> ## 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.

# Customer statements and recurring revaluation (May 20, 2026)

> DualEntry release notes for May 20, 2026: customer statements, recurring currency revaluation templates, vendor credits, and direct expenses.

## 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.

## 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.