> ## 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.

# Report pivots and bank match fixes (Oct 9, 2026)

> Release notes for October 9, 2026

## Features

* **Pivot by date on reports**: The General Ledger, Income Statement Detail, and Balance Sheet Detail reports now support pivoting by year, quarter, or month.
* **Customer classification on AR Aging**: AR Aging now has a Customer Classification filter and column, matching the existing Vendor Classification support on AP Aging.
* **Adjusting entries**: You can mark a GL journal entry as an adjusting entry on a per-company basis. Reports can show adjusting entries excluded, mixed into the period, in an additional period, or alone, and drill-downs follow the selected mode. Users with the right permission can post an adjusting entry into a locked period.
* **Ratio presets for period splits**: When splitting a contract period, you can now pick a common ratio (such as 1:1, 1:2, or 2:3) instead of only dragging handles.
* **Search and sort on AR dunning**: The AR dunning list now supports search and column sorting.
* **Sortable billable expenses columns**: The Billable Expenses list view columns are now sortable.
* **Purchase order expenses**: Purchase orders now have an Expenses tab showing billed and remaining amounts per line, with a vendor default account.
* **Optional non-deductible account on VAT rates**: A VAT rate's non-deduction rate can now be left blank. When it is, the non-deductible account on a bill inherits from the expense line.
* **Vendor and customer creation from the entity picker**: You can now open the vendor or customer creation form directly from the entity select drawer.

## Fixes

* **Amortization status after stopping**: The amortization list now shows the correct status immediately after you use "Stop going forward," instead of showing the previous status.
* **Allocation schedule destination companies**: The destination company picker in allocation schedules no longer limits results to companies that share the source company's base currency.
* **Bank Match crash on malformed data**: Bank Match no longer crashes when a transaction response is malformed or missing items.
* **Bank Match column rendering**: Transaction details in the Bank Statement and DualEntry Transaction columns no longer render garbled or overlapping text.
* **Approval policy company count**: Bills approval policies now show the correct assigned company count, and "Manage Assignment" responds correctly instead of appearing unresponsive.
* **Approval policy modal dismissal**: You can now close or cancel the approval policy setup modal using the close button, Escape key, or an outside click before saving.
* **Reconciliation data after save**: Reopening a reconciliation for edits right after saving now shows the correct, up-to-date rows instead of stale data.
* **Invoice PDF line descriptions**: Line item descriptions on invoice PDFs no longer change after you edit an item.
* **Custom report group drag and drop**: Dragging a group to a new position in a custom report no longer causes it to disappear after saving and running the report.
* **Report package Notify User display**: The Notify User field in Report Package details and edit views now shows the user's name instead of a raw user ID.
* **Report schedule time display**: Report package schedule summaries now show the correct time instead of converting it to the wrong time zone.
* **General Ledger report for large organizations**: The General Ledger report now loads correctly for organizations with very large transaction volumes.


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