In the month of January, we’ve shipped multiple enhancements and new features across KoinX Books to make crypto accounting more transparent, controllable, and insightful for businesses. These updates focus on better reporting, smoother data imports, and improved accounting workflows. Here are the key highlights of this release:

DeFi Holdings Report

You can now access a dedicated DeFi Holdings Report under the Reports section. This report provides a clear view of your organization’s DeFi positions across protocols, helping you understand exposure, balances, and on-chain allocations in a structured accounting-friendly format.

Import Summary Details

Troubleshooting imports just got easier. You can now view ignored and invalid rows directly inside an integration’s import details. This helps you quickly identify data issues, understand why certain rows were skipped, and take corrective action without guesswork.

Internal Transfer Settings

We’ve added configurable Internal Transfer Settings at the workspace level. You can now define the rules based on which KoinX auto-classifies transactions as internal transfers. This gives you greater control over classification accuracy, especially for complex wallet and account structures.

Journal Improvements

We’ve made a few quality-of-life improvements to journals to make manual accounting smoother:

• Add item-level descriptions to each journal line for better clarity and auditability.
• View the running balance of accounts while creating a journal entry, giving you better financial context before posting.

Carry Forward Filters to Advanced Filters

If you apply standard filters and decide to switch to advanced filters, your existing selections are now carried forward automatically. This saves time and ensures continuity when refining reports or transaction views.

Unrealised Gains in Portfolio Report

Your portfolio reporting is now more insightful. You can view unrealised gains directly in the Portfolio Report, enabling better analysis of open positions and more informed financial and accounting decisions.