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Release - June 10, 2026

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Features

• 1-click migration - Streamlined migration process for sandbox environments that automatically routes to the Migrations page after entity setup.
• Embedded AI copilot on report view - AI assistance is now available directly within report pages to help answer questions about your data.
• Performance obligation change orders - Performance obligation headers now display prorated amounts and quantities when change orders are applied to revenue recognition contracts.
• ADP payroll integration reconnection - Added the ability to reconnect ADP and other HRIS integrations through Finch without losing existing mappings or configurations.
• QuickBooks Projects migration support - Added mapping tab for QuickBooks Projects during migration to DualEntry.
• Customer list country filtering - Customer lists can now be filtered by country for easier organization management.

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Fixes

• Currency revaluation recurring edits - Fixed the edit functionality for recurring currency revaluations, preventing disabled edit mode and resolving URL issues when accessing edit screens.
• Customer address auto-population - Customer address details now automatically populate when creating sales orders, cash sales, and credit forms.
• Tax rate table column naming - Renamed “System” column to “Source” in GST and VAT rate tables for clearer identification.
• Bill creation system errors - Resolved decimal precision issues that were preventing bill creation in certain cases.
• Customer credit form rendering - Fixed display issues in the new customer credit form that were preventing form rendering.
• AI copilot classification saves - Fixed issue where AI copilot could not save classification drafts when no parent classification was selected.
• AI copilot formatting in cards - Human-in-the-loop interrupt cards now properly display markdown formatting including bold text, lists, and paragraph breaks.
• AI copilot documentation link - Fixed non-functional “Learn more” link on the Accounting Copilot home page to properly open AI documentation.
• AI copilot artifact display - Copilot artifacts no longer automatically open in fullscreen mode from the sidebar chat, requiring an explicit click to expand.
• Bulk import filtering - Fixed missing import types (Customer Deposit, Invoice, Cash Sales, Fixed Assets) in the bulk imports filter dropdown.
• Close checklist template updates - Template names now update immediately in the list after renaming without requiring a page refresh.
• Customer deposit account selection - Fixed issue where DualEntry payout account dropdown became unavailable after unskipping Stripe payout mapping items.
• Custom trial balance reports - Fixed “error fetching report data” when generating custom Trial Balance reports with Last Month and variance columns.
• AP aging report display - Fixed layout issues where AP aging settings popover did not fit properly on screen.
• GST and VAT rate filtering - Fixed country list filtering functionality on GST and VAT rate pages to properly support search and selection.
• Customer deposit item selection - Improved performance and reliability of depositable items loading in customer deposit transactions.
• Bulk action bar positioning - Fixed positioning of bulk action bar in organization management to remain fixed at footer instead of appearing directly below the list.
• Archive action validation - Fixed “Field required” validation errors when archiving records from list views across customers, bills, items, and other record types.
• Customer archive and recover modals - Archive and recover confirmation modals now close automatically after successful completion on customer details pages.
• Save as Draft button visibility - Removed inactive “Save as Draft” button from create forms for items and classifications that do not support draft functionality.
• Migration page routing errors - Fixed NotFoundError issues when navigating to migration mapping steps.
• Bulk import field mapping - Fixed issue where mapping additional fields would mis-bind grouping columns and cause validation errors.
• Close template creation modal - Fixed required field indicator missing on mandatory Template Name field in new template creation modal.
• Custom fields authentication errors - Resolved authentication errors when fetching custom fields that were causing frontend failures.