> ## 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.

# Fixed Assets approvals and tax settings API (Jun 24, 2026)

> DualEntry release notes for June 24, 2026: Fixed Assets approval workflow, tax settings API, Avalara exemption codes, and Stripe integration aggregator.

## Features

* **Fixed Assets approval workflow** - Save fixed asset records as draft and submit them for approval through the standard approval workflow system.
* **Tax settings API** - Configure tax computation mode (manual or automatic) and tax reminder settings through the organization settings API.
* **Customer tax exemption** - Apply Avalara entity use codes for customer tax exemptions, with a new API endpoint to manage exemption codes.
* **Date range filtering for consolidated rates** - Query consolidated rates across multiple months using start\_date and end\_date parameters instead of requesting one month at a time.
* **Customer credit approval workflows** - Submit customer credits through the approval workflow system for proper review and authorization.
* **Company search for bills** - Search and filter bills by company name and ID in the document search interface.
* **Stripe integration aggregator** - New aggregation engine for high-volume Stripe clients that routes records into configurable buckets and creates DualEntry entities based on workflow manifests.
* **Integration record aggregator** - Config-driven workflow system that aggregates integration records, classifies amounts into named buckets, and materializes corresponding entities like contracts, invoices, payments, and journal entries.
* **Custom fields on invoices and bills API** - Invoice and bill list endpoints now return custom field data, matching what's available on detail endpoints.
* **Bank match re-evaluation** - Automatically retry matching for previously unmatched bank transactions when new entries are posted.
* **AI copilot context overflow handling** - Graceful handling of context window limits with structured warning messages instead of generic errors.
* **Plan step completion tracking** - Live status updates for task plan steps during AI copilot execution with persistent completion signals.
* **Contract invoice editing restrictions** - Contract invoices can now only edit memo, reference number, term, due date, custom fields, payment method, and attachments to maintain contract integrity.
* **Revenue recognition mode selector** - Configure recognition mode settings on contracts with visual indicators in the subledger interface.
* **Stripe revenue workflow routing** - New workflows tab for Stripe integrations with configurable routing rules for revenue processing.
* **API key modal text wrapping** - Improved text display in API key creation modals for better readability.
* **Git worktree management tools** - Developer productivity scripts for managing parallel code branches and development environments.
* **Custom scrollbar styling** - Improved scrollbar appearance and behavior across the application interface.

## Fixes

* **Items source filter** - Fixed source filtering on the Items list to properly filter records and display the correct source information.
* **Customer report filtering** - Resolved issue where customer-filtered reports showed data for all customers instead of only the selected ones.
* **Xero migration voided journals** - Voided manual journals from Xero migrations now import as archived records instead of affecting actuals.
* **Customer payment attribution** - Restored proper attribution of overpayments and deposits in customer-scoped reports and AR aging.
* **Tax computation mode default** - New organizations now default to automatic tax computation instead of manual mode.
* **Celery task retry reliability** - Added automatic retries for database connection errors in login audit and workflow scheduling tasks.
* **Bank match processing distribution** - Spread bank match processing to prevent load spikes during high-volume operations.
* **MCP outbound tool execution** - Fixed first-call failures and database connection leaks in Model Context Protocol outbound tool calls.
* **Ramp integration demo mode** - OAuth connect flow now properly honors demo integration settings and uses sandbox credentials.
* **Organization currency provisioning** - Fixed currency matching issues when provisioning new sandbox environments.
* **Journal entry N+1 API calls** - Eliminated redundant account API requests when loading journal entries to improve page performance.
* **Company creation drawer** - Fixed issue where create new company screen would not appear after clicking the Create New button.
* **Status filter label consistency** - Standardized approval status labels to consistently show "Pending Approval" across all interfaces.
* **Currency revaluation status filtering** - Fixed status filter accuracy on the Currency Revaluation page to show correct results.
* **Vendor list sorting** - Newly created vendors now properly appear at the top of the vendor list in descending order.
* **Tax calculation request throttling** - Added debouncing to reduce redundant tax calculation API calls during form input.
* **Form state caching** - Fixed infinite loop warnings by properly caching server-side form snapshots.
* **Onboarding company structure** - Prevented creation of multiple top-level companies that would cause finalization errors.
* **Fixed asset 404 handling** - Added proper error page display when accessing invalid fixed asset IDs.
* **Journal entry reversal validation** - System now properly requires reversal date when reversal option is enabled.
* **Tax registration data handling** - Cleaned up legacy tax registration number handling to use structured record format.
* **Integration sync status badge** - Fixed multi-line display issues with sync status indicators in integration panels.
* **Trial Balance FX totals** - Fixed foreign exchange totals in Trial Balance summary to properly match Balance Sheet by using inception-to-date calculations.
* **Company address persistence** - Fixed issue where selecting only a country in company address would not save the address information properly.
* **Draft record filtering** - Fixed approval workflow filtering on draft tabs to exclude records with approval workflows from the draft view.