Documentation Index

Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt

Use this file to discover all available pages before exploring further.

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Release - May 20, 2026

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Features

• Customer Statements - Create, preview, and send customer statements with bulk download capabilities and activity tracking.
• Currency Revaluation Recurring Templates - Added recurring tab to currency revaluations with auto-update functionality for selected accounts.
• Chart of Accounts Default Sorting - Accounts now load in financial statement order (by account type, then number) for improved navigation.
• Close Management Task Reordering - Tasks in close checklists can now be reordered using drag and drop, with new tasks appearing at the top by default.
• Vendor Credits - Added support for creating and managing vendor credit transactions.
• Direct Expenses - New transaction type for recording direct business expenses.
• Vendor Payments and Prepayments - Enhanced vendor payment workflows including prepayment applications and management.
• Payroll Integration Bulk Mapping - Enable bulk mapping for pay statement line items across payroll integrations.
• Revenue Recognition Contract Visibility - Completed contracts are now visible in customer views.
• Custom Cash Flow Reports - Enhanced account picker to include Balance Sheet accounts and improved row editing capabilities.
• AI Copilot Payroll Accrual Worksheet - Added AI-generated worksheet artifacts for payroll accrual calculations.
• Eval Cases Tag-Based Categorization - Updated evaluation case filtering and display to use tag-based organization.
• Canada Tax Nexus Configuration - Enhanced tax nexus setup for Canadian operations with country and region selection.
• Revenue Recognition Invoice Memo Display - Added memo visibility for performance obligations in invoice grouping views.
• Report Package Management - Improved design and user interface for creating and managing report packages.

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Fixes

• AI Journal Entry Archiving - Fixed system error when archiving AI-created journal entries.
• Archive/Recover Modal State - Resolved modal state conflicts when transitioning between archived and posted entries.
• Trial Balance Date Range - Corrected Trial Balance to use single as-of-date picker aligned with company tax period configuration.
• Integration Source Links - Fixed list page source badges to link to correct per-record URLs instead of generic integration sites.
• Multi-Currency Form Defaults - Resolved hardcoded USD currency defaults to use company base currency across forms.
• Revenue Recognition Contract Termination - Fixed 404 errors when redirecting to contract termination pages.
• Authentication Error Handling - Improved handling of 401/403 authentication errors to reduce noise in error reporting.
• Archived Report Package Actions - Fixed archived report package detail view to show “Recover” action instead of “Archive” button.