> ## 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.

# Projects management and AI copilot audit (Jul 8, 2026)

> July 8, 2026 release: projects management, AI copilot audit visibility, Chart of Accounts pagination, HMRC VAT submission, and statistical accounts.

## Features

* **Projects management** - Added new list, details, and edit pages for managing project records across your organization.
* **AI copilot audit visibility** - The AI copilot now appears as its own actor in audit trails, making it clear when it performed automated actions.
* **Chart of Accounts pagination** - Added pagination to the Chart of Accounts page to improve performance when working with large account structures.
* **Filter search enhancement** - You can now search within static filter options across the platform, making it easier to find specific filter criteria in long lists.
* **Revenue recognition batch posting** - Added a new subledger batch posting page for revenue recognition workflows (available with feature flag).
* **Custom reports in sidebar** - Custom reports now appear in the Report Center sidebar menu for quick access to your personalized reporting.
* **HMRC VAT return submission** - Added frontend interface for HMRC integration VAT return submissions for UK entities.
* **Error screen improvements** - Migration error pages now retain the app navigation sidebar and provide clearer recovery options, with a Refresh button that actually reloads the page.
* **HubSpot API rate limiting** - Added intelligent rate limiting for HubSpot prospect onboarding calls to prevent API throttling and improve sync reliability.
* **Public API draft journal entries** - You can now update draft journal entries via the public API for better programmatic workflow support.
* **Statistical accounts** - Added initial model and API support for statistical accounts used in financial reporting and analysis.
* **Chart of Accounts hierarchical endpoint** - New API endpoint provides the chart of accounts as a nested tree structure for better integration support.
* **Custom report row visibility** - You can now hide rows in custom reports without affecting calculations or subtotals, preserving report accuracy while improving readability.
* **Aging report excluded lines** - Added option to show journal entry lines excluded from aging calculations, providing complete transaction visibility.
* **Address validation via Avalara** - Switched address validation to use the Avalara service for improved accuracy and compliance.
* **Classifications filtering** - Added filtering by required company IDs on the classifications endpoint for better multi-entity support.
* **Consolidated rates matrix** - New endpoint provides consolidated exchange rates in a matrix format to handle large datasets more efficiently.
* **Xero deep-links for journals and assets** - Added support for deep-linking to manual journals and fixed assets in Xero from the Data Sync interface.
* **Archive audit trail** - Archive and Replace actions from integrations now appear in transaction audit trails, showing when records were archived and which integration performed the action.
* **QuickBooks direct OAuth** - Benchmark onboarding now uses the direct Intuit OAuth flow instead of the Fivetran hosted connection for improved user experience.

## Fixes

* **Approval drawer attachments** - Attachment links in approval drawers are now clickable and properly functional.
* **Allocation schedule validation** - Percentage-type allocation schedules now require the total allocation percentage to equal exactly 100% before saving.
* **Payment receipt date format** - Customer payment receipts now use the organization's date format setting instead of individual user preferences for consistency.
* **Integration tab navigation** - Fixed page reset behavior when switching tabs on the integrations page for better navigation experience.
* **AI copilot budget queries** - Fixed budget vs actual reporting tool to properly retrieve and display both budgeted and actual revenue figures.
* **Income Statement detail pivoting** - Fixed subtotal calculations in Income Statement Detail reports when pivoting by classifications to show section totals instead of grand totals.
* **Report export crashes** - XLSX report exports no longer crash when encountering illegal XML control characters in cell values.
* **Chart of Accounts cycles** - Added protection against infinite loops when account parent relationships contain cycles.
* **Named report rendering** - Fixed rendering issues with named reports to ensure proper display and functionality.
* **Stripe contract archival** - Eliminated validation errors when archiving active Stripe contracts by properly handling end date requirements.
* **Performance test stability** - Improved reliability of performance testing tools in the CI pipeline.
* **API endpoint naming** - Standardized report export API endpoints to use underscores for consistency.
* **Organization cloning** - Fixed duplicate key errors when cloning organizations with pre-existing admin roles.
* **Search record queries** - Eliminated N+1 database queries in record search operations for better performance.
* **Contract detail queries** - Optimized contract detail retrieval by prefetching related collections to reduce database load.