> ## 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 /plan command and multi-currency MRR (Jun 6, 2026)

> DualEntry release notes for June 6, 2026: AI copilot /plan command, multi-currency MRR FX fix, period close status tools, and public API enhancements.

## Features

* **AI Copilot Plan Mode** - Added a new planning agent accessible through the /plan command that decomposes complex tasks into step-by-step plans with approval gates.
* **Multi-Currency MRR Reports** - Fixed incorrect values for monthly recurring revenue reports in multi-currency organizations by adding proper foreign exchange conversion.
* **Public API Enhancements** - Added parent\_account\_id to accounts responses and exposed transaction IDs for journal entries and bank transfers to support bank matching integrations.
* **Billing Data in Copilot** - Enhanced the AI copilot to include invoice line item details when retrieving billing records by number.
* **Period Close Status Tools** - Added new close management tools to help users track what's left to complete for month-end and quarter-end closing processes.
* **Bulk Import Improvements** - Extended bulk import to support classifications, fixed asset depreciation conventions, and improved handling of multi-company custom fields.
* **Benchmark Testing Suite** - Added automated nightly benchmark runs with Slack alerts for performance regression detection.
* **Enhanced Citation System** - Improved AI copilot citations with better parsing and history replay support.
* **Superadmin Session Replay** - Added enhanced security controls for administrative session review with dedicated role permissions and audit logging.

## Fixes

* **Bank Transaction Signs** - Corrected transaction amounts in bank connections to preserve proper debit/credit signs.
* **OCR Bill Creation** - Fixed empty responses when creating bills from uploaded PDF invoices through the AI copilot.
* **User Count Display** - Resolved mismatch between overview and active user counts on company people pages.
* **Multi-Currency FX Rates** - Fixed missing foreign exchange conversion in MRR and SaaS metrics for organizations using multiple currencies.
* **Bulk Import Validation** - Fixed various bulk import issues including account upserts, custom field scoping, and expense field requirements.
* **Performance Improvements** - Eliminated N+1 database queries in bank matching AI processes and optimized organization cloning for large datasets.
* **Integration Reliability** - Fixed Brex bill synchronization, Zoho duplicate detection, and improved error handling across multiple integration connectors.
* **Transaction Monitor Performance** - Improved memory usage for AI anomaly detection by processing transactions in batches instead of loading all transactions at once.
* **Sandbox Provisioning** - Fixed data collision issues during organization cloning that could cause setup failures.
* **Allocation Schedule Redirects** - Fixed issue where clearing mandatory dropdown fields in allocation schedules caused page navigation errors.
* **Contract Invoice AR Accounts** - Enhanced configuration options for default accounts receivable accounts used in contract invoicing.