> ## 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 24, 2026

> DualEntry release notes for July 24, 2026 covering AI evaluation tools, milestone revenue recognition, billable expenses, Xero reconciliation, and fixes.

## Features

* **AI evaluation tools** - Added a dedicated AI Evaluation section to the platform, moving these tools out of Organization Management for easier access and improved workflow management.
* **Milestone revenue recognition** - Introduced Phase 1 of milestone-based revenue recognition with completion flows and drawdown summary views for project-based revenue tracking.
* **Billable expenses** - Added comprehensive billable expense tracking with customer assignment, project allocation, and markup configuration capabilities.
* **General ledger audit columns** - Added optional Created By, Last Approved By, and Last Approved Date columns to General Ledger reports for enhanced audit trail visibility.
* **Scheduled AI agents** - Enhanced scheduled agent management with improved sort functionality and cadence picker with humanized schedule previews.
* **Xero financial statement reconciliation** - Added support for Profit & Loss and Balance Sheet reconciliation with Xero for streamlined financial statement matching.
* **Brex multi-connection support** - Enabled multiple Brex connections per organization to support complex banking setups.
* **Guided tour integration** - Connected onboarding feature chips to their corresponding guided tours for seamless user education experience.
* **AI error recovery** - Implemented three-tier error classification allowing AI agents to self-correct validation errors instead of terminating conversations.
* **Rippling integration** - Added OAuth 2.0 authentication support for Rippling payroll integration with connection management and token storage.
* **Salesforce field discovery** - Enhanced Salesforce integration with automatic field discovery and schema exploration for improved data synchronization.
* **Cash flow drill-down** - Added General Ledger drill-down capability for account-backed cash flow statement lines with proper period and account filtering.
* **VAT return improvements** - Enhanced VAT Return reports with proper VAT ID resolution for cross-border transactions and support for custom report saving.
* **Bank match suggestions** - Re-enabled matching suggestions for previously archived bank transactions to prevent permanently stranded transactions.
* **Project list filtering** - Added server-side filtering support for project lists with improved performance and search capabilities.
* **Accounts API filtering** - Added excluded account types filter to accounts API for more flexible account selection and statistical account blocking.
* **Chunked bulk imports** - Implemented chunked writing for customer and direct expense bulk imports to improve performance and reliability.
* **Checklist task archiving** - Added archived status support for checklist tasks with proper lifecycle management.

## Fixes

* **Revenue recognition search** - Fixed search functionality in ARR by Contract report to properly return matching records.
* **Amortization schedule controls** - Added "Stop amortization schedule going forward" action to provide better control over ongoing amortization processes.
* **Change order date validation** - Resolved "Please select a date" blocking error for straight-line prorate first/last recognition in obligation modifications.
* **Close checklist task management** - Fixed issue where "Delete Tasks" button remained available after clicking Reset on Close Checklists Template page.
* **Invoice description formatting** - Preserved multi-line formatting in invoice description fields that previously rendered as single lines after updates.
* **Project date validation** - Added proper validation to prevent project creation when Start Date is later than End Date.
* **Classification view labels** - Fixed generic "records" label to display proper record type names for Customer Deposit, Customer Payment, and Statistical Journal entries.
* **Terms list sorting** - Implemented proper sorting functionality for the Terms list view.
* **Budget archive recovery** - Fixed bulk action footer to show "Recover" instead of "Archive" for archived budget records.
* **Exchange rate precision** - Resolved manual exchange rate field truncation and calculation precision issues on financial statements.
* **Balance sheet loading** - Fixed timeout issues causing Balance Sheet reports to fail loading.
* **Income statement pivot renaming** - Resolved issue preventing users from renaming added pivots in Income Statement customization.
* **Trial balance summary columns** - Fixed rendering of summary columns with empty parent buckets in trial balance reports.
* **Page size persistence** - Fixed rows-per-page setting updates on list views when staying on the same page.
* **Allocation schedule memo field** - Preserved memo field values when editing allocation schedules in revenue recognition.
* **Report center button priority** - Changed Customize button from primary to secondary styling to maintain Save As as the primary action.
* **Side navigation scrolling** - Removed rubber-band overscroll behavior on application side navigation for improved user experience.
* **N+1 query optimization** - Resolved slow database queries in transaction monitoring and customer payment endpoints.
* **OCR number precision** - Fixed OCR-extracted numbers to respect database decimal precision limits preventing bill save failures.
* **Trial balance fiscal year logic** - Corrected P\&L year-to-date calculations and Balance Sheet point-in-time balances for non-standard fiscal years.
* **AI benchmark metrics** - Fixed AI spending calculations to include direct expenses alongside bills for accurate vendor keyword matching.
* **Xero conversion balances** - Resolved missing opening balance imports from Xero by including conversion balance journals in migration sync.
* **VAT rate type classification** - Fixed incorrect "exempt" classification for out-of-scope VAT transactions.
* **Migration account hierarchy** - Prevented QuickBooks migration pauses by keeping parent accounts when children have transaction activity.
* **Close checklist approvers** - Fixed inability to add yourself as an approver in close checklist tasks.
* **Bulk import filters** - Corrected filter status labels and behavior in bulk imports interface.
* **Brex vendor payment handling** - Fixed vendor payment creation errors for bills that were already settled before import.
* **Customer statement ordering** - Added missing date ordering to customer statements to ensure consistent display.
* **Period lock optimization** - Improved bulk archive performance by skipping row locks for status-only updates.
* **Report access filtering** - Unified company access filters in reports to eliminate duplicate database queries.
* **Aging report excluded lines** - Fixed "Show Excluded Lines" toggle functionality in AR/AP Aging reports.
* **QuickBooks deposit routing** - Corrected import routing for deposits to non-bank accounts as journal entries instead of customer deposits.
* **Sandbox user permissions** - Fixed blank data display for copied users in new sandboxes by resetting company access restrictions.
* **Cash flow error handling** - Improved error responses for unsupported drill-down requests in custom Cash Flow reports.
* **Allocation search functionality** - Fixed search by allocation number across all tabs in allocation schedules.
* **OpenSearch performance** - Enhanced search precision and removed legacy tests for improved query accuracy.