> ## 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.

# Bank match AI labels and record codes (Aug 27, 2026)

> August 27, 2026 DualEntry release: bank match AI transaction labels, record codes on approval lists, cash flow column selector, and MCP OAuth fixes.

## Features

* **Bank match AI transaction labels** - AI-drafted bank match transactions are now visually labeled so you can quickly distinguish them from manually matched transactions.
* **Bank match rule draft preview** - When the AI copilot drafts a new bank match rule, it now renders as a readable workflow preview instead of raw data in the chat response.
* **Record codes on approval lists** - Invoice, bill, and journal entry approval lists now show a record code column, placed after the number column to match the overview screens.
* **Record code on listing pages** - Listing pages now display the record code for each record.
* **Cash flow report column selector** - The cash flow report now uses the same pivot and column-selector icon as the income statement and balance sheet, replacing the previous "Month" dropdown button.
* **New Owner modal field order** - The New Owner modal now lists Company above Name, and the Name field defaults to the company name.
* **Avalara push data helper text** - The "Allow push data" toggle in Avalara Settings now includes helper text explaining what it does.
* **Company prefix section** - A new company prefix section is available in company settings.
* **Multi-select vendor payment filter** - The vendor payment form filter now supports selecting multiple values at once.

## Fixes

* **MCP OAuth security hardening** - Closed a vulnerability where open dynamic client registration could allow interception of authorization codes and theft of access tokens.
* **User profile updates** - Profile details now update immediately after you edit them, instead of requiring a refresh.
* **Plaid exit modal overlay** - Fixed an issue where exiting the Plaid bank connection flow left a blank overlay on screen.
* **Project customer field** - Fixed an issue where the customer field was cleared when editing an existing project.
* **Payment information validation** - Fixed a bug that let you bypass required payment information validation by clearing a field after entering it.
* **Item edit from list view** - Fixed an issue where editing an item from the list view failed after saving.
* **Company payment method layout** - Corrected incorrect padding in the company payment method section.
* **Selection error on load** - Fixed an error that occurred when a selection state was read before it was available.
* **Intercompany journal entry GL Impact refresh** - The GL Impact tab now updates immediately after you save, archive, or recover an intercompany journal entry, without requiring a page refresh.
* **GL Impact header dates** - Corrected the transaction and posting dates shown in the GL Impact header so they reflect the source record and your independent transaction dates setting.
* **Inventory adjustment rate validation** - Fixed an error that occurred when saving an inventory adjustment draft with a cleared rate field.
* **Long input field layout** - Fixed an issue where entering a very long value stretched the entire page layout.
* **Effective ownership chain display** - Companies held by people or outside entities, rather than another company in your organization, now correctly show their direct owners instead of appearing to have no ownership data.
* **Non-controlling interest disclosure** - The Effective Ownership & NCI card now clearly separates the unassigned ownership percentage from the count of outside holders, instead of combining them into one misleading figure.
* **Blocked mailto links** - Fixed a content security policy violation that blocked `mailto` links from opening.