> ## 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.

# Monthly cash flow and future-date warnings (Aug 17, 2026)

> August 17, 2026 release: monthly Cash Flow Statement split, Excel package format choice, future-dated transaction warnings, sortable customer and vendor tables.

## Features

* **Monthly split by default on Cash Flow Statement** - The Cash Flow Statement summary now opens with a monthly breakdown, matching the Income Statement and Balance Sheet. A Total/Monthly toggle is now available directly in the report toolbar.
* **Choose one file or multiple files for Excel report package downloads** - The report package download menu now offers a single multi-sheet workbook or a ZIP file containing one workbook per report, so you can pick the format that fits your workflow.
* **Warn on future-dated transactions** - Organization settings now include a toggle to warn users when they post a transaction with a future date. The warning is off by default and resets automatically if future-dated posting is disallowed.
* **Sort customers and vendors tables** - You can now sort the customers and vendors tables by column, making it easier to find specific records.
* **Audit tab added to roles** - Roles now include an audit tab so you can review changes made to role configuration over time.
* **Helper text in Stripe settings** - The Stripe settings drawer now includes helper text to clarify configuration options.
* **Export contracts from the contracts list** - You can now export the contracts list, in addition to viewing contract performance.

## Fixes

* **Faster scrolling on large reports** - Reports with wide pivots or many rows no longer stall or show blank rows while scrolling. Scroll performance on large reports improved substantially.
* **Correct file format on report package downloads** - Downloading a report package as PDF no longer returns an Excel file when the package's export setting was configured for Excel.
* **Migration account mapping display fixed** - The migration accounts mapping tab now displays correctly instead of showing stale or incorrect sync status.
* **Bank transfer records stay up to date** - Editing, duplicating, or updating a bank transfer now correctly refreshes its detail view instead of showing stale data.
* **Vendor payment mappings refresh after update** - Updating a vendor payment mapping now immediately reflects the change instead of showing outdated mapping data.
* **Fixed record pages for purchase orders and related records** - View, edit, and duplicate pages for records like purchase orders no longer show stale data, and navigating to a record that no longer exists now shows a proper not-found message.
* **Improved sidebar label readability** - Navigation menu labels in the sidebar are now easier to read against the sidebar background.