> ## 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.

# Embedded copilot redesign and vendor refunds (May 22, 2026)

> DualEntry release notes for May 22, 2026: embedded AI copilot redesign, vendor refunds, flux analysis enhancements, and NetSuite migration support.

## 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.

## 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.