> ## 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 23, 2026

> DualEntry release notes for August 23, 2026: live Ownership reports, MCP connector credential form, SFTP bank connections, and Bills view fixes.

## Features

* **Stability and performance** - Minor stability and performance improvements.
* **Resizable flat-table columns** - Flat-table artifacts now support drag-resizing columns.
* **Copilot visualization cards** - Copilot visualization cards now show an icon, title, and timestamp.
* **Condensed scheduled agent messages** - Scheduled agent chat bubbles now show only the task and run timestamp for a cleaner view.
* **Payment Methods filters** - The Payment Methods list now supports filtering.
* **Recurring records archive** - Recurring records now archive instead of delete, preserving their history.
* **SFTP bank connections** - SFTP bank connections now support a streamlined setup flow with bank name, URL, and credential entry.
* **Deel cutoff dates** - Deel settings now support shorter cutoff dates.
* **Effective Ownership and NCI live data** - The Effective Ownership and NCI report now uses live data.
* **Ownership Allocation live data** - The Ownership Allocation report now uses live data.
* **MCP Connectors bring-your-own credentials** - MCP Connectors now offer a credential form for bring-your-own presets that doesn't require admin credentials.
* **Scheduled agent configure drawer** - The schedule editing modal has been replaced with a configure drawer that supports update mode and pausing a schedule.
* **Owner Portfolio live data** - The Owner Portfolio report now uses live data.
* **Consolidated exchange rate search** - Consolidated exchange rates now support filtering and search by company.
* **Bank connection handoff warning** - Bank connections now show a warning before handing off to your bank's login page when connecting or reconnecting an account.

## Fixes

* **Slack approval hang** - The app no longer hangs after approving a message sent through Slack.
* **Bills saved views** - Custom saved views on the Bills list no longer disappear when switching tabs.
* **Vendor Payment Open Transactions** - Vendor Payment Open Transactions no longer retain a previous company's transactions after switching companies.
* **Record creation error messaging** - The notification shown when a record creation failure is ambiguous is now clearer.
* **Sandbox form validation** - Native browser validation no longer fires alongside the inline error on the new sandbox form.
* **Profile button email alignment** - Email text in the profile button now aligns correctly.
* **System error rendering** - System errors now render in place instead of redirecting to a broken access-denied page, so you can retry without losing your place.
* **Logo attachment content types** - Logo attachment uploads are no longer served with unsafe content types.
* **Mobile app authentication callbacks** - Mobile app authentication callbacks are no longer incorrectly redirected during version updates.
* **Period-lock reason display** - The period-lock reason now displays correctly, so Save buttons no longer disable silently.
* **Direct expenses bulk recover** - The bulk recover action on the direct expenses list no longer fails when items are missing.
* **Consolidated exchange rate tooltip** - An empty tooltip no longer appears when hovering over month labels on consolidated exchange rates.
* **SDK integration version updates** - A redirect loop no longer occurs during version updates for integrations using the SDK.
* **Copilot chat initialization** - The copilot chat no longer initializes twice, so duplicate conversations no longer appear.