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 28, 2026

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Features

• AI Copilot Report Control - The embedded copilot now updates report filters in real-time when modifying report views through chat, keeping the report viewer and copilot in sync.
• Audit Trail from Chat - Access complete record change history directly from the AI copilot. Ask about any record’s audit trail and get a clear table of changes including timestamps, users, and before-and-after values.
• Bank Match from Chat - The close management agent can now apply bank matching suggestions directly from chat, streamlining the reconciliation workflow.
• PATCH API Endpoints - Added PATCH support for Invoice, Bill, and Customer Payment endpoints, allowing partial record updates without sending complete payloads.
• Reference Number for Invoice Imports - Added Reference Number column to the bulk invoice import/update template, matching the capability already available for bills.
• Improved Amortization Status - Amortization records now correctly show “Fully Amortized” status when the remaining balance reaches zero.
• Enhanced Integration Error Handling - Better error surfacing for Ramp sync operations and improved handling of unmanaged classification mappings.
• Web Search in Copilot - The AI copilot can now search public web sources when internal information is insufficient, with clear citation of external sources.
• Enhanced Copilot Context - The embedded copilot now preserves surface context across conversation turns, maintaining clarity when users reference “this” or “that” in multi-turn conversations.
• Customer Export Performance - Improved performance for large customer data exports with optimized query handling.
• Brex Classification Sync - DualEntry classifications are now pushed to Brex as custom ERP field values in accounting integration mode, keeping classification data synchronized across systems.
• Bulk Import Engine Extensions - Added happy-path conversion support for 20 additional record types including payments, refunds, deposits, bank transfers, companies, items, and amortizable assets.
• AI Tools Page - New tools page provides centralized management of AI connectors with connect/disconnect controls and status monitoring.
• Subsidiary Organization Management - When adding a subsidiary, existing child organizations are automatically reorganized as siblings to maintain proper hierarchy.
• Enhanced Record Context - Improved context handling for record-specific operations and lookups throughout the platform.
• Bulk Import Field Selector - Added nested field selector for more intuitive column mapping during bulk imports.
• Smart Bank Matching - New option to match only unmatched transactions, automatically filtering out already reconciled items.
• Meld Integration Control - Organizations that don’t actively use Meld integration can now hide it from their interface.

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Fixes

• Bank Reconciliation Status - Fixed reconciliation status not updating to “Reconciled” after completion, ensuring status stays in sync with actual reconciliation state.
• Outstanding AP/AR Reporting - Resolved discrepancies between Outstanding AP dashboard widget totals and AP Aging report totals for the same filter criteria.
• Access Denied on First Sign-in - Fixed users incorrectly encountering access denied errors on their first sign-in when webhook provisioning lagged behind authentication.
• Integration Authentication - Resolved authentication failures in various integrations including Finch access token validation.
• Zero-Amount Transaction Matching - Fixed errors in bank matching when processing zero-amount financial transactions that could incorrectly trigger vendor prepayment creation.
• Stripe Integration Sync - Corrected April transaction sync issues in the Stripe integration data sync table.
• Performance Optimizations - Improved query performance for customer payment operations, fixed attachment download URLs in public API responses, and reduced database connection timeouts.
• Ramp Reconnection for Demo Orgs - Fixed Ramp integration reconnection process for demo and sandbox organizations that was incorrectly using production environment endpoints.
• Organization Clone Accuracy - Resolved multiple data integrity issues in organization cloning where copied records, links, or values were silently dropped or incorrectly pointed back to source data.
• Contract Billing Discounts - Fixed negative residual billing amounts on change orders with discounts and corrected discount amount calculations for endless contracts.
• Ramp Reimbursement Migration - Aligned reimbursement migration cutoff logic with approval date settings to ensure consistent data filtering.
• OpenSearch Connection Timeouts - Resolved read timeout errors during OpenSearch reindexing operations that were causing connection failures.
• Bulk Import Task Routing - Fixed bulk import V2 tasks incorrectly falling through to default Celery queue instead of the dedicated bulk import queue.
• Embedded Copilot Display - Fixed embedded copilot appearing blank when feature flag is disabled and resolved CSS panel-width variable initialization.
• Depreciation Page Errors - Fixed error handling on depreciation detail pages by using pre-fetched data instead of making redundant API calls.
• Migration Card Navigation - Restored click functionality on migration card arrows and relocated analyze button to prevent click interference.
• Contract Billing Logic - Fixed frontend billing calculations for endless contracts with change orders and discount applications.
• Spotlight Search Integration - Fixed spotlight search failing to properly open new copilot chat sessions.