Release notes: August 19, 2026

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Features

• Amortization memo field - You can now add a custom memo field to amortization records in Credit Genie for clearer record keeping.
• Contract change orders - A new change order interface lets you manage baseline and seat changes on contracts directly.
• Contract usage display - Contract usage details are now visible in the contracts UI.
• Contracts list export - You can export contracts and performance obligations directly from the contracts list.
• Bank Match check number column - The Bank Match transactions table now offers an optional Check Number column.
• Bank Match grouping view - The Matched and For Approval grouping views in Bank Match received visual polish for easier scanning.
• Bulk transaction creation - You can now multi-select while creating transactions and load an additional 1,000 rows at a time.
• Audit trail for role changes - User role and permission changes now appear in the Activity and Audit Trail log.
• Sortable customer and vendor lists - Customers and vendors can now be sorted by name, number, or any other column.
• Separate invoice amount filters - The Invoice Overview page now offers distinct Amount and Amount Due filters.
• Future-dated transaction warning - DualEntry now warns you before saving a transaction dated in the future.
• Customer refund line amount - Selecting a line item on a customer refund now auto-populates the line amount.
• Journal entry reversal improvements - Reversing a journal entry now validates that it hasn’t already been reversed, and the reversal updates the memo and header automatically.
• Custom field export - You can export selected rows including custom fields from list views.
• Bank connections public API - A new UI flow supports connecting bank accounts through the Bank Connections public API.
• Ownership and NCI reporting - New Owners, Ownership Setup, Effective Ownership and NCI, Ownership Allocation, and Owner Portfolio report pages give you visibility into ownership structures and allocations.
• Custom report builder improvements - Number placeholders in the custom report builder are clearer, and you can now filter reports by custom field and custom field lines.
• Flexible Excel downloads - “Download as Excel” now offers separate options for a single file or multiple files.
• Multi-entity migrations - Data migrations now support multi-entity organizations.
• NetSuite subsidiary mapping - NetSuite subsidiaries now map to your existing company tree, and account mapping displays the matching NetSuite subsidiary and DualEntry company.
• Statistical account balance table - The statistical account details view now includes a balance table.
• Organization commands tab - Organization management now includes a Commands tab.
• Delete reconciliations from history - You can now delete a reconciliation directly from the reconciliation history.
• Cash sale re-credit warning - DualEntry now warns you before re-crediting a cash sale that already has a customer credit, with a link to the existing credit.
• Restricted vendor access for companies - Company vendor access can now be restricted, giving you finer control over who can view or edit vendor records.
• Canada GST tax calculation - DualEntry now calculates GST, HST, PST, and QST for eligible Canadian transactions through Avalara, with native GST calculation preserved as a fallback for unsupported flows.
• Statistical balances API filters - The statistical account balances API now supports filtering by account, classification, and classification line.
• Intercompany journal entry line pagination - Intercompany journal entry line results in the public API are now paginated.
• Consistent immutability errors - DualEntry now returns a consistent error when you try to edit a posted record while your organization’s immutability policy blocks edits, across the API, MCP integration, and bulk transaction actions.
• Onboarding checklist for new prospects - New prospects are now routed to an onboarding checklist with a guided tour on first login instead of directly to the copilot.
• Branding preserved on sandbox migration - Migrating a sandbox organization now preserves your existing logo and brand color.
• Multi-year ramp deal grouping - Performance obligations on multi-year ramp deals can now be grouped together.
• Customer credit approval workflows - You can now create approval workflows for customer credits.

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Fixes

• Vendor payment detail view - The vendor payment detail view no longer shows stale data after an edit.
• Bank statement upload permissions - Accountant roles with full Bank Match permissions can now manually upload bank statements as expected.
• VAT calculation on money-out - Non-US VAT calculations now apply correctly on money-out transactions, and expenses and items are taxed together.
• Inbox pagination footer - The pagination footer in the Inbox no longer shifts position when fewer records are displayed.
• Invoice payment status filter - The “Paid” filter on the invoice list no longer displays unpaid invoices.
• Product tax code creation - Clicking “Create New Product Tax Code” no longer refreshes the page.
• Audit trail links - Audit trail entries for account and integration changes now include working record-number links.
• Direct expenses layout - Fixed layout shift, account name trimming, and form width issues on the Direct Expenses page.
• Sidebar tooltips - Collapsed sidebar icons now show tooltips on hover.
• iPad navigation - You can now click the top navigation bar on Apple iPad.
• Xero account mapping - Account mapping no longer stays gated after the Xero sync status changes.
• Interactive Brokers bank connections - Transactions now pull through correctly for Interactive Brokers Plaid bank connections.
• Organization management form fields - Input fields no longer misalign when a validation error is displayed.
• Brex GL sync - New GL accounts now sync to Brex and are selectable as expected.
• Reports customer selection - Selecting many customers in a report no longer causes a request error.
• Dashboard KPI tiles - KPI tiles now display “unavailable” instead of a misleading value when a metric is null.
• Custom report formulas - Saving a custom report is now blocked when a formula references a missing row, preventing broken reports.
• Package run downloads - “Download as PDF” now downloads a PDF instead of an Excel file.
• Report explanation field - The explanation field in reports no longer truncates in the rightmost column.
• Owner type dropdown spacing - The Owner Type dropdown in Owner Setup no longer opens with excessive spacing.
• AR Aging customer filter - The customer filter in AR Aging no longer incorrectly hides valid customers based on the company filter.
• Report column picker - The drag handle for reordering columns remains visible for columns with long names.
• Report headers with special characters - Reports no longer fail to load when a column value contains ”::”.
• Pivot column filters - Selecting and clearing pivot column options now applies and clears filters consistently.
• Bulk import status - Bulk imports that partially succeed no longer display as a failure.
• Onboarding flow order - Locked sandbox organizations now see the welcome screen before the AI tour.
• Contract page loading state - The new contract page now shows a skeleton instead of a spinner while loading.
• Journal entry company change - Changing the company on a journal entry now preserves non-bank lines instead of clearing them.
• Zero-amount bills - Bills with a zero amount are now correctly treated as paid.
• Copilot topbar - Improved the appearance of the copilot button and avatar in the top navigation bar.
• Badge alignment - Badge content is now centered correctly.
• Classification picker - Added an Apply button to the classification picker so the bulk modal save action is visible after making a selection.
• Scheduled agent card - Long schedules on scheduled agent cards are now truncated to fit the card.
• Currency revaluation account coverage - Currency revaluation now surfaces all monetary accounts, including accounts receivable and accounts payable, instead of only bank accounts.
• For Approval empty state - The For Approval empty state now shows a “Create new” action consistent with the Overview and Archived views, across purchase orders, invoices, bills, and journal entries.
• Cross-border tax registration numbers - Cross-border tax calculations between GST and VAT jurisdictions now include the buyer’s tax registration number, so these transactions are correctly treated as business-to-business.
• QuickBooks Online discount migration - Fixed a QuickBooks Online migration issue where invoices and credit memos with discount lines failed with a “Discount item does not exist” error.
• Retained Earnings account classification - The Retained Earnings system account, along with other system accounts of non-monetary account types, is now correctly classified as non-monetary.