Features
- Company access search: You can now filter by search when managing company access, making it faster to find the customer or user you need.
- Task preparer and reviewer: You can now assign a preparer and reviewer to custom close tasks.
- Accounting Intelligence voice input: Accounting Intelligence now accepts voice input through speech transcription.
- EBITDA category on accounts: Accounts now support an EBITDA category field (Interest, Taxes, Depreciation, or Amortization) available in the UI, API, exports, and bulk import.
- Bank Match vendor credit type: You can now match a vendor credit as a transaction type in Bank Match.
- Report renaming from the row menu: You can now rename a saved report directly from its row menu instead of opening the report first.
- Sage 50 migration: You can now migrate data from Sage 50 during onboarding.
- Report expansion level persists: Reports now remember the expansion level you last set instead of always opening fully expanded.
- Customer credit email delivery: You can now send a customer credit to the customer by email directly from DualEntry.
- Deel G2N reports: You can now generate gross to net reports for payroll data imported from Deel.
- Statistical journal bulk archive and recover: You can now bulk archive and recover statistical journals instead of updating them one at a time.
- Checklist task company scope: Checklist and template tasks now support an all-company scope in addition to being assigned to specific companies.
- AR dunning recovery and status filter: AR dunning configurations now support recovery settings and a status filter to find configurations more easily.
- Code column for master records: Master record lists now display a code column so you can identify records more easily.
- Contract termination calculations: Contract termination amounts are now calculated per account based on what remains to refund or accelerate on each invoice and revenue recognition schedule, supporting manual invoices and the drawdown usage method.
Fixes
- Bank Match suggestions stay in sync: When you post a draft accounting entry outside Bank Match Auto, the related suggestion now updates immediately and shows Match instead of Post & Match.
- Stripe Cash App payment methods sync correctly: Stripe payment method sync no longer fails for customers who pay with Cash App.
- Accounting Intelligence answers match the requested breakdown: Accounting Intelligence now returns the correct per-customer or per-vendor aging breakdown for accounts receivable and payable requests. It also keeps vertical analysis and gross margin trend answers accurate. Single-entity aging figures now show the entity’s own currency instead of the organization’s predominant currency.
- Custom report formulas stay in place: Formulas inside a group with Show total turned off no longer get reparented to the outer group when you run the report.
- Accounting Intelligence payment party prefill: Accounting Intelligence now fills in the vendor or customer field automatically when applying a payment to an invoice.
- Waterfall and rollforward reports respect filters: Waterfall and rollforward reports now correctly apply the filters you pass in instead of discarding them.
- Accounting Intelligence delete and void requests: Accounting Intelligence now archives records when you ask to delete or void them instead of refusing the request.
- Restricted company search results: Global search results now respect restricted company access instead of returning results from companies you can’t access.
- Bill.com vendor payment accounts sync correctly: Vendor payment posting accounts now sync correctly with Bill.com instead of duplicating archived accounts.
- Stripe Pay Online link on invoice PDFs: Downloading or sending an invoice PDF no longer fails to include the Stripe Pay Online link.
- Accounting Intelligence renders waterfall and rollforward artifacts: Accounting Intelligence now renders revenue waterfall and rollforward report artifacts directly in chat instead of failing to load them.
- Accounting Intelligence table artifacts with incomplete filters: Accounting Intelligence table artifacts no longer fail to load when they include an incomplete filter definition.
- Reversal entries keep customer and vendor: Reversal entries now carry the customer or vendor from the original entry so GL and aging reports reconcile correctly.
- Transaction view attachments: You can now download attachments from the Transaction view instead of only from the Journal Entry view.
- Term archive failures now show: Bulk archiving a term now shows an error message when the term is in use instead of reporting success.
- Search field focus retained: Search fields on Chart of Accounts, Terms, and Payment Methods no longer lose focus after you search.
- Consolidated exchange rates navigation: Consolidated exchange rates now navigate on a single click instead of requiring two.
- Nexus creation: Creating a non-US nexus no longer fails.
- Customer deposit account validation: The Other tab on customer deposits now validates the account correctly.
- Rows per page menu closes: The rows-per-page dropdown now closes after you make a selection.
- Xero migration brings in customers: Migrating from Xero now brings in customers.
- Custom report subtotal accuracy: Detail report subtotals no longer include untranslated foreign currency amounts alongside converted rows.
- Organization settings toggles stay in sync: Organization preference toggles now stay in sync after you save instead of requiring a page reload.
- Restricted dashboard widgets: Dashboard widgets you don’t have permission to view now show an access restricted message instead of a retry option that never works.
- Dashboard controls match the metric: The dashboard widget editor now hides controls that don’t apply to the selected metric.
- Accounting Intelligence statistical account balances: Accounting Intelligence now returns the correct headcount and other statistical account balances instead of failing to route the request.
Last modified on September 9, 2026
