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.

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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.