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 22, 2026

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Features

• Embedded AI copilot - Added a redesigned right-pane copilot interface for easier access to AI assistance while working with your data.
• Customer statement re-sending - You can now re-send customer statements and preview only the first page when showing statement previews.
• Revenue recognition terminations - Added ability to open contract terminations directly from outside the contract page for improved workflow navigation.
• Customer prepayments - Enhanced prepayment creation to automatically populate currencies from your company’s base currency settings.
• Vendor refunds - Added comprehensive vendor refund functionality to manage outbound payments to suppliers.
• MCP marketplace logos - Connector marketplace now displays logos for each available integration to improve visual identification.
• Report package scheduling - Added date range configuration to report package schedules and marked the module as beta.
• AR/AP aging report clarity - Added preselected transaction type filters to clarify which record types are included by default in aging reports.
• Flux analysis enhancements - Improved threshold modal with live row count preview, refined Balance Sheet comparison options, and enhanced drill-down charts with prior period overlays.
• Payroll accrual worksheet - Added worksheet artifact generation for payroll accruals with post-save reversal and related records chain.
• NetSuite migration support - Added NetSuite as a migration option alongside QuickBooks and Xero with Fivetran connector support.
• Payroll accrual account reclassification - Added dropdown to swap cash credit lines to liability accounts in payroll accrual workflows.
• Ramp approval date mapping - Added setting to use approval date as posting date for reimbursements with updated accounting date mapping labels.
• Revenue recognition contract modifications - Added contract change order functionality to handle contract modifications and amendments.
• Transaction import options - Added tooltip explaining the upserts on transactions toggle for import settings.
• Customer statement record types - Expanded customer statements to include credit memos, customer payments, and journal entries alongside invoices.

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Fixes

• Bank transfer amount precision - Fixed issue where exact amounts couldn’t be entered on bank transfers due to exchange rate rounding.
• Vendor refund display - Fixed missing currency display in Applied Amount cells on vendor refund details pages and restored proper cell padding.
• Bill listing totals - Corrected bill total amounts on listing pages to properly include taxes.
• AR aging customer filter - Fixed customer filter dropdown being incorrectly hidden by company filter selection.
• Tax registration sync - Fixed tax registration numbers not saving correctly on nexus pages and improved sync with legacy tax fields.
• Payment amount field layout - Improved payment form layout when no payment type is initially selected.
• Form navigation crashes - Resolved server-side rendering crashes in form components that prevented page loading.
• Report error handling - Fixed crashes in Flux Income Statement and other reports when backend data is not found.
• Bulk import job handling - Improved error handling and status management for bulk import operations.
• Customer filter cascading - Fixed issue where valid customers were hidden due to incorrect company filter cascading.
• Invoice currency handling - Fixed issue where base company currency was not preserved correctly on new invoice forms.
• Journal entry retry protection - Added safeguards against duplicate journal entry creation when backend writes succeed but responses return server errors.
• Bank match audit logging - Fixed audit log entries to properly show “via API” for organization API key actions instead of “Unknown”.
• Embedded copilot loading - Fixed server-side rendering issues with the embedded copilot component that caused page loading failures.