> ## 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.

# Date format options and bank match export filters (Jul 30, 2026)

> July 30, 2026 release: new date format options, saveable reports, bank match export filters, dashboard permissions, and various UI fixes.

## Features

* **Date format options** - Added MMM D, YYYY and D MMM YYYY date format options to organization, company, and user preferences.

* **Reports save action** - Added a "Save report" button to all report toolbars for easier access to save functionality.

* **Billable expenses improvements** - Enhanced invoice generation with improved formatting and a streamlined interface.

* **Bank match export filters** - Exports now honor all on-screen filters, including date ranges and amounts.

* **Dashboard permissions** - Dashboard and widget creation controls now respect user permissions.

* **Project duplication navigation** - After you duplicate a project, you're returned to the Projects Overview list instead of the detail page.

* **Skip rules builder** - Added a skip rules configuration interface for the Salesforce integration.

## Fixes

* **Copilot navigation** - Fixed the New Chat button disappearing when navigating to non-chat Copilot pages like Skills and Connectors.

* **Contract tab navigation** - Fixed an issue where approval status filters prevented switching between contract tabs.

* **Chart of accounts footer** - The account detail drawer footer with the Edit button now stays pinned at the bottom instead of scrolling away.

* **Company parent changes** - Improved error messages when changing parent company relationships, with clearer explanations and next steps.

* **Bank match scrolling** - Fixed a vertical scrolling issue in the Bank Match Auto tab where suggestions below the fold were unreachable.

* **Avalara nexus display** - Fixed the display format for countries without regions (no longer shows "GB:null").

* **Invoice payment status** - Removed the irrelevant payment status filter from recurring invoice pages.

* **Statistical journal archiving** - Added the ability to archive and recover Statistical Journal entries.

* **Badge text clipping** - Fixed vertical text clipping in badge components.

* **Product tax code validation** - Now properly rejects whitespace-only entries for code and description fields.

* **Archive action labels** - Fixed archive and recover keyboard shortcuts and improved label accuracy across recurring transaction lists.

* **Recurring transaction drafts** - Fixed the "Save as Draft" button being incorrectly disabled when creating recurring transactions.

* **Account categorization** - Improved the account dropdown in transaction forms to show the parent account path alongside child account names.

* **Integration display issues** - Fixed various layout and overflow issues in integration settings pages.

* **Source map uploads** - Fixed Sentry source map uploads to enable better error debugging in production.

* **Onboarding widget stability** - Isolated the onboarding status widget to prevent checklist fetch failures from crashing the home page.
