> ## 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.

# Report number formatting and HMRC VAT returns (Jul 7, 2026)

> July 7, 2026 release: report number formatting, HMRC VAT returns, Stripe charge reconciliation, bulk account assignment, and Chart of Accounts approvals.

## Features

* **Report number formatting** - Reports now display amounts in thousands (K) or millions (M) with a new Number Scale setting for easier readability on large reports. The setting defaults to "None" to preserve existing layouts.
* **Recurring invoice amounts** - The Amount column in Recurring Invoices now shows the actual discounted amount instead of the pre-discount total, accurately reflecting applied discounts.
* **Bulk account assignment** - You can now select multiple bill line items and assign the same account to all of them at once, streamlining account coding workflows.
* **Custom field activity logging** - Activity trails now only show custom fields that actually changed values instead of listing all custom fields as updated.
* **Date format consistency** - Date inputs throughout the platform now respect your preferred date format setting, including form fields, reports, and related records sections.
* **Inventory fulfillment improvements** - Rate fields on existing inventory fulfillments are now read-only to prevent confusion, since rate changes on existing records are not supported.
* **Revenue recognition enhancements** - Added new Revenue Recognition Batch list and detail pages for tracking recognition batches (currently in preview).
* **Fixed asset performance** - Improved responsiveness when entering values rapidly in fixed asset amount fields and other money input fields.
* **Bank match efficiency** - Streamlined bank matching interface with improved selection handling and reduced data loading for better performance.
* **Report shortcuts** - Added keyboard shortcuts for common report actions like opening date filters (Shift+D) and toggling fullscreen mode (Ctrl+Shift+M).
* **Classifications pagination** - The Classifications list now includes pagination controls with records-per-page selection and page navigation.
* **MCP contract detail optimization** - Improved performance when retrieving contract details through MCP for contracts with large invoice histories.
* **AI copilot performance improvements** - Enhanced chat response delivery through improved chunk streaming and reduced connection interruptions.
* **Revenue recognition subledger integration** - Added support for revenue subledger lines and recognition engine posting for contract-based revenue tracking.
* **HMRC VAT return submission** - Added comprehensive VAT return functionality including obligation fetching, form calculation and mapping, and submission to HMRC with receipt tracking.
* **Non-US Avalara tax support** - Enhanced Avalara integration to support non-US nexus matching, company addresses, and VAT identity fields for international tax compliance.
* **Brex transaction categorization** - Data Sync now displays granular Brex transaction types (Card Transaction, Bill Payment, Reimbursement) instead of generic "Accounting record" labels.
* **Stripe charges and refunds integration** - Added comprehensive Stripe charge and refund reconciliation with automatic GL posting capabilities.
* **Chart of accounts approval workflows** - Introduced approval workflows for chart of accounts with draft account filtering throughout the platform.
* **Financial account totals API** - Added new endpoint for aggregated financial account summaries to support improved dashboard performance.
* **Period locks company search** - Enhanced period locks API with company-joined search and pagination capabilities for better navigation.
* **Customer credit filtering** - Added cash sale ID filtering to customer credits API for more precise related record queries.
* **Account label enhancement** - Bank matching now displays full account labels without requiring frontend tree construction for better performance.
* **Multiple Ramp connection support** - You can now connect multiple Ramp integrations simultaneously with explicit create operations and unique naming requirements.

## Fixes

* **Fixed asset approval workflow** - Fixed amortization status filtering where "Active" status returned records showing as "Completed" due to frontend/backend status calculation differences.
* **Custom report row ordering** - Fixed indented rows jumping to the top of sections when running custom reports, now preserving the order set in edit mode.
* **Customer prepayment sorting** - The Remaining Amount column in Customer Prepayments can now be sorted ascending or descending.
* **Report row insertion** - Fixed newly added account rows not appearing in Formula Row insert dropdowns until the report was saved.
* **Exchange rate auto-fill** - Fixed form blocking issue where exchange rate fields remained empty and required when base and transaction currencies were the same.
* **Activity log refresh** - Activity logs on sales orders and cash sales now automatically refresh after editing records to show the latest changes.
* **Bank match icons** - Updated bank match rules to use the correct lightning bolt icon instead of the ruler icon.
* **Workflow selection** - Fixed "Select All" checkbox not working properly in Migration Workflow records lists.
* **Layout improvements** - Fixed navigation bar expansion issues and table layout breaks in various export and organizational management screens.
* **Date formatting fixes** - Resolved inconsistent date display across bank matching, revenue recognition, and other areas to use your preferred format.
* **Multi-currency handling** - Fixed allocation schedules allowing selection of inactive customers and vendors, and improved currency handling in forms.
* **Permission checks** - Added safety guards to prevent undefined permission errors in bank matching interface.
* **Bank reconciliation company scope** - Fixed issue preventing users from editing or canceling reconciliations linked to the wrong company by properly scoping reconciliation operations by company.
* **Integration export validation** - Fixed Data Sync export failures caused by validation errors on filter parameters that the list endpoint already accepted.
* **Custom report query parameters** - Fixed custom reports ignoring URL query parameters like date ranges and column settings, now properly applying all URL-specified options.
* **ARR contract report null handling** - Fixed crashes in ARR by Contract reports when contracts have no associated customer, now grouping orphaned contracts under "Unknown Customer".
* **Copilot citation accuracy** - Fixed copilot generating clickable citations for non-existent or inaccessible records by improving the system prompt guidance.
* **Transaction date resolution** - Enhanced integration transaction date handling with new resolver framework for better date field mapping across different integration sources.
* **Brex webhook security** - Strengthened Brex webhook signature verification with automatic resubscription and improved secret handling to prevent integration disconnections.
* **Integration record sync stability** - Fixed crashes when integration providers return empty or null record payloads during sync operations.
* **Aging report metadata consistency** - Resolved race conditions in aging reports where balance calculations could fail due to concurrent data changes between queries.
* **Sales order API decimal precision** - Fixed 500 errors caused by decimal precision mismatches between database query results and API response validation.
* **Revenue revaluation display** - Fixed missing amount values in currency revaluation list responses by adding proper total annotations.
* **Ramp bill sync reliability** - Improved Ramp bill synchronization to handle unapproved bills and reduce sync acknowledgment failures.
* **Database connection timeouts** - Added automatic retry logic for transient database connection failures in bulk import operations.
* **Transaction monitor performance** - Eliminated slow database queries in AI transaction monitoring by switching from individual saves to bulk operations.
* **Bank matching pipeline scope** - Fixed dashboard metrics to only count transactions on bank feeds linked to actual bank or credit card accounts.
* **Classification case sensitivity** - Resolved classification matching issues in integrations and bulk imports by implementing case-insensitive lookups.
* **Contract validation** - Added backend validation to prevent creating contracts with inactive terms, ensuring data consistency.