Features
- Accounting Copilot documentation citations - The AI copilot now displays source citations from DualEntry’s documentation when answering questions, helping you verify and explore the underlying guidance.
- Preview badge for Accounting Copilot - Added a preview indicator to clearly communicate that the Accounting Copilot feature is in preview status.
- Personalized prospect onboarding - New AI-powered onboarding experience that provides personalized guidance for prospects exploring DualEntry.
- Copilot chat persistence - The AI copilot now preserves your draft messages when navigating between pages, so you won’t lose your input when exploring Skills or other sections.
- Improved copilot scrolling performance - Enhanced message loading and scrolling in long AI copilot conversations for smoother interaction.
Fixes
- Contract template search filtering - Fixed an issue where contract template search did not properly filter results when creating new contracts in revenue recognition.
- Dynamic select “Load more” search - Resolved a bug where search terms were not applied when clicking “Load more” in dropdown selectors.
- Item description field validation - Corrected validation that incorrectly required description fields for goods, service, and discount type items.
- Cash sales form buttons - Fixed missing “Save and Post” and “Save as Draft” buttons that weren’t visible on initial page load for cash sales transactions.
- Copilot Skills search input - Fixed an issue where the Skills search field would not accept input after triggering skill suggestions.
- Copilot scrollbar alignment - Corrected scrollbar positioning to align properly with the right edge of the copilot container.
- Contract related records loading - Resolved duplicate loading skeletons appearing on contract related pages.
- Numeric column formatting - Fixed an issue where identifier columns like account numbers displayed with thousands separators instead of plain text formatting.