> ## 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.

# Vendor merging and custom report exports (Oct 20, 2026)

> Release notes for October 20, 2026

## Features

* **Accounting Intelligence custom reports**: Accounting Intelligence now supports querying saved custom reports and exporting report data directly to CSV, XLSX, and PDF files.
* **Elimination currency validation**: Bank and credit card accounts on eliminated journal entry lines must now match the transaction currency.
* **Accounts receivable aging prepayments**: The accounts receivable aging detail and summary reports now support an optional `include_prepayments` parameter to include open customer prepayments as of the report date.
* **Dashboard date ranges**: Executive Summary, Cash Management, and Revenue dashboards for new organizations now default to showing the prior six full months plus the current month to date.
* **Data Analytics customer fields**: Adds all customer profile fields to the Data Analytics customer data source, including contact details, tax codes, parent and subsidiary relationships, billing and shipping addresses, and payment terms.
* **Vendor record merging**: You can now merge duplicate vendor records into a single primary vendor.
* **Vendor journal entries widget**: Vendor detail records now include a **Journal Entries** section listing all journal entries associated with the vendor.
* **Audit Trail actor attribution**: Audit Trail records now indicate when actions are performed via MCP or Accounting Intelligence, and include an **Actor** filter on the **Transactions** tab.
* **Inline report cards in Accounting Intelligence**: Accounting Intelligence now renders report cards inline with filter chips, allowing you to open the Report Center with matching filters while preserving your chat session.
* **Task comment user mentions**: You can now use @ mentions in custom task comments to notify team members.
* **Task assignment to Accounting Intelligence**: Custom tasks can now be assigned directly to Accounting Intelligence for automated handling.
* **Rich text task descriptions**: Custom task forms now support rich text editing in the **Description** field.
* **Bank Match approval badges**: The bank account dropdown and tab headers now display count badges for transactions awaiting approval.
* **Invoice email tracking**: The invoice list now supports filtering by email delivery status and sorting by last emailed date.
* **Customer credit reference numbers**: Customer credit note PDFs now display the reference number when one is provided.
* **Vendor credit reference numbers**: Adds an optional **Reference Number** field to vendor credit creation, edit, and view screens.
* **Consumed material tracking**: The **Dimensions** drawer on fulfillment, invoice, and cash sale lines now supports tracking consumed counts, dimensions, and excess reasons.
* **Customer payment import payment methods**: Customer payment bulk imports now support mapping payment methods.
* **Revenue recognition adjustments sync**: Adds a **Sync adjustments** action to contract overviews to recalculate month-end adjustments without reloading the page.
* **Revenue recognition contract drill-down**: The month drill-down view on revenue recognition contracts now displays change orders and contract terminations.
* **Classification default settings**: Adds default classification settings under **General Preferences** to configure automatic classification assignment hierarchy.
* **Default classifications on records**: Customer, vendor, item, and account records now include dedicated **Defaults** sections for pre-populating classifications.
* **HMRC VAT submission declaration**: Submitting a VAT return through Making Tax Digital now requires confirming a legal declaration checkbox, and period dates replace period keys across views.

## Fixes

* **Customer portal authentication**: Resolves an issue with single sign-on handoffs that prevented you from logging in to the customer portal.
* **Export download permissions**: Enforces company access controls on CSV and report exports, returning an authorization error when you attempt to download exports containing data for unauthorized companies.
* **Locked period validation**: Standardizes error codes and HTTP response statuses when you attempt to update records within a locked accounting period.
* **QuickBooks Desktop sales tax migration**: Fixes an issue where imported US sales tax lines posted as generic item lines instead of dedicated tax lines under the ship-to state nexus.
* **Accounting Intelligence amortization schedules**: Resolves an issue where Accounting Intelligence could not open or preview amortization schedules for prepaid assets.
* **Classification updates**: Resolves an issue where submitting an identifier in the request body for `PUT /public/v1/classifications/{id}/` could update another organization's classification. Updates now strictly target the classification specified in the URL path.
* **Customer prepayment application pagination**: Open invoices in customer prepayment applications now paginate 25 records per page to prevent page freezes on accounts with high invoice volume.
* **Fixed asset rollforward drill-down**: Resolves an issue where drilling into rollforward rows without a dedicated destination link navigated to a `404` page.
* **Revenue recognition related records**: Resolves an issue where clicking a company link under **Related Records** navigated to a `404` page instead of opening the details drawer.
* **Inbox memo copying**: Clicking the copy button inside the **Memo** column now copies the text without opening the record preview drawer.
* **Customer payment company dropdown**: Resolves an issue where company names were cut off in the company selection dropdown on new customer payments.
* **Customer payment currency symbol**: Restores the currency symbol in the **Payment Amount** field on customer payment records.
* **Budget action bar contrast**: Resolves low-contrast styling on the **Copy actuals** and **Clear data** buttons in the budget detail action bar.
* **Dashboard currency dropdown**: Fixes an issue where currency and company selection menus opened behind dashboard widgets.
* **Bank Match reconnect layout**: Fixes a layout issue that caused the account reconnect button on the Bank Match page to stretch across the full width.
* **Bank Match notification placement**: Adjusts success toast positioning on the Bank Match page so notifications no longer cover the **Post & Match** button.
* **Elimination journal entry preview**: Elimination preview rows now display the account number, foreign exchange rate, and base currency of the elimination company.
* **HMRC VAT accessibility**: Resolves contrast, ARIA role, and page title issues on HMRC VAT screens to meet WCAG 2.1 AA standards.
* **Scheduled agent banner background**: Resolves an issue where scrolled chat messages showed through translucent run status banners.
* **Accounting Intelligence preview sizing**: Fixes an issue where rejected email and Slack preview messages rendered outside the activity panel.
* **Connector management permissions**: Disables configuration actions on the Connectors page for users without administrator privileges.
* **Inbox transaction drawer recovery**: Displays a retry option when an inbox transaction drawer fails to load rather than encountering an unhandled error.
* **Currency listing alignment**: Resolves an issue where the status cell in the currencies table was not vertically centered.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.