> ## 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 report sync and audit trail from chat (May 28, 2026)

> DualEntry release notes for May 28, 2026: copilot report sync, audit trail and bank match from chat, PATCH endpoints, and web search in copilot.

## 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.

## 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.