> ## 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.

# 1-click migration and embedded report copilot (Jun 10, 2026)

> DualEntry release notes for June 10, 2026: 1-click migration routing, embedded copilot on reports, ADP reconnect, and QuickBooks Projects mapping.

## 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.

## 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.