> ## 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: September 3, 2026

> Release notes for September 3, 2026

## Features

* **Accounting Intelligence renamed**: "Accounting Copilot" is now called "Accounting Intelligence" throughout the product.
* **Inline citations in Accounting Intelligence**: Citations that link to in-app pages now render as inline navigation links instead of external references.
* **Accounting Intelligence page width**: Skills, Scheduled Agents, Artifacts, and Connectors pages now cap at a readable width on large screens instead of stretching edge to edge.
* **Evaluation answer type descriptions**: Evaluations now show answer type descriptions pulled directly from the API.
* **Bank match rules by check number**: Bank match rules can now use check number as a matching condition.
* **Custom invoice email subject and content**: Companies with custom email settings now send invoices using their own subject and content instead of always inheriting organization defaults.
* **Journal entries "Created by" column**: The journal entries list now shows who created each entry.
* **Purchase order item quantity received**: The Items table on purchase orders now includes a "Quantity received" column.
* **Item receipts pre-populated from purchase orders**: Creating an item receipt from a purchase order now pre-fills the Items table with rates, leaving quantity blank for entry.
* **Locations list nesting**: The Locations list view now nests Aisles under their parent Warehouse for easier navigation.
* **Report Center filter search**: The "+ Add filter" dropdown in Report Center now includes a search box so you can find filters by keyword.
* **Custom invoice template improvements**: Invoice templates now support a customizable Text block, row-based drag-and-drop reordering, multi-column cards in callout blocks, and improved footer, field, and block editing.
* **Unique invoice template names**: Invoice templates now require unique names, preventing accidental duplicates.
* **Helios task pagination**: Tasks in Helios now load with pagination for better performance on large lists.
* **Helios task kebab menu**: Tasks in Helios now include a kebab menu with additional actions.
* **Data Analytics filters relocated**: Report filters in Data Analytics now appear above the results, matching the layout used elsewhere in Reports.
* **Scheduled invoice reminders**: You can now configure automatic reminder emails that go out on a schedule for unpaid invoices.
* **Accounting Intelligence anomaly detection**: Accounting Intelligence can now list, propose, dismiss, and restore transaction monitor alerts and detectors directly in conversation.
* **Contract edits reuse invoice lines**: Editing a contract now reuses existing invoice lines where possible instead of always generating new ones.
* **Bulk import allocation schedules in migrations**: Allocation schedules can now be bulk imported during migration mapping instead of entered one at a time.
* **Bank match rules by payee**: Bank match rules can now use payee as a matching condition.
* **Bank match rules by transaction date**: Bank match rules can now compare the financial transaction date as a matching condition.
* **Approval section on Customer and Vendor pages**: Customer and Vendor pages now include an approval section.
* **Consolidated exchange rate filters**: The consolidated exchange rates view now supports From and To currency filters along with a filter for currency mismatches.
* **Simplified invoice template editor**: The invoice template editor no longer shows a redundant Custom Field block, reducing duplicate options when building a template.
* **Multiple classifications per account mapping row**: Migrations now let you assign multiple classifications to a single account mapping row instead of one at a time.
* **SFTP file download links**: SFTP-based imports now include direct download links for the source files.
* **SFTP import retry**: SFTP-based imports now automatically retry after an import failure instead of requiring a manual re-run.
* **Saved reports with permissions in Data Analytics**: Data Analytics now supports saved reports with configurable visibility and permissions.
* **Record sequencing for allocation**: You can now enable record sequencing for code sequence allocation.
* **Item fulfillment costing fields removed**: Item Fulfillment no longer shows Rate, Amount, and Tax fields, preventing manual overrides of item costing.
* **Vendor Credit as a bank match transaction type**: Bank Match can now create and match transactions as Vendor Credits, the same way it already works for other vendor payments.
* **Bank Match "Awaiting GL link" status**: Bank Match now shows an "Awaiting GL link" status for unlinked bank feed transactions, making them easier to find and resolve.
* **Manual invoice reminder sending**: You can now send invoice reminder emails manually, either for a single invoice or in batch.
* **Contract obligation defaults from item catalog**: Contract obligations now inherit Classification, Revenue Recognition Method, and Invoice Frequency from the item catalog when those fields are left unset.
* **Manual source filter for contracts**: Contracts can now be filtered by manual integration source, in addition to filtering by a specific third-party source.
* **Field value level mapping in migrations**: Migrations now support field value level mapping, letting you map a set of third-party values to a set of DualEntry values side by side.

## Fixes

* **Recognition batch edit action**: Clicking edit on a recognition batch now opens the edit page instead of redirecting to the overview tab.
* **Contracts list flashing**: The contracts list dashboard no longer remounts and flashes when switching between status tabs.
* **Intercompany journal entry validation**: Customer and Vendor fields on intercompany journal entries no longer show validation errors when they aren't marked as mandatory.
* **Purchase order line validation message**: Purchase order item line validation now shows a clear, user-friendly message instead of a raw technical error.
* **Data Analytics pivot measure loss**: Turning on "Pivot last grouping into columns" no longer silently discards measures without indicating what happened.
* **Data Analytics formula errors on removed columns**: Removing a column referenced by a formula now raises a clear error in the formula editor instead of silently treating the missing value as zero.
* **Data Analytics drag-and-drop highlighting**: Dragging a column no longer incorrectly highlights a drop target in the unrelated Grouping list.
* **Data Analytics builder loading state**: The report builder's loading skeleton now fills the full page height and includes a header placeholder, instead of collapsing to a third of the page.
* **Data Analytics Save button**: Save now actually persists report changes and clears the "Unsaved changes" badge only after saving, instead of discarding changes silently.
* **Role filter chips**: Role filter chips now display the exact role name instead of a mismatched label.
* **Resizable panel behavior**: Resizable panels now show a clearer disabled state, correct grip positioning, and smoother transitions.
* **Guided tour capitalization**: The guided tour now capitalizes "Entity Tree" correctly.
* **Accounting Intelligence alerts modal layout**: The Duplicate Detector Alerts modal no longer has excess top padding or clipped columns.
* **Accounting Intelligence URL cleanup**: Accounting Intelligence page URLs no longer include an unnecessary "v2" segment.
* **Unit quantity grammar**: Labels referring to quantity of units now use correct grammar.
* **Stepper spacing**: Increased right padding on the stepper component for better readability.
* **Custom report duplicate sections**: Custom reports built with a Group row that pulls in a section by account type no longer duplicate every line in that section.
* **Custom report Retained Earnings row**: An Account row referencing the system Retained Earnings account no longer shows \$0 on custom reports.
* **Avalara transaction push setting**: Avalara transaction push now correctly respects the disabled setting instead of continuing to push transactions.
* **Non-US tax nexus setup**: Creating or updating a non-US tax nexus now requires a tax asset account, and creating a duplicate nexus for the same country or region returns a clear error.
* **Bill search after approval**: Approving a bill now reliably surfaces it in vendor name search results, instead of occasionally missing it due to search index lag.
* **Fixed asset duplicate detection**: Duplicate detection for fixed assets now also covers amortization schedules and ramp assets.
* **Approval workflow setting**: Approval workflows now correctly read the enabled setting, fixing cases where approvals were treated as disabled even when turned on.
* **QuickBooks migration reliability**: Large QuickBooks Online syncs no longer stall on oversized batches, and purchases missing a mapped bank or credit card account now fail with a clear message instead of importing with an invalid account.
* **QuickBooks AR/AP account mapping**: Bills, invoices, and payments imported from QuickBooks Online now post to your mapped Accounts Receivable and Accounts Payable accounts instead of falling back to default system accounts.
* **Consolidation exchange rate gaps**: Consolidation runs now correctly carry over historical exchange rates that were missing from the cache, instead of failing or leaving pins unset.
* **Accounting Intelligence artifact downloads**: Downloading artifacts in Accounting Intelligence no longer fails with a 502 export error.
* **Direct expense edit page load time**: The direct expense edit page now loads significantly faster.
* **Migrations empty tabs**: When there are no classifications, vendors, items, or customers to review, migrations now show an empty tab instead of hiding it.
* **Migrations skip option**: Migrations no longer show "Skip" as an option for a transaction that has already synced.
* **Intercompany journal entry line actions**: Add new line and bulk actions on intercompany journal entries are now left-aligned to match journal entries, and the "Add company" action uses a less prominent style.
* **Bank transfer receiving amount sorting**: The receiving amount column on bank transfers is now sortable.
* **Item receipt purchase order field position**: The purchase order field on the item receipt view now appears at the top of the form instead of further down.
* **Toast notification styling**: Toast notifications now use consistent press, width, and loading behavior, including a proper loading indicator.
* **Button icon shrinking**: Buttons with icons no longer shrink unexpectedly when space is constrained.
* **MCP consent form submission**: The MCP consent page no longer blocks form submission due to a browser security policy error.
* **Integration connect redirects**: Connecting to Rippling, Stripe, Deel, or Salesforce now redirects correctly instead of triggering a browser security error.
* **Invoice template block reordering**: Moving invoice template blocks using the arrow controls now works correctly.
* **Report builder title spacing**: The Data Analytics report builder title now has proper spacing above the filters and configuration panel.
* **Custom report builder row order**: Saving or running a custom report now preserves the row order shown in the builder instead of moving new rows to the bottom.
* **Accounting Intelligence panel background**: The Accounting Intelligence panel now shows a background on initial load instead of overlapping the Bank Match rule detail panel.
* **Accounting Intelligence drawer header button**: The "Open in Copilot" button in the drawer header no longer gets cropped when the header shrinks.
* **Vendor credit validation error**: Vendor credits no longer trigger a validation error when saving.
* **Item fulfillment memo field**: The Memo field on item fulfillments is now optional instead of required.
* **Onboarding checklist completion**: Completing every item in the onboarding checklist now ends the checklist automatically, and the "Close Checklist" option is easier to find.
* **Income Statement item filter**: The Income Statement item filter no longer excludes Item Fulfillment COGS lines that contain the filtered item.
* **Onboarding checklist dismissal scope**: Dismissing the onboarding checklist now dismisses it for the entire organization instead of only the current user.
* **Snowflake export stuck syncing**: Snowflake exports no longer get stuck indefinitely on "Preparing sync..." when a prior export job is left in a stale state.
* **Amortization schedule duplicate lines**: Amortization schedules no longer generate duplicate lines that caused GL imbalances.
* **Brex vendor import failure**: Importing Brex transactions no longer fails when a vendor name isn't formatted as text.
* **Accounting Intelligence streaming errors**: When a streaming response is interrupted, Accounting Intelligence now retries only the affected part of the answer instead of leaving a partial or garbled response.
* **Daily brief quick action routing**: The "What should I look at today?" quick action now routes to SQL analytics instead of anomaly detection.