> ## 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.

# Parent customer imports and Stripe rev rec (Jun 23, 2026)

> DualEntry release notes for June 23, 2026: parent customer bulk imports, parent-child report filters, and configurable Stripe revenue recognition.

## 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.