> ## 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.

# NextDay Migration and AI bank reconciliation (Jun 22, 2026)

> DualEntry release notes for June 22, 2026: NextDay Migration loading flow, Trial Balance debit/credit columns, and AI bank reconciliation tools.

## Features

* **NextDay Migration loading screen** - Added a full-screen loading state while converting sandboxes to migrated organizations, with immediate migration start when clicking the redesigned "Start your NextDay Migration Now" CTA.
* **Trial Balance date picker enhancement** - Switched Trial Balance reports to use an as-of-date picker instead of date ranges, simplifying report generation by computing results from a single end date.
* **Trial Balance Debit and Credit columns** - Added optional Debit and Credit column selector on Trial Balance summary reports, giving users more control over displayed monetary data.
* **Contract template payment methods** - Added payment method selection to contract template forms, matching the functionality available in the main contract creation workflow.
* **Custom scrollbar styling** - Updated scrollbar appearance across the application for improved visual consistency and user experience.
* **AI Copilot developer documentation access** - Expanded AI Copilot's knowledge base to include developer documentation, enabling citations from API reference guides and technical documentation alongside accounting resources.
* **Bank reconciliation AI tools** - Added new AI Copilot tools for managing bank reconciliations, allowing users to list, check status, create, and finalize reconciliations through natural language commands.
* **Approval workflows for Fixed Assets and Amortization** - Added approval workflow capabilities to Fixed Assets and Amortization modules, enabling structured review processes for asset and amortization transactions.
* **Stripe subscription billing improvements** - Enhanced Stripe integration to calculate subscription bills as periods multiplied by rate rather than flat totals, providing more accurate billing breakdowns.
* **Personalized prospect onboarding** - Added AI-powered personalized onboarding for new prospects, featuring tailored welcome messages and customized feature recommendations based on HubSpot profile data.
* **Contract start date sorting** - Added start date as a sorting option for contracts, improving organization and navigation of contract lists.
* **Custom Report Builder row group options** - Added "Do Not Expand" option for row groups in Custom Report Builder, giving users more control over report presentation and data organization.

## Fixes

* **AI Copilot chat panel overflow** - Fixed issue where response content was cut off in the chat panel, requiring unnecessary scrolling to read full responses.
* **AI Copilot skills dropdown navigation** - Fixed skills dropdown menu links that were directing users to outdated pages instead of current skill management interface.
* **AI Copilot fullscreen transition** - Removed automatic transition to fullscreen mode that was interrupting user workflow.
* **Tax nexuses export completeness** - Fixed missing columns and records in nexuses export files to match the complete data shown in the UI list.
* **Item receipts status filter** - Corrected status filter to show only valid receipt states, removing non-existent "Active" and "Inactive" options.
* **Custom fields form rendering** - Resolved error that occurred when custom fields loaded during initial page render, improving form stability across customer deposit workflows.
* **AI Copilot customer payment validation** - Improved AI Copilot's handling of customer payments by adding validation checks for invoice amounts and future-dated transactions, ensuring more accurate payment processing suggestions.
* **AI Copilot documentation citations** - Enhanced citation system to link directly to specific sections within documentation pages rather than just page tops, making it easier to find relevant information.
* **AI Copilot vendor listing routing** - Fixed routing issue where "list all vendors" queries were incorrectly directed to record retrieval instead of the proper query agent.
* **AI Copilot streaming response duplication** - Resolved issue causing duplicated or garbled text chunks during complex AI operations involving multiple sub-agents running simultaneously.
* **AI Copilot citation spam reduction** - Improved citation behavior to avoid repeatedly citing the same documentation page within a single response, reducing redundant citations while maintaining helpful references.
* **AI Copilot record preview duplication** - Fixed issue where record previews were displayed twice during journal entry editing operations.
* **AI Copilot session intent visibility** - Prevented internal session intent information from appearing in user-visible chat responses, keeping the interface clean and focused on user-relevant content.
* **AI Copilot customer credit draft linking** - Fixed customer and vendor credit drafts to properly maintain source record links when creating new transactions.
* **Brex MCP server integration** - Fixed Brex MCP server tool discovery that was failing with "could not discover tools for this server" error, restoring proper Brex integration functionality.
* **QuickBooks Online transfer currency handling** - Fixed import failures for QBO transfers by properly deriving currency from transfer records rather than relying solely on account-based currency detection.
* **NextDay Migration session handling** - Improved migration process to avoid logging users out mid-migration by deferring source system teardown until after successful session transfer.
* **Migration account sorting** - Fixed transaction count sorting to properly display accounts with zero transactions at the top of migration lists.
* **Ramp reimbursement categorization** - Fixed issue where departments and classifications were not being properly applied to bills during Ramp reimbursement synchronization.
* **Fixed Asset Register custom reports** - Resolved "error fetching report data" failures when loading Fixed Asset Register custom reports.
* **Balance Sheet Detail classification filtering** - Fixed Balance Sheet Detail view to show only filtered transactions in classification pivot rows instead of displaying all transactions.
* **Identifier column formatting** - Fixed formatting of identifier-like columns (account numbers, customer IDs, codes) to display as text rather than numbers, preventing unwanted thousands separators and right-alignment.
* **Transaction monitoring statistics overflow** - Fixed numeric field overflow errors in transaction monitoring statistics for high-value transactions in currencies with large denominations.