> ## 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.

# Payroll review and API idempotency keys (Aug 12, 2026)

> August 12, 2026 release: AI payroll posting review, custom field report filters, zero-rated tax posting, and Idempotency-Key header for the public API.

## Features

* **Payroll posting cadence review** - The AI copilot can now review payroll posting patterns across companies and months to flag gaps in salary and payroll expense postings, including late catch-up entries.
* **Filter reports by custom field** - Reports can now be filtered by custom field and custom field values, including an option to view records with no value assigned.
* **Custom field pivot Unassigned column** - Reports pivoted by custom field now include an Unassigned column so transactions without a custom field value are still counted in report totals.
* **Zero-rated tax support** - Invoices with zero-rated tax now post correctly to the general ledger and appear in VAT return reports instead of being excluded.
* **Idempotency keys for the public API** - The public API now accepts an `Idempotency-Key` header so retried requests do not create duplicate records.

## Fixes

* **More reliable AI copilot answers** - Fixed an issue where the AI copilot's knowledge base could silently drop relevant documentation, improving the accuracy of citations and answers.
* **Month-over-month expense comparisons** - The AI copilot now compares month-over-month expenses using full general ledger account detail and notes when foreign exchange rates may affect the comparison.
* **Budget report company filter** - Fixed an issue where budget reports showed the same figures regardless of which companies were selected.
* **Brex transaction duplicates** - Fixed a bug that created duplicate Brex transactions and caused general ledger imbalances.
* **Custom report percentage formulas** - Fixed custom report formula rows that ignored the "Show as percentage" setting when every referenced row was already a percentage.
* **Editing reconciled direct expenses** - You can now edit safe fields such as memo, check number, custom fields, and classifications on a reconciled direct expense.
* **Close checklist status filter** - Fixed the Completed status filter in close checklists so it no longer shows checklists that have not been started.
* **Chart of Accounts status filter** - Fixed the Active and Inactive status filters on the Chart of Accounts so they show only matching accounts.
* **Ramp foreign-currency payments** - Fixed an issue where Ramp foreign-currency payments used DualEntry's exchange rate instead of the bank's actual rate, causing a mismatch with the bank.
* **New organization billable line default** - New organizations now default billable lines to off, so new line items are not marked billable unless enabled by an admin.