> ## 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.

# Currency search, trial balance columns, and multi-currency dashboards (Jul 2, 2026)

> July 2, 2026 release: currency search and filter API, trial balance debit/credit columns, multi-currency dashboard views, and benchmark lead intake.

## Features

* **Enhanced currency management** - Added search and filter capabilities to the currency listing API with support for ISO codes and name/symbol search.
* **Trial balance debit/credit columns** - Added separate debit and credit columns to the Trial Balance report for improved financial statement preparation.
* **Multi-currency dashboard view** - Added support for viewing dashboard widgets in different reporting currencies.
* **Direct expense import mapping** - Bulk imports now support mapping vendor and customer names in direct expense imports, with proper line item description handling.
* **Financial account connection status** - Added `is_linked` field to financial account endpoints to show bank connection status at a glance.
* **Recurring record amount display** - Added computed amount field to recurring records API for simplified frontend display without client-side calculations.
* **Customer credit import improvements** - Enhanced bulk import matching for customer credits by adding memo field to prevent duplicate imports.
* **Fixed asset search** - Added search parameter to the asset classes list endpoint for easier asset management.
* **Benchmark lead intake** - Added public lead capture for the benchmark funnel with automated company enrichment and qualification.
* **Fivetran benchmark integration** - Added Fivetran connector support for benchmark runs with automated connection flow.
* **Stripe analytics mirror** - Added read-only Fivetran integration for Stripe data analytics without affecting live sync.

## Fixes

* **AI copilot document processing** - Fixed issue where AI copilot would create Direct Expenses instead of Journal Entries when users explicitly requested journal entries with document attachments.
* **Bank matching performance** - Improved bank matching job performance by batching account lookups and reducing database queries.
* **Fixed asset schedule calculation** - Corrected straight-line prorate even depreciation to properly divide by contract term months instead of N-1 periods.
* **Inventory fulfillment deadlocks** - Prevented database deadlocks when bulk moving Inventory Fulfillments between archived and active states.
* **Reconciliation display issues** - Fixed reconciliation pages showing 404 errors for in-progress reconciliations and excluded archived reconciliations from difference calculations.
* **Balance sheet retained earnings** - Corrected consolidated Balance Sheet Summary to show cumulative retained earnings instead of current period net income.
* **Multi-currency widget translation** - Fixed foreign exchange calculations in dashboard widgets to properly translate subsidiary currencies using ASC 830 standards.
* **Integration error handling** - Improved error handling for WorkOS webhook events from unknown organizations and Finch payroll syncs with missing company mappings.
* **Stripe contract sync** - Fixed contract synchronization to properly handle zero standalone selling price scenarios.
* **AI search performance** - Optimized entity search queries by removing redundant operations and improving PostgreSQL index usage.
* **Database query optimization** - Reduced N+1 queries in AI copilot currency resolution and transaction monitoring detection paths.