> ## 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. # Chart of Accounts bulk edit and HMRC setup (Jul 1, 2026) > July 1, 2026 release: Chart of Accounts bulk edit, HMRC integration foundation, AI copilot image upload, fixed asset approvals, and date format preferences. ## Features * **Chart of accounts bulk edit** - You can now convert multiple expense accounts to COGS accounts simultaneously via bulk edit, even when they share parent accounts. * **QBO cash sales import** - QuickBooks Online cash sales with general ledger revenue lines (no item quantities or prices) now import successfully by creating revenue placeholder items per income account. * **Cubby transaction status preferences** - Added integration settings to control which Cubby transaction statuses sync to DualEntry. By default, Approved, Failed, and Voided transactions sync while Declined and Error transactions are filtered out. * **Classifications tree API** - New hierarchical API endpoint returns classifications as nested trees paginated by root node, enabling better list view performance without splitting parent-child relationships across pages. * **Cross-company customer payment FX** - Fixed foreign exchange differential booking for cross-company customer payments to correctly post FX gains/losses on the source entity (invoice holder) rather than the receiving entity. * **HMRC integration foundation** - Added base integration framework and authentication for HMRC tax reporting connectivity. * **Copilot performance improvements** - Improved AI copilot response times by implementing stale-while-revalidate caching for personalized suggestions and reducing timeout limits. * **Dashboard data latency** - Reduced data latency in financial dashboards for more up-to-date reporting. * **File upload resilience** - Enhanced file processing to handle malformed CSV uploads and different text encodings (UTF-8, Latin-1) more gracefully. * **User date format preferences** - Added date format selection to personal preferences, allowing users to customize how dates display throughout the platform. * **Sales order column sorting** - Sales order lists now support sorting by Date and Amount columns for better organization and filtering. * **Fixed asset approval workflow** - Fixed assets now support approval workflows with configurable policies and context-aware action buttons for saving drafts or sending items for approval. * **Vendor and customer details kebab menu** - Added sidebar kebab menu to vendor and customer detail pages for quick access to archive and recovery actions. * **Paper check template sample data persistence** - Sample data fields in paper check templates now save correctly and persist when editing existing templates. * **Billable expenses foundation** - Added underlying database structure and UI components to support billable expense tracking functionality. * **Keyboard shortcuts drawer** - New keyboard shortcuts reference drawer accessible via hotkey provides quick access to all available platform shortcuts. * **Sidebar create record button** - Added quick create button to sidebar for faster access to record creation across different modules. * **AI copilot image upload** - You can now upload images (PNG, JPG, JPEG) to the AI copilot for analysis and accounting questions. * **HMRC integration setup UI** - Added user interface for establishing connections to HMRC tax reporting integration. * **Recurring records date format** - Recurring records list and schedule views now respect your selected date format preference instead of using a fixed format. * **Record picker date format** - Date fields in all record selection dropdowns now display using your preferred date format setting. ## Fixes * **Bulk import date mapping** - Resolved issue where "Date" field showed as mapped in the UI but failed with "required column is not mapped" error during import. * **Bank match performance** - Significantly improved performance of AI-powered bank matching re-runs, reducing processing time from 20 minutes to under 1 second. * **Transaction inbox status** - Added missing record status field to transaction inbox API responses. * **Vendor search accuracy** - Fixed exact-match vendor search to return only precise matches rather than partial matches. * **Integration sync filtering** - Excluded manually edited records from automatic success status filtering in integration syncs. * **Bank match stale data display** - Fixed UI glitch in Bank Match module that showed outdated data when switching between accounts or tabs. * **Direct expenses sources filter** - Fixed Sources filter dropdown on Direct Expenses list page to properly display integration sources like Stripe and QuickBooks. * **Date format consistency** - Updated date displays across customer statements, GL Impact tables, and various listing tables to respect user and organization date format preferences. * **AI copilot chat navigation** - Fixed issue where copilot chat would break when replying to messages instead of answering pending questions. * **Anomaly detector exit flow** - Fixed inability to exit the anomaly detector creation screen using the discard changes dialog. * **Bank match line errors** - Resolved "Line not found. Must have lines" error that occurred during bank matching operations. * **Check template field updates** - Fixed issue where several fields were not updating properly after editing check templates from the kebab menu.