> ## 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.

# Trial Balance as-of-date and Cryptoworth MCP (Jun 19, 2026)

> DualEntry release notes for June 19, 2026: Trial Balance as-of-date picker, Cryptoworth MCP integration, and faster sandbox migration with archive-and-swap.

## Features

* **Trial Balance date selection** - Trial Balance reports now use a single as-of-date picker instead of a date range, making it consistent with other balance sheet reports and simplifying report generation.
* **Contract template enhancements** - Contract templates now include payment ID fields for improved payment tracking and contract management.
* **Bank reconciliation matching** - Enhanced bank transaction matching with support for rule-based automated matching, allowing you to create and match transactions using predefined rules for faster reconciliation.
* **Customer and vendor hierarchy filters** - Line Customer and Line Vendor report filters now support parent-child hierarchy views with "Include Children" functionality, matching the organization structure used in other customer reports.
* **AI Copilot session tracking** - The AI Copilot now provides enhanced session lifecycle tracking with detailed routing and delegation events for improved transparency during complex accounting queries.
* **Cryptoworth MCP integration** - Added one-click Cryptoworth MCP marketplace preset that enables the AI Copilot to connect to crypto sub-ledger data including portfolio positions, gains and losses, transactions, cost basis calculations, DeFi positions, and reconciliation status through OAuth2 authentication.
* **Custom Report Builder row group expansion** - Row groups in Custom Report Builder now include a "Do Not Expand" option, giving you more control over how detailed information is displayed in your custom reports.
* **Classifications record type clarity** - Classifications forms now display clear sub-headers that explain the OR relationship between record types and companies, making it easier to understand classification criteria.
* **Sandbox migration performance** - Sandbox environments now use an archive-and-swap migration flow that provisions a fresh organization and moves users to the new environment in seconds, replacing the slower in-place data clearing process.

## Fixes

* **Revenue recognition contract templates** - Resolved type errors that could occur when working with contract templates in the revenue recognition module.
* **Customer drawer layout** - Fixed inconsistent padding between the footer and content areas in the customer details drawer.
* **Recurring transaction validation** - Improved error messaging for recurring invoices and cash sales to clearly show validation errors when items have zero quantity or zero total amounts.
* **Income Statement formula rows** - Newly created row groups now appear immediately in the formula row insertion search, eliminating the need to refresh the page.
* **Fixed Asset Register custom reports** - Fixed an issue where saved custom Fixed Asset Register reports would show a blank page when accessed from the Report Center.
* **Custom report row groups** - Row group totals in custom reports now display correctly at the bottom of their respective sections with proper formatting and positioning.
* **Bank reconciliation status updates** - Fixed an issue where bank reconciliations would not properly update to "Reconciled" status after completion when archived items were present.
* **Multi-currency bank matching** - Resolved currency mismatch errors that could occur when matching transactions in the same currency due to external account currency field drift.
* **Database query performance** - Improved performance across multiple endpoints including bills, intercompany journal entries, and customer payments by eliminating inefficient database queries.
* **AI Copilot company selector** - Fixed multiple vertical scrollbars appearing in the company selection dropdown within the AI Copilot interface.
* **Nexus memo field display** - Corrected an issue where memo field text was incorrectly displayed in the Description column on the Nexus list page.
* **Currency bulk operations** - Fixed "Failed to toggle currencies" error when using bulk toggle actions on multiple active and inactive currency records, with improved error messaging.
* **Company creation navigation** - Fixed an issue where clicking "Create New" from the company details drawer would close the drawer instead of opening the New Company page.
* **Fixed Assets asset class search** - Resolved search functionality in Fixed Assets asset class dropdowns to properly return matching results.
* **Items archived record options** - Removed unexpected "Recover as Draft" and "Recover and Post" options from archived item detail pages that don't use draft workflows.
* **Contract search in invoices** - Fixed contract dropdown search functionality in invoices to properly display matching results when searching by Contract Number.
* **Vendor drawer footer alignment** - Corrected footer button alignment in vendor drawers to match the form body layout.
* **QBO migration classification editing** - Fixed crashes that occurred when editing classification attributes during QuickBooks Online migration.
* **Default dashboard actions** - Removed rename and delete options from default dashboard action menus, as these operations are not supported for system dashboards.
* **API error handling** - Improved handling of HTML responses from API endpoints to prevent unhandled exceptions during temporary service disruptions.
* **Contract template name field validation** - Fixed contract template name field to correctly reflect its required status, removing the misleading "optional" hint text.
* **Bulk Import mapping step** - Resolved Server Components render error that could occur on the Map Fields step during bulk import operations.
* **Checks template status dropdown** - Fixed an issue where the Active status dropdown was not clickable in New and Edit Template forms for check templates.
* **VAT rate name validation** - Fixed validation for VAT and GST rate names to properly reject whitespace-only input with clear error messaging.
* **Allocation journal bulk actions** - Fixed "Field required" validation errors that occurred when archiving or recovering allocation journals from the kebab menu or bulk selection.
* **New Company button permissions** - Hidden the New Company button from view-only users to prevent access to restricted functionality.
* **AI Copilot period comparison reports** - Fixed an issue where period-over-period reports would incorrectly show identical totals for both periods, preventing accurate change calculations.
* **Fixed Assets excluded accounts** - Fixed excluded account filters in Fixed Asset reports to properly hide selected accounts when "Exclude selected accounts" is enabled.
* **Invoice item validation** - Resolved "record blocked" errors that could incorrectly appear when changing items on invoices where no discount strategy was being modified.
* **Close Management import status** - Improved error messaging for close process import failures to provide clearer guidance on resolution steps.
* **Bank connection health monitoring** - Fixed attribute errors in bank connection health check processes that could cause monitoring failures.
* **AI Copilot session links** - AI Copilot session links shared to Slack now direct users to the read-only session replay page for better review experience.
* **Payroll sync logging** - Removed excessive error logging for expected dual-line accounting adjustments in payroll syncing that was generating unnecessary alert noise.