More flexibility in how you pay contractors and view balances

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Choose your funding source

If you have a balance, Plane defaults the funding source to that balance whenever it can cover the run, but you can change it to any connected bank account from the review page. The receive-by and payment dates also moved to the review step, where they’re linked with the chosen funding source. 👉 This feature is rolling out gradually over the next one to two weeks.

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Contractors across multiple entities

When you’re paying contractors who belong to different entities, Plane automatically groups them on the review page so each entity uses its own funding source.

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A refreshed Balances page

We rebuilt the Balances page with a cleaner look that matches the rest of Plane. You can now download statements as PDFs, and workspaces with multiple entities see one balance per entity.

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Other improvements and fixes

• Accounting automation captures all invoices, not just subscriptions: Previously, only subscription invoices flowed into the accounting. Other invoices, like EOR deposits, now appear as accounting items so finance teams can see and reconcile them. These items require manual account mappings for now — pre-built mappings for the new invoice types will come in a follow-up release.
• Archive team members with a cancelled onboarding: Workers whose onboarding was cancelled used to remain in a pending state, and can now be archived.
• Employee title changes save reliably: Edits to an employee’s title were sometimes silently dropped on Save, and now take effect.