# DualEntry Documentation: Release Notes ## Release Notes ### Release Notes & Changelog - [Release Notes](https://docs.dualentry.com/developers/release-notes/overview.md): The latest DualEntry product updates, with a link to the full release history. - [Release Notes Archive](https://docs.dualentry.com/developers/release-notes/archive.md): Chronological archive of every DualEntry release note, linking to detailed daily changelogs of features, fixes, and platform improvements. #### Previous releases ##### October 2026 - [Vendor merging and bulk invoice sending (Oct 19, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-19.md): Release notes for October 19, 2026 - [Stripe payments and mentions in Tasks (Oct 17, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-17.md): Release notes for October 17, 2026 - [Contract summaries and invoice email tracking (Oct 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-16.md): October 16, 2026 release: contract monthly summaries, invoice email tracking, line-item custom fields, Anrok customer sync, and Bank Match fixes. - [Quote approvals and Peppol e-invoicing (Oct 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-15.md): Release notes for October 15, 2026 - [Anrok tax push and contract usage tabs (Oct 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-14.md): Release notes for October 14, 2026 - [E-invoicing tracking and transaction tabs (Oct 12, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-12.md): Release notes for October 12, 2026 - [Report pivots and bank match fixes (Oct 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-10-09.md): Release notes for October 9, 2026 ##### September 2026 - [Bank Match exclusions and report previews (Sep 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-28.md): September 28, 2026 release: Bank Match exclusions, editable tax rate end dates, Data Analytics report previews, US Sales Tax report updates, and fixes. - [Sales quotes and contract exchange rates (Sep 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-25.md): September 25, 2026 release: sales quotes, invoice templates, contract exchange rates, user-scoped API keys, and a GST/HST Return report. - [Account balances and bank match AI scoring (Sep 24, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-24.md): September 24, 2026 release: account balances API endpoint, HubSpot deal termination sync, bank match AI scoring, and Data Analytics scheduled reports. - [Change orders and saved reports (Sep 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-23.md): September 23, 2026 release: required change order API fields, send invoices via API, saved Data Analytics reports, and Balance Sheet Detail fixes. - [Invoice sending API and EBITDA drill-down (Sep 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-22.md): Release notes for September 22, 2026 - [Bank connections and billable API updates (Sep 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-21.md): Release notes for September 21, 2026 - [EBITDA detail view and Flux Analysis fixes (Sep 20, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-20.md): Release notes for September 20, 2026 - [Multiple Stripe accounts and bulk GL updates (Sep 19, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-19.md): Release notes for September 19, 2026 - [Dashboard tabs and Flux comparison options (Sep 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-18.md): Release notes for September 18, 2026 - [Multiple Stripe accounts and book filters (Sep 17, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-17.md): Release notes for September 17, 2026 - [Fixed asset tools and multi-Stripe accounts (Sep 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-16.md): Release notes for September 16, 2026 - [PayPal bank feeds and Moss accounting integration (Sep 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-15.md): Release notes for September 15, 2026 - [QBO reconnect flow and contract tax rates (Sep 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-14.md): Release notes for September 14, 2026 - [Reversal aging toggle and VAT rounding fix (Sep 13, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-13.md): September 13, 2026 release: Exclude from Aging toggle on journal entry reversal lines, sandbox tax calculation fix, and public API VAT rounding tolerance. - [EBITDA suggestions and ADP payroll (Sep 12, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-12.md): September 12, 2026 release: EBITDA account suggestions, custom list view management, public API tax calculator, ADP Workforce Now and Addepar integrations, and Accounting Intelligence custom reports. - [Recurring records and EBITDA reporting (Sep 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-11.md): September 11, 2026 release: recurring record edits, EBITDA income statement, Addepar and HMRC integrations, bulk edit access, and Bank Match fixes. - [EBITDA reporting and non-deductible VAT (Sep 10, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-10.md): September 10, 2026 release: EBITDA reporting, non-deductible VAT, customer credit PDFs, statistical journal bulk import, and Bank Match fixes. - [VAT enhancements and bank match automation (Sep 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-09.md): September 9, 2026 release: non-deductible and Switzerland VAT support, company-restricted customers and vendors, and bank match assistant actions. - [Accounting Intelligence voice, EBITDA account (Sep 8, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-08.md): September 8, 2026 release: Accounting Intelligence voice input, EBITDA category on accounts, Bank Match vendor credit matching, and Sage 50 migration. - [Strictness controls and usage drawdown (Sep 7, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-07.md): September 7, 2026 release: usage drawdown for contracts, field-level strictness controls for close checklist tasks, and Sage 50 migration support. - [Account renumbering and vendor record updates (Sep 5, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-05.md): September 5, 2026 release: bulk import account renumbering, Accounting Intelligence updates to vendors, customers, and items, and Stripe fixes. - [Subsidiary dashboards and dunning controls (Sep 4, 2026)](https://docs.dualentry.com/developers/release-notes/2026-09-04.md): September 4, 2026 release: subsidiary navigator dashboard data, invoice reminder exclusions, and bank reconciliation fixes. - [Release Notes: September 3, 2026](https://docs.dualentry.com/developers/release-notes/2026-09-03.md): Release notes for September 3, 2026 - [Release Notes - September 2, 2026](https://docs.dualentry.com/developers/release-notes/2026-09-02.md): Release notes for September 2, 2026 - [Release Notes: September 1, 2026](https://docs.dualentry.com/developers/release-notes/2026-09-01.md): Release notes for September 1, 2026 ##### August 2026 - [Data Explorer and purchase order lifecycle (Aug 31, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-31.md): August 31, 2026 DualEntry release: Data Explorer report builder, purchase order lifecycle statuses, and Copilot fixes. - [Edit policy overrides and MCP refund support (Aug 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-28.md): August 28, 2026 DualEntry release: edit policy overrides by record type, allocation schedule bulk import, MCP refund record support, and QBO Canadian tax fixes. - [Bank match AI labels and record codes (Aug 27, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-27.md): August 27, 2026 DualEntry release: bank match AI transaction labels, record codes on approval lists, cash flow column selector, and MCP OAuth fixes. - [Item categories and copilot artifact fixes (Aug 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-26.md): August 26, 2026 DualEntry release: item categories, reversal journal entry links, and multi-select transaction filters. - [Migration mapping classes and QBO tax import (Aug 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-25.md): August 25, 2026 DualEntry release: migration account mapping classes, QBO journal entry tax import, scheduled Snowflake exports, and audit trail fixes. - [Scheduled AI agents, EBITDA metric, and AR PATCH](https://docs.dualentry.com/developers/release-notes/2026-08-24.md): August 24, 2026 DualEntry release: hourly scheduled AI agents, deterministic EBITDA formula, PATCH support for AR records, and invoice code sequences. - [SFTP bank setup and live Ownership reports (Aug 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-23.md): DualEntry release notes for August 23, 2026: live Ownership reports, MCP connector credential form, SFTP bank connections, and Bills view fixes. - [Contracts dashboard and close strictness (Aug 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-22.md): DualEntry release notes for August 22, 2026: live Contracts dashboard, amortization form approvals, close strictness settings, and Ownership reporting fixes. - [Amortization approvals and multi-period POs (Aug 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-21.md): August 21, 2026 release notes: amortization approvals, multi-period purchase orders, statistical account filters, MCP connector fixes, and more. - [Collapsible reconciliations and pivot fixes (Aug 20, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-20.md): August 20, 2026 release: collapsible reconciliation hierarchy, refined Copilot send button, cleaner bank match rule editor, pivot column fixes. - [Change orders and ownership reporting (Aug 19, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-19.md): August 19, 2026 DualEntry release: contract change orders, Bank Match updates, bulk transaction creation, ownership reporting, and audit trail fixes. - [Role audit trail and Bank Connections API GA (Aug 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-18.md): August 18, 2026 DualEntry release: audit trail for role changes, faster Bank Match suggestions, Bank Connections API GA, and copilot improvements. - [Monthly cash flow and future-date warnings (Aug 17, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-17.md): August 17, 2026 release: monthly Cash Flow Statement split, Excel package format choice, future-dated transaction warnings, sortable customer and vendor tables. - [Invoice amount filters and Ramp reconnect fix (Aug 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-14.md): August 14, 2026 release: separate invoice amount filters, selected-row close checklist exports, bank match check numbers, and Ramp reconnect fix. - [Payroll review and API idempotency keys (Aug 12, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-12.md): August 12, 2026 release: AI payroll posting review, custom field report filters, zero-rated tax posting, and Idempotency-Key header for the public API. - [NetSuite connector and Excel package export (Aug 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-11.md): August 11, 2026 release: NetSuite migration connector, tiered pricing change orders, multi-contract usage import, Excel package exports, and bank match fixes. - [Custom field columns and revaluation entries (Aug 7, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-07.md): August 7, 2026 release: custom field list columns, currency revaluation journal entries, billable expense updates, and project activity tab. - [Statistical journal validation, sync fixes (Aug 4, 2026)](https://docs.dualentry.com/developers/release-notes/2026-08-04.md): August 4, 2026 release: statistical journal account validation, amortization stop approvals, bank match groups, Salesforce import batching, and sync fixes. ##### July 2026 - [Date formats and bank match export filters (Jul 30)](https://docs.dualentry.com/developers/release-notes/2026-07-30.md): July 30, 2026 release: new date format options, saveable reports, bank match export filters, dashboard permissions, and various UI fixes. - [Rippling payroll and bank match updates (Jul 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-29.md): July 29, 2026 release: Rippling payroll integration, currency revaluation recovery, bank match company-wide processing, and various UI fixes. - [Billable expense invoices, milestone billing (Jul 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-28.md): July 28, 2026 release notes: billable expense invoicing, milestone-driven billing, statistical account fields, and fixed-rate VAT from AvaTax. - [Billable expenses and project duplication (Jul 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-26.md): July 26, 2026 release: billable expenses on more transactions, project duplication and related records, scheduled agents, plus fixed asset and checklist fixes. - [AI evaluation tools and milestone rev rec (Jul 24, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-24.md): DualEntry release notes for July 24, 2026 covering AI evaluation tools, milestone revenue recognition, billable expenses, Xero reconciliation, and fixes. - [Customer emails and milestone revenue rec (Jul 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-23.md): July 23, 2026 release notes: multiple customer emails, amortization terminate action, expanded HMRC details, and milestone revenue recognition. - [Faster batch bill imports and V2 pagination (Jul 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-22.md): July 22, 2026 release notes: faster batch bill imports, V2 API pagination for journal and bill lines, and a new Budget Balance Sheet report. - [Copilot report resizing and aging toggles (Jul 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-21.md): July 21, 2026 release notes: Copilot report resizing, customer-linked amortizations, invoices from billable expenses, and aging report toggles. - [Amortization termination and bulk item edits (Jul 20, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-20.md): July 20, 2026 release notes: amortization termination, bulk item updates, company-level date formats, and company approval workflows. - [Classification export and period lock fixes (Jul 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-16.md): July 16, 2026 release: classification export now includes all filtered records across pages, plus a fix for period lock status indicators not refreshing. - [Xero OAuth and revenue batch approvals (Jul 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-15.md): July 15, 2026 release: Xero OAuth migration, revenue recognition batch approvals, scheduled agent cadences, statistical journal duplication, and bulk edits. - [Statistical journals and fixed asset accounts (Jul 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-14.md): July 14, 2026 release: statistical journal drafts, fixed asset account columns, HMRC fraud prevention, Ramp entity mapping, and billable expenses report. - [AI Copilot reports, QuickBooks reconciler (Jul 13, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-13.md): July 13, 2026 release: AI Copilot report engine parity, QuickBooks statement reconciler, contract bulk import, HST posting, and Bill.com credit sync fixes. - [Address validation and attachment overrides (Jul 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-11.md): July 11, 2026 release: address validation, classifications pagination, attachment overrides, report menu permissions, and Xero migration invoice sync fix. - [Sandbox redesign, statistical accounts (Jul 10, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-10.md): July 10, 2026 release: sandbox environment redesign, statistical accounts and journals, billable expenses, user date format support, and copilot fixes. - [Projects, HMRC VAT, and Chart of Accounts tree (Jul 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-09.md): July 9, 2026 release: project management, HMRC VAT submission, Chart of Accounts tree view, Brex validation, and Balance Sheet performance fixes. - [Projects management and AI copilot audit (Jul 8, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-08.md): July 8, 2026 release: projects management, AI copilot audit visibility, Chart of Accounts pagination, HMRC VAT submission, and statistical accounts. - [Report number formatting and HMRC VAT returns (Jul 7, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-07.md): July 7, 2026 release: report number formatting, HMRC VAT returns, Stripe charge reconciliation, bulk account assignment, and Chart of Accounts approvals. - [Classification imports and benchmark emails (Jul 3, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-03.md): July 3, 2026 release: bulk import classifications, benchmark report email delivery, user management API, and fixes for reconciliation and aging. - [Currency search, trial balance columns (Jul 2, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-02.md): July 2, 2026 release: currency search and filter API, trial balance debit/credit columns, multi-currency dashboard views, and benchmark lead intake. - [Chart of Accounts bulk edit and HMRC setup (Jul 1, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-01.md): July 1, 2026 release: Chart of Accounts bulk edit, HMRC integration foundation, AI copilot image upload, fixed asset approvals, and date format preferences. ##### June 2026 - [Customer payment approvals and webhooks (Jun 30, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-30.md): June 30, 2026 release: customer payment and refund approval workflows, webhooks developer access, and benchmark analytics. - [AP/AR aging reconciler and Stripe workflows (Jun 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-29.md): June 29, 2026 release: multi-currency dashboard, customer statements GA, AP/AR aging reconciler, Stripe revenue workflows, and date format settings. - [Multi-currency dashboard and Stripe charging (Jun 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-26.md): June 26, 2026 release: multi-currency dashboard, Stripe payment charging, Bill.com Divvy card support, QuickBooks migration, and AI copilot redesign. - [Copilot citations and bank match automation (Jun 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-25.md): June 25, 2026 release: AI Copilot citations, bank match automation, fixed asset and amortization approvals, Stripe vault, and journal entry API filters. - [Fixed Assets approvals and tax settings API (Jun 24, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-24.md): DualEntry release notes for June 24, 2026: Fixed Assets approval workflow, tax settings API, Avalara exemption codes, and Stripe integration aggregator. - [Parent customer imports and Stripe rev rec (Jun 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-23.md): DualEntry release notes for June 23, 2026: parent customer bulk imports, parent-child report filters, and configurable Stripe revenue recognition. - [NextDay Migration and AI bank reconciliation (Jun 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-22.md): DualEntry release notes for June 22, 2026: NextDay Migration loading flow, Trial Balance debit/credit columns, and AI bank reconciliation tools. - [Copilot documentation citations and drafts (Jun 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-21.md): DualEntry release notes for June 21, 2026: AI copilot documentation citations, preview badge, draft message persistence, and contract template fixes. - [Trial Balance as-of-date and Cryptoworth MCP (Jun 19, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-19.md): DualEntry release notes for June 19, 2026: Trial Balance as-of-date picker, Cryptoworth MCP integration, and faster sandbox migration with archive-and-swap. - [Copilot plan view and bank match preview API (Jun 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-18.md): DualEntry release notes for June 18, 2026: AI Copilot plan view, bank match preview API, Brex customer sync, and bulk import streaming for large files. - [Copilot KB search and ARR/MRR aggregation (Jun 17, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-17.md): DualEntry release notes for June 17, 2026: copilot knowledge base search, ARR and MRR aggregation, Westpac and Waycore institutions, and Flux comparisons. - [Period locking from chat and workflow engine (Jun 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-16.md): DualEntry release notes for June 16, 2026: period locking from chat, workflow engine, Stripe payment method display, and bulk role permission editing. - [Custom fields on Fixed Assets and Rev Rec (Jun 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-15.md): DualEntry release notes for June 15, 2026: custom fields on Fixed Assets and Rev Rec, future date controls, and CDN domain for attachments. - [Bulk import errors and bank rec performance (Jun 12, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-12.md): DualEntry release notes for June 12, 2026: bulk import error messages, bank reconciliation performance, and tax, revenue, and trial balance migrations. - [Daily and weekly scheduled agents (Jun 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-11.md): DualEntry release notes for June 11, 2026: daily, weekly, and monthly scheduled agents, wider copilot panel, and report processing interruption. - [1-click migration and embedded report copilot (Jun 10, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-10.md): DualEntry release notes for June 10, 2026: 1-click migration routing, embedded copilot on reports, ADP reconnect, and QuickBooks Projects mapping. - [Rate precision and Income Statement migration (Jun 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-09.md): DualEntry release notes for June 9, 2026: 10-decimal rate precision, admin 2FA reset, migration completion emails, and Income Statement migration. - [One-click migration and retained earnings (Jun 8, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-08.md): DualEntry release notes for June 8, 2026: one-click migration, retained earnings posting, period lock enforcement, and Cash Flow report migration. - [Copilot /plan command and multi-currency MRR (Jun 6, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-06.md): DualEntry release notes for June 6, 2026: AI copilot /plan command, multi-currency MRR FX fix, period close status tools, and public API enhancements. - [Per-org sync schedules and AI planner agent (Jun 5, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-05.md): DualEntry release notes for June 5, 2026: per-organization sync schedules, AI planner agent, benchmark job filtering, and Datadog RUM upgrade. - [Copilot session grouping and superadmin replay (Jun 4, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-04.md): DualEntry release notes for June 4, 2026: AI copilot session grouping, structured citations, superadmin replay, and contract invoice pagination. - [Contract VAT/GST and bulk Create & Match (Jun 3, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-03.md): DualEntry release notes for June 3, 2026: contract VAT/GST tax rates, bulk Create & Match, Plaid OAuth resume, and Avalara audit logging. - [Amortization display and sandbox provisioning (Jun 2, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-02.md): DualEntry release notes for June 2, 2026: amortization vendor and customer display, sandbox provisioning improvements, and unified export buttons. - [AI Agents sidebar and embedded record copilot (Jun 1, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-01.md): DualEntry release notes for June 1, 2026: new AI Agents sidebar, year-to-date report default, embedded copilot on records, and multi-row imports. ##### May 2026 - [Salt Edge EU/UK banking and bulk error logs (May 31, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-31.md): DualEntry release notes for May 31, 2026: Salt Edge EU/UK bank connections, bulk import error log downloads, and amortization vendor tracking. - [Bulk import field mapper and tab subtotals (May 30, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-30.md): DualEntry release notes for May 30, 2026: bulk import field mapper redesign, tab subtotals, resizable report columns, and copilot UI refresh. - [Copilot on records and plan-and-execute mode (May 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-29.md): DualEntry release notes for May 29, 2026: copilot on record views, plan-and-execute mode, vendor prepayments and credits, and Salt Edge banking. - [Copilot report sync and audit trail from chat (May 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-28.md): DualEntry release notes for May 28, 2026: copilot report sync, audit trail and bank match from chat, PATCH endpoints, and web search in copilot. - [Flux Analysis YoY and rolling 12-month views (May 27, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-27.md): DualEntry release notes for May 27, 2026: Flux Analysis YoY and rolling 12-month comparisons, resizable Customize button, and bank rec fixes. - [Scheduled Agents redesign and artifacts view (May 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-26.md): DualEntry release notes for May 26, 2026: Scheduled Agents page redesign, customer statement PDF formatting fixes, and Accounting Intelligence artifacts view. - [Copilot PDFs and natural-language bank rules (May 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-25.md): DualEntry release notes for May 25, 2026: AI copilot PDF generation, natural-language bank rules and approvals, bulk auto-categorization, and Salt Edge. - [Bulk import engine and AI close agents (May 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-23.md): DualEntry release notes for May 23, 2026: new bulk import engine, AI agent framework for close and master data, Avalara push, and Brex sync fixes. - [Embedded copilot redesign and vendor refunds (May 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-22.md): DualEntry release notes for May 22, 2026: embedded AI copilot redesign, vendor refunds, flux analysis enhancements, and NetSuite migration support. - [Copilot artifacts and Canadian tax compliance (May 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-21.md): DualEntry release notes for May 21, 2026: copilot artifacts, bills bulk import reference numbers, Canadian tax compliance, and MCP improvements. - [Customer statements and recurring revaluation (May 20, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-20.md): DualEntry release notes for May 20, 2026: customer statements, recurring currency revaluation templates, vendor credits, and direct expenses. - [Bulk update for direct expenses and Brex (May 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-18.md): DualEntry release notes for May 18, 2026: bulk update for direct expenses, fixed asset amortization accounts, and Brex tax code settings. - [Intercompany invoice and money-in fixes (May 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-16.md): DualEntry release notes for May 16, 2026: fixes for intercompany posting options on invoices and reliability of money-in archive and recovery. - [Rev rec copilot and bank transaction API (May 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-15.md): DualEntry release notes for May 15, 2026: revenue recognition copilot tools, bank transaction API, PATCH endpoints, and customer statements list. - [Customer statement email and receipts (May 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-14.md): DualEntry release notes for May 14, 2026: customer statement email, receipts, sales order currency defaulting, and customer payment PDF fixes. - [QBO currency and fixed asset custom fields (May 13, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-13.md): QuickBooks Online currency handling, custom fields for fixed assets, revenue recognition reports, higher API pagination limits, and stability fixes. ##### April 2026 - [VAT Return redesign and Copilot file uploads (Apr 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-04-29.md): DualEntry release notes for April 29, 2026: VAT Return report redesign with HMRC-ready 9-box summary, Copilot file uploads, and bill form fixes. - [BAI import and AI Copilot drill-down (Apr 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-04-28.md): New BAI import support, AI Copilot drill-down, payment method controls, migration improvements, and bug fixes across integrations and reporting.