> ## 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.

# Copilot citations and bank match automation (Jun 25, 2026)

> June 25, 2026 release: AI Copilot citations, bank match automation, fixed asset and amortization approvals, Stripe vault, and journal entry API filters.

## Features

* **AI Copilot citations** - Specialist agents (SQL query, expense analysis, revenue analysis) now properly format record references as clickable citations instead of plain text.
* **Bank match automation** - Introduced standalone background workers for automated bank transaction matching using both rule-based and AI-assisted methods.
* **Fixed assets approval workflows** - Added save as draft, submit for approval, approve, and reject capabilities for fixed asset records with full audit trail support.
* **Amortization approval workflows** - Extended approval workflow support to amortization schedules with draft submission and approval capabilities.
* **Stripe payment method vault** - Customers can now securely save payment methods through Stripe-hosted pages for future invoice payments.
* **Workflow coverage expansion** - Added approval workflow support for direct expenses, cash sales, customer prepayments, and customer deposits.
* **Journal entries API enhancement** - Added updated\_after/updated\_before filters and created\_at/updated\_at timestamps to the public journal entries API for incremental synchronization.
* **QBO statement reconciliation** - Introduced automated reconciliation between QuickBooks P\&L statement exports and DualEntry figures.
* **Avalara tax code lookup** - Added endpoint for searching and selecting Avalara tax codes with real-time lookup capabilities.
* **Customer statement search** - Enhanced search functionality to recognize ST- prefixes in customer statement searches.
* **Stripe revenue recognition aggregation** - Added configuration options and processing for aggregated revenue recognition from Stripe transactions.
* **Master data search enhancement** - Added number field indexing for master data records (customers, vendors, items) to improve search capabilities.
* **Overview list tab animations** - Added loading animations and optimistic state updates to improve responsiveness when switching between tabs on overview list pages.
* **Reports under construction indicator** - Added visual indicators for reports that are currently being improved or rebuilt.
* **Customer tax exemption management** - Enhanced customer tax settings with improved exemption certificate handling for Avalara integration.
* **Report center search improvements** - Fixed search functionality in Created By filters on the Report Center custom tab.
* **Trial Balance date range restoration** - Restored the start and end date range picker for Trial Balance reports and improved zero balance display formatting.
* **Checklist refresh automation** - Creating new checklists now automatically refreshes the checklists list view.

## Fixes

* **AI Copilot attachment recognition** - Fixed issue where running slash skills would disable attachment recognition in the same message.
* **Bank reconciliation precision** - Resolved 409 errors in reconciliation selection endpoint caused by microsecond precision loss in timestamp comparisons.
* **Trial Balance performance** - Fixed N+1 query issues in trial balance summary reports by properly grouping related data.
* **Draft-only rule tracking** - Bank matching rules that only create drafts are now tracked as a separate outcome instead of failures.
* **Nexus search** - Fixed search functionality for tax nexuses when searching by Nexus ID.
* **Multiple reporting fixes** - Resolved various balance sheet and trial balance calculation discrepancies, including consolidation amounts, beginning balances, and column totals.
* **Vendor metadata tolerance** - Made vendor metadata output schema tolerant of missing ID and name fields to prevent 500 errors.
* **Fixed asset edge cases** - Improved handling of edge cases in fixed asset partial submission workflows.
* **Bank transaction loading** - Fixed issue where bank matching failed to load transactions for linked bank accounts.