Version 1.172.152

Release Notes February 23, 2026

Customer field search now supports a Select All Results option. When selected, all populated search results are automatically selected.
The Generic Liability import has been optimized to improve performance and reduce import times.
New Report: A new Outstanding Checks Report has been added to the Reports Section. This report allows users to generate individual PDFs per customer, listing all outstanding checks.
New Subledger Rec Type: A new Positive Balance Subledger Rec Type has been added. This feature is designed for users who reconcile Direct Deposit and/or Trust ledgers to a $0 balance. Users may enable monitoring for either ledger or both. When enabled, Finlee will notify users whenever a positive balance appears in the selected ledger(s). This feature is opt-in. To enable Positive Balance monitoring, please contact support@rakedigital.com.

The Subledger Rec Type formally known as Negative Liabilities has been renamed to Negative Balance.
Import file type assignment now considers the file extension for improved accuracy.
A loading screen has been added to Bank Reconciliation > Reconcile, ensuring the entire statement is fully loaded before reconciliation is finalized.

Splitting Beginning Uncleared transactions is now fully supported. Previously, this action could impact beginning balances.
Excess white space around filter components has been removed.
In rare cases, Kanban cards failed to load after a user was removed from Finlee. This issue has been resolved.