> ## 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.

# Contract summaries and invoice email tracking (Oct 16, 2026)

> Release notes for October 16, 2026

## Features

* **Contract monthly summaries**: The contract overview now features a monthly summary table with locked and pending status indicators, alongside drill-downs for invoices, credits, revenue recognition entries, and contract adjustments.
* **Invoice email tracking**: You can now display email delivery status, last emailed timestamp, and related tracking fields in the invoice list table through the column picker.
* **Line-item custom fields**: Bills and other transactions now support custom text and date fields at the line-item level.
* **Scheduled agent run states**: Scheduled agents now display real-time run statuses and auto-pause indicators across agent lists, the sidebar, the run drawer, and the Tasks board.
* **Custom task timeline**: Custom tasks now include an activity timeline that supports user comments.
* **Report navigation and filters**: GST/HST return summaries now link directly to the **Detail Report** with preserved filters, and the **Transactions** tab includes an open items filter toggle.
* **Math expressions in amount fields**: Payment forms and allocation schedule lines now evaluate arithmetic expressions and shorthand values directly in amount inputs.
* **Anrok customer sync**: You can now sync and map Anrok customer records to ensure tax exemption certificates apply automatically during tax calculations.
* **Data Analytics classification columns**: Data Analytics now provides dedicated columns for each user classification tree across general ledger entries, invoice lines, bill lines, customers, and vendors.
* **Accounting Intelligence report analysis**: Accounting Intelligence can now answer period-over-period and budget-versus-actual questions, follow up on previously generated reports, and provide cards to view the underlying transactions in Report Center.
* **Flux analysis AI explanations**: AI-generated flux explanations now incorporate key variance drivers, large transactions, and materiality thresholds directly from analysis results.
* **Contract API timestamps**: The `/public/v2/contracts/` endpoint now supports `updated_after` and `updated_before` query filters for incremental sync, and contract responses include `created_at` and `updated_at` timestamps.
* **Scheduled agent write approvals**: Scheduled agents running in dedicated sessions now pause for review with interactive approval cards before executing write actions.
* **QuickBooks migration mappings**: Migration workflows now support mapping zero-cash credit applications directly as customer or vendor payments, and can automatically assign missing invoice associations to parent customers.

## Fixes

* **Accounting Intelligence display**: Cards no longer overflow the side pane in bulk workflows, and skill chips no longer flash during composer handoffs.
* **Bank match row duplication**: Matched transactions no longer appear as duplicate rows in the Bank Match pane.
* **Reconciliation transaction view**: Reconciliation now loads the underlying transaction list instead of only account summaries.
* **Revenue recognition posting**: The batch posting page for revenue recognition no longer loads as a blank screen.
* **Sales order memo saving**: Saving a sales order with keyboard shortcuts immediately after typing no longer discards recent memo edits.
* **Contract unbilled account confirmation**: A confirmation prompt now appears before you change the unbilled account on contracts that include adjustments.
* **Invoice waterfall report**: Inactive contracts no longer appear on the invoice waterfall report.
* **Payment import mapping**: Payment imports no longer encounter an upload error that blocks mapping creation.
* **Amount filter display**: Transaction list filters no longer clip the maximum amount input.
* **Customer statement badges**: Status badges now render correctly on customer statements.
* **Financial report export totals**: Excel and PDF exports for the Balance Sheet and Trial Balance now calculate summary totals using the final period balance instead of incorrectly summing cumulative period columns.
* **Contract change order defaults**: Creating a change order now applies default values for billing and revenue recognition intervals and frequencies, aligning with standard contract creation.
* **Elimination entry record numbers**: Journal entry elimination and reversal rows now retain their source record numbers, customers, and vendors on detail reports and Data Analytics views.
* **QuickBooks bill tax mapping**: Imported bills from QuickBooks now properly associate taxes with individual line items and tax codes, avoiding incorrect reallocations to general tax asset accounts.
* **NetSuite tax import**: NetSuite bill and invoice imports now accurately map line-level VAT and GST rates and calculate appropriate net amounts.
* **Accounting Intelligence permissions**: Accounting Intelligence now checks user permissions before creating recurring journal entry schedules or modifying record attachments.
* **Accounting Intelligence card approvals**: Approving an expired action card now alerts you that the pause cannot be resumed and starts a new turn without losing entered text.
* **Global search permissions**: Global search results now enforce company access restrictions and exclude records from unauthorized entities.


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