Features
- Xero OAuth migration - Streamlined Xero connection process with DualEntry-managed authentication. Customers can now authorize Xero and select their organization without manually entering Client ID and Secret credentials.
- Revenue recognition batches in approvals - Revenue recognition batches now appear in the approval workflow inbox, allowing teams to review and approve revenue batches through the standard approval process.
- Enhanced scheduled agent cadences - Added support for weekly, monthly, quarterly, and end-of-month schedules with timezone support. Scheduled agents can now run at specific times in your local timezone rather than UTC.
- Statistical journal duplication - Added duplicate action to statistical journal entries. Create new entries by duplicating existing ones with pre-filled data while preserving the ability to modify before saving.
- Amortization draft management - Draft tab now available in the amortizations list, allowing you to view and manage amortization entries before they are finalized.
- Report loading improvements - Enhanced loading indicators for reports that remain visible while slow reports are still generating, providing better visibility into report status.
- Integration tab customization - Added ability to reorder, show, hide, and drag-and-drop integration tabs for a customized workspace experience.
- Bulk classification editing - Classification editor now appears inline in the bulk edit modal for journal entries, making it easier to update classifications across multiple records without additional navigation.
Fixes
- Import template performance - Resolved slow template generation for direct expense imports in organizations with large datasets. Template downloads now complete in seconds instead of minutes.
- Account import reliability - Fixed Data Sync failures when importing from Xero or QuickBooks organizations with no items. Default accounts are now properly created during the account import phase.
- Report export errors - Fixed export failures for single-view reports like ARR by Contract and 1099 Taxable Report by Vendor that were incorrectly rejecting summary view requests.
- Classification mapping stability - Eliminated error notifications when QuickBooks and Ramp integrations encounter stale classification mappings. These cases are now handled gracefully with actionable error messages in the data sync interface.
- Reporting performance - Improved aging report performance for large organizations by optimizing payment aggregation queries. Dashboard widgets now load significantly faster.
- Chart of Accounts export - Fixed export functionality by removing pagination parameters that were incorrectly included in export filters.