> ## 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 on records and plan-and-execute mode (May 29, 2026)

> DualEntry release notes for May 29, 2026: copilot on record views, plan-and-execute mode, vendor prepayments and credits, and Salt Edge banking.

## 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.

## 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.