> ## 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.

# Bulk import errors and bank rec performance (Jun 12, 2026)

> DualEntry release notes for June 12, 2026: bulk import error messages, bank reconciliation performance, and tax, revenue, and trial balance migrations.

## Features

* **AI Copilot improvements** - Fixed customer deposit creation and improved citation streaming with real-time display during responses.
* **Bulk import enhancements** - Added clearer error messages for failed rows and automatic field defaulting when exchange rate equals company currency. Download links for import files now available with automatic cleanup.
* **Bank reconciliation performance** - Implemented bulk operations for faster reconciliation completion and improved status updates.
* **Integration sync reliability** - Enhanced Ramp reimbursement sync to prevent duplicate activity events and improved Salesforce sync retry mechanisms.
* **Report migrations** - Migrated tax, revenue, and trial balance reports to the new reporting infrastructure.
* **Customer credit flexibility** - Added support for negative values on customer credit lines.
* **One-click migration improvements** - Auto-start migration imports without manual intervention and added QuickBooks Projects mapping support.
* **Performance optimizations** - Trimmed API response schemas for bill listings, customer payments, and vendor prepayments to improve loading times.
* **Revenue recognition contracts** - Migrated to contracts v2 endpoints with improved performance and data handling.
* **AI Copilot responsive design** - Added dropdown controls for tools and schedule options to improve layout on smaller screens.
* **Bulk import template access** - Added download button for bulk import templates with improved file management.
* **Contract form preview** - Fixed invoice loading issues and improved preview functionality in contract creation forms.
* **Fixed assets transaction linking** - Source transactions now display correctly when linking bills, expenses, and journal entries.
* **Benchmark organization management** - Added snapshot, lock, and restore functionality for deterministic evaluation runs.

## Fixes

* **Copilot record grouping** - Fixed month grouping crash when aggregating transaction records.
* **Bank reconciliation status** - Resolved issue where reconciliation status wasn't updating to "Reconciled" after completion.
* **Search functionality** - Added case-insensitive search for customer records.
* **Organization cloning** - Fixed false errors during clean organization copies and improved reference resolution.
* **Period lock validation** - Completed cleanup of legacy period lock check implementations.
* **Flux analysis accuracy** - Improved multi-account analysis tools and resolved incorrect net income calculations.
* **Transaction status display** - Fixed matched status not showing on matched bank transactions.
* **Classifications validation** - Required classifications now properly validate company scope for cash sales forms.
* **Table sorting** - Fixed default sort application on table load and improved sort indicator display for visible columns.
* **File downloads** - Resolved download button functionality across attachment and import interfaces.
* **Bulk import error handling** - Improved error messages and made duplicate validation errors actionable.
* **Classifications display** - Corrected required column indicators to properly reflect company-specific rules.