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 25, 2026

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Features

• AI Copilot - Added PDF report generation capability that renders markdown content into styled PDF documents for email attachments and file sharing.
• AI Copilot - Enhanced email functionality with support for three types of attachments: context summaries, pre-uploaded files, and in-memory CSV exports.
• AI Copilot - Added user settings and memory management with customizable modifier tags, memory toggle, and custom preface options.
• AI Copilot - Added Scheduled Agents interface allowing you to create, view, edit, and manage automated agents with dedicated drawer components for streamlined workflow automation.
• Bank Rules - Added natural language bank rule creation that parses rule descriptions and shows preview of matching transactions before saving.
• Bank Transactions - Added bulk auto-categorization tool to process uncategorized transactions with AI suggestions and confidence thresholds.
• Approval Workflows - Added natural language approval policy creation with fuzzy approver resolution by email, role, or name.
• Approval Workflows - Added bulk approve and reject functionality for pending records scoped to the current user.
• Approval Workflows - Added reroute approval tool to reassign pending approvals around out-of-office approvers.
• Journal Entries - Added reverse journal entry functionality accessible through AI Copilot with automatic date increment and entry mirroring.
• Accounts - Added account merging capability from chat with preview and execute workflow for consolidating chart of accounts.
• Fixed Assets - Added read-only tools for viewing depreciation schedules, asset listings, and journal entry explanations.
• Fixed Assets - Added disposal functionality covering all asset types with comprehensive field support.
• Close Management - Added close checklist viewing tool and period readiness aggregator for monitoring close status.
• Bank Connections - Added failed sync listing and retry capabilities with full integration resync functionality.
• Data Management - Added mass field application tool to update multiple master data entities with whitelisted fields.
• Tax - Enhanced GL posting with per-component tax entries via regional nexuses for complex multi-jurisdiction scenarios.
• Integrations - Added Salt Edge banking provider support with institution routing and country metadata.
• System Administration - Added audit trail query tool and period lock change monitoring for compliance tracking.
• Organization Management - Added Last External Login column showing when the last non-DualEntry user accessed each organization, with sortable columns for better organization tracking.
• AI Copilot - Enhanced human-in-the-loop capabilities with interrupt cards that allow you to approve, reject, or respond to AI tool requests before they execute.
• Flux Analysis - Added numeric variance filters to filter reports by dollar amount or percentage thresholds, plus structured AI-generated explanations with formatted text and improved review badges.
• Customer Statements - Made start date field optional for more flexible statement generation.
• Waycore Banking - Added Waycore branding to advanced bank connection modal headers for clearer provider identification.
• Bulk Import - Redesigned bulk import interface with improved user experience and streamlined workflow for data uploads.

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Fixes

• Stripe Integration - Fixed contract end date handling during cancellation workflows to allow proper archival processing.
• Bill.com Integration - Fixed account description truncation to 100 characters to prevent API rejection errors.
• AI Copilot - Fixed multi-pause decision replay issues in human-in-the-loop workflows with proper interrupt value handling.
• AI Copilot - Fixed payroll accrual prompt routing to direct queries to the Accruals agent instead of returning generic educational content.
• Organization Management - Fixed “Create New Organization” button in Archived tab that was redirecting to 404 page instead of opening the organization creation modal.
• Organization Management - Corrected validation message display in the Eval tab question field.
• Amortization Schedules - Fixed unexpected field height expansion when Amount field validation is triggered.
• Budget Reports - Resolved Income Statement only displaying budgets from the first page, now correctly shows all budget data across pagination.
• Customer Deposits - Fixed form layout and validation issues in customer deposit creation and editing workflows.
• Banking Connections - Fixed “Keep Connection” button properly closing the connection modal.
• Revenue Recognition - Resolved recognition summary true-up calculation errors.
• Field Alignment - Fixed misaligned base currency field in company general settings and other form layout issues.
• Form Validation - Improved money-in item line validation consistency across invoices, cash sales, and sales orders.
• PDF Generation - Fixed Canada tax registration rendering in PDF company sections.
• Navigation - Resolved confirm close dialog accessibility issues and fixed React key prop warnings.
• System Performance - Removed unused Next.js data cache functionality to improve application performance and reduce complexity.