> ## 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.

# Release Notes - July 21, 2026

> July 21, 2026 release notes: Copilot report resizing, customer-linked amortizations, invoices from billable expenses, and aging report toggles.

## Features

* **Copilot report display** - Reports generated by AI Copilot now properly resize when the Copilot panel opens or closes, ensuring optimal viewing experience.
* **Statistical journal management** - Added popover details for accounts and companies columns in statistical journal lists, showing comprehensive record information on click.
* **Customer linking for amortizations** - Amortization and prepaid asset records can now be linked to customers in addition to vendors, with full form, list, and detail view support.
* **Generate invoices from billable expenses** - New modal allows generating invoices directly from billable expense records with multi-currency grouping and cross-company support.
* **Enhanced aging reports** - Added "Show Excluded Lines" toggle to AR/AP aging reports to display transactions deliberately excluded from aging calculations.
* **Budget report improvements** - Budget vs Actual reports now clearly show which company owns the budget in filter chips to avoid confusion when budgets are applied across companies.
* **Company-specific date formatting** - Invoices, purchase orders, customer payment receipts, and statements now use each company's configured date format instead of organization defaults.
* **Subledger archive functionality** - Revenue recognition subledger batches can now be archived for better data management and organization.
* **Cross-tab data synchronization** - React Query cache now syncs across browser tabs, ensuring consistent data display when working in multiple tabs.
* **Enhanced project management** - Projects module now fully integrated with backend services and features updated design with improved functionality.
* **Ramp integration enhancements** - Added fallback settings to auto-create vendors when Ramp card merchants have no matching vendor, plus improved classification activation/deactivation controls.
* **Future invoice date limits** - Increased maximum future invoice date setting from current limits to 25 years for long-term contract management.
* **Contract milestone workflows** - Added edit and cancellation milestone workflows for contract management with improved tracking and approval processes.
* **HMRC VAT return sync** - New functionality to pull and sync VAT returns from HMRC, indicating whether returns were filled externally and verifying if computed numbers match HMRC records.
* **Revenue recognition batch filtering** - Added new filters on revenue recognition batch preview including contract recognition mode filter for enhanced data visibility.
* **Amortization future stopping** - Enhanced amortization schedule management allows stopping schedules going forward when they have posted entries in locked periods by archiving only future GL impact.

## Fixes

* **AI bank match loading** - Resolved issue where AI bank matching would get stuck in loading state indefinitely.
* **Bulk import display** - Removed stray semicolon characters appearing below pagination on bulk import pages.
* **Budget report controls** - Fixed unresponsive Budget and Budget Group selector buttons on Income Statement Budget reports.
* **Close checklist templates** - New close checklist templates now appear immediately in the templates list without requiring page refresh.
* **Period locking interface** - Period lock status updates are now reflected immediately in the interface without manual refresh required.
* **Journal entry editing** - Save & Post button is now properly disabled when editing journal entries in locked periods.
* **Bulk classification modal** - Fixed issue where bulk classification edit modal would reopen immediately after being closed with ESC key.
* **Sign out process** - Users can now successfully sign out and are properly redirected to login instead of remaining on dashboard.
* **Amortization schedule recovery** - Recover button no longer remains stuck in loading state after successful recovery operations.
* **Contract template editing** - "Edit Customer" link in contract templates now responds correctly and opens the appropriate customer record.
* **Report loading indicators** - Loading indicators for slow-generating reports now persist until report completion instead of disappearing prematurely.
* **Statistical journal visibility** - Draft amortization schedules are now properly visible in listing pages while remaining searchable by ID.
* **Filter stability** - Resolved crashes when filter options were undefined, particularly during session expiry scenarios.
* **Currency display optimization** - Eliminated duplicate currency lookup requests on record detail pages for improved performance.
* **Copilot automation filtering** - Stopped E2E automation health-check sessions from posting to Copilot Slack feed channels.
* **Bank match error handling** - Fixed bank match errors when create-and-match operations run on excluded financial transactions.
* **Ramp bill payment sync** - Resolved issue where Ramp bills synced to external systems still appeared in accounting tab after payment processing.
* **Custom report formula positioning** - Fixed issue where indented formula rows would move out of place when Custom Report Builder reports are run.
* **Bulk bill update processing** - Improved performance and stability of bulk bill updates by processing in fixed-size chunks to prevent database operation conflicts.