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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 21, 2026

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Features

  • AI Copilot Artifact Creation - Added endpoint for embedded copilot to register surface context artifacts when users navigate within copilot components.
  • Bills Bulk Import - Added Reference Number column to bills bulk import and update templates for easier bulk management.
  • Amortizations - Added support for negative accumulated balances and one-time billing frequency for contract obligations.
  • Customer Statements - Enabled re-sending customer statement emails after initial delivery.
  • Contract Management - Added days until expiry field and filter, plus enhanced change order tracking with audit logs and summary endpoints.
  • Canadian Tax Compliance - Added support for regional nexuses (GST/PST/HST) with tax recoverability validation.
  • MCP Integration - Added logo URLs to MCP server responses and improved Slack channel listing with flexible name matching.
  • Trial Balance Reporting - Added new trial balance endpoint for comprehensive account balance reporting.
  • Brex Integration - Added source links to synced transactions and support for VAT rate data push to Brex.
  • Deel Integration - Added support for Deel EOR worker payroll integration.
  • Fivetran Connectors - Enabled NetSuite SuiteAnalytics and Sage Intacct migration setup flows.
  • Public API - Added amount due filter to invoices list endpoint and classifications support for customer and vendor credits.
  • MCP User Authentication - Added per-user OAuth credential management for MCP servers, allowing individual users to connect and manage their own MCP integrations.
  • AI Copilot Tool Updates - Extended tool update notifications to handle entity modifications (Customer, Vendor, Item) and notify affected artifacts.
  • Bulk Import Engine - Added new CSV and XLSX parsers with streaming support, encoding detection, and unified processing interface.
  • Canadian Tax Registration - Enhanced tax registration numbers logic for Canadian GST with support for multiple jurisdiction-specific registration numbers.
  • Payroll Accrual - Added default closing month support and improved accrual line generation for payroll processing.
  • Data Sync Filtering - Extended integration data sync to filter by transaction date instead of sync date for improved reporting accuracy.

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Fixes

  • Bulk Import - Fixed missing classification values in bulk update template rows for proper data export.
  • Amortization Calculations - Corrected off-by-one error in remaining period calculations when accumulated through dates are at month end.
  • Contract Scheduling - Fixed errors when obligation-level billing or recognition intervals are null by using contract-level defaults.
  • Ramp Integration - Resolved sync status issues for reimbursements and improved URL handling for vendor payments.
  • Bank Matching - Enhanced inactive account guards in transfer draft creation to prevent validation errors.
  • Organization Cloning - Fixed rollback handling for failed partial writes and replaced name-based matching with ID-based lookups.
  • Integration Records - Improved performance by eliminating N+1 queries in Finch integration serialization.
  • Content Type Caching - Optimized database queries by using cached ContentType lookups across multiple API endpoints.
  • MCP Tools - Fixed record ID handling for IntercompanyJournalEntry objects and improved error responses for unknown record types.
  • Contract Metrics - Fixed null handling in contract change order data and improved integration bulk archive processes.
  • Journal Entry Reversals - Fixed imported journal entry reversals not posting to the General Ledger by setting correct record status.
  • Bank Reconciliation - Fixed statement balance updates when the balance is zero by ensuring zero values are properly persisted.
  • Payroll Accrual - Fixed accrual line generation for credit lines by gating each side independently on its own base.
  • Ramp Integration - Fixed custom field option reactivation errors by handling already-active options as no-op operations.
  • Stripe Integration - Fixed duplicate transaction issues by ignoring archived duplicate transactions during sync.
  • Custom Field Validation - Added proper date validation for custom fields in bulk import operations.
Last modified on May 28, 2026