Features
- Quotes: You can now create and manage sales quotes, including quote dates, line items, totals, contract terms, recipients, and signing order.
- Automated COGS posting on invoices and cash sales: Invoices and cash sales that aren’t linked to a sales order now relieve stock and post cost of goods sold automatically. DualEntry validates available stock and requires a location for tracked items, and reverts and reposts the stock movement if you edit the quantity on an invoice.
- Invoice templates: You can now save invoice templates for reuse instead of recreating layouts each time.
- Saved views for customer prepayment applications: You can now save custom table views for customer prepayment applications, the same way you already can for vendor prepayment applications.
- Scheduled delivery of saved reports: You can now schedule a saved report to be delivered automatically instead of running it manually each time.
Fixes
- Dashboard tile trend colors: Trend colors on dashboard tiles now display correctly.
- AR Outstanding trend color: The AR Outstanding metric on the copilot scorecard now colors a decrease green and an increase red, matching how the other metrics behave.
- Accounting Intelligence record search: The Accounting Intelligence search tool now accepts a code, so you can find records by code instead of only by name.
- Stale MCP credentials: DualEntry now flags MCP credentials that have gone stale and prompts you to reconnect, instead of silently failing.
- Finch consolidated payroll tax mapping: When “Consolidate payroll taxes” is on, both the debit and credit side of a mapped tax now post correctly, and employer and employee taxes stay separate even when they share the same accounts.
- General ledger detail report timeouts: Large general ledger detail reports no longer time out or run slowly.