Features
- Custom fields support - Extended custom fields to Fixed Assets and Revenue Recognition Contracts, allowing you to track additional metadata specific to your organization’s needs.
- Future date controls - Added user-configurable future date settings that let you specify the number of days ahead transactions can be dated across all modules.
- Enhanced benchmark job search - Added ability to search benchmark jobs by tier model names and tier keys in addition to primary model names and status.
- Inline citation pills - Added inline citation references within copilot responses that display contextual source information without interrupting the conversation flow.
- Account mapping transaction count sorting - Added sorting by transaction count in the migration account mapping interface to help prioritize mapping decisions.
- Other Current Liability deferral accounts - Extended item deferral account selection to include Other Current Liability account types, supporting organizations that manage deferred revenue under this classification.
- Customize Report button prominence - Made the Customize Report button more prominent in report headers to increase visibility of this powerful feature.
- System account repurposing warning - Added warning messages when editing system accounts to alert users that repurposing these accounts may cause issues.
- Enhanced authentication flow - Implemented custom domain support for authentication flows using login.dualentry.com.
- CDN domain configuration - Replaced raw S3 URLs with custom CDN domains for improved performance and branding consistency.
- Benchmark organization snapshot history - Added ability to view snapshot history and restore specific versions of benchmark organizations.
- Data sync progress tracking - Added progress visibility for data synchronization in one-click migration flows.
- Optional prior recognized revenue - Made prior recognized amount optional for mid-life revenue cutover configurations in Revenue Recognition contracts.
- Bank refresh rate limit notification - Updated bank connection refresh tooltip to clearly indicate the once-per-hour refresh limit before users encounter rate limits.
Fixes
- Fixed Asset pagination - Fixed footer pagination positioning in Fixed Assets module and resolved multi-select action bar overlapping issues.
- Inbox transaction loading - Resolved infinite request loop that occurred when loading inbox transactions.
- Draft contract report links - Fixed issue where draft Revenue Recognition contracts without assigned customers incorrectly displayed report links.
- Customer payment overpayment validation - Corrected overpayment cap calculation when multiple customer payments have already been applied to the same source.
- Company creation - Restored functionality for creating new companies from the company tree interface.
- Custom report multi-company URLs - Fixed AI report generation to properly format URLs when multiple companies are selected using repeated query parameters instead of comma-separated values.
- Classification validation - Fixed validation of required company-specific classifications across Sales Orders, Invoices, Bills, Direct Expenses, and Vendor Credits.
- Bulk import column display - Resolved issue where the last column was cut off in the bulk import interface.
- Custom report permissions - Fixed archive action visibility for users without archive permissions by showing a disabled state with tooltip instead of hiding the option entirely.
- Audit log labels - Updated audit log entries to clearly indicate when operations were performed via Copilot with “X via Copilot” labeling.
- Custom field API integration - Fixed loading of Avid bill custom fields by integrating with the updated custom fields values API.
- Amortization schedule draft saving - Fixed disabled “Save as Draft” button on the Amortization Schedule edit page by properly wiring the draft action.