> ## 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.

# AI Agents sidebar and embedded record copilot (Jun 1, 2026)

> DualEntry release notes for June 1, 2026: new AI Agents sidebar, year-to-date report default, embedded copilot on records, and multi-row imports.

## 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.

## 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.