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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 29, 2026

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Features

  • AI Copilot Integration - The AI copilot now appears directly on record and entity view pages, providing contextual assistance while you work with your data.
  • Copilot Skill Versioning - View version history for custom copilot skills and scheduled agents, with the ability to preview, restore, or archive previous versions.
  • Chat Session Sharing - Share copilot chat sessions with your organization or keep them private, with clear visibility indicators and shared session management.
  • Plan and Execute Mode - New AI copilot capability that breaks down complex tasks into steps and executes them automatically using your accounting data.
  • Vendor Prepayments - Create and manage vendor prepayment records to track advance payments to suppliers.
  • Vendor Credits - Process vendor credit memos and apply them against outstanding balances.
  • Direct Expense Recording - Create direct expense entries without requiring a bill or payment workflow.
  • Items List Export - Export your items list with full filtering and selection options to CSV or Excel formats.
  • Enhanced Bulk Import - Redesigned bulk import interface with improved field mapping, validation feedback, and support for both V1 and V2 record formats.
  • Subsidiary Management - Enhanced subsidiary creation workflow with improved relationship mapping between parent and child entities.
  • Sandbox Auto-Provisioning - One-click sandbox environment creation with automated data copying and lifecycle management.
  • Salt Edge Banking Integration - Connect EU and UK bank accounts with automated transaction sync and backfill capabilities.
  • Plaid OAuth Support - Enhanced Plaid integration with OAuth flow support for secure bank account connections.
  • Customer Reporting Improvements - Unified customer dimension in reporting with improved aggregation and cross-module visibility.
  • Enhanced Skills Management - Updated skills page interface with improved navigation and skill management capabilities.
  • AI Tools Interface Improvements - Redesigned tools page with streamlined workflow management and tool configuration options.
  • Personalized Recommendations - User-specific recommendations now appear in relevant sections based on your usage patterns and account setup.

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Fixes

  • Copilot Display Issues - Resolved issue where embedded copilot appeared blank in certain production environments.
  • Spotlight Search - Fixed bug where spotlight search failed to open new copilot chat sessions.
  • Billing Validation - Corrected frontend billing logic that failed for contracts without end dates due to validation errors.
  • Vendor Payment Processing - Improved transaction picker for vendor payments using updated backend endpoints for better performance and reliability.
  • Contract Archive Cascading - Fixed issue where archived contracts from Stripe integrations weren’t properly cascading to related revenue recognition records and invoices.
  • Stripe Revenue Recognition - Resolved issue where contracts scheduled to cancel weren’t properly reflected as active in revenue recognition processing.
  • Organization Copy Reliability - Improved handling of single-object relations during organization copying operations.
  • QBO Migration Vendor Handling - Bill payments with missing vendor mappings now automatically route to an “Unknown Vendor” placeholder instead of failing.
  • Salt Edge Webhook Processing - Enhanced error handling for unknown webhook stages to prevent service disruptions.
  • Bulk Import Entity Support - Extended bulk import validation to properly handle entity record types and reference mapping.
  • Departments Mapping Completion - Improved clarity for departments mapping completion status during onboarding workflows.
  • Reconciliation Editing - Fixed issue where editing existing reconciliations required a later date selection unnecessarily.
  • Chart of Accounts Performance - Migrated data flows to improve loading performance and responsiveness.
  • Dashboard Reliability - Enhanced error handling when organization settings are temporarily unavailable to prevent dashboard crashes.
  • Integration Data Sync - Improved error handling for integration pages when backend services are temporarily unavailable.
  • Error Page Functionality - Fixed refresh button behavior on error pages to ensure consistent reload functionality.
  • Bill Creation Retry Protection - Added safeguards to prevent duplicate bill creation when users retry after network errors.
  • Customer Statement Creation - Enhanced error handling to prevent duplicate customer statements during retry scenarios.
  • Customer Deposit Processing - Improved retry logic for customer deposit creation to prevent duplicates during network issues.
  • Authentication Error Handling - Better handling of unauthorized access scenarios with clearer error messages.
Last modified on May 29, 2026