> ## 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.

# One-click migration and retained earnings (Jun 8, 2026)

> DualEntry release notes for June 8, 2026: one-click migration, retained earnings posting, period lock enforcement, and Cash Flow report migration.

## Features

* **One-click migration** - Added streamlined migration path for sandbox organizations that automatically creates accounts, skips zero-transaction accounts, and advances to data sync without manual configuration steps.
* **Retained Earnings posting** - Enabled direct posting of journal entries to Retained Earnings equity accounts, with automatic reconciliation against computed figures on financial statements.
* **Period lock enforcement** - Extended period lock protection to all transaction creation and modification paths, preventing any transaction from being saved into locked periods.
* **Bulk import child item updates** - Re-importing records now updates child items like classification selections to match the uploaded file, adding new selections and removing dropped ones.
* **Cash Flow Statement migration** - Migrated Cash Flow Statement to the new reporting framework with improved performance and functionality.
* **General Ledger report migration** - Migrated General Ledger report to the new reporting framework with enhanced features and better user experience.
* **Customer Payment column reordering** - Added drag and drop functionality to reorder columns in the Customer Payments list view.
* **Report detail view column drag and drop** - Reports now support dragging column headers to reorder columns in detail view, with changes automatically saved to your preferences.
* **Integration audit logs** - Added comprehensive audit trail tracking for all integration activities and sync events, accessible through a dedicated activity drawer.

## Fixes

* **Finch mapping preservation** - Fixed issue where user-configured field mappings were lost during bulk updates, ensuring custom mapping configurations persist across sync operations.
* **Bulk import classification matching** - Improved classification name matching in bulk imports by adding exact name alias support for more accurate record matching.
* **Customer deposit field handling** - Fixed field validation and processing for customer deposits in bulk import operations.
* **Fixed asset required fields** - Updated bulk import to properly mark required fields for fixed asset records, preventing incomplete imports.
* **Account type validation** - Fixed Chart of Accounts validation when changing account type and parent account in a single save operation.
* **API error messages** - Replaced technical database constraint errors with user-friendly messages across all API endpoints for better error handling.
* **Close checklist filtering** - Added progress status filter to Close Checklists with proper status options (overdue, not started, in progress, completed) that match displayed statuses.
* **Bank connection sync** - Fixed transaction sync cursor persistence and implemented backfill capability for Plaid connections to resolve transaction gaps.
* **Inbox contract display** - Fixed Customer/Vendor column in transaction approval queue to properly display contract customer names instead of showing blank values.
* **Integration field preservation** - Fixed issue where target type IDs were not preserved during integration updates, ensuring field mappings remain intact.
* **Plaid account discovery** - Enabled account selection parameter during Plaid connection updates to ensure newly discovered accounts appear upon reconnection.
* **Contract cadence deprecation** - Removed deprecated contract-level cadence fields from business logic while maintaining backwards compatibility.
* **Customer and vendor validation** - Relaxed phone field length limits and address validation requirements to accommodate external integration data from systems like Salesforce.
* **Recurring invoice imports** - Restored bulk import update functionality for recurring invoices, preserving existing invoice details during updates.
* **Purchase order migrations** - Restored match keys and defined reference number fields for purchase order migration processes.
* **Customer deposit multi-row import** - Enhanced customer deposits to support multi-row import records, allowing multiple item rows to collapse into a single deposit.
* **Ramp integration reliability** - Improved Ramp integration to handle transaction retries and ignore archived records properly.
* **Organization cloning** - Fixed production organization clones by scrubbing external bank identifiers that were causing unique constraint violations.
* **Allocation Schedule status display** - Fixed issue where status label remained "Active" after switching the toggle to inactive state.
* **Required field indicators** - Added missing asterisk (\*) indicators to mandatory fields across Item Receipts, Item Fulfillments, Inventory Receipts, Locations, and Company payment information forms.
* **Actions column visibility** - Restored missing kebab menus in the Actions column for Checks archive tab, Transactions approval queue, Bills, and Vendor Prepayments lists.
* **Field alignment on validation errors** - Fixed form field alignment issues that occurred when validation errors appeared, particularly in Vendor Refund and Direct Expense forms.
* **Search functionality** - Resolved issue where Invoice search displayed "No matching Invoices found" despite records existing.
* **Column sorting** - Enabled sorting by Amount Paid, Amount Due, and Remaining Amount columns on Bills and Vendor Prepayments lists.
* **Company drawer navigation** - Fixed incorrect company drawer behavior on record list pages to use proper full-page navigation instead.
* **Modal layering** - Resolved issue where New Template and Rename modals opened behind the Templates side drawer in Close Checklist.
* **Customer Statement date validation** - Added validation to ensure Statement Date falls within the selected period range and fixed balance calculations for statements with dates before period end.
* **Migration analysis error messages** - Improved error display during file analysis to show user-friendly validation messages instead of technical error traces.
* **List refresh after creation** - Fixed issue where newly created Nexuses did not appear in the list until manual page refresh.
* **Report input validation** - Fixed textarea border highlighting to show validation errors on all four sides in Report Center.
* **Company filtering** - Restored company filter functionality on Locations list page.
* **Field placeholders and labels** - Corrected misleading placeholders and labels across multiple forms, including changing "Memo" to "Description" in Direct Expense line items and updating "Inventory" to "Item" in headings for Item Receipts and Fulfillments.
* **Fixed asset pagination** - Fixed pagination section positioning to remain properly anchored at the footer in Asset Disposals and Asset Revaluations when record count is low.
* **Item record persistence** - Fixed issue where edits to archived Item Receipts and Fulfillments were not persisting after refresh, and subsequent edits would fail completely.
* **Invoice column sorting** - Enabled sorting by Amount Paid column in the Invoices list view.
* **Task name validation** - Fixed task name field validation to use Formik validation instead of browser validation and prevented password manager autofill interference.