinci By Month Budget data was removed upon successfully syncing a Qvinci By Period Budget, resulting in inaccurate budget data.
• Improved report execution logging to provide better clarity on who runs reports to help ongoing Qvinci performance improvements specifically identifying when customers execute reports verses when reports are run on their behalf.
• Upgraded our Profit & Loss GL Weekly based BI-Ranking templates to utilize the transpose function to increase performance.
• Added security enhancements to the Reporting API, allowing access only to a specific company/client in the parent account. Removed API calls that could be used to modify Account, Company/Client, Location, or User configurations.
• Updated the remaining KPI reports with a new sorting feature, which results in a significant increase in performance in the below reports:
  • BI-KPI Auto SC-FYTD v PFYTD + $ + BM (S)
  • BI-KPI Auto SC-R3M v P3M + $ + BM (S)
  • BI-KPI Auto SC-RM v PM + $ (N)
  • BI-KPI Auto SC-RM v PM + $ (S)
  • BI-KPI Auto SC-RM v PM + $ + BM (S)
• Resolved issue with the Total Income values reported under Profitability on the Profit and Cash tab of the CFO Dashboard as a landing page, wherein the reported values were being populated from the Total COGS due to sporadically disappearing rows in the data sheets.
• Extend the Qvinci Open API non-financial data sync with 10 custom fields to collect additional information that may vary by customer.
• Resolved issue with the internal merge of Qvinci Open API data, where incorrect file selection merged when there was a newer sync started for the same file.
• Resolved Qvinci Open API issue where potential integration of data into Qvinci could occur before an import of the data was successfully completed.
• Added more flexible and specific documentation to Qvinci Open API, including updates to documentation for specific field types, enumerators, and data types used by the Qvinci Open API.
• Modified the Qvinci Open API non-financial sync process to roll up data by day per account per client.
• Improved performance of database server by upgrading from 4 to 8 virtual CPU’s.
• Successfully completed and renewed the WorldPay / Safer Payments annual security assessment.

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March 2026

Bug Fixes / Feature or Functionality Enhancements 

• Resolved issue where duplicate accounts appeared in Tools > Map to SCOA page when there was Qvinci Budget data for an entity.
• Resolved issue where certain General Ledger account click-throughs from Preview were not working due to ghost duplicate accounts created when uploading budget templates.
• Resolved issue where P&L Basic Reports errored when company average was selected while using Qvinci Budgets.
• Resolved issue of accounts not showing up on GL reports, but displaying on non-GL reports.
• Enhanced user experience by increased reporting timeouts so that longer running reports complete successfully instead of timing out.
• Completed Qvinci's annual Xero security assessment.
• Resolved unit test that was sensitive to the start of a new calendar year.
• Upgraded the Gallery BI Ranking templates to use the new "Transpose" Qvinci Row Chooser macro. This increases the performance and speed of the reports. Transpose macro is a way to swap the data that is presented currently as columns and move it to the rows, and what is currently on rows to be presented in columns. Below are the templates that have been upgraded:
  • BI-Ranking + BM - Selectable Periods + $ + % (S)
  • BI-Ranking + BM - Selectable Periods + $ + % (N)
  • BI-Ranking - Selectable Periods + $ + % (S)
  • BI-Ranking - Selectable Periods + $ + % (N)
• The following Gallery KPI templates have been updated with the new Top/Bottom sorting feature, which results in a significant increase in performance:
  • BI-KPI Auto SC-FYTD v PFYTD + $ (N)
  • BI-KPI Auto SC-FYTD v PFYTD + $ (S)
  • BI-KPI Auto SC-R3M v P3M + $ (N)
  • BI-KPI Auto SC-R3M v P3M + $ (S)
• Resolved miscellaneous bugs in the QA Automation Framework (QAF). Added more BI templates, including Ranking and KPI's, to the Load and Performance regression testing.
• Created QA Automation scripts for end-to-end regression testing of the Qvinci Open API, specifically for the Non-Financial API, the Balance Sheet API, the Profit & Loss API, the Trial Balance API, the Aging API, the Cash Flow API, the Sales by Customer API, and the General Ledger API.
• Expanded the Live Report Compare verification test suite to include a handful of additional Gallery templates, providing additional verification coverage to assure report previews match their previous versions between live deployments.
• Added support for level 3 dashboards with drilldowns to scheduled reports.
• Completed the 3rd draft of the CFO Dashboard; changes from 2nd draft are:
  • Level 3 Interrogate Drilldowns enabled.
  • Navigation bar at the left has been removed to accommodate Dashboard layout.
  • Fixed a small bug in the At Risk tab.
  • Fixed incorrect red or green indicators.
• Resolved issue wherein the "BI-Breakeven and What-if Analysis (S) L3" template occasionally errored in previewing due to account name ambiguities.
• Added “Agnostic.Test” file type, to help new partners more quickly build connectors to the Qvinci Open API.
• Enhanced Qvinci Open API to accept and store non-financial transaction-level data that can be rolled up according to the Qvinci Accounting Calendar or the traditional monthly calendar.
• Resolved issue that allowed non-financial data to be sent through the Financial endpoint in the Qvinci Open API.
• Resolved Open API sync mishandling issue that affected Aging, Customers, Employees, Vendors, and Others.
• Resolved issue where financial data synced via the Qvinci Open API incorrectly matched accounts across multiple files, by limiting data to the specific file being synced.
• Assured data integrity for Qvinci Open API by validating the incoming data type and format.
• Implemented the Open API File ongoing sync error safeguard similar to what is in place for QuickBooks Online and Xero files that have continuous sync errors. If a file that is trying to sync has not had a successful sync in the past 3 days, it will be denied auto-syncing. This safeguard stops files having sync errors from continuing to cause those errors until the errors are remediated. To resume syncing, the contributor needs to resolve the problem in the file causing the sync error, and then request a manual sync from within Qvinci to resume automatic syncing.
• Revised the Qvinci Admin Portal (used by the Qvinci Customer Success Managers) so it accurately shows Qvinci Open API - NFS or Qvinci Open API - FS for files that are syncing via the Qvinci Open API.

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February 2026

Bug Fixes / Feature or Functionality Enhancements 

• Updated the SSL certificates on the www.qvinci.com site.
• Fixed failing unit tests that were sensitive to the start of a new calendar year.
• Renewed the Qvinci Web DigiCert SSL Certs to continue providing HTTPS SSL/TLS encryption and security. This includes upgrading to a new version of the Qvinci Sync Client, version 3.140.1.
• Resolved an issue in the transpose Row Macros that sometimes caused empty rows with row headers to hydrate into the generated reported when they should have been suppressed.
• Resolved an issue wherein Companies/Clients with many files could not register for the CFO Dashboard without the scheduled report retrying multiple times due to timeout exceptions.
• Revised so new Sync Client can now trigger scheduled CFO Dashboard scheduled landing page reports to rehydrated data after successfully merging in a sync.
• Improved the initial database queries when previewing or generating styled reports so they load faster.
• Updated the Qvinci Open API to block missing amount values from uploading to assure high quality and accurate data in the sync data. Changed the method of defining null values to allow clients to instead send explicit rather than implicit null values.
• Added documentation to Qvinci Open API interface, and exposed additional ability to provide more detailed documentation so external developers have more direct access to the documentation in the API itself.
• Added the Open API General Ledger syncing endpoint. General Ledger data from any external source may now be imported. Use the Qvinci Open API to sync and integrate this data.
• Fixed a unit test that was failing due to setup of the test file being used, so that it is more consistent and will allow more opportunity to catch issues related to this test before deployments.
• Resolved the issues of the template for the report P&L-Det - WK 4-4-5 + Total (N) showing header row with ".00" values and another missing row with zero values, as well as the periods not being calculated correctly.
• Resolved issue of duplicate accounts showing “Other Assets” under “Total Liabilities in the Qvinci Gallery templates below:
  • BS-R3M + P3M + SPPY (N)
  • BS-RM + PM + SPPY (N)
• Successfully completed the quarterly security scan test by WorldPay / Safer Payments for PCI Compliance.
• Applied security updates to SQL Server and upgraded to new R7i instance to take advantage of improved performance at AWS.
• Fix for issue when Qvinci Budget by Month would not upload if the Client did not have Profit & Loss GL Weekly enabled.

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January 2026

Bug Fixes / Feature or Functionality Enhancements 

• Enhanced Server-Side Transpose to handle templates that have only account names without account category header or total rows.
• Resolves an issue wherein transposed reports where being cut off by formulas found within the transposed area.
• Updated Quality Assurance data validation test files used in package verifications for the new year.
• Created automated regression tests to improve Quality Assurance for sharing and un-sharing reports in the Libraries.
• Enhanced templates with formatting updates for easier identification of potential issues, should they occur, for reports used in packages that are used in QA data comparisons.
• Added a new Budget By Period feature that works with GL Weekly Reporting and the Qvinci Accounting Calendar so that "By Period" Budget data can be uploaded via Excel to Qvinci GL Weekly Entities, and so that "By Period" Budget vs Actual comparison reports can be generated with the Profit & Loss GL Weekly Reports.
• Completed 2nd draft of the CFO Dashboard. Improvements include taking advantage of the new system features for transposition, Top x, and Bottom x for better performance. Fixes include resolving an issue in the Spending tab where the Top 10 COGS and Top 10 Expense section were pulling in header accounts, and fixing the Profit and Cash sheet under "Total Income: Top 5 Entities by $Diff" section to reflect correct numbers for "Prior Year".
• Modified the slideshow to properly display images above the gray loading overlay, and to properly adjust for different image resolutions. A benefit the change is that the extraneous scroll bar that was previously appearing is now gone.
• Added new agnostic API endpoints for financial start sync, financial send data, and financial end sync; added xml data validation for all financial data types; added data import procedures for all financial data types.
• Fixed an issue that prevented another manual sync from being requested until the current sync in progress is completed or times out.
• Added Agnostic Financial Syncing and Processing including Currency Conversion and Unit Testing for File Information, Accounts, SCoA Mapping, BalanceSheet, P&L, SalesByCustomer, Cashflow, Trial Balance, Customers List, Vendor List, Employee List and Others List.
• Updated our billing partner testing credentials to match changes and improvements made in their billing system.