> ## 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.

# Billable expense invoices, milestone billing (Jul 28, 2026)

> July 28, 2026 release notes: billable expense invoicing, milestone-driven billing, statistical account fields, and fixed-rate VAT from AvaTax.

## Features

* **Billable expenses** - Added support for generating draft invoices from billable expense items with project-based tracking.
* **Revenue recognition** - Added milestone-driven billing option for MILESTONE contracts, enabling automatic invoicing upon milestone completion.
* **Customer parent accounts** - Account dropdowns now display full parent account paths for better visibility in complex chart structures.
* **Statistical journal entries** - Added record-level statistical account field and prevented statistical accounts from appearing in monetary transaction pickers.
* **Reports** - Added Customer column to Fixed Asset Register report and enabled Year/Month pivot layout on Trial Balance summary.
* **Keyboard shortcuts** - Added shortcuts for revenue recognition contract actions and improved shortcut display with OS-specific modifier key symbols.
* **Tax setup** - Added support for fixed-rate VAT calculations from AvaTax with automated rate application.
* **Copilot** - Enhanced AI module with improved sidebar navigation and timezone-aware chat messaging.
* **Integration** - Added bulk classification mappings for Deel integration and enhanced Ramp settings with improved tab visibility.
* **Bank matching** - Added support for many-to-many bank transaction matching for complex reconciliation scenarios.
* **Approval workflows** - Extended approval workflows to custom fields for enhanced master data governance.
* **Bulk operations** - Added bulk posting capabilities for revenue recognition contracts.
* **Fixed assets** - Added source transaction number field to Fixed Asset Register exports for better audit trails.
* **API enhancements** - Added bank match status field to Cash Sale, Direct Expense, Vendor Prepayment, and Customer Payment API responses.
* **Vendor management** - Added case-insensitive name uniqueness validation for vendors to prevent duplicate entries.
* **Paper checks** - Added API endpoint for creating paper checks programmatically.
* **Copilot charts** - Added horizontal bar chart orientation support for enhanced data visualization options.

## Fixes

* **Archive operations** - Fixed missing success notifications when archiving or recovering records from list views across multiple modules.
* **Customer payments** - Fixed currency filter functionality to properly filter payment records by selected currency.
* **Form validation** - Resolved postal code validation issues and improved error messaging for address fields across forms.
* **Contract management** - Fixed milestone data preservation when duplicating contracts and prevented editing contracts with active milestones.
* **Loading states** - Aligned skeleton loading components with actual table dimensions and fixed permanent loading states on various pages.
* **Navigation** - Fixed sidebar permission alignment with page access rights and resolved stale data display issues after save operations.
* **Filter systems** - Corrected search functionality across multiple filter types and resolved filter state persistence issues.
* **User interface** - Fixed pagination positioning on short lists, resolved text overflow issues, and improved bulk action footer placement.
* **Revenue recognition** - Fixed subledger line filtering and resolved date forwarding issues in post line operations.
* **Close management** - Improved checklist template refreshing and fixed status representation inconsistencies.
* **Reconciliations** - Fixed exclude filter behavior to properly exclude matching records instead of showing them in History tab.
* **Journal entries** - Fixed account exclude filter functionality to properly exclude records from the list view.
* **Customer statement** - Fixed amount column sorting to work correctly with monetary values.
* **Sales orders** - Fixed bank account validation error messages displayed during successful record recovery.
* **Avalara integration** - Fixed product tax code dropdown to display available codes even when Avalara setup is incomplete.
* **Brex integration** - Corrected transaction cutoff date handling and added missing receipt attachments for reimbursement bills.
* **Xero migration** - Fixed handling of negative spend transactions by importing them as reversal journal entries instead of failing.
* **Bank match rules** - Fixed vendor assignment to journal entries created through bank match rules.
* **Copilot queries** - Fixed slow database queries in transaction monitoring and resolved N+1 query issues in chat tools endpoint.
* **Copilot timezone** - Fixed timezone handling in plan and execute mode to match user's local time.
* **Copilot artifacts** - Fixed title length validation to prevent database errors and resolved artifact listing for messages.
* **Customer deposits** - Fixed uniqueness validation to ignore archived deposits when re-applying customer payments.
* **Classification validation** - Fixed required classifications to only validate on account-only lines, not applied invoices.
* **Bulk imports** - Fixed status reporting for imports where all rows failed and improved error recovery for interrupted imports.
* **Export functions** - Fixed archived transaction exclusion from reconciliation exports.
* **Balance sheet reports** - Fixed sub-group totals when pivoting by customer or vendor to properly split beginning balances.
* **Trial balance** - Fixed year-to-date calculations in pivoted reports to show cumulative values correctly.
* **Search functions** - Fixed search functionality for paper checks, nexuses, and various record types.
* **Integration syncs** - Fixed Stripe customer archiving on deletion webhooks and improved Ramp error handling.
* **Statistical journals** - Added missing archive and recover endpoints and switched to ID-based resource references.