Change orders and saved reports (Sep 23, 2026)

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Features

• Change order API fields now required: The public API for change orders now requires quantity, rate, and standalone_selling_price. Requests that previously omitted these fields now fail validation.
• Send invoices via the API: A new public API endpoint lets you send an invoice directly, without switching to the DualEntry app.
• Saved reports in Data Analytics: You can now save report configurations for later use, with private or organization-wide visibility, and organize them into owned, shared, and archived views.
• Journal entries always assigned to books: Journal entries created through the API, bulk import, or legacy import are now automatically assigned to all active books, so multi-book organizations no longer need a manual assignment step.
• Revoke bank connection consent on delete: Deleting a Yapily bank connection now revokes the underlying consent with the bank, instead of only removing the connection from DualEntry.
• Interactive Accounting Intelligence run history: The runs list in the Accounting Intelligence drawer is now interactive, so you can open and continue past run chats directly from the list.
• US Sales Tax Detail report: A new detail report shows sales tax line projections scoped to your tax control accounts.
• Book filter on all Reporting Center reports: The accounting book filter is now available on every report in Reporting Center, not only the trial balance, for organizations with multiple books.
• Sortable customer and vendor transaction lists: The embedded transaction tables on customer and vendor detail pages now support sorting by column, defaulting to date descending.
• Yapily bank connection consent flow: Connecting a bank account through Yapily now walks you through a dedicated connect and consent screen.

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Fixes

• Balance Sheet Detail totals: Parent accounts with both their own postings and child accounts now include their own balance in the account’s Total on Balance Sheet Detail, on-screen and in xlsx/PDF exports. Totals for accounts like this were previously understated by the parent account’s own balance.
• Bulk reclassify now respects approval policy tiers: Bulk reclassification of posted records now enforces the same approval-policy lock as individual edits, and a blocked bulk reclassification records a failed audit entry.
• Archived organizations hidden from login: Users with memberships in an archived organization no longer see that organization as a login option, and no longer get routed into it by mistake.
• Payroll benefits categorization: Finch-sourced benefits deductions and contributions (health, medical, dental, vision, HSA, FSA, and insurance) now roll up into shared payroll catalog categories instead of appearing as separate line items.
• Contract period lock boundary: Fixed a boundary case where contract receiving was blocked by a locked-period error even though the transaction date fell outside the locked period.
• Balance Sheet Detail subtotal balances: Parent account subtotal rows on Balance Sheet Detail now show the ending balance instead of the parent’s own activity for the period.
• Chart of accounts number validation: The “next available number” error on the account Number field now updates on every keystroke instead of lagging one keystroke behind and clearing only on blur.
• Non-violation account suggestions: Account number suggestions that don’t violate a numbering rule now display in a different color than suggestions that do.
• Data Analytics report list layout: Row descriptions in the Data Analytics report list no longer clip vertically or overlap adjacent rows.
• EBITDA report toggle: The Net Income to EBITDA and EBITDA to Net Income toggle now sits above the report toolbar instead of between the toolbar and the filters row. Its labels are also clearer.
• Report toolbar layout in the AI panel: Fixed a narrow-panel bug where the report toolbar’s left buttons stacked into a single column, and fixed report fullscreen not working from the AI panel.
• Global search vendor labeling: Global search now labels vendor records as “Vendor” instead of “Company”.
• Customers list crash: Fixed a crash on the customers list caused by a missing title for the customer record type.
• Justworks payroll integration issues: Fixed general issues affecting the Justworks payroll integration.
• Accounting Intelligence crash: Fixed a crash in the Accounting Intelligence panel when viewing an invoice record.
• Contracts For Review status filter: The Status filter on the Contracts For Review tab now filters the list as expected instead of leaving it unchanged.
• Bill edit crash on custom fields: Fixed a crash when editing a bill with a custom field pair that had no associated field definition.
• Ownership filter count display: The filter count badge on the ownership facet button no longer gets clipped.
• Amortization readonly view classifications: Classification values now display correctly in the readonly amortizations view.
• Ramp account mapping validation errors: Save validation errors on the Ramp system accounts mapping form now display instead of the save button doing nothing.