> ## 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, HMRC VAT, and Chart of Accounts tree (Jul 9, 2026)

> July 9, 2026 release: project management, HMRC VAT submission, Chart of Accounts tree view, Brex validation, and Balance Sheet performance fixes.

## Features

* **Chart of Accounts tree view** - Added hierarchical tree endpoint for Chart of Accounts, enabling improved navigation and organization of account structures.
* **Brex transaction validation** - Implemented pre-import validation for Brex accounting records to prevent transactions with missing GL account mappings or required classifications from being exported, ensuring data quality.
* **QuickBooks OAuth persistence** - Enhanced QuickBooks integration by persisting OAuth credentials at finalization, providing foundation for direct API access.
* **Deel payslip attachments** - Added automatic fetching and attachment of payslip PDFs to Deel journal entries for improved record keeping.
* **Fixed assets approval workflow** - Approval workflows for fixed assets are now fully enabled across all organizations, providing consistent approval processes for asset transactions.
* **Chart of Accounts pagination** - Added pagination controls to Chart of Accounts pages to improve performance when managing large account hierarchies.
* **HMRC VAT return submission** - Introduced frontend interface for submitting VAT returns directly to HMRC, streamlining UK tax compliance workflows.
* **Customer payment receipts** - Added receipt generation for customer payments to provide documentation for payment transactions.
* **Project management with customer association** - Created Project entity with customer linking and full CRUD functionality for project-based accounting.
* **Report display scaling** - Reports now support displaying numbers in thousands or millions format for improved readability of large financial figures.
* **Clickable attachments in approvals** - Made attachment links clickable within approval drawers for easier document review during approval processes.
* **Stripe customer payment methods** - Added support for managing customer payment methods and charging customers through Stripe integration.

## Fixes

* **Balance Sheet report performance** - Resolved timeout issues where Balance Sheet reports were taking 30+ seconds to load by implementing performance optimizations that reduce processing time by approximately 47%.
* **AI chat error handling** - Fixed issue where internal system errors were being displayed directly in AI chat responses, now showing user-friendly error messages instead.
* **Fivetran connection stability** - Fixed HTTP 500 errors after clicking Save and Test on Xero connections following a migration.
* **Migration interruption recovery** - Fixed an issue where data syncs could be interrupted and migrations left stuck. Syncs now recover automatically.
* **QuickBooks migration flow** - Fixed one-click QuickBooks migrations getting stuck on "Not synced" status; the initial sync now starts automatically.
* **Chart of Accounts import badge** - Fixed persistent "in progress" import badge that remained lit when uploads were never started by excluding abandoned file uploads from the count.
* **Asset disposal transaction dates** - Resolved validation errors when creating asset disposals by properly handling empty transaction date fields.
* **Allocation schedule validation** - Fixed issue allowing allocation schedules to be created with percentages totaling less than 100% for single line items.
* **Reconciliation transaction type filtering** - Fixed search functionality and removed duplicate entries in transaction type filters on reconciliation history pages.
* **Account mapping search filters** - Resolved issues with Xero account type filtering where search wouldn't narrow results and Revenue option was missing.
* **Data sync pagination** - Fixed pagination state being incorrectly shared across different data sync tabs, preventing proper navigation.
* **People invite company selection** - Stopped company pre-selection from automatically re-selecting all options after manual deselection during user invites.
* **Import history drawer isolation** - Fixed pagination and filter state conflicts between Chart of Accounts import history drawers.
* **Classification pagination** - Added missing pagination controls to classification list page footers.
* **User search in organization management** - Fixed user search functionality in Add Existing User modal that was failing to find users beyond the first loaded page.
* **Bank match rule preview warning** - Fixed error handling in bank match rule preview to display user-friendly warning messages when payee matching failures occur.