> ## 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.

# Quote approvals and Peppol e-invoicing (Oct 15, 2026)

> Release notes for October 15, 2026

## Features

* **Specialist agents in Accounting Intelligence**: Accounting Intelligence now routes every Report Center report to a dedicated reporting agent for more accurate answers, covering EBITDA and D\&A, sales reports, ARR by contract, tax, ownership, the fixed-asset register and rollforward, and flux. A new integrations specialist troubleshoots sync failures, explains why records did not sync, compares records with source systems, and retries syncs.
* **Custom fields on bill lines**: You can now add custom fields at the line level on vendor bills, in addition to the bill header.
* **Faster aging reports**: Aging reports now load faster by only querying the columns, groupings, and filters you actually select.
* **Snowflake financial report exports**: The Snowflake integration now supports opt-in exports for core financial reports, including the Chart of Accounts, General Ledger, Trial Balance, and consolidated exchange rates.
* **Default classifications on customer transactions**: Sales orders, invoices, cash sales, customer credits, and contracts now automatically inherit default classifications configured on the customer and item when line classifications are omitted.
* **Open balance filtering on transaction lists**: Customer and vendor transaction lists now support filtering by remaining amount, allowing you to isolate open or partially applied records.
* **Audit columns in Data Analytics**: The general ledger dataset in Data Analytics now includes audit columns for creator, approver, and last-modified timestamps.
* **Curaçao VAT support**: DualEntry now supports standard (6%), increased (7% and 9%), zero-rated, exempt, and reverse-charge VAT rates for Curaçao.
* **External tool connectors in Accounting Intelligence**: Accounting Intelligence now alerts you when a requested action needs an external tool connector that is disconnected or not yet installed, with a link to set it up. Approval prompts for external tools also include an option to always allow the action, so later runs don't prompt again.
* **Brex discount line support**: The Brex integration now supports syncing transactions that contain discount lines.
* **Date preset names on report date chips**: Report date chips now display the name of the active date preset, such as **Year to Date**, rather than static dates, making rolling date ranges clear.
* **Contract monthly summary status indicators**: Closed accounting periods in the contract monthly summary now display a lock icon, and open months without posted adjustments display as pending.
* **Adjusting entries configuration and reporting**: Adjusting entries are now configured in **General Preferences** with company scoping, and reports include dedicated settings tabs to filter or highlight adjusting entries.
* **Active record context in Accounting Intelligence**: Accounting Intelligence now reads the display identifier directly from the active record header, such as journal entry or invoice codes, when answering questions about the current page.
* **Assignee filter in Tasks**: The assignee selector in Tasks is now integrated directly into the list filters.
* **Money out keyboard shortcuts**: You can now use keyboard shortcuts to create and navigate purchase orders, vendor payments, and vendor prepayment applications.
* **Peppol e-invoicing for Sweden and Germany**: E-invoicing now supports filing Swedish invoices through Peppol BIS Billing 3.0 and German invoices as XRechnung, with shared Peppol participant IDs across supported countries.
* **Quote management and approval workflows**: Quote management now includes dedicated quote approval pages, customizable quote sending settings, frequency and service period overrides on quote lines, bucketed totals summaries, grouped PDF exports, and quote revision history.

## Fixes

* **Brex transfer syncs no longer loop**: Multi-currency Brex transfer expenses no longer re-sync repeatedly because of a mismatched exchange rate.
* **Balance sheet equity now includes retained earnings and net income**: Custom **Balance Sheet** reports previously omitted **Retained Earnings** and **Net Income** from the **Equity** section, causing **Total Liabilities and Equity** to not match **Total Assets**. Both amounts now roll into their parent correctly.
* **CSV exports with pivots keep their layout**: Summary report CSV exports with pivot columns no longer lose their row structure or column headers. Exports now match the layout shown on screen.
* **Cash sales accept credit card accounts**: Saving a cash sale with a credit card account selected in the bank or credit card account field no longer fails.
* **Archived bills from Ramp no longer show GL impact**: Bills archived through the Ramp integration now correctly remove their GL impact, even when a bill has more than one transaction.
* **Xero sync fixes**: The Xero integration no longer disconnects unexpectedly with an `Integration is not connected` error. Xero syncs now also import all document allocations, including credit notes and prepayments applied to invoices or bills, and calculate realized foreign exchange gains and losses.
* **Cross-company visibility in global search**: Global search now enforces company permissions across all record types, preventing users with restricted company access from seeing records from unauthorized companies.
* **Archived records clear pending approval tasks**: Archiving a record with an active approval workflow now cancels the workflow and updates the pending approval count in Tasks.
* **Bank Match fixes**: Background suggestion jobs that time out now exit cleanly and keep previously matched suggestions. Saving a Bank Match rule is also no longer blocked after you cancel an intermediate step.
* **HubSpot sync rate limiting**: HubSpot syncs now automatically retry with backoff when receiving rate limit responses rather than failing the sync.
* **QuickBooks Desktop migration fixes**: Invoices migrated from QuickBooks Desktop now keep their ship-to addresses, so sales tax calculates correctly. Credit memos applied to invoices now import as payments, reducing open customer and invoice balances.
* **Xero contact classification during migration**: Migrations from Xero now use contact flags to prevent vendors from being created as customers, and import money received from vendors as journal entries.
* **QuickBooks Online unapplied payments migration**: Re-migrating unapplied customer payments from QuickBooks Online now preserves and relinks existing customer deposits.
* **Immediate form saving**: Saving a form immediately after typing, using either keyboard shortcuts or the **Save** button, now flushes pending inputs and saves the updated values.
* **Journal entry display fixes**: The classifications button and column header on intercompany journal entry lines are now centered, and opening journal entry details renders the loading skeleton without layout errors.
* **Revenue recognition batch posting display**: The revenue recognition batch posting page no longer renders blank when opening the posting form.
* **Bulk import mapping error messages**: Bulk imports now display specific server error messages when column mapping creation fails.
* **Reconciliation fixes**: Account reconciliation transaction rows now stay visible and scrollable on shorter screens, and new account reconciliations correctly populate the default company.
* **Skill page navigation after editing**: Editing a skill in Accounting Intelligence no longer causes the page to display a `Not Found` error.
* **Contract termination with paid invoices**: Terminating a contract is no longer blocked when the contract already contains paid invoices.
* **Company filter results in Close Management**: The company filter now accurately filters and displays records across Close Management views.
* **Customer prepayment applications filter layout**: Filter buttons and counts on **Customer Prepayment Applications** no longer overlap or wrap incorrectly when filters are applied.
* **Customer deposit page performance**: Opening and editing customer deposits no longer experiences performance lag.
* **1099 report generation error handling**: Generating 1099 reports now handles `422` validation errors, preventing report creation from failing silently.


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