> ## 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.

# Copilot PDFs and natural-language bank rules (May 25, 2026)

> DualEntry release notes for May 25, 2026: AI copilot PDF generation, natural-language bank rules and approvals, bulk auto-categorization, and Salt Edge.

## 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.

## 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.