Features
- Customer import template - Added support for assigning parent customers during bulk customer imports.
- Report filtering - Customer and vendor filters now display complete parent-child hierarchies with “Include Children” support for better organization visibility.
- Integration sandbox routing - Separated sandbox and production integration restrictions from organization sandbox labels for more flexible deployment configurations.
- AI Copilot interrupts - Improved customer payment creation flow with better interrupt handling for future-dated invoices and enhanced validation prompts.
- Documentation citations - AI Copilot now properly converts all relative documentation links into clickable citations, improving the help experience.
- Report exports - Added direct links to reports from AI Copilot artifacts and improved export functionality.
- Stripe revenue recognition - Added configurable revenue recognition methods for Stripe subscription invoices with options including straight-line proration and usage-based recognition.
Fixes
- Bulk import grouping - Resolved an issue where multi-row imports would fail due to column header parsing problems with trailing hints.
- Cubby integration - Fixed point-of-sale and manually-entered payments not posting as journal entries in the Cubby integration.
- Database sequence reset - Fixed a crash in sandbox export tasks caused by incorrect primary key column references in sequence reset operations.
- WorkOS user provisioning - Handled rare race conditions where user accounts disappear during organization membership provisioning.
- AI Copilot routing - Fixed “list all vendors” queries being routed to the wrong processing agent.
- Report crashes - Fixed all reports in Report Center failing to load due to unknown filter key handling.
- Trial Balance reports - Resolved loading failures for Trial Balance Summary and Detail reports by properly registering transaction date filters.
- Multi-currency display - Fixed consolidated currency symbols appearing next to unconverted amounts when no exchange rate was processed.
- Income Statement customization - Fixed newly added row groups inserting at the bottom instead of below the add button and disappearing after save.
- Customer payment forms - Fixed AI Copilot customer payment drafts not properly loading customer information when only customer ID was provided.
- People invitations - Added proper validation for required fields (first name, last name) when sending user invitations.
- Fixed assets UI - Resolved interface freezing when entering long values in the salvage value field during asset class creation.
- Recurring journal entries - Fixed validation messages and UI alignment issues for the recurring name field.
- Record tab loading - Improved loading state indicators for record detail tabs.
- Import job errors - Fixed authentication error handling when fetching import jobs to prevent generic error messages.
- Brex integration - Corrected customer custom field setting synchronization between Brex and DualEntry.
- AI Copilot artifacts - Fixed empty artifacts rendering as placeholder tiles and improved loading state indicators.
- Company selection - Fixed crashes on invoice detail pages when company list pagination encountered null data.
- Chat interface - Improved suggestion hover states and fixed background graphics disappearing during chat interactions.
- Account number display - Fixed comma formatting issues in AI Copilot account number artifacts.
- Trial Balance date range - Reverted changes to Trial Balance date picker functionality to restore proper start date selection for periods not beginning January 1st.