> ## 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.

# Role audit trail and Bank Connections API GA (Aug 18, 2026)

> August 18, 2026 DualEntry release: audit trail for role changes, faster Bank Match suggestions, Bank Connections API GA, and copilot improvements.

## Features

* **Audit trail for role and permission changes** - User role and permission changes now appear in the activity and audit trail, with filtering and CSV export support.
* **Sort customers and vendors** - You can now sort the Customers and Vendors lists by name, number, or any other column.
* **Deactivate customers via API** - The customer API now supports deactivating a customer record, matching the behavior already available in the UI.
* **Warn on future-dated postings** - Organizations that allow future-dated postings can now enable a warning that flags them before posting.
* **Credit-aware tax estimation** - Tax estimates for transactions with vendor or customer credits now match the amounts calculated when the transaction is committed.
* **Bank Connections public API generally available** - The public Bank Connections API is now always available and no longer requires an early-access flag.
* **Faster Bank Match suggestions** - Bank Match suggestions now return noticeably faster thanks to a redesigned suggestion pipeline.
* **Faster AR aging digest in the copilot** - The copilot's AR aging digest now returns in a fraction of the time it previously took.
* **Better recurring vendor spend detection in the copilot** - The copilot now finds missing recurring vendor spend across bills, direct expenses, and journal entries, not just bills.
* **Confirmation required for connected app actions** - Actions taken through connected apps (such as sending email) now require your explicit confirmation before they run. This matches the protection already applied to other write actions in the copilot.
* **Approval workflows for bulk record actions** - Approval workflow gates now apply to bulk record actions, so bulk edits can require approval the same way individual edits do.
* **Contract list filters and dashboard widgets** - You can now filter the Contracts list and add or edit widgets on list dashboards.
* **Code field for bills and journal entries** - Bills and journal entries now have a code field that you can view, edit, and filter by.
* **NetSuite subsidiary mapping to your company tree** - Manual NetSuite migrations now map subsidiaries to your existing company tree, mapping the global parent automatically and guessing the rest based on your organization structure.
* **NetSuite account mapping shows subsidiary and company** - NetSuite account mapping now shows which subsidiary each account came from and which DualEntry company it maps to, with dedicated columns and filters for both.
* **Contract edits and change orders in the API** - The API now supports editing contracts and adding nested change orders, matching the contract editing capabilities already available in the UI.
* **NetSuite and Sage migrations treated as org-level** - The Migrations page now separates company-level connections, such as QuickBooks and Xero, from an org-level NetSuite and Sage block that is not tied to a single company, and prevents starting a second NetSuite connection for the same organization.

## Fixes

* **Zoho invoice Locations** - Fixed an issue where renamed classification lines caused Location values to drop off of synced Zoho invoices and credit notes.
* **Vendor and customer import mapping** - Fixed an issue where importing a vendor or customer with a name that already existed (including case differences or previously deleted records) left the mapping stuck in an error state.
* **Moving transactions into credit card accounts** - Fixed an issue that prevented moving bank-type transactions into a credit card account.
* **Consolidating matched bank and card accounts** - Fixed an issue that prevented consolidating cash-like accounts, such as two linked accounts for the same card, into a single matched account.
* **Duplicating a demo instance** - Fixed an issue that prevented duplicating a DualEntry demo instance into a new instance.
* **Post-migration welcome screen** - Fixed an issue where converting to a migrated sandbox skipped the intended welcome screen and redirected straight to the copilot.
* **Copilot chart rendering** - Fixed an issue where certain cash bridge and MRR movement charts failed to render and showed an "unable to generate artifact" error.
* **Copilot citation links** - Fixed an issue where longer documentation links in copilot responses could appear corrupted.
* **Report export permissions** - Fixed an issue where report exports did not enforce the same view permissions as the underlying report, and where one user could access another user's exports.
* **Bill.com vendor credits** - Fixed an issue where applying a vendor credit to an already-paid bill caused the payment to fail importing.
* **Stripe subscription sync** - Fixed an issue where subscriptions failed to sync into contracts when the associated Stripe customer name was a single character.
* **Payroll sync reliability** - Fixed issues where payroll syncs failed on zero-amount pay statements and on archived duplicate transactions instead of completing successfully.
* **Salesforce sync for optional objects** - Fixed an issue where Salesforce organizations without Quote or Order objects enabled could report sync errors unnecessarily.
* **Copilot recovery from malformed tool calls** - Fixed an issue where the copilot would stop responding after a malformed tool call instead of retrying.
* **Brex synthetic transaction classifications** - Fixed an issue where synthetic Brex transaction lines did not carry over classification lines from the original lines, which could cause save errors.
* **Bill.com vendor payment sync retries** - Fixed an issue where a temporary error while fetching a later page of Bill.com vendor payments could abort the entire sync. DualEntry now retries and falls back to already-fetched results.
* **Contract update performance** - Fixed a performance issue that caused contract updates to run unnecessary extra queries.
* **NetSuite transaction amounts** - Fixed an issue where transaction amounts did not populate for NetSuite-migrated data.
* **Bulk import status display** - Fixed an issue where a bulk import with some failed rows displayed as fully failed instead of showing as a partial success.
* **Cash report sync retries** - Fixed an issue where a temporary error while fetching a cash report caused the sync to fail instead of retrying.
* **Brex transaction export issues** - Fixed issues where certain Brex transactions failed to export, including false missing-department errors, duplicate vendor postings, and VAT tax resolution failures for companies in non-VAT countries.