> ## 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.

# Release notes: August 19, 2026

> August 19, 2026 DualEntry release: contract change orders, Bank Match updates, bulk transaction creation, ownership reporting, and audit trail fixes.

## 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.

## 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.