> ## 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.

# Customer payment approvals and webhooks (Jun 30, 2026)

> June 30, 2026 release: customer payment and refund approval workflows, webhooks developer access, benchmark analytics, and inventory locations management.

## Features

* **AI copilot chat sharing** - Updated the share chat interface with improved design and user experience.
* **Human-in-the-loop workflows** - Enhanced the review interface with design improvements for better workflow management.
* **Inventory locations management** - Added Overview and Inactive tabs to better organize location records, with new activate/deactivate bulk actions replacing the previous archive system.
* **Webhooks access** - Developers can now access webhook configuration and management through the Developer Access section.
* **Benchmark analytics** - Added new benchmarking interface for performance comparison and analysis.
* **Allocation journals draft tab** - Added draft tab to allocation journals list view for better management of in-progress journal entries.
* **Revenue recognition summary** - Added reversal entries display in the revenue recognition summary table.
* **AI copilot chat interface** - Implemented sticky composer dock with single scroll container for improved chat experience.
* **Avalara integration tax trail** - Added tax calculation trail visibility in the Avalara integration page to help with tax calculation debugging and transparency.
* **Fixed assets approval policies** - Added support for useful life and depreciation method as condition fields in approval policies for fixed assets.
* **Customer payment and refund approval workflows** - Added approval workflow support for customer payments and customer refunds, matching the existing vendor payment approval capabilities.
* **API sorting enhancements** - Added amount and date sorting options for purchase orders, sales orders, and contracts in the API.
* **Personal date format settings** - Added user-level date format preferences that can be configured independently from organization-wide settings.
* **Customer prepayment sorting** - Added remaining amount sorting capability for customer prepayments and vendor prepayments in the API.
* **Bank match rules search** - Added search functionality for bank match rules to help locate specific rules more efficiently.
* **HMRC integration foundation** - Added base infrastructure for HMRC tax integration capabilities.

## Fixes

* **Vendor payment methods** - Fixed issue where inactive payment methods were still appearing in vendor dropdown selections.
* **Vendor payment amount updates** - Resolved issue where remaining amounts weren't updating in real-time during vendor payment creation.
* **Contracted invoice recovery** - Users can now properly recover contracted invoices directly from the invoice list.
* **Customer refund check templates** - Mandatory fields are now properly highlighted and available in print check templates for customer refunds.
* **Bank matching interface** - Fixed display issues that were causing the bank match screen to break.
* **Inventory locations filters** - Restored the missing Status filter option in the Add Filter dropdown for inventory locations.
* **Page refresh error messages** - Eliminated UI flicker and unnecessary error notifications that appeared during rapid page refreshes.
* **Anomaly detection layout** - Fixed content alignment issues on the anomaly detection page.
* **AI copilot session errors** - Resolved crash that occurred when loading chat sessions during server-side rendering.
* **Customer credit creation** - Fixed unresponsive save button in the Add Customer Credit drawer when creating credits from contracts.
* **Contract terms selection** - Inactive contract terms are no longer selectable in Contract Term and Performance Obligation sections.
* **Allocation journal account filter** - Inactive accounts are now properly filtered out of the allocation journal items section.
* **Migration transactions query** - Fixed error when viewing migration transactions by removing incompatible pagination parameters.
* **Purchase order PDF dates** - Purchase order PDFs now display dates according to your organization's configured date format.
* **Bank match tab persistence** - Active tab selection now persists when switching between accounts and companies in bank matching.
* **Radio button DOM warnings** - Eliminated React warnings about unknown DOM properties in radio button components.
* **Contract address validation** - Fixed billing and shipping address validation errors in contract templates.
* **Revenue recognition status filter** - Fixed issue where status filter in Advanced Revenue Recognition tabs didn't properly filter records or switch to the corresponding status tab.
* **Allocation journal item addition** - Resolved error that occurred when trying to add items on Allocation Journals.
* **Bank matching circular dependency** - Fixed circular dependency issue between create and to-match functions in bank matching.
* **Vendor payments hook errors** - Resolved React hook rendering error that occurred in vendor payments interface.
* **Migration background placeholder** - Removed unnecessary "Migrations running in the background" placeholder that appeared during data resync operations.
* **API validation schema** - Updated validation rules to ensure proper data validation across the platform.
* **Bill.com integration duplicates** - Fixed issue where archived records were incorrectly considered when checking for duplicates in Bill.com integration.
* **Xero draft invoice sync** - Draft invoices from Xero are now properly skipped during sync and only processed once they reach an active status.
* **Brex reimbursement processing** - Fixed reimbursement transaction processing to use bills and vendor payments instead of journal entries, ensuring proper vendor payment linkage.
* **Ramp sync error suppression** - Eliminated unnecessary error reporting when Ramp sync operations encounter expected "sync already in progress" responses.
* **Organization clone shared keys** - Fixed organization cloning for tables with shared primary keys to ensure proper data migration.
* **Integration record performance** - Improved query performance for large integrations by adding database indexes for created and updated timestamps.
* **Contract template address prefill** - Customer billing and shipping addresses now properly prefill from contracts and persist during template creation.
* **AI search query performance** - Rewrote search records query with conditional joins and optimized filtering for improved response times.
* **Benchmark organization linking** - Fixed duplicate benchmark organization creation when relinking WorkOS organizations.
* **Benchmark attachment fixtures** - Resolved attachment fixture conflicts that were causing benchmark cases to fail silently.