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 - June 1, 2026

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Features

• New AI Agents sidebar - Added a redesigned sidebar for easier access to AI automation tools and agents throughout the platform.
• Year-to-date reporting default - Reports now default to year-to-date view instead of month-to-date, providing a fuller picture of your financial data when opening reports.
• Enhanced accounts mapping - Added filtering by DualEntry account type and column sorting to the accounts mapping table, making it easier to organize and find specific accounts during setup.
• Embedded copilot on record views - The AI copilot now appears directly on individual record and entity pages, providing contextual assistance without leaving your current work.
• Keyboard shortcut for new agent - Added a keyboard shortcut to quickly launch a new AI agent conversation from anywhere in the platform.
• Bank connection country information - Bank connections now display the primary country code, making it easier to identify and organize international banking relationships.
• Resizable total column in reports - The Total column in summary reports can now be resized and maintains your preferred width across sessions.
• Customer deposit management - Added support for tracking and managing customer deposits within the accounts receivable workflow.
• Vendor prepayment application - Enhanced vendor prepayment functionality with improved application tracking and management capabilities.
• Improved bulk import logging - Import processes now provide more detailed logs to help track the status and results of bulk data operations.
• Multi-row record imports - Bulk import now supports records that span multiple rows, including purchase orders, journal entries, intercompany journal entries, and customer/vendor prepayment applications.

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Fixes

• Custom report changes now save immediately - Fixed an issue where changes to custom reports weren’t reflected on screen after saving until navigating away from the page.
• Fixed integrations bottom bar positioning - The bottom action bar in integrations now stays fixed at the bottom of the screen instead of scrolling with the table content.
• Copilot scrolling restored - Fixed a regression where the main copilot page couldn’t scroll to view the full chat conversation.
• Mapping table performance improved - Resolved lag issues in the accounts mapping table and fixed stale UI updates after performing bulk actions.
• Search popover rendering optimized - Improved search performance by preventing unnecessary full remounts when search values change.
• Amortization status accuracy - Fixed amortization schedules to correctly show “Fully Amortized” status when the remaining balance reaches zero instead of showing “Active”.
• Report column spacing - Reports no longer leave blank space on the right when displaying only a few columns, with available space now distributed evenly across all columns.
• Aging report drill-down accuracy - Fixed an issue where clicking “No Vendor” on AP Aging or “No Customer” on AR Aging returned incorrect or empty detail reports.
• Bulk import validation improvements - Enhanced validation for vendor and customer imports to recognize standard column headers and provide clearer error messages for missing required columns.