> ## 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. # Changelog: April to June 2026 > Every DualEntry release from April to June 2026, newest first: new features, improvements, and fixes. Every change to DualEntry from April to June 2026, newest first. [Latest](https://docs.dualentry.com/developers/release-notes/changelog.md) [Oct to Dec 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q4) [Jul to Sep 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q3) Apr to Jun 2026 **June 30, 2026** 11 new features, 4 improvements, 32 fixes **New features** * **Webhooks access**: Developers can now access webhook configuration and management through the Developer Access section. * **Benchmark analytics**: Added new benchmarking interface for performance comparison and analysis. * **Revenue recognition summary**: Added reversal entries display in the revenue recognition summary table. * **Avalara integration tax trail**: Added tax calculation trail visibility in the Avalara integration page to help with tax calculation debugging and transparency. * **Fixed assets approval policies**: Added support for useful life and depreciation method as condition fields in approval policies for fixed assets. * **Customer payment and refund approval workflows**: Added approval workflow support for customer payments and customer refunds, matching the existing vendor payment approval capabilities. * **API sorting enhancements**: Added amount and date sorting options for purchase orders, sales orders, and contracts in the API. * **Personal date format settings**: Added user-level date format preferences that can be configured independently from organization-wide settings. * **Customer prepayment sorting**: Added remaining amount sorting capability for customer prepayments and vendor prepayments in the API. * **Bank match rules search**: Added search functionality for bank match rules to help locate specific rules more efficiently. * **HMRC integration foundation**: Added base infrastructure for HMRC tax integration capabilities. **Improvements** * **AI copilot chat sharing**: Updated the share chat interface with improved design and user experience. * **Human-in-the-loop workflows**: Enhanced the review interface with design improvements for better workflow management. * **Allocation journals draft tab**: Added draft tab to allocation journals list view for better management of in-progress journal entries. * **AI copilot chat interface**: Implemented sticky composer dock with single scroll container for improved chat experience. **Fixes** * **Vendor payment methods**: Fixed issue where inactive payment methods were still appearing in vendor dropdown selections. * **Vendor payment amount updates**: Resolved issue where remaining amounts weren't updating in real-time during vendor payment creation. * **Contracted invoice recovery**: You can now properly recover contracted invoices directly from the invoice list. * **Customer refund check templates**: Mandatory fields are now properly highlighted and available in print check templates for customer refunds. * **Bank matching interface**: Fixed display issues that were causing the bank match screen to break. * **Page refresh error messages**: Eliminated UI flicker and unnecessary error notifications that appeared during rapid page refreshes. * **Anomaly detection layout**: Fixed content alignment issues on the anomaly detection page. * **AI copilot session errors**: Resolved crash that occurred when loading chat sessions during server-side rendering. * **Customer credit creation**: Fixed unresponsive save button in the Add Customer Credit drawer when creating credits from contracts. * **Contract terms selection**: Inactive contract terms are no longer selectable in Contract Term and Performance Obligation sections. * **Allocation journal account filter**: Inactive accounts are now properly filtered out of the allocation journal items section. * **Migration transactions query**: Fixed error when viewing migration transactions by removing incompatible pagination parameters. * **Purchase order PDF dates**: Purchase order PDFs now display dates according to your organization's configured date format. * **Bank match tab persistence**: Active tab selection now persists when switching between accounts and companies in bank matching. * **Radio button DOM warnings**: Eliminated React warnings about unknown DOM properties in radio button components. * **Contract address validation**: Fixed billing and shipping address validation errors in contract templates. * **Revenue recognition status filter**: Fixed issue where status filter in Advanced Revenue Recognition tabs didn't properly filter records or switch to the corresponding status tab. * **Allocation journal item addition**: Resolved error that occurred when trying to add items on Allocation Journals. * **Bank matching circular dependency**: Fixed circular dependency issue between create and to-match functions in bank matching. * **Vendor payments hook errors**: Resolved React hook rendering error that occurred in vendor payments interface. * **Migration background placeholder**: Removed unnecessary "Migrations running in the background" placeholder that appeared during data resync operations. * **API validation schema**: Updated validation rules to ensure proper data validation across the platform. * **Bill.com integration duplicates**: Fixed issue where archived records were incorrectly considered when checking for duplicates in Bill.com integration. * **Xero draft invoice sync**: Draft invoices from Xero are now properly skipped during sync and only processed once they reach an active status. * **Brex reimbursement processing**: Fixed reimbursement transaction processing to use bills and vendor payments instead of journal entries, ensuring proper vendor payment linkage. * **Ramp sync error suppression**: Eliminated unnecessary error reporting when Ramp sync operations encounter expected "sync already in progress" responses. * **Organization clone shared keys**: Fixed organization cloning for tables with shared primary keys to ensure proper data migration. * **Integration record performance**: Improved query performance for large integrations by adding database indexes for created and updated timestamps. * **Contract template address prefill**: Customer billing and shipping addresses now properly prefill from contracts and persist during template creation. * **AI search query performance**: Rewrote search records query with conditional joins and optimized filtering for improved response times. * **Benchmark organization linking**: Fixed duplicate benchmark organization creation when relinking WorkOS organizations. * **Benchmark attachment fixtures**: Resolved attachment fixture conflicts that were causing benchmark cases to fail silently. **June 29, 2026** 17 new features, 5 improvements, 24 fixes **New features** * **Multi-currency dashboard**: View all dashboard figures in your chosen currency with a new reporting currency selector that mirrors the reports currency control. * **Customer statements**: Customer statement functionality is now available to all users without feature flag restrictions. * **Subledger lines view**: Added a new table view for revenue subledger lines on contract detail pages for better transaction visibility. * **Stripe revenue workflows**: Added workflows tab and routing rules list page for enhanced revenue workflow management. * **AP/AR aging reconciler**: New statement reconciler for accounts payable and accounts receivable aging reports to streamline reconciliation workflows. * **Organization date format settings**: Added date format preferences in organization settings with live preview of formatting options. * **Manual tax calculation warnings**: Added warning messages when records are saved without tax calculation in manual mode to prevent incomplete entries. * **Vendor payment approval workflows**: Added approval workflow support for vendor payments, refunds, credits, and prepayments to match existing customer payment approval capabilities. * **Revenue recognition reversals**: Added support for reversing revenue recognition entries when contracts are terminated, replacing proration adjustments. * **Contract recognition modes**: Added subledger mode option for contract revenue recognition alongside the existing individual posting mode. * **Stripe refund automation**: Enhanced refund processing for direct charges with automated credit memo creation and validation. * **Copilot document classification**: AI document uploads now intelligently classify invoices vs bills based on document content and user instructions instead of defaulting to bills. * **Search functionality for user management**: Added search capability to the user management interface with fuzzy matching and multi-word support. * **Webhook support for developers**: Added comprehensive webhook functionality for organizations to receive real-time notifications of record changes and events. * **Enhanced contract templates**: Contract templates now properly store performance obligation terms and validate against inactive payment terms. * **Address validation**: Added address validation functionality to ensure data quality and compliance requirements. * **Multi-company payroll routing**: Extended consolidated payroll journal entry routing to all Finch providers including Paychex Flex, Gusto, Justworks, and UKG Ready. **Improvements** * **Invoice PDF date formatting**: Invoice PDFs now display dates using your organization's preferred date format setting for consistent formatting across all documents. * **Inactive vendor visibility**: Inactive vendors and customers now display an "Inactive" badge in the status column for better record identification. * **Sidebar navigation animation**: Improved user experience with optimistic loading animations during sidebar navigation. * **Manual reporting currency rates**: Dashboard currency selector now supports manual exchange rates in addition to system rates, matching the reports currency control functionality. * **Prepayment application approvals**: Approval workflows now support customer and vendor prepayment applications for enhanced control over payment processing. **Fixes** * **Item fulfillments filter**: Fixed status filter to correctly show Posted/Draft/Archived options instead of non-existent Active/Inactive states. * **Nexus drawer opening**: Fixed issue where clicking nexus number/ID would not open the nexus drawer properly. * **Phone validation messages**: Improved clarity of phone number validation error messages for better user guidance. * **Vendor table performance**: Resolved N+1 API calls that caused performance issues in vendor and item listing tables. * **Custom fields form reset**: Fixed custom field forms not properly resetting values and tabs when switching between different field edits. * **Bill expense account mapping**: Fixed error messages when bill items have unmapped expense accounts to provide clearer guidance. * **List table layout**: Resolved visual gaps in vendor and other listing tables by properly filling available table width. * **Invoice listing refresh**: Fixed issue where invoice listings would not update after creating or editing records without manual page refresh. * **Organization settings validation**: Fixed save button functionality after validation errors in organization settings forms. * **React key warnings**: Eliminated missing React key warnings on list pages including fixed assets overview and other data tables. * **Chart of accounts validation**: Fixed validation errors when changing both account type and parent account in a single save operation. * **Cross-company payment exchange rates**: Fixed incorrect GL entries for foreign exchange differentials in cross-company vendor payments. * **Customer payment currency validation**: Resolved error when processing customer payments with identical base and transaction currencies. * **Copilot journal entry edits**: Fixed issue where AI copilot would report successful journal entry updates when no changes were actually saved. * **Date filter validation**: Added proper validation for date filters in record searches to prevent system errors from malformed dates. * **Bank match transaction counts**: Corrected inflated unmatched transaction counts by fixing historical transaction status labels. * **Report query execution**: Fixed broken SQL queries in exported reports that were failing due to improper parameter quoting. * **Bulk customer name updates**: Restored ability to update customer names through the bulk import system. * **Multi-currency dashboard conversion**: Fixed dashboard widgets incorrectly summing raw amounts instead of applying proper currency conversion for multi-entity views. * **General ledger account exclusions**: Fixed issue where excluded accounts were still visible in General Ledger reports after enabling the exclude toggle. * **QBO migration soft deletes**: Migration now properly skips Fivetran soft-deleted deposits and transfers instead of importing them as active transactions. * **Aging report performance**: Optimized accounts payable and receivable aging report performance by eliminating duplicate queries and unnecessary sorting. * **Task recovery for chat messages**: Added automatic recovery system for chat messages stuck in streaming status due to worker failures or crashes. * **Record sync performance**: Fixed N+1 query issues in integration record synchronization that were causing performance degradation. **June 26, 2026** 14 new features, 3 improvements, 19 fixes **New features** * **Multi-currency dashboard**: Dashboard widgets now convert monetary figures into your selected reporting currency, so currency selection actually changes the displayed numbers. * **Stripe payment charging**: Accounts receivable users can now charge stored payment methods directly against open invoices, with payments automatically posting to the general ledger. * **Bill.com Divvy card support**: Enhanced Bill.com integration now detects Divvy (AP\_CARD) funding accounts and creates mapping opportunities for vendor payments. * **Integration performance boost**: Connector processing is now approximately 50% faster due to optimized data handling during aggregation. * **Manual tax calculation**: Added "Calculate tax" button to line items and expense summaries when tax computation mode is set to manual, giving users explicit control over when tax calculations are triggered. * **Brex integration streamlined**: Simplified Brex accounting field configuration by removing GL Account and Accounting Entity overrides, which Brex does not support. * **AI Copilot unreconciled difference proposals**: AI Copilot can now propose reconciling journal entries when asked to close unreconciled differences during reconciliation tasks. * **AI Copilot file attachment support**: Copilot can now attach files to existing journal entry drafts and other records, with proper ownership validation to ensure only session files are used. * **AI Copilot journal entry line editing**: Fixed Copilot's ability to update customer and vendor information on journal entry lines, including proper support for currency and classification fields. * **Bank transfer import distinction**: Bulk imports now differentiate bank transfers by memo field, allowing memo changes to create new transfers while identical memos update existing ones. * **Fixed assets approval filtering**: Added approval status filter to fixed assets list view for better workflow management. * **Amortization approval filtering**: Added approval status filter to amortization list view and enabled amortization debit account as workflow condition. * **Organization date format preference**: Added configurable date format setting to organization preferences with support for MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, DD-MM-YYYY, and MM-DD-YYYY formats. * **Public API account creation**: Added POST endpoint to create chart of accounts entries programmatically, enabling accounts to be managed as code during onboarding. **Improvements** * **QuickBooks migration improvements**: One-click migrations from QuickBooks now auto-map default accounts more reliably and send completion emails only after the initial migration finishes. * **AI Copilot interface redesign**: Updated artifacts and settings pages with improved layouts and visual consistency based on the latest design system. * **Bill.com credit card mapping**: Credit card options now appear first in the mapping selector when working with Divvy accounts, with credit card selected as the default account type for new accounts. **Fixes** * **AI artifact search**: Fixed search returning no results by ensuring all AI-generated artifacts have descriptive titles. * **Journal entry imports**: Bulk journal entry imports now properly handle missing memo fields with default empty values. * **OCR task reliability**: Resolved race condition where OCR tasks would fail due to database replication timing issues. * **Search query errors**: Fixed crashes when searching for terms like "infinity" or "nan" that could break numeric field queries. * **Bank matching performance**: Eliminated slow bulk-delete operations in suggestion cleanup tasks. * **Integration test stability**: Fixed flaky tests in record export functionality that were causing intermittent failures. * **Approval workflow modal behavior**: Fixed preview drawer appearing underneath workflow creation modals and resolved modal stacking issues in the approval policies interface. * **Currency pagination handling**: Resolved frontend currency selection issues when working with paginated currency response data. * **Migration currency display**: Fixed currency handling issues during the migration process that could cause incorrect currency selection. * **Dashboard redirect loop in Firefox**: Fixed infinite redirect loop issue that prevented dashboard access in Firefox browsers. * **Allocation journal page loading**: Fixed allocation journal detail page failures when allocation schedule data is unavailable. * **Dashboard performance**: Eliminated render-blocking server requests that were delaying initial page load across all dashboard routes. * **Paycom payroll mapping**: Fixed payroll journal entries to follow individual employee to company mappings instead of posting entire pay runs to a single company. * **Bulk import validation errors**: Fixed bulk bill imports that were rejecting valid data with generic error messages when required fields contained empty values. * **Direct expense source filtering**: Fixed source filter displaying mixed manual and integration records instead of filtering to only selected source records. * **Cross-company transaction deletion**: Resolved database constraint violations during sandbox conversion when organizations contain intercompany billing data. * **Xero migration account conflicts**: Fixed migration failures when duplicate default tax liability accounts were created by concurrent sync workers. * **Concurrent Stripe charge protection**: Added safeguards to prevent duplicate charges when multiple users attempt to charge the same invoice simultaneously. * **Integration record skipping**: Excluded skipped integration records from source filters and remote record resolution to improve data accuracy. **June 25, 2026** 11 new features, 7 improvements, 9 fixes **New features** * **AI Copilot citations**: Specialist agents (SQL query, expense analysis, revenue analysis) now properly format record references as clickable citations instead of plain text. * **Bank match automation**: Introduced standalone background workers for automated bank transaction matching using both rule-based and AI-assisted methods. * **Fixed assets approval workflows**: Added save as draft, submit for approval, approve, and reject capabilities for fixed asset records with full audit trail support. * **Amortization approval workflows**: Extended approval workflow support to amortization schedules with draft submission and approval capabilities. * **Stripe payment method vault**: Customers can now securely save payment methods through Stripe-hosted pages for future invoice payments. * **Workflow coverage expansion**: Added approval workflow support for direct expenses, cash sales, customer prepayments, and customer deposits. * **Journal entries API enhancement**: Added updated\_after/updated\_before filters and created\_at/updated\_at timestamps to the public journal entries API for incremental synchronization. * **QBO statement reconciliation**: Introduced automated reconciliation between QuickBooks P\&L statement exports and DualEntry figures. * **Avalara tax code lookup**: Added endpoint for searching and selecting Avalara tax codes with real-time lookup capabilities. * **Customer statement search**: Enhanced search functionality to recognize ST- prefixes in customer statement searches. * **Stripe revenue recognition aggregation**: Added configuration options and processing for aggregated revenue recognition from Stripe transactions. **Improvements** * **Master data search enhancement**: Added number field indexing for master data records (customers, vendors, items) to improve search capabilities. * **Overview list tab animations**: Added loading animations and optimistic state updates to improve responsiveness when switching between tabs on overview list pages. * **Reports under construction indicator**: Added visual indicators for reports that are currently being improved or rebuilt. * **Customer tax exemption management**: Enhanced customer tax settings with improved exemption certificate handling for Avalara integration. * **Report center search improvements**: Fixed search functionality in Created By filters on the Report Center custom tab. * **Trial Balance date range restoration**: Restored the start and end date range picker for Trial Balance reports and improved zero balance display formatting. * **Checklist refresh automation**: Creating new checklists now automatically refreshes the checklists list view. **Fixes** * **AI Copilot attachment recognition**: Fixed issue where running slash skills would disable attachment recognition in the same message. * **Bank reconciliation precision**: Resolved 409 errors in reconciliation selection endpoint caused by microsecond precision loss in timestamp comparisons. * **Trial Balance performance**: Fixed N+1 query issues in trial balance summary reports by properly grouping related data. * **Draft-only rule tracking**: Bank matching rules that only create drafts are now tracked as a separate outcome instead of failures. * **Nexus search**: Fixed search functionality for tax nexuses when searching by Nexus ID. * **Multiple reporting fixes**: Resolved various balance sheet and trial balance calculation discrepancies, including consolidation amounts, beginning balances, and column totals. * **Vendor metadata tolerance**: Made vendor metadata output schema tolerant of missing ID and name fields to prevent 500 errors. * **Fixed asset edge cases**: Improved handling of edge cases in fixed asset partial submission workflows. * **Bank transaction loading**: Fixed issue where bank matching failed to load transactions for linked bank accounts. **June 24, 2026** 15 new features, 2 improvements, 25 fixes **New features** * **Fixed Assets approval workflow**: Save fixed asset records as draft and submit them for approval through the standard approval workflow system. * **Tax settings API**: Configure tax computation mode (manual or automatic) and tax reminder settings through the organization settings API. * **Customer tax exemption**: Apply Avalara entity use codes for customer tax exemptions, with a new API endpoint to manage exemption codes. * **Date range filtering for consolidated rates**: Query consolidated rates across multiple months using start\_date and end\_date parameters instead of requesting one month at a time. * **Customer credit approval workflows**: Submit customer credits through the approval workflow system for proper review and authorization. * **Company search for bills**: Search and filter bills by company name and ID in the document search interface. * **Stripe integration aggregator**: New aggregation engine for high-volume Stripe clients that routes records into configurable buckets and creates DualEntry entities based on workflow manifests. * **Integration record aggregator**: Config-driven workflow system that aggregates integration records, classifies amounts into named buckets, and materializes corresponding entities like contracts, invoices, payments, and journal entries. * **Custom fields on invoices and bills API**: Invoice and bill list endpoints now return custom field data, matching what's available on detail endpoints. * **Bank match re-evaluation**: Automatically retry matching for previously unmatched bank transactions when new entries are posted. * **AI copilot context overflow handling**: Graceful handling of context window limits with structured warning messages instead of generic errors. * **Plan step completion tracking**: Live status updates for task plan steps during AI copilot execution with persistent completion signals. * **Contract invoice editing restrictions**: Contract invoices can now only edit memo, reference number, term, due date, custom fields, payment method, and attachments to maintain contract integrity. * **Revenue recognition mode selector**: Configure recognition mode settings on contracts with visual indicators in the subledger interface. * **Stripe revenue workflow routing**: New workflows tab for Stripe integrations with configurable routing rules for revenue processing. **Improvements** * **API key modal text wrapping**: Improved text display in API key creation modals for better readability. * **Custom scrollbar styling**: Improved scrollbar appearance and behavior across the application interface. **Fixes** * **Items source filter**: Fixed source filtering on the Items list to properly filter records and display the correct source information. * **Customer report filtering**: Resolved issue where customer-filtered reports showed data for all customers instead of only the selected ones. * **Xero migration voided journals**: Voided manual journals from Xero migrations now import as archived records instead of affecting actuals. * **Customer payment attribution**: Restored proper attribution of overpayments and deposits in customer-scoped reports and AR aging. * **Tax computation mode default**: New organizations now default to automatic tax computation instead of manual mode. * **Celery task retry reliability**: Added automatic retries for database connection errors in login audit and workflow scheduling tasks. * **Bank match processing distribution**: Spread bank match processing to prevent load spikes during high-volume operations. * **MCP outbound tool execution**: Fixed first-call failures and database connection leaks in Model Context Protocol outbound tool calls. * **Ramp integration demo mode**: OAuth connect flow now properly honors demo integration settings and uses sandbox credentials. * **Organization currency provisioning**: Fixed currency matching issues when provisioning new sandbox environments. * **Journal entry N+1 API calls**: Eliminated redundant account API requests when loading journal entries to improve page performance. * **Company creation drawer**: Fixed issue where create new company screen would not appear after clicking the Create New button. * **Status filter label consistency**: Standardized approval status labels to consistently show "Pending Approval" across all interfaces. * **Currency revaluation status filtering**: Fixed status filter accuracy on the Currency Revaluation page to show correct results. * **Vendor list sorting**: Newly created vendors now properly appear at the top of the vendor list in descending order. * **Tax calculation request throttling**: Added debouncing to reduce redundant tax calculation API calls during form input. * **Form state caching**: Fixed infinite loop warnings by properly caching server-side form snapshots. * **Onboarding company structure**: Prevented creation of multiple top-level companies that would cause finalization errors. * **Fixed asset 404 handling**: Added proper error page display when accessing invalid fixed asset IDs. * **Journal entry reversal validation**: System now properly requires reversal date when reversal option is enabled. * **Tax registration data handling**: Cleaned up legacy tax registration number handling to use structured record format. * **Integration sync status badge**: Fixed multi-line display issues with sync status indicators in integration panels. * **Trial Balance FX totals**: Fixed foreign exchange totals in Trial Balance summary to properly match Balance Sheet by using inception-to-date calculations. * **Company address persistence**: Fixed issue where selecting only a country in company address would not save the address information properly. * **Draft record filtering**: Fixed approval workflow filtering on draft tabs to exclude records with approval workflows from the draft view. **June 23, 2026** 3 new features, 4 improvements, 21 fixes **New features** * **Customer import template**: Added support for assigning parent customers during bulk customer imports. * **Integration sandbox routing**: Separated sandbox and production integration restrictions from organization sandbox labels for more flexible deployment configurations. * **Stripe revenue recognition**: Added configurable revenue recognition methods for Stripe subscription invoices with options including straight-line proration and usage-based recognition. **Improvements** * **Report filtering**: Customer and vendor filters now display complete parent-child hierarchies with "Include Children" support for better organization visibility. * **AI Copilot interrupts**: Improved customer payment creation flow with better interrupt handling for future-dated invoices and enhanced validation prompts. * **Documentation citations**: AI Copilot now properly converts all relative documentation links into clickable citations, improving the help experience. * **Report exports**: Added direct links to reports from AI Copilot artifacts and improved export functionality. **Fixes** * **Bulk import grouping**: Resolved an issue where multi-row imports would fail due to column header parsing problems with trailing hints. * **Cubby integration**: Fixed point-of-sale and manually-entered payments not posting as journal entries in the Cubby integration. * **Database sequence reset**: Fixed a crash in sandbox export tasks caused by incorrect primary key column references in sequence reset operations. * **WorkOS user provisioning**: Handled rare race conditions where user accounts disappear during organization membership provisioning. * **AI Copilot routing**: Fixed "list all vendors" queries being routed to the wrong processing agent. * **Report crashes**: Fixed all reports in Report Center failing to load due to unknown filter key handling. * **Trial Balance reports**: Resolved loading failures for Trial Balance Summary and Detail reports by properly registering transaction date filters. * **Multi-currency display**: Fixed consolidated currency symbols appearing next to unconverted amounts when no exchange rate was processed. * **Income Statement customization**: Fixed newly added row groups inserting at the bottom instead of below the add button and disappearing after save. * **Customer payment forms**: Fixed AI Copilot customer payment drafts not properly loading customer information when only customer ID was provided. * **People invitations**: Added proper validation for required fields (first name, last name) when sending user invitations. * **Fixed assets UI**: Resolved interface freezing when entering long values in the salvage value field during asset class creation. * **Recurring journal entries**: Fixed validation messages and UI alignment issues for the recurring name field. * **Record tab loading**: Improved loading state indicators for record detail tabs. * **Import job errors**: Fixed authentication error handling when fetching import jobs to prevent generic error messages. * **Brex integration**: Corrected customer custom field setting synchronization between Brex and DualEntry. * **AI Copilot artifacts**: Fixed empty artifacts rendering as placeholder tiles and improved loading state indicators. * **Company selection**: Fixed crashes on invoice detail pages when company list pagination encountered null data. * **Chat interface**: Improved suggestion hover states and fixed background graphics disappearing during chat interactions. * **Account number display**: Fixed comma formatting issues in AI Copilot account number artifacts. * **Trial Balance date range**: Reverted changes to Trial Balance date picker functionality to restore proper start date selection for periods not beginning January 1st. **June 22, 2026** 7 new features, 5 improvements, 23 fixes **New features** * **NextDay Migration loading screen**: Added a full-screen loading state while converting sandboxes to migrated organizations, with immediate migration start when clicking the redesigned "Start your NextDay Migration Now" CTA. * **Trial Balance Debit and Credit columns**: Added optional Debit and Credit column selector on Trial Balance summary reports, giving users more control over displayed monetary data. * **Contract template payment methods**: Added payment method selection to contract template forms, matching the functionality available in the main contract creation workflow. * **Bank reconciliation AI tools**: Added new AI Copilot tools for managing bank reconciliations, allowing users to list, check status, create, and finalize reconciliations through natural language commands. * **Approval workflows for Fixed Assets and Amortization**: Added approval workflow capabilities to Fixed Assets and Amortization modules, enabling structured review processes for asset and amortization transactions. * **Personalized prospect onboarding**: Added AI-powered personalized onboarding for new prospects, featuring tailored welcome messages and customized feature recommendations based on HubSpot profile data. * **Custom Report Builder row group options**: Added "Do Not Expand" option for row groups in Custom Report Builder, giving users more control over report presentation and data organization. **Improvements** * **Trial Balance date picker enhancement**: Switched Trial Balance reports to use an as-of-date picker instead of date ranges, simplifying report generation by computing results from a single end date. * **Custom scrollbar styling**: Updated scrollbar appearance across the application for improved visual consistency and user experience. * **AI Copilot developer documentation access**: Expanded AI Copilot's knowledge base to include developer documentation, enabling citations from API reference guides and technical documentation alongside accounting resources. * **Stripe subscription billing improvements**: Enhanced Stripe integration to calculate subscription bills as periods multiplied by rate rather than flat totals, providing more accurate billing breakdowns. * **Contract start date sorting**: Added start date as a sorting option for contracts, improving organization and navigation of contract lists. **Fixes** * **AI Copilot chat panel overflow**: Fixed issue where response content was cut off in the chat panel, requiring unnecessary scrolling to read full responses. * **AI Copilot skills dropdown navigation**: Fixed skills dropdown menu links that were directing users to outdated pages instead of current skill management interface. * **AI Copilot fullscreen transition**: Removed automatic transition to fullscreen mode that was interrupting user workflow. * **Tax nexuses export completeness**: Fixed missing columns and records in nexuses export files to match the complete data shown in the UI list. * **Item receipts status filter**: Corrected status filter to show only valid receipt states, removing non-existent "Active" and "Inactive" options. * **Custom fields form rendering**: Resolved error that occurred when custom fields loaded during initial page render, improving form stability across customer deposit workflows. * **AI Copilot customer payment validation**: Improved AI Copilot's handling of customer payments by adding validation checks for invoice amounts and future-dated transactions, ensuring more accurate payment processing suggestions. * **AI Copilot documentation citations**: Enhanced citation system to link directly to specific sections within documentation pages rather than just page tops, making it easier to find relevant information. * **AI Copilot vendor listing routing**: Fixed routing issue where "list all vendors" queries were incorrectly directed to record retrieval instead of the proper query agent. * **AI Copilot streaming response duplication**: Resolved issue causing duplicated or garbled text chunks during complex AI operations involving multiple sub-agents running simultaneously. * **AI Copilot citation spam reduction**: Improved citation behavior to avoid repeatedly citing the same documentation page within a single response, reducing redundant citations while maintaining helpful references. * **AI Copilot record preview duplication**: Fixed issue where record previews were displayed twice during journal entry editing operations. * **AI Copilot session intent visibility**: Prevented internal session intent information from appearing in user-visible chat responses, keeping the interface clean and focused on user-relevant content. * **AI Copilot customer credit draft linking**: Fixed customer and vendor credit drafts to properly maintain source record links when creating new transactions. * **Brex MCP server integration**: Fixed Brex MCP server tool discovery that was failing with "could not discover tools for this server" error, restoring proper Brex integration functionality. * **QuickBooks Online transfer currency handling**: Fixed import failures for QBO transfers by properly deriving currency from transfer records rather than relying solely on account-based currency detection. * **NextDay Migration session handling**: Improved migration process to avoid logging users out mid-migration by deferring source system teardown until after successful session transfer. * **Migration account sorting**: Fixed transaction count sorting to properly display accounts with zero transactions at the top of migration lists. * **Ramp reimbursement categorization**: Fixed issue where departments and classifications were not being properly applied to bills during Ramp reimbursement synchronization. * **Fixed Asset Register custom reports**: Resolved "error fetching report data" failures when loading Fixed Asset Register custom reports. * **Balance Sheet Detail classification filtering**: Fixed Balance Sheet Detail view to show only filtered transactions in classification pivot rows instead of displaying all transactions. * **Identifier column formatting**: Fixed formatting of identifier-like columns (account numbers, customer IDs, codes) to display as text rather than numbers, preventing unwanted thousands separators and right-alignment. * **Transaction monitoring statistics overflow**: Fixed numeric field overflow errors in transaction monitoring statistics for high-value transactions in currencies with large denominations. **June 21, 2026** 3 new features, 2 improvements, 8 fixes **New features** * **Preview badge for Accounting Copilot**: Added a preview indicator to clearly communicate that the Accounting Copilot feature is in preview status. * **Personalized prospect onboarding**: New AI-powered onboarding experience that provides personalized guidance for prospects exploring DualEntry. * **Copilot chat persistence**: The AI copilot now preserves your draft messages when navigating between pages, so you won't lose your input when exploring Skills or other sections. **Improvements** * **Accounting Copilot documentation citations**: The AI copilot now displays source citations from DualEntry's documentation when answering questions, helping you verify and explore the underlying guidance. * **Improved copilot scrolling performance**: Enhanced message loading and scrolling in long AI copilot conversations for smoother interaction. **Fixes** * **Contract template search filtering**: Fixed an issue where contract template search did not properly filter results when creating new contracts in revenue recognition. * **Dynamic select "Load more" search**: Resolved a bug where search terms were not applied when clicking "Load more" in dropdown selectors. * **Item description field validation**: Corrected validation that incorrectly required description fields for goods, service, and discount type items. * **Cash sales form buttons**: Fixed missing "Save and Post" and "Save as Draft" buttons that weren't visible on initial page load for cash sales transactions. * **Copilot Skills search input**: Fixed an issue where the Skills search field would not accept input after triggering skill suggestions. * **Copilot scrollbar alignment**: Corrected scrollbar positioning to align properly with the right edge of the copilot container. * **Contract related records loading**: Resolved duplicate loading skeletons appearing on contract related pages. * **Numeric column formatting**: Fixed an issue where identifier columns like account numbers displayed with thousands separators instead of plain text formatting. **June 19, 2026** 1 new feature, 8 improvements, 33 fixes **New features** * **Cryptoworth MCP integration**: Added one-click Cryptoworth MCP marketplace preset that enables the AI Copilot to connect to crypto sub-ledger data including portfolio positions, gains and losses, transactions, cost basis calculations, DeFi positions, and reconciliation status through OAuth2 authentication. **Improvements** * **Trial Balance date selection**: Trial Balance reports now use a single as-of-date picker instead of a date range, making it consistent with other balance sheet reports and simplifying report generation. * **Contract template enhancements**: Contract templates now include payment ID fields for improved payment tracking and contract management. * **Bank reconciliation matching**: Enhanced bank transaction matching with support for rule-based automated matching, allowing you to create and match transactions using predefined rules for faster reconciliation. * **Customer and vendor hierarchy filters**: Line Customer and Line Vendor report filters now support parent-child hierarchy views with "Include Children" functionality, matching the organization structure used in other customer reports. * **AI Copilot session tracking**: The AI Copilot now provides enhanced session lifecycle tracking with detailed routing and delegation events for improved transparency during complex accounting queries. * **Custom Report Builder row group expansion**: Row groups in Custom Report Builder now include a "Do Not Expand" option, giving you more control over how detailed information is displayed in your custom reports. * **Classifications record type clarity**: Classifications forms now display clear sub-headers that explain the OR relationship between record types and companies, making it easier to understand classification criteria. * **Sandbox migration performance**: Sandbox environments now use an archive-and-swap migration flow that provisions a fresh organization and moves users to the new environment in seconds, replacing the slower in-place data clearing process. **Fixes** * **Revenue recognition contract templates**: Resolved type errors that could occur when working with contract templates in the revenue recognition module. * **Customer drawer layout**: Fixed inconsistent padding between the footer and content areas in the customer details drawer. * **Recurring transaction validation**: Improved error messaging for recurring invoices and cash sales to clearly show validation errors when items have zero quantity or zero total amounts. * **Income Statement formula rows**: Newly created row groups now appear immediately in the formula row insertion search, eliminating the need to refresh the page. * **Fixed Asset Register custom reports**: Fixed an issue where saved custom Fixed Asset Register reports would show a blank page when accessed from the Report Center. * **Custom report row groups**: Row group totals in custom reports now display correctly at the bottom of their respective sections with proper formatting and positioning. * **Bank reconciliation status updates**: Fixed an issue where bank reconciliations would not properly update to "Reconciled" status after completion when archived items were present. * **Multi-currency bank matching**: Resolved currency mismatch errors that could occur when matching transactions in the same currency due to external account currency field drift. * **Database query performance**: Improved performance across multiple endpoints including bills, intercompany journal entries, and customer payments by eliminating inefficient database queries. * **AI Copilot company selector**: Fixed multiple vertical scrollbars appearing in the company selection dropdown within the AI Copilot interface. * **Nexus memo field display**: Corrected an issue where memo field text was incorrectly displayed in the Description column on the Nexus list page. * **Currency bulk operations**: Fixed "Failed to toggle currencies" error when using bulk toggle actions on multiple active and inactive currency records, with improved error messaging. * **Company creation navigation**: Fixed an issue where clicking "Create New" from the company details drawer would close the drawer instead of opening the New Company page. * **Fixed Assets asset class search**: Resolved search functionality in Fixed Assets asset class dropdowns to properly return matching results. * **Items archived record options**: Removed unexpected "Recover as Draft" and "Recover and Post" options from archived item detail pages that don't use draft workflows. * **Contract search in invoices**: Fixed contract dropdown search functionality in invoices to properly display matching results when searching by Contract Number. * **Vendor drawer footer alignment**: Corrected footer button alignment in vendor drawers to match the form body layout. * **QBO migration classification editing**: Fixed crashes that occurred when editing classification attributes during QuickBooks Online migration. * **Default dashboard actions**: Removed rename and delete options from default dashboard action menus, as these operations are not supported for system dashboards. * **API error handling**: Improved handling of HTML responses from API endpoints to prevent unhandled exceptions during temporary service disruptions. * **Contract template name field validation**: Fixed contract template name field to correctly reflect its required status, removing the misleading "optional" hint text. * **Bulk Import mapping step**: Resolved Server Components render error that could occur on the Map Fields step during bulk import operations. * **Checks template status dropdown**: Fixed an issue where the Active status dropdown was not clickable in New and Edit Template forms for check templates. * **VAT rate name validation**: Fixed validation for VAT and GST rate names to properly reject whitespace-only input with clear error messaging. * **Allocation journal bulk actions**: Fixed "Field required" validation errors that occurred when archiving or recovering allocation journals from the kebab menu or bulk selection. * **New Company button permissions**: Hidden the New Company button from view-only users to prevent access to restricted functionality. * **AI Copilot period comparison reports**: Fixed an issue where period-over-period reports would incorrectly show identical totals for both periods, preventing accurate change calculations. * **Fixed Assets excluded accounts**: Fixed excluded account filters in Fixed Asset reports to properly hide selected accounts when "Exclude selected accounts" is enabled. * **Invoice item validation**: Resolved "record blocked" errors that could incorrectly appear when changing items on invoices where no discount strategy was being modified. * **Close Management import status**: Improved error messaging for close process import failures to provide clearer guidance on resolution steps. * **Bank connection health monitoring**: Fixed attribute errors in bank connection health check processes that could cause monitoring failures. * **AI Copilot session links**: AI Copilot session links shared to Slack now direct users to the read-only session replay page for better review experience. * **Payroll sync logging**: Removed excessive error logging for expected dual-line accounting adjustments in payroll syncing that was generating unnecessary alert noise. **June 18, 2026** 6 new features, 7 improvements, 18 fixes **New features** * **Bank Match preview**: Added preview endpoint for bank reconciliation rules, allowing you to see the proposed match before applying changes. * **Customer data sync to Brex**: DualEntry customers can now be automatically synced to Brex as custom ERP fields with transaction mapping support. * **Trial Balance customer pivot**: Added column pivot option to trial balance reports, enabling customer-specific breakdowns for enhanced analysis. * **Paper check recovery**: Archived paper checks can now be restored using new Recover actions in bulk operations, row menus, and check detail pages. * **Customer transaction controls**: New transaction creation is now properly disabled for archived, drafted, or inactive customers to prevent invalid entries. * **Allocation schedule validation**: Added error toast notifications when mandatory fields are missing during allocation schedule creation. **Improvements** * **AI Copilot plan view**: AI-generated task plans now display inline with conversation prompts for better visibility and workflow clarity. * **Contract template item names**: Contract obligation templates now include item names in API responses for easier identification and management. * **Bulk import streaming**: Large file imports now process records in streaming mode, improving memory efficiency and performance for multi-thousand row files. * **Enhanced performance monitoring**: Improved system observability with detailed performance tracking across AI operations and tool execution. * **VAT and GST rate management**: Added comprehensive view and edit capabilities for VAT and GST tax rates with improved validation and form layout. * **Revenue recognition page migration**: Legacy change-order and termination redirect pages now use client-side navigation for improved performance. * **Revenue recognition client forms**: Contract creation, editing, and change order forms now load client-side for improved performance and user experience. **Fixes** * **AI Copilot line references**: Fixed missing line-level record references in copilot-generated customer deposits, vendor payments, customer payments, customer refunds, and vendor refunds. * **Aging report drill-down**: Resolved issue where drilling into "No Vendor" or "No Customer" rows in aging reports returned incorrect or empty results. * **Trial Balance customer assignments**: Fixed imported journal entries with customer assignments not appearing correctly in trial balance reports. * **Fixed Asset Register sorting**: Chart of accounts and beginning balance rows now appear in correct order when Balance column is added to Fixed Asset Register. * **Database connection handling**: Resolved deadlock issues in sequence generation and improved connection routing for better system stability. * **Rollforward report accuracy**: Fixed discrepancy where ending deferred revenue didn't match beginning deferred revenue of the following month. * **Search performance**: Optimized OpenSearch integration to prevent result truncation and improve query response times. * **Custom fields server rendering**: Fixed server-side rendering crashes on record detail pages with custom fields. * **Revenue recognition obligation validation**: Added proper validation for missing classification fields in contract obligations. * **Bank Match rule menu**: Fixed issue where rule menu drawer would not close when clicking Edit Rule. * **Audit trail record links**: Restored missing record links and role information in audit trail entries for integration-generated transactions. * **Income Statement row insertion**: New rows and groups now insert at the correct position below the add button instead of at the bottom of sections. * **AI Copilot navigation**: Fixed issue where clicking the sidebar icon did not navigate to the main copilot page when starting new chats. * **Customer credits bulk operations**: Resolved context provider issue preventing bulk edit classifications from working properly on customer credits. * **Data sync filter performance**: Fixed transaction type filters triggering invalid mapping requests when scoped by entity type. * **Vendor auto-selection**: Fixed issue where newly created draft or inactive vendors were being auto-selected in transaction forms. * **Contract duplication**: Fixed error when duplicating revenue recognition contracts by properly resetting obligation IDs. * **Change order GL impact**: Resolved production build failure when viewing GL impact tab on change order detail pages. **June 17, 2026** 7 new features, 3 improvements, 20 fixes **New features** * **Revenue recognition**: Added ARR and MRR aggregation reporting for better financial visibility. * **Revenue recognition**: Revenue recognition journal entries now automatically update when item income accounts change. * **Bank connections**: Enhanced institution sync capabilities with support for Waycore and Westpac AU institutions. * **Stripe integration**: Improved transaction display to show payment methods like ACH for better transaction visibility. * **Reporting**: Re-enabled Flux report comparison options including year-over-year, year-to-date vs prior year-to-date, and rolling 12-month analyses. * **Reporting**: Added ARR per contract endpoint for enhanced contract reporting capabilities. * **Period close**: Added ability to lock accounting periods directly from chat interface. **Improvements** * **AI copilot**: Added knowledge base search functionality to improve response accuracy and relevance. * **AI copilot**: Improved session reliability when interrupted during the first interaction. * **Account mapping**: Added sorting by transaction count to improve mapping workflow efficiency. **Fixes** * **Bank matching**: Fixed Create & Match functionality for non-USD bank accounts that was previously failing without showing error messages. * **MCP connectors**: Fixed incorrect action buttons in the connector dialog when connectors are already installed. * **AI thinking trail**: Resolved flickering animation in the AI copilot's thinking process display. * **Vendor detail pages**: Fixed Activity tab not opening properly when accessed from Overview, Draft, and Archived tabs. * **Vendor credits**: Corrected tab spacing alignment to match bills layout. * **Terms and payment methods**: Updated status filtering to use Overview/Inactive/Archived tabs instead of confusing filter options. * **Classifications**: Renamed "Archive" actions to "Delete" to accurately reflect the actual behavior. * **Brex integration**: Fixed entity mapping status not properly updating when unskipping entities during onboarding. * **Fixed assets**: Corrected exchange rate row alignment when validation errors are displayed. * **Bank matching**: Fixed issue where manually uploaded bank statement lines disappeared after being matched. * **Archive actions**: Resolved validation errors when archiving records from list views across multiple record types. * **Items**: Fixed archived items not appearing in Archived tab after bulk archive operations. * **Checks**: Added missing Recover action for archived records in Archived tab and detail pages. * **AI copilot**: Fixed issue where remaining skills were dropped after loading one skill. * **Revenue recognition**: Corrected ARR calculation errors for multi-year performance obligations. * **Bank connections**: Fixed sync runs getting stuck in landing status. * **Anomaly detection**: Fixed duplicate detection links that resolved to 404 errors in copied sandboxes. * **Reporting**: Fixed Balance Sheet multi-company reports incorrectly showing local currency amounts instead of reporting currency. * **Reporting**: Fixed issue where removing subtotals in report settings did not actually remove them from the report. * **Reporting**: Fixed custom formula rows inserting in incorrect positions. **June 16, 2026** 11 new features, 8 improvements, 35 fixes **New features** * **Period locking from chat**: You can now lock accounting periods directly through the AI copilot, streamlining the period-end close process. * **Workflow engine**: New generic workflow engine enables organizations to define, validate, and execute custom workflow DAGs with detailed run and step tracking. * **Benchmark organization snapshot history**: Added snapshot history view and the ability to restore specific versions of benchmark organizations. * **Paper check recovery**: Archived paper checks can now be restored through a new recovery endpoint, returning them to their previous printed or not-printed state. * **Custom domain for attachments**: File attachments are now served from [https://cdn.dualentry.com/attachments/](https://cdn.dualentry.com/attachments/) instead of raw S3 URLs. * **Future posting dates validation**: Added organization-level setting to control how far in the future transaction dates can be posted. * **Revenue recognition contract cutover automation**: Stripe-synced contracts now automatically map their cutover date from the integration's initial cut-off date when revenue recognition is disabled. * **Excel file export from AI copilot**: The AI copilot now generates native Excel files when users request Excel or spreadsheet exports, replacing the previous text-based CSV output. * **Copilot Slack integration**: Added automated feed of user questions to Slack channel for improved customer support insights. * **Enhanced flux analysis reports**: Enabled previously disabled year-over-year and year-to-date comparison options in Flux Income Statement and Balance Sheet reports. * **Tool manifest database management**: New database-backed tool manifest system with API endpoints for syncing, querying, and serving workflow tool definitions. **Improvements** * **Account mapping sorting**: Account mapping pages now support sorting by transaction count to prioritize high-volume accounts during setup. * **Stripe payment method visibility**: Customer payments synced from Stripe now display the payment method (ACH, card, etc.) in the memo field for better transaction visibility. * **User role bulk permission editing**: Role management now includes "Select all" toggles for each permission column, allowing administrators to quickly grant or revoke permissions across all modules. * **Customer and vendor hierarchy filters**: Filter dropdowns for customers and vendors now display parent-child relationships with expandable trees and "Include children" options for easier selection of related entities. * **Customer Credits visibility improvement**: The Customer Credits section now only appears on contract overview pages when credits exist, reducing clutter for contracts without credits. * **Copilot product analytics**: Enhanced tracking of AI copilot usage patterns through improved event capture for better product insights. * **Default AR account configuration for contracts**: Contract and contract template forms now support configuring default accounts receivable accounts, with AR account editing enabled on contract-generated invoices. * **Stripe product pricing sync**: Stripe Product list prices now populate in DualEntry Item records, improving pricing accuracy across subscription management. **Fixes** * **Bank reconciliation variance alignment**: Fixed reconciliation General Ledger Balance to read from the same trusted source as legacy reports, eliminating variance discrepancies. * **Copilot session interruption**: Resolved issue where interrupted first turns in chat sessions would break session data and prevent title generation. * **Invoice API performance**: Optimized slow invoice queries by removing unnecessary joins from amount\_due filters, reducing response times from 2+ seconds. * **Multi-year revenue recognition calculation**: Fixed ARR calculation error for performance obligations spanning multiple years. * **Bank match task performance**: Resolved intermittent slowdowns caused by bank match background tasks holding database locks too long. * **Multi-company Balance Sheet currency display**: Fixed issue where multi-company Balance Sheets showed local currency amounts instead of converted reporting currency. * **Flux report subtotal removal**: Fixed bug where removing subtotals in report settings did not actually remove them from the display. * **Custom Trial Balance formula errors**: Resolved "error fetching report data" failures in custom Trial Balance reports with specific formula column combinations. * **Custom formula row positioning**: Fixed incorrect insertion position for custom formula rows in reports. * **Xero migration deep links**: Repaired broken hyperlinks on Xero migration data sync tabs by fixing URL encoding and making links subtype-aware. * **Bill.com vendor mapping errors**: Improved error messages when Bill.com bills reference unmapped vendors, now showing vendor display names and clear remediation steps. * **Archive from list validation**: Fixed "Field required" validation errors when archiving or recovering records from list views across multiple record types. * **Items archived tab visibility**: Archived items now properly appear in the Archived tab regardless of their active status. * **Brex exchange rate error handling**: Improved exchange rate error capture and surfacing without generating unnecessary Sentry alerts. * **Bulk import item field requirements**: Fixed requiredness validation for item fields in bill imports. * **Cross-tenant isolation test**: Resolved failing paper check template test by using proper organization factory methods. * **VAT and GST rate status display**: Fixed issue where edit drawers for VAT rates and GST rates always showed "Active" label regardless of the actual active/inactive status. * **VAT rate description clearing**: Resolved bug where clearing the description field in VAT rate edit drawer appeared to save but actually preserved the old value. * **Customer detail page navigation**: Fixed issue where customer detail pages became unavailable when accessed from list view or kebab menu options. * **Copilot interrupt button errors**: Resolved errors that occurred when clicking the interrupt submit button during AI copilot conversations. * **Artifacts search field clarity**: Removed duplicate clear (X) icons from the artifacts search field to eliminate visual confusion. * **Report Center description field**: Fixed overlapping placeholder text on the textarea border in New Package form description field. * **Deel integration connection errors**: Improved error messaging for failed Deel OAuth connections to provide clearer troubleshooting information. * **Required classification validation**: Fixed validation of company-required classifications for customer credits to properly check requirements when company selection changes. * **Revenue recognition Edit group button visibility**: Removed inappropriate Edit group button from revenue recognition summary pages. * **Revenue recognition item name loading flash**: Eliminated skeleton loading flash for item names in revenue recognition performance obligations. * **Date validation during manual entry**: Fixed misleading "Date cannot be before 01/01/1990" error messages that appeared while typing future dates, now deferring validation until complete year entry. * **Column resizing in contract approval tables**: Fixed Date and Amount column resizing functionality in revenue recognition contract approval workflows. * **Asset revaluation account visibility**: Inactive accounts are now properly hidden from the Revaluation Offset Account dropdown in asset revaluation forms. * **Journal entry classification validation**: Fixed validation of required classifications when company selection changes in journal entries. * **Vendor credit classification validation**: Fixed validation of required classifications when company selection changes in vendor credits. * **Bank statement line visibility**: Fixed issue where manually uploaded bank statement lines would disappear from Bank Match after being matched. * **Benchmark organization cloning**: Fixed anomaly alert links in cloned organizations by properly remapping nested JSON foreign key references. * **Bill.com line customer sync**: Bill.com line customer data now properly syncs to DualEntry bill lines and post-approval edits correctly trigger re-sync. * **Copilot chat resumption**: Fixed missing chunks when resuming interrupted copilot sessions by ensuring database reads use the writer connection. **June 15, 2026** 11 new features, 3 improvements, 12 fixes **New features** * **Future date controls**: Added user-configurable future date settings that let you specify the number of days ahead transactions can be dated across all modules. * **Enhanced benchmark job search**: Added ability to search benchmark jobs by tier model names and tier keys in addition to primary model names and status. * **Inline citation pills**: Added inline citation references within copilot responses that display contextual source information without interrupting the conversation flow. * **Account mapping transaction count sorting**: Added sorting by transaction count in the migration account mapping interface to help prioritize mapping decisions. * **Other Current Liability deferral accounts**: Extended item deferral account selection to include Other Current Liability account types, supporting organizations that manage deferred revenue under this classification. * **Customize Report button prominence**: Made the Customize Report button more prominent in report headers to increase visibility of this powerful feature. * **System account repurposing warning**: Added warning messages when editing system accounts to alert users that repurposing these accounts may cause issues. * **Enhanced authentication flow**: Implemented custom domain support for authentication flows using login.dualentry.com. * **Benchmark organization snapshot history**: Added ability to view snapshot history and restore specific versions of benchmark organizations. * **Data sync progress tracking**: Added progress visibility for data synchronization in one-click migration flows. * **Optional prior recognized revenue**: Made prior recognized amount optional for mid-life revenue cutover configurations in Revenue Recognition contracts. **Improvements** * **Custom fields support**: Extended custom fields to Fixed Assets and Revenue Recognition Contracts, allowing you to track additional metadata specific to your organization's needs. * **CDN domain configuration**: Replaced raw S3 URLs with custom CDN domains for improved performance and branding consistency. * **Bank refresh rate limit notification**: Updated bank connection refresh tooltip to clearly indicate the once-per-hour refresh limit before users encounter rate limits. **Fixes** * **Fixed Asset pagination**: Fixed footer pagination positioning in Fixed Assets module and resolved multi-select action bar overlapping issues. * **Inbox transaction loading**: Resolved infinite request loop that occurred when loading inbox transactions. * **Draft contract report links**: Fixed issue where draft Revenue Recognition contracts without assigned customers incorrectly displayed report links. * **Customer payment overpayment validation**: Corrected overpayment cap calculation when multiple customer payments have already been applied to the same source. * **Company creation**: Restored functionality for creating new companies from the company tree interface. * **Custom report multi-company URLs**: Fixed AI report generation to properly format URLs when multiple companies are selected using repeated query parameters instead of comma-separated values. * **Classification validation**: Fixed validation of required company-specific classifications across Sales Orders, Invoices, Bills, Direct Expenses, and Vendor Credits. * **Bulk import column display**: Resolved issue where the last column was cut off in the bulk import interface. * **Custom report permissions**: Fixed archive action visibility for users without archive permissions by showing a disabled state with tooltip instead of hiding the option entirely. * **Audit log labels**: Updated audit log entries to clearly indicate when operations were performed via Copilot with "X via Copilot" labeling. * **Custom field API integration**: Fixed loading of Avid bill custom fields by integrating with the updated custom fields values API. * **Amortization schedule draft saving**: Fixed disabled "Save as Draft" button on the Amortization Schedule edit page by properly wiring the draft action. **June 12, 2026** 4 new features, 10 improvements, 12 fixes **New features** * **Integration sync reliability**: Enhanced Ramp reimbursement sync to prevent duplicate activity events and improved Salesforce sync retry mechanisms. * **Report migrations**: Migrated tax, revenue, and trial balance reports to the new reporting infrastructure. * **Customer credit flexibility**: Added support for negative values on customer credit lines. * **Benchmark organization management**: Added snapshot, lock, and restore functionality for deterministic evaluation runs. **Improvements** * **AI Copilot improvements**: Fixed customer deposit creation and improved citation streaming with real-time display during responses. * **Bulk import enhancements**: Added clearer error messages for failed rows and automatic field defaulting when exchange rate equals company currency. Download links for import files now available with automatic cleanup. * **Bank reconciliation performance**: Implemented bulk operations for faster reconciliation completion and improved status updates. * **One-click migration improvements**: Auto-start migration imports without manual intervention and added QuickBooks Projects mapping support. * **Performance optimizations**: Trimmed API response schemas for bill listings, customer payments, and vendor prepayments to improve loading times. * **Revenue recognition contracts**: Migrated to contracts v2 endpoints with improved performance and data handling. * **AI Copilot responsive design**: Added dropdown controls for tools and schedule options to improve layout on smaller screens. * **Bulk import template access**: Added download button for bulk import templates with improved file management. * **Contract form preview**: Fixed invoice loading issues and improved preview functionality in contract creation forms. * **Fixed assets transaction linking**: Source transactions now display correctly when linking bills, expenses, and journal entries. **Fixes** * **Copilot record grouping**: Fixed month grouping crash when aggregating transaction records. * **Bank reconciliation status**: Resolved issue where reconciliation status wasn't updating to "Reconciled" after completion. * **Search functionality**: Added case-insensitive search for customer records. * **Organization cloning**: Fixed false errors during clean organization copies and improved reference resolution. * **Period lock validation**: Completed cleanup of legacy period lock check implementations. * **Flux analysis accuracy**: Improved multi-account analysis tools and resolved incorrect net income calculations. * **Transaction status display**: Fixed matched status not showing on matched bank transactions. * **Classifications validation**: Required classifications now properly validate company scope for cash sales forms. * **Table sorting**: Fixed default sort application on table load and improved sort indicator display for visible columns. * **File downloads**: Resolved download button functionality across attachment and import interfaces. * **Bulk import error handling**: Improved error messages and made duplicate validation errors actionable. * **Classifications display**: Corrected required column indicators to properly reflect company-specific rules. **June 11, 2026** 2 new features, 6 improvements, 10 fixes **New features** * **Report processing interruption**: Stop report processing mid-run and return to editable filter state instead of waiting for completion. A Stop button appears in the loading overlay while reports are processing. * **Revenue recognition obligations view**: New streamlined view for managing revenue recognition obligations with improved usability for creating and updating obligation records. **Improvements** * **Expanded scheduling options**: Scheduled agents can now run on daily, weekly, and monthly intervals in addition to hourly and minute-based schedules. New scheduled agents default to daily frequency for better alignment with finance workflows. * **Enhanced Copilot panel width**: The embedded Copilot sidebar now opens at 560px width by default, providing better visibility of content without horizontal scrolling. * **Improved interrupt response flow**: Press Enter to submit responses in Copilot interrupt dialogs, matching the behavior of the main chat prompt. Shift+Enter still creates new lines in multi-line responses. * **Customer credit negative line items**: Customer credit line items now support zero and negative rates, providing more flexibility for adjustments and corrections. * **Streamlined tax rate filtering**: Source filters on tax rate pages now use radio buttons instead of checkboxes for clearer single-selection filtering. * **Conditional required field hints**: Bulk import forms now display hint icons for fields that become required based on other field values, providing clearer guidance during data entry. **Fixes** * **Close checklist status filter**: Fixed status filter options to show Overdue, Not started, In progress, and Completed statuses that match the displayed checklist progress. * **Copilot report adjustments**: Adjusting generated reports in Copilot chat now keeps the conversation open instead of redirecting to the Copilot landing page. * **Artifact type filter switching**: Fixed artifact type filters to allow direct switching between types (Chart, Report, etc.) without requiring selection of "All" first. * **Schedule field alignment**: Aligned schedule input fields and labels in the new scheduled agent drawer for consistent layout and spacing. * **Customer credit description field**: Removed incorrect required field indicator from customer credit description field to match validation requirements. * **Report row hover highlighting**: Fixed hover highlighting to properly highlight pinned columns alongside regular columns when hovering over report rows. * **Vendor payment column visibility**: Applied Amount column in vendor payment forms is now always visible and cannot be hidden from the column picker. * **Related records tab performance**: Improved performance of related records tabs by migrating to optimized data fetching for multiple record displays. * **Copilot message streaming**: Fixed message streaming behavior in Copilot conversations to ensure reliable delivery of AI responses. * **Bulk import user experience**: Enhanced bulk import workflows with improved error handling and validation feedback for better data entry experience. **June 10, 2026** 5 new features, 1 improvement, 24 fixes **New features** * **1-click migration**: Streamlined migration process for sandbox environments that automatically routes to the Migrations page after entity setup. * **Embedded AI copilot on report view**: AI assistance is now available directly within report pages to help answer questions about your data. * **ADP payroll integration reconnection**: Added the ability to reconnect ADP and other HRIS integrations through Finch without losing existing mappings or configurations. * **QuickBooks Projects migration support**: Added mapping tab for QuickBooks Projects during migration to DualEntry. * **Customer list country filtering**: Customer lists can now be filtered by country for easier organization management. **Improvements** * **Performance obligation change orders**: Performance obligation headers now display prorated amounts and quantities when change orders are applied to revenue recognition contracts. **Fixes** * **Currency revaluation recurring edits**: Fixed the edit functionality for recurring currency revaluations, preventing disabled edit mode and resolving URL issues when accessing edit screens. * **Customer address auto-population**: Customer address details now automatically populate when creating sales orders, cash sales, and credit forms. * **Tax rate table column naming**: Renamed "System" column to "Source" in GST and VAT rate tables for clearer identification. * **Bill creation system errors**: Resolved decimal precision issues that were preventing bill creation in certain cases. * **Customer credit form rendering**: Fixed display issues in the new customer credit form that were preventing form rendering. * **AI copilot classification saves**: Fixed issue where AI copilot could not save classification drafts when no parent classification was selected. * **AI copilot formatting in cards**: Human-in-the-loop interrupt cards now properly display markdown formatting including bold text, lists, and paragraph breaks. * **AI copilot documentation link**: Fixed non-functional "Learn more" link on the Accounting Copilot home page to properly open AI documentation. * **AI copilot artifact display**: Copilot artifacts no longer automatically open in fullscreen mode from the sidebar chat, requiring an explicit click to expand. * **Bulk import filtering**: Fixed missing import types (Customer Deposit, Invoice, Cash Sales, Fixed Assets) in the bulk imports filter dropdown. * **Close checklist template updates**: Template names now update immediately in the list after renaming without requiring a page refresh. * **Customer deposit account selection**: Fixed issue where DualEntry payout account dropdown became unavailable after unskipping Stripe payout mapping items. * **Custom trial balance reports**: Fixed "error fetching report data" when generating custom Trial Balance reports with Last Month and variance columns. * **AP aging report display**: Fixed layout issues where AP aging settings popover did not fit properly on screen. * **GST and VAT rate filtering**: Fixed country list filtering functionality on GST and VAT rate pages to properly support search and selection. * **Customer deposit item selection**: Improved performance and reliability of depositable items loading in customer deposit transactions. * **Bulk action bar positioning**: Fixed positioning of bulk action bar in organization management to remain fixed at footer instead of appearing directly below the list. * **Archive action validation**: Fixed "Field required" validation errors when archiving records from list views across customers, bills, items, and other record types. * **Customer archive and recover modals**: Archive and recover confirmation modals now close automatically after successful completion on customer details pages. * **Save as Draft button visibility**: Removed inactive "Save as Draft" button from create forms for items and classifications that do not support draft functionality. * **Migration page routing errors**: Fixed NotFoundError issues when navigating to migration mapping steps. * **Bulk import field mapping**: Fixed issue where mapping additional fields would mis-bind grouping columns and cause validation errors. * **Close template creation modal**: Fixed required field indicator missing on mandatory Template Name field in new template creation modal. * **Custom fields authentication errors**: Resolved authentication errors when fetching custom fields that were causing frontend failures. **June 9, 2026** 5 new features, 7 improvements, 31 fixes **New features** * **Enhanced rate precision**: Increased rate field precision to 10 decimal places for bills and invoices, with adaptive display formatting that shows 2 decimal places by default and extends to full precision when needed. * **2FA reset for administrators**: Added ability for administrators to reset two-factor authentication for users in the management console with success and error feedback. * **Migration completion notifications**: Users now receive email notifications when data migrations from QuickBooks Online or Xero finish, whether successful or failed, with direct links back to the Data Sync page. * **AI copilot session debugging**: Added management command to export complete AI copilot conversation history for troubleshooting and analysis. * **Contract billing separation**: Split billing and recognition schedules into separate configuration options for more flexible contract management. **Improvements** * **Improved import result details**: Enhanced bulk import result modals with more detailed step information for better visibility into the import process. * **Contract performance obligations**: Added item name field to contract performance obligations in the V2 API for better tracking and identification. * **Contract approval workflow data**: Contract details in the V2 API now include complete approval workflow information. * **Income statement and balance sheet report improvements**: Migrated income statement and balance sheet reports to enhanced infrastructure for better performance and reliability. * **Sandbox session alerts**: Added enhanced Slack notifications for sandbox logins with user details and PostHog session replay links for better monitoring. * **AI copilot embedded reports**: Enhanced AI copilot with contextual information from reports for more accurate and relevant responses. * **Improved organization copying**: Upgraded organization duplication system with more reliable cloning engine for better setup consistency. **Fixes** * **Customer payment sorting**: Fixed ability to sort customer payments by unassigned amount column. * **Profile picture uploads**: Fixed failure when cropping large PNG files by improving blob URL handling and capping output at 512px for reliable processing. * **Currency field validation**: Prevented base currency field from stretching when company validation errors appear on recurring currency revaluation forms. * **Contract navigation**: Fixed browser back navigation from contract templates that incorrectly redirected to previously opened modules instead of the contract list. * **Fixed asset breadcrumbs**: Fixed depreciation detail breadcrumb links that pointed to invalid tabs and rendered blank pages. * **Quantity validation**: Added validation to reject decimal quantities on purchase orders, sales orders, bills, cash sales, and invoices where only whole numbers are appropriate. * **Report filtering**: Restored missing filter controls in reports view that disappeared after client-side filter migration. * **System account merging**: Fixed chart of accounts merge functionality to properly show system AR/AP accounts as merge targets. * **List pagination**: Fixed pagination footer positioning that was locked mid-table when scrolling through long item lists. * **Report column flashing**: Eliminated incorrect total column flash on initial report render by fixing server-client hydration mismatch. * **Currency filter mapping**: Fixed currency search parameter mapping to properly use transaction\_currency field in API calls. * **Bulk Import reliability**: Fixed multiple issues with Bulk Import V2 including customer deposit creation failures, duplicate record handling, and field mapping errors across various transaction types. * **Bank connection stability**: Resolved issues where newly opened bank accounts weren't appearing for mapping and fixed transaction dropping on high-volume Chase accounts through Plaid. * **Chart of Accounts validation**: Fixed bug where parent account validation used stale data when account type and parent were changed simultaneously. * **Close checklist filtering**: Fixed status filter options and functionality in close checklists. * **Period lock enforcement**: Strengthened period lock validation across all transaction creation and editing workflows. * **Integration mapping preservation**: Fixed issues where Stripe payout account mappings and Finch payroll mappings were being lost. * **Balance Sheet accuracy**: Corrected foreign exchange translation calculations that caused balance sheet values to change incorrectly when adjusting date ranges. * **Customer payment data structure**: Improved backend data handling for customer payments by consolidating open transaction tabs onto a unified endpoint. * **Empty state centering**: Fixed centered alignment of empty and loading states in transaction lists and detail views. * **Validation message consistency**: Fixed inconsistent validation message colors in new amortization schedule forms to match design standards. * **Bulk import error messages**: Improved error messages in bulk import results to show clear, user-friendly descriptions instead of technical validation errors. * **Custom report archiving**: Fixed server errors when archiving custom reports by properly handling background indexing operations. * **Plaid task discovery**: Fixed issue where bank connection sync tasks weren't being processed after system refactoring, preventing transactions from updating properly. * **Integration API performance**: Resolved database query inefficiencies on integration transaction endpoints that caused slow response times. * **Customer statement status filtering**: Fixed customer statements status filter to properly align with list column values, showing Outstanding, Zero Balance, and Paid options instead of Posted/Archived. * **Item name field display**: Fixed UI breaks when entering extremely long text in item name fields by improving text wrapping and layout handling. * **Reconciliation data migration**: Enhanced reconciliation data handling by migrating to React Query for better performance and reliability. * **AI copilot response accuracy**: Fixed AI copilot from inventing premises not provided in user queries and improved response synthesis to prevent delegated sub-agent responses from appearing verbatim. * **Bulk import field mapping**: Fixed missing required fields in bulk import mapping for recurring invoices, ensuring all frequency options are properly surfaced. * **API query optimization**: Resolved database query performance issues that caused slow response times on journal entry endpoints. **June 8, 2026** 6 new features, 3 improvements, 36 fixes **New features** * **One-click migration**: Added streamlined migration path for sandbox organizations that automatically creates accounts, skips zero-transaction accounts, and advances to data sync without manual configuration steps. * **Retained Earnings posting**: Enabled direct posting of journal entries to Retained Earnings equity accounts, with automatic reconciliation against computed figures on financial statements. * **Period lock enforcement**: Extended period lock protection to all transaction creation and modification paths, preventing any transaction from being saved into locked periods. * **Bulk import child item updates**: Re-importing records now updates child items like classification selections to match the uploaded file, adding new selections and removing dropped ones. * **Customer Payment column reordering**: Added drag and drop functionality to reorder columns in the Customer Payments list view. * **Integration audit logs**: Added comprehensive audit trail tracking for all integration activities and sync events, accessible through a dedicated activity drawer. **Improvements** * **Cash Flow Statement migration**: Migrated Cash Flow Statement to the new reporting framework with improved performance and functionality. * **General Ledger report migration**: Migrated General Ledger report to the new reporting framework with enhanced features and better user experience. * **Report detail view column drag and drop**: Reports now support dragging column headers to reorder columns in detail view, with changes automatically saved to your preferences. **Fixes** * **Finch mapping preservation**: Fixed issue where user-configured field mappings were lost during bulk updates, ensuring custom mapping configurations persist across sync operations. * **Bulk import classification matching**: Improved classification name matching in bulk imports by adding exact name alias support for more accurate record matching. * **Customer deposit field handling**: Fixed field validation and processing for customer deposits in bulk import operations. * **Fixed asset required fields**: Updated bulk import to properly mark required fields for fixed asset records, preventing incomplete imports. * **Account type validation**: Fixed Chart of Accounts validation when changing account type and parent account in a single save operation. * **API error messages**: Replaced technical database constraint errors with user-friendly messages across all API endpoints for better error handling. * **Close checklist filtering**: Added progress status filter to Close Checklists with proper status options (overdue, not started, in progress, completed) that match displayed statuses. * **Bank connection sync**: Fixed transaction sync cursor persistence and implemented backfill capability for Plaid connections to resolve transaction gaps. * **Inbox contract display**: Fixed Customer/Vendor column in transaction approval queue to properly display contract customer names instead of showing blank values. * **Integration field preservation**: Fixed issue where target type IDs were not preserved during integration updates, ensuring field mappings remain intact. * **Plaid account discovery**: Enabled account selection parameter during Plaid connection updates to ensure newly discovered accounts appear upon reconnection. * **Contract cadence deprecation**: Removed deprecated contract-level cadence fields from business logic while maintaining backwards compatibility. * **Customer and vendor validation**: Relaxed phone field length limits and address validation requirements to accommodate external integration data from systems like Salesforce. * **Recurring invoice imports**: Restored bulk import update functionality for recurring invoices, preserving existing invoice details during updates. * **Purchase order migrations**: Restored match keys and defined reference number fields for purchase order migration processes. * **Customer deposit multi-row import**: Enhanced customer deposits to support multi-row import records, allowing multiple item rows to collapse into a single deposit. * **Ramp integration reliability**: Improved Ramp integration to handle transaction retries and ignore archived records properly. * **Organization cloning**: Fixed production organization clones by scrubbing external bank identifiers that were causing unique constraint violations. * **Allocation Schedule status display**: Fixed issue where status label remained "Active" after switching the toggle to inactive state. * **Required field indicators**: Added missing asterisk (\*) indicators to mandatory fields across Item Receipts, Item Fulfillments, Locations, and Company payment information forms. * **Actions column visibility**: Restored missing kebab menus in the Actions column for Checks archive tab, Transactions approval queue, Bills, and Vendor Prepayments lists. * **Field alignment on validation errors**: Fixed form field alignment issues that occurred when validation errors appeared, particularly in Vendor Refund and Direct Expense forms. * **Search functionality**: Resolved issue where Invoice search displayed "No matching Invoices found" despite records existing. * **Column sorting**: Enabled sorting by Amount Paid, Amount Due, and Remaining Amount columns on Bills and Vendor Prepayments lists. * **Company drawer navigation**: Fixed incorrect company drawer behavior on record list pages to use proper full-page navigation instead. * **Modal layering**: Resolved issue where New Template and Rename modals opened behind the Templates side drawer in Close Checklist. * **Customer Statement date validation**: Added validation to ensure Statement Date falls within the selected period range and fixed balance calculations for statements with dates before period end. * **Migration analysis error messages**: Improved error display during file analysis to show user-friendly validation messages instead of technical error traces. * **List refresh after creation**: Fixed issue where newly created Nexuses did not appear in the list until manual page refresh. * **Report input validation**: Fixed textarea border highlighting to show validation errors on all four sides in Report Center. * **Company filtering**: Restored company filter functionality on Locations list page. * **Field placeholders and labels**: Corrected misleading placeholders and labels across multiple forms, including changing "Memo" to "Description" in Direct Expense line items and simplifying headings for Item Receipts and Fulfillments. * **Fixed asset pagination**: Fixed pagination section positioning to remain properly anchored at the footer in Asset Disposals and Asset Revaluations when record count is low. * **Item record persistence**: Fixed issue where edits to archived Item Receipts and Fulfillments were not persisting after refresh, and subsequent edits would fail completely. * **Invoice column sorting**: Enabled sorting by Amount Paid column in the Invoices list view. * **Task name validation**: Fixed task name field validation to use Formik validation instead of browser validation and prevented password manager autofill interference. **June 6, 2026** 6 new features, 2 improvements, 11 fixes **New features** * **AI Copilot plan mode**: Added a new planning agent accessible through the /plan command that decomposes complex tasks into step-by-step plans with approval gates. * **Public API enhancements**: Added parent\_account\_id to accounts responses and exposed transaction IDs for journal entries and bank transfers to support bank matching integrations. * **Billing data in Copilot**: Enhanced the AI copilot to include invoice line item details when retrieving billing records by number. * **Period close status tools**: Added new close management tools to help users track what's left to complete for month-end and quarter-end closing processes. * **Benchmark testing suite**: Added automated nightly benchmark runs with Slack alerts for performance regression detection. * **Superadmin session replay**: Added enhanced security controls for administrative session review with dedicated role permissions and audit logging. **Improvements** * **Bulk import improvements**: Extended bulk import to support classifications, fixed asset depreciation conventions, and improved handling of multi-company custom fields. * **Enhanced citation system**: Improved AI copilot citations with better parsing and history replay support. **Fixes** * **Bank transaction signs**: Corrected transaction amounts in bank connections to preserve proper debit/credit signs. * **OCR bill creation**: Fixed empty responses when creating bills from uploaded PDF invoices through the AI copilot. * **User count display**: Resolved mismatch between overview and active user counts on company people pages. * **Multi-currency FX rates**: Fixed missing foreign exchange conversion in MRR and SaaS metrics for organizations using multiple currencies. * **Bulk import validation**: Fixed various bulk import issues including account upserts, custom field scoping, and expense field requirements. * **Performance improvements**: Eliminated N+1 database queries in bank matching AI processes and optimized organization cloning for large datasets. * **Integration reliability**: Fixed Brex bill synchronization, Zoho duplicate detection, and improved error handling across multiple integration connectors. * **Transaction monitor performance**: Improved memory usage for AI anomaly detection by processing transactions in batches instead of loading all transactions at once. * **Sandbox provisioning**: Fixed data collision issues during organization cloning that could cause setup failures. * **Allocation schedule redirects**: Fixed issue where clearing mandatory dropdown fields in allocation schedules caused page navigation errors. * **Contract invoice AR accounts**: Enhanced configuration options for default accounts receivable accounts used in contract invoicing. **June 5, 2026** 5 new features, 4 improvements, 11 fixes **New features** * **Benchmark job filtering**: Added server-side filtering to the benchmark jobs list with dynamic field discovery and persistent URL state. * **Per-organization sync scheduling**: Added the ability to configure custom sync schedules for individual integrations, giving you more control over when data syncs occur. * **Import job file downloads**: Added developer tools to download original bulk import files for troubleshooting and auditing purposes. * **AI planner agent**: Added dedicated planner agent for multi-step workflow planning with visual plan cards and approval workflow. Access through the /plan command in chat. * **Superadmin session replay**: Added session replay functionality for superadmin accounts to review user interactions and troubleshoot issues more effectively. **Improvements** * **Customer prepayment applications**: Streamlined the open invoices selection process by migrating to a shared endpoint for better performance. * **Enhanced real user monitoring**: Upgraded Datadog RUM integration for improved performance tracking and debugging capabilities. * **Payroll accruals improvements**: Added related journal entries as linked records and removed headcount fields for cleaner payroll accrual workflows. * **Enhanced task planning UI**: Added visual task plan cards that display plan steps with risk indicators and integrated approve/reject actions for better workflow management. **Fixes** * **Location status labels**: Fixed status toggle labels to correctly display "Active" or "Inactive" instead of always showing "Active". * **Revenue recognition tax display**: Fixed tax amount extraction from summary tables in revenue recognition workflows. * **Archived usage lines**: Resolved issue where archived usage lines were incorrectly appearing on invoices. * **Amortization schedule messages**: Fixed incorrect success toast messages for archive and recover actions in amortization schedules. * **Contract template empty state**: Fixed page reload error when clicking obligations count with value "0", now properly handles empty states. * **Bill payment validation**: Fixed validation error that incorrectly required bank account credits greater than \$0 for partial bill payments via journal entries. * **Classifications list refresh**: Fixed issue where the classifications list didn't update after creating or editing records without a page reload. * **People page footer**: Fixed footer positioning on the People page to properly stick to the viewport bottom. * **Reconciliation footer**: Fixed bottom bar positioning on reconciliation pages when the transaction list has few items. * **Description field validation**: Fixed validation toast message to correctly reference the Description field instead of the Memo field when character limit is exceeded. * **Classifications table layout**: Fixed alignment and sizing of the actions column in the classifications list for consistent layout. **June 4, 2026** 2 new features, 4 improvements, 7 fixes **New features** * **Superadmin session replay**: Internal support can now view and replay AI Copilot sessions across organizations for troubleshooting purposes. * **Contract invoice pagination**: Added paginated invoice listing with tax amount calculations for contract overview pages. **Improvements** * **AI Copilot session grouping**: Chat sessions now display as unified workflows in monitoring dashboards, making it easier to track multi-turn conversations and debug issues. * **Citation protocol**: AI Copilot responses now include structured citations linking back to source records, improving transparency and auditability. * **Waycore sync improvements**: Banking integrations now perform initial historical syncs alongside regular incremental updates for more complete data coverage. * **Search performance optimization**: Invoice search now pre-filters by company in the search index before applying database filters, improving response times for large datasets. **Fixes** * **Bulk import duplication**: Fixed issue where re-importing data would create duplicate records and double-post transactions. * **Payroll accrual reversals**: Corrected post-save reversal logic for payroll accrual entries and their related record chains. * **Bedrock temperature errors**: Resolved validation errors when using temperature settings with Claude Opus models on AWS Bedrock. * **Query agent fallback**: Legacy query fallback now uses the complete domain-aware prompt instead of the limited SQL-only version. * **Classification ordering**: API responses for required company classifications now return in consistent order. * **Zoho integration search**: Fixed search functionality in Zoho invoice mapping that was returning no results for valid invoice numbers. * **Banking connection sync**: Improved sync reliability for banking connections in pending activation state that may have missed webhook notifications. **June 3, 2026** 7 new features, 6 improvements, 25 fixes **New features** * **Bulk Create & Match enhancements**: Added support for rule-driven items alongside suggestion items in bulk operations, with individual success/failure handling per item. * **Avalara integration improvements**: Exposed "allow push" settings for Avalara tax integrations and enhanced audit logging for tax calculation requests and responses. * **Bulk import V2 enhancements**: Added asynchronous full-file validation and support for required organization classifications in journal entry imports. * **Copilot artifact optimization**: Report viewing now skips duplicate artifact creation when users are already on the relevant report page. * **Bank transfer management**: Introduced streamlined bank transfer list views with optimized API responses for better performance. * **Plaid OAuth flow**: Added OAuth callback and resume flow support for Plaid banking integrations. * **Bulk import type filtering**: Unsupported bulk import types are now hidden when V2 is enabled for a cleaner user experience. **Improvements** * **Contract tax calculation**: Contracts now support frontend-supplied VAT and GST tax rate selections for more precise tax calculations. * **Search improvements**: Enhanced search functionality to ignore result ordering for more flexible query matching. * **Sandbox provisioning**: Enhanced auto-provisioning with improved lifecycle management and data wiping during migration. * **Amortization reporting**: Added vendor names to amortization and asset schemas for better reporting visibility. * **Revenue recognition BFF queries**: Moved contract and related entity fetching to backend-for-frontend queries for improved performance. * **Customer transaction handling**: Enhanced customer prepayment applications, refunds, and credits with improved list and detail view schemas. **Fixes** * **Multi-currency bank reconciliation**: Create & Match now works correctly for non-USD bank accounts by filtering candidates by transaction currency. * **Copilot skill invocation**: Fixed user-authored slash commands being ignored by the LLM due to incorrect provenance handling. * **Bulk import configuration**: Corrected match key configurations for bills, invoices, direct expenses, cash sales, and recurring invoices in bulk import V2. * **Payroll integration recovery**: Fixed Finch integration reconnection flow for ADP, Justworks, Paychex, Paycom, Gusto, UKG Ready, and Deel by properly handling authorization codes. * **Integration error recovery**: Resolved issue preventing automatic recovery from transient integration errors. * **Invoice payment filtering**: Fixed "Paid" status filter incorrectly showing invoices with "Unpaid" status by excluding zero-amount records. * **Stripe integration links**: Corrected Direct Expense links from Stripe integration to properly navigate to expense records. * **Dashboard date controls**: Fixed date range selector not updating dashboard widgets correctly. * **Purchase order approval workflow**: Draft purchase orders in approval workflows now properly disappear from the Draft tab while remaining in For Approval. * **Brex card refunds**: Card expense refunds now create proper vendor refunds that apply credits and debit credit card accounts. * **Salesforce contract source**: Contracts created via Salesforce integration now correctly show "Salesforce" as source instead of "Manual". * **API schema compliance**: Updated OpenAPI 3.1 schema to use union types instead of deprecated nullable syntax. * **Performance optimizations**: Resolved multiple N+1 query issues and improved bulk operations performance. * **Allocation schedules validation**: Fixed description field validation error that incorrectly referenced memo field instead of description. * **Bulk import display**: Corrected CSS styling issues in the second column of bulk import error messages. * **Journal entry amounts**: Fixed journal entry list views to display list amounts directly instead of incorrectly summing line item debits. * **Character limit handling**: Item memos are now capped at 512 characters and expense descriptions at 256 characters to prevent data truncation errors. * **Amortization activity tab**: Fixed empty state display in amortization schedules activity tab to properly show activity records. * **Bulk import journal entry counting**: Bulk import now correctly reports success and failure counts at the journal entry level rather than line item level. * **Organization switching**: Fixed integration provider pages displaying "Page unavailable right now" error when organization switching fails. * **Customer and vendor stats**: Outstanding balance calculations now source data correctly from dashboard preview endpoints. * **Amount column alignment**: Fixed amount columns in detail list views to align left for better readability. * **Approval workflow styling**: Removed unnecessary container box from completed approval steps and added proper width constraints. * **Management tab pagination**: Activity and Bank Connections tabs now use persisted page size preferences instead of hardcoded values. * **Copilot flat table display**: Hidden columns are now completely removed from flat table displays and record numbers display properly with hyperlinks. **June 2, 2026** 2 new features, 3 improvements, 11 fixes **New features** * **Standardized export buttons**: Unified export button styling and behavior across reporting pages and project-wide components for a more consistent user experience. * **AI evaluation case management**: Enhanced AI evaluation workflow with tag-based organization for benchmark creation, editing, and running evaluation cases. **Improvements** * **Amortization vendor/customer display**: Added vendor and customer fields to amortization overview, schedules, and monthly entries for better visibility into contract relationships. * **Sandbox provisioning improvements**: Enhanced sandbox environment management with updated lifecycle controls, improved conversion modal, and streamlined migration workflow that takes users directly to onboarding after acceptance. * **Direct expense validation**: Improved bank amount validation with clearer error messages and better field alignment in multi-currency mode for direct expenses. **Fixes** * **View mode default tabs**: Fixed readonly forms to automatically open the first populated tab instead of defaulting to empty sections, improving user experience when viewing bills, vendor credits, customer deposits, and payments. * **Onboarding company name validation**: Added validation to prevent users from finalizing setup with empty company names, which previously caused backend errors. * **Import mapping error messages**: Fixed generic "Error updating mapping" messages to display specific backend validation details, making it easier to identify and resolve mapping issues. * **Invoice PDF tax display**: Fixed tax registration numbers (VAT, GST, PST) not appearing on invoice PDFs by adding proper fallback to legacy tax fields. * **Table layout stability**: Resolved table size and alignment issues that occurred when backend exceptions were encountered. * **Server action size limits**: Increased NextJS body size limit for server actions to prevent "Body exceeded 1 MB limit" errors. * **Transaction retry error handling**: Added proper error display when transaction retry operations fail, providing users with actionable feedback. * **Form action button loading states**: Fixed form action buttons to display individual loading indicators instead of affecting all buttons simultaneously when one action is in progress. * **Report export error handling**: Improved error handling for report exports to prevent system alerts when temporary API issues occur. * **Financial connection sync feedback**: Enhanced error messaging when financial connection sync operations fail, providing clearer user feedback instead of generic error displays. * **Archive operation payload optimization**: Optimized bulk archive operations to prevent system errors when processing large numbers of intercompany journal entries. **June 1, 2026** 5 new features, 6 improvements, 9 fixes **New features** * **New AI Agents sidebar**: Added a redesigned sidebar for easier access to AI automation tools and agents throughout the platform. * **Enhanced accounts mapping**: Added filtering by DualEntry account type and column sorting to the accounts mapping table, making it easier to organize and find specific accounts during setup. * **Keyboard shortcut for new agent**: Added a keyboard shortcut to quickly launch a new AI agent conversation from anywhere in the platform. * **Resizable total column in reports**: The Total column in summary reports can now be resized and maintains your preferred width across sessions. * **Customer deposit management**: Added support for tracking and managing customer deposits within the accounts receivable workflow. **Improvements** * **Year-to-date reporting default**: Reports now default to year-to-date view instead of month-to-date, providing a fuller picture of your financial data when opening reports. * **Embedded copilot on record views**: The AI copilot now appears directly on individual record and entity pages, providing contextual assistance without leaving your current work. * **Bank connection country information**: Bank connections now display the primary country code, making it easier to identify and organize international banking relationships. * **Vendor prepayment application**: Enhanced vendor prepayment functionality with improved application tracking and management capabilities. * **Improved bulk import logging**: Import processes now provide more detailed logs to help track the status and results of bulk data operations. * **Multi-row record imports**: Bulk import now supports records that span multiple rows, including purchase orders, journal entries, intercompany journal entries, and customer/vendor prepayment applications. **Fixes** * **Custom report changes now save immediately**: Fixed an issue where changes to custom reports weren't reflected on screen after saving until navigating away from the page. * **Fixed integrations bottom bar positioning**: The bottom action bar in integrations now stays fixed at the bottom of the screen instead of scrolling with the table content. * **Copilot scrolling restored**: Fixed a regression where the main copilot page couldn't scroll to view the full chat conversation. * **Mapping table performance improved**: Resolved lag issues in the accounts mapping table and fixed stale UI updates after performing bulk actions. * **Search popover rendering optimized**: Improved search performance by preventing unnecessary full remounts when search values change. * **Amortization status accuracy**: Fixed amortization schedules to correctly show "Fully Amortized" status when the remaining balance reaches zero instead of showing "Active". * **Report column spacing**: Reports no longer leave blank space on the right when displaying only a few columns, with available space now distributed evenly across all columns. * **Aging report drill-down accuracy**: Fixed an issue where clicking "No Vendor" on AP Aging or "No Customer" on AR Aging returned incorrect or empty detail reports. * **Bulk import validation improvements**: Enhanced validation for vendor and customer imports to recognize standard column headers and provide clearer error messages for missing required columns. **May 31, 2026** 4 new features, 3 improvements, 8 fixes **New features** * **Salt Edge bank connections**: Added support for EU and UK bank connections through Salt Edge integration, including transaction sync and widget connection flow. * **Bulk import error logs**: Downloadable CSV error logs are now available for bulk import failures, making it easier to identify and resolve import issues. * **Customer and vendor assignment in bulk imports**: Added optional Item Customer and Item Vendor columns to Bill and Direct Expense bulk import templates for line-level assignment. * **Revenue recognition filtering**: Added recognition strategy filter to obligations list and usage obligations field to contract schema. **Improvements** * **Amortization vendor tracking**: Added optional vendor field to amortization entry records for better expense tracking and reporting. * **Personalized copilot suggestions**: AI copilot now provides personalized suggestions based on your recent activity, with an expanded 5-day activity window for better recommendations. * **Enhanced bulk import validation**: Improved validation for multi-row records and added chunked processing for large file imports. **Fixes** * **Stripe subscription archival**: Fixed issue where active subscriptions with reversed cancellations were incorrectly archived due to stale cancel\_at timestamps. * **Brex account deactivation**: Resolved issue where GL accounts were repeatedly getting disabled after being manually enabled during reconnection. * **HubSpot custom line items**: Fixed import failures for HubSpot deals containing custom ad-hoc line items. * **QuickBooks migration vendor credits**: Improved vendor credit creation during migration when vendor cannot be determined from journal entries. * **Journal entry reversal**: Fixed blocking issue when unlinking journal entry reversals with existing bank-match links. * **Bank match rule parameters**: Preserved check\_number and expense\_description parameters in bank match rule API responses. * **Bulk import date formats**: Added support for ISO 8601 date formats in CSV imports for better compatibility. * **Bulk import header matching**: Improved column header and enum value matching during import mapping. **May 30, 2026** 1 new feature, 5 improvements, 3 fixes **New features** * **Import job processing reliability**: Added automatic retry logic when previewing bulk import files to handle processing delays and provide better error feedback. **Improvements** * **Field mapper UI improvements**: Updated the bulk import field mapper interface to match the latest design with improved layout and visual consistency. * **Tab subtotals**: Added subtotal amounts to tab headers in Bill, Vendor Credit, Customer Deposit, and Customer Payment entry forms for better visibility of totals. * **Resizable report columns**: Financial reports (Balance Sheet, Income Statement, Custom Reports) now support user-resizable column widths with drag-to-resize functionality and double-click auto-fit. * **AI copilot redesign**: Updated the chat interface with a new UI design for improved user experience. * **Salt Edge bank connection**: Enhanced bank connection flow with iframe-based authentication for Salt Edge providers and improved handling of user cancellation scenarios. **Fixes** * **Journal entry toast notifications**: Fixed missing success toast messages when creating new accounts from the journal entry page. * **Bank match info icon alignment**: Corrected the positioning of info icons in bank description cells to maintain consistent right alignment across all rows. * **Error handling improvements**: Enhanced error handling for network connectivity issues and improved reliability when the backend is temporarily unavailable. **May 29, 2026** 11 new features, 6 improvements, 20 fixes **New features** * **AI Copilot integration**: The AI copilot now appears directly on record and entity view pages, providing contextual assistance while you work with your data. * **Copilot skill versioning**: View version history for custom copilot skills and scheduled agents, with the ability to preview, restore, or archive previous versions. * **Chat session sharing**: Share copilot chat sessions with your organization or keep them private, with clear visibility indicators and shared session management. * **Plan and execute mode**: New AI copilot capability that breaks down complex tasks into steps and executes them automatically using your accounting data. * **Vendor prepayments**: Create and manage vendor prepayment records to track advance payments to suppliers. * **Vendor credits**: Process vendor credit memos and apply them against outstanding balances. * **Direct expense recording**: Create direct expense entries without requiring a bill or payment workflow. * **Items list export**: Export your items list with full filtering and selection options to CSV or Excel formats. * **Sandbox auto-provisioning**: One-click sandbox environment creation with automated data copying and lifecycle management. * **Salt Edge banking integration**: Connect EU and UK bank accounts with automated transaction sync and backfill capabilities. * **Plaid OAuth support**: Enhanced Plaid integration with OAuth flow support for secure bank account connections. **Improvements** * **Enhanced bulk import**: Redesigned bulk import interface with improved field mapping, validation feedback, and support for both V1 and V2 record formats. * **Subsidiary management**: Enhanced subsidiary creation workflow with improved relationship mapping between parent and child entities. * **Customer reporting improvements**: Unified customer dimension in reporting with improved aggregation and cross-module visibility. * **Enhanced skills management**: Updated skills page interface with improved navigation and skill management capabilities. * **AI tools interface improvements**: Redesigned tools page with streamlined workflow management and tool configuration options. * **Personalized recommendations**: User-specific recommendations now appear in relevant sections based on your usage patterns and account setup. **Fixes** * **Copilot display issues**: Resolved issue where embedded copilot appeared blank in certain production environments. * **Spotlight Search**: Fixed bug where spotlight search failed to open new copilot chat sessions. * **Billing validation**: Corrected frontend billing logic that failed for contracts without end dates due to validation errors. * **Vendor payment processing**: Improved transaction picker for vendor payments using updated backend endpoints for better performance and reliability. * **Contract archive cascading**: Fixed issue where archived contracts from Stripe integrations weren't properly cascading to related revenue recognition records and invoices. * **Stripe revenue recognition**: Resolved issue where contracts scheduled to cancel weren't properly reflected as active in revenue recognition processing. * **Organization copy reliability**: Improved handling of single-object relations during organization copying operations. * **QBO migration vendor handling**: Bill payments with missing vendor mappings now automatically route to an "Unknown Vendor" placeholder instead of failing. * **Salt Edge webhook processing**: Enhanced error handling for unknown webhook stages to prevent service disruptions. * **Bulk import entity support**: Extended bulk import validation to properly handle entity record types and reference mapping. * **Departments mapping completion**: Improved clarity for departments mapping completion status during onboarding workflows. * **Reconciliation editing**: Fixed issue where editing existing reconciliations required a later date selection unnecessarily. * **Chart of Accounts performance**: Migrated data flows to improve loading performance and responsiveness. * **Dashboard reliability**: Enhanced error handling when organization settings are temporarily unavailable to prevent dashboard crashes. * **Integration data sync**: Improved error handling for integration pages when backend services are temporarily unavailable. * **Error page functionality**: Fixed refresh button behavior on error pages to ensure consistent reload functionality. * **Bill creation retry protection**: Added safeguards to prevent duplicate bill creation when users retry after network errors. * **Customer statement creation**: Enhanced error handling to prevent duplicate customer statements during retry scenarios. * **Customer deposit processing**: Improved retry logic for customer deposit creation to prevent duplicates during network issues. * **Authentication error handling**: Better handling of unauthorized access scenarios with clearer error messages. **May 28, 2026** 14 new features, 4 improvements, 18 fixes **New features** * **AI Copilot report control**: The embedded copilot now updates report filters in real-time when modifying report views through chat, keeping the report viewer and copilot in sync. * **Audit trail from chat**: Access complete record change history directly from the AI copilot. Ask about any record's audit trail and get a clear table of changes including timestamps, users, and before-and-after values. * **Bank Match from chat**: The close management agent can now apply bank matching suggestions directly from chat, streamlining the reconciliation workflow. * **PATCH API endpoints**: Added PATCH support for Invoice, Bill, and Customer Payment endpoints, allowing partial record updates without sending complete payloads. * **Reference number for invoice imports**: Added Reference Number column to the bulk invoice import/update template, matching the capability already available for bills. * **Enhanced integration error handling**: Better error surfacing for Ramp sync operations and improved handling of unmanaged classification mappings. * **Web search in Copilot**: The AI copilot can now search public web sources when internal information is insufficient, with clear citation of external sources. * **Enhanced Copilot context**: The embedded copilot now preserves surface context across conversation turns, maintaining clarity when users reference "this" or "that" in multi-turn conversations. * **Brex classification sync**: DualEntry classifications are now pushed to Brex as custom ERP field values in accounting integration mode, keeping classification data synchronized across systems. * **AI tools page**: New tools page provides centralized management of AI connectors with connect/disconnect controls and status monitoring. * **Subsidiary organization management**: When adding a subsidiary, existing child organizations are automatically reorganized as siblings to maintain proper hierarchy. * **Bulk import field selector**: Added nested field selector for more intuitive column mapping during bulk imports. * **Smart bank matching**: New option to match only unmatched transactions, automatically filtering out already reconciled items. * **Meld integration control**: Organizations that don't actively use Meld integration can now hide it from their interface. **Improvements** * **Improved amortization status**: Amortization records now correctly show "Fully Amortized" status when the remaining balance reaches zero. * **Customer export performance**: Improved performance for large customer data exports with optimized query handling. * **Bulk import engine extensions**: Added happy-path conversion support for 20 additional record types including payments, refunds, deposits, bank transfers, companies, items, and amortizable assets. * **Enhanced record context**: Improved context handling for record-specific operations and lookups throughout the platform. **Fixes** * **Bank reconciliation status**: Fixed reconciliation status not updating to "Reconciled" after completion, ensuring status stays in sync with actual reconciliation state. * **Outstanding AP/AR reporting**: Resolved discrepancies between Outstanding AP dashboard widget totals and AP Aging report totals for the same filter criteria. * **Access denied on first sign-in**: Fixed users incorrectly encountering access denied errors on their first sign-in when webhook provisioning lagged behind authentication. * **Integration authentication**: Resolved authentication failures in various integrations including Finch access token validation. * **Zero-amount transaction matching**: Fixed errors in bank matching when processing zero-amount financial transactions that could incorrectly trigger vendor prepayment creation. * **Stripe integration sync**: Corrected April transaction sync issues in the Stripe integration data sync table. * **Performance optimizations**: Improved query performance for customer payment operations, fixed attachment download URLs in public API responses, and reduced database connection timeouts. * **Ramp reconnection for demo orgs**: Fixed Ramp integration reconnection process for demo and sandbox organizations that was incorrectly using production environment endpoints. * **Organization clone accuracy**: Resolved multiple data integrity issues in organization cloning where copied records, links, or values were silently dropped or incorrectly pointed back to source data. * **Contract billing discounts**: Fixed negative residual billing amounts on change orders with discounts and corrected discount amount calculations for endless contracts. * **Ramp reimbursement migration**: Aligned reimbursement migration cutoff logic with approval date settings to ensure consistent data filtering. * **OpenSearch connection timeouts**: Resolved read timeout errors during OpenSearch reindexing operations that were causing connection failures. * **Bulk import task routing**: Fixed bulk import V2 tasks incorrectly falling through to default Celery queue instead of the dedicated bulk import queue. * **Embedded Copilot display**: Fixed embedded copilot appearing blank when feature flag is disabled and resolved CSS panel-width variable initialization. * **Depreciation page errors**: Fixed error handling on depreciation detail pages by using pre-fetched data instead of making redundant API calls. * **Migration card navigation**: Restored click functionality on migration card arrows and relocated analyze button to prevent click interference. * **Contract billing logic**: Fixed frontend billing calculations for endless contracts with change orders and discount applications. * **Spotlight Search integration**: Fixed spotlight search failing to properly open new copilot chat sessions. **May 27, 2026** 2 new features, 3 improvements, 10 fixes **New features** * **Flux Analysis comparison options**: Year-over-year, prior year-to-date, and rolling 12-month comparison options are now available for Income Statement analysis. Balance Sheet includes year-over-year comparisons for enhanced period-over-period insights. * **Bulk Import API integration**: Updated bulk import functionality with new API endpoints for improved data processing and import handling. **Improvements** * **Recurring schedule empty state**: Added helpful empty state messaging when no recurring schedule items are configured, making it clearer when schedules need to be set up. * **Reports Customize button**: The Customize action is now available as a top-level button in report headers for faster access to report customization options. * **Customer Deposits transaction dates**: Customer deposit transactions now use consistent transaction and posting dates for better record alignment. **Fixes** * **Contract status display**: Fixed issue where manually archived contracts incorrectly displayed "Active" status badges instead of showing their archived state. * **Session management**: Improved handling of expired authentication tokens by automatically redirecting users to the login screen when sessions become invalid. * **Revenue recognition tax calculations**: Updated tax provider integration to use the latest version for more accurate revenue recognition calculations. * **Journal entry form layout**: Removed empty Actions column from New Journal Entry and New Recurring Journal Entry forms to improve screen space utilization. * **Bank reconciliation matching**: Unmatchable bank transaction records are now properly excluded from bulk action selections. * **Modal navigation**: Fixed modal exit functionality to ensure users can always close dialogs regardless of modal state. * **Memo field alignment**: Fixed misaligned memo field placeholder text for improved form appearance. * **Invoice creation error handling**: Improved error handling for invoice creation failures to prevent users from being left on retry forms after ambiguous backend errors. * **Bank routing number validation**: Bank Routing Number field now requires exactly 9 digits, preventing submission of incomplete routing numbers. * **Revenue recognition sidebar**: Removed revenue recognition item from sidebar navigation for streamlined interface. **May 26, 2026** 2 improvements, 4 fixes **Improvements** * **Scheduled Agents page redesign**: Updated the Scheduled Agents interface with improved layout and user experience as part of the Accounting Intelligence redesign initiative. * **Artifacts view improvements**: Enhanced the artifacts view interface for better usability and visual clarity. **Fixes** * **Required field indicator**: The "Recurring Name" field now displays an asterisk (\*) to indicate it's mandatory across all recurring transaction forms. * **Customer deposit loading table**: Fixed layout alignment between loading rows and table columns in the customer deposit transactions view. * **PDF statement formatting**: Resolved large white space on first page and horizontal text stretching issues in customer statement PDFs. * **Revenue recognition bulk actions**: Fixed issue where bulk action buttons remained available after removing obligations, preventing stale state interactions. **May 25, 2026** 21 new features, 4 improvements, 16 fixes **New features** * **AI Copilot**: Added PDF report generation capability that renders markdown content into styled PDF documents for email attachments and file sharing. * **AI Copilot**: Enhanced email functionality with support for three types of attachments: context summaries, pre-uploaded files, and in-memory CSV exports. * **AI Copilot**: Added user settings and memory management with customizable modifier tags, memory toggle, and custom preface options. * **AI Copilot**: Added Scheduled Agents interface allowing you to create, view, edit, and manage automated agents with dedicated drawer components for streamlined workflow automation. * **Bank rules**: Added natural language bank rule creation that parses rule descriptions and shows preview of matching transactions before saving. * **Bank transactions**: Added bulk auto-categorization tool to process uncategorized transactions with AI suggestions and confidence thresholds. * **Approval workflows**: Added natural language approval policy creation with fuzzy approver resolution by email, role, or name. * **Approval workflows**: Added bulk approve and reject functionality for pending records scoped to the current user. * **Approval workflows**: Added reroute approval tool to reassign pending approvals around out-of-office approvers. * **Journal entries**: Added reverse journal entry functionality accessible through AI Copilot with automatic date increment and entry mirroring. * **Accounts**: Added account merging capability from chat with preview and execute workflow for consolidating chart of accounts. * **Fixed assets**: Added read-only tools for viewing depreciation schedules, asset listings, and journal entry explanations. * **Fixed assets**: Added disposal functionality covering all asset types with comprehensive field support. * **Close management**: Added close checklist viewing tool and period readiness aggregator for monitoring close status. * **Bank connections**: Added failed sync listing and retry capabilities with full integration resync functionality. * **Data management**: Added mass field application tool to update multiple master data entities with whitelisted fields. * **Tax**: Enhanced GL posting with per-component tax entries via regional nexuses for complex multi-jurisdiction scenarios. * **Integrations**: Added Salt Edge banking provider support with institution routing and country metadata. * **System administration**: Added audit trail query tool and period lock change monitoring for compliance tracking. * **AI Copilot**: Enhanced human-in-the-loop capabilities with interrupt cards that allow you to approve, reject, or respond to AI tool requests before they execute. * **Customer statements**: Made start date field optional for more flexible statement generation. **Improvements** * **Organization management**: Added Last External Login column showing when the last non-DualEntry user accessed each organization, with sortable columns for better organization tracking. * **Flux analysis**: Added numeric variance filters to filter reports by dollar amount or percentage thresholds, plus structured AI-generated explanations with formatted text and improved review badges. * **Waycore banking**: Added Waycore branding to advanced bank connection modal headers for clearer provider identification. * **Bulk import**: Redesigned bulk import interface with improved user experience and streamlined workflow for data uploads. **Fixes** * **Stripe integration**: Fixed contract end date handling during cancellation workflows to allow proper archival processing. * **Bill.com integration**: Fixed account description truncation to 100 characters to prevent API rejection errors. * **AI Copilot**: Fixed multi-pause decision replay issues in human-in-the-loop workflows with proper interrupt value handling. * **AI Copilot**: Fixed payroll accrual prompt routing to direct queries to the Accruals agent instead of returning generic educational content. * **Organization management**: Fixed "Create New Organization" button in Archived tab that was redirecting to 404 page instead of opening the organization creation modal. * **Organization management**: Corrected validation message display in the Eval tab question field. * **Amortization schedules**: Fixed unexpected field height expansion when Amount field validation is triggered. * **Budget reports**: Resolved Income Statement only displaying budgets from the first page, now correctly shows all budget data across pagination. * **Customer deposits**: Fixed form layout and validation issues in customer deposit creation and editing workflows. * **Banking connections**: Fixed "Keep Connection" button properly closing the connection modal. * **Revenue recognition**: Resolved recognition summary true-up calculation errors. * **Field alignment**: Fixed misaligned base currency field in company general settings and other form layout issues. * **Form validation**: Improved money-in item line validation consistency across invoices, cash sales, and sales orders. * **PDF generation**: Fixed Canada tax registration rendering in PDF company sections. * **Navigation**: Resolved confirm close dialog accessibility issues and fixed React key prop warnings. * **System performance**: Removed unused Next.js data cache functionality to improve application performance and reduce complexity. **May 23, 2026** 7 new features, 2 improvements, 5 fixes **New features** * **Bulk import engine**: New processing engine with improved validation, mapping, and error handling for importing large datasets. Includes support for flat-shaped CSV files and row-by-row upsert operations. * **Avalara tax integration**: Enhanced push transaction logic with improved customer credit mapping and refined default integration settings for better tax compliance workflows. * **Slack user lookup**: New capability to search and resolve Slack users by name or email within integrated workflows. * **Record source line API**: New unified endpoint for fetching records from multiple sources with client-side sorting, filtering, and pagination support. * **Anomaly detection filters**: Added support for multiple transaction type filters with improved selection retention in anomaly detection workflows. * **Ramp integration settings**: Added configuration option to use approval date as reimbursement posting date for more accurate transaction timing. * **Embedded Copilot context**: Enhanced AI copilot with surface context awareness, allowing the assistant to understand what page or entity the user is currently viewing. **Improvements** * **Enhanced AI agent framework**: Added specialized agents for master data operations, close management, bulk operations, and fixed assets with improved tool delegation capabilities. * **Entity mutation events**: Simplified entity update notifications with direct event emission, replacing the previous artifact-based system. **Fixes** * **Bank Match archival**: Fixed issue where bank matches on termination transactions prevented proper archival of contracts. * **Brex integration sync**: Resolved sync issues and extra GL account creation problems. Fixed account deactivation in Brex when accounts are archived in DualEntry. * **Ramp transaction sync**: Fixed timing issues where Ramp transactions were not syncing simultaneously, ensuring consistent data flow. * **Change order credits**: Corrected customer credit calculation inconsistencies in change orders with improved discount payload validation. * **QuickBooks Trial Balance**: Fixed parser to properly handle flat-shaped CSV exports where all columns are populated in every row. **May 22, 2026** 12 new features, 4 improvements, 14 fixes **New features** * **Embedded AI copilot**: Added a redesigned right-pane copilot interface for easier access to AI assistance while working with your data. * **Customer statement re-sending**: You can now re-send customer statements and preview only the first page when showing statement previews. * **Revenue recognition terminations**: Added ability to open contract terminations directly from outside the contract page for improved workflow navigation. * **Customer prepayments**: Enhanced prepayment creation to automatically populate currencies from your company's base currency settings. * **Vendor refunds**: Added comprehensive vendor refund functionality to manage outbound payments to suppliers. * **Report package scheduling**: Added date range configuration to report package schedules and marked the module as beta. * **AR/AP aging report clarity**: Added preselected transaction type filters to clarify which record types are included by default in aging reports. * **Payroll accrual worksheet**: Added worksheet artifact generation for payroll accruals with post-save reversal and related records chain. * **NetSuite migration support**: Added NetSuite as a migration option alongside QuickBooks and Xero with Fivetran connector support. * **Payroll accrual account reclassification**: Added dropdown to swap cash credit lines to liability accounts in payroll accrual workflows. * **Revenue recognition contract modifications**: Added contract change order functionality to handle contract modifications and amendments. * **Transaction import options**: Added tooltip explaining the upserts on transactions toggle for import settings. **Improvements** * **MCP marketplace logos**: Connector marketplace now displays logos for each available integration to improve visual identification. * **Flux analysis enhancements**: Improved threshold modal with live row count preview, refined Balance Sheet comparison options, and enhanced drill-down charts with prior period overlays. * **Ramp approval date mapping**: Added setting to use approval date as posting date for reimbursements with updated accounting date mapping labels. * **Customer statement record types**: Expanded customer statements to include credit memos, customer payments, and journal entries alongside invoices. **Fixes** * **Bank transfer amount precision**: Fixed issue where exact amounts couldn't be entered on bank transfers due to exchange rate rounding. * **Vendor refund display**: Fixed missing currency display in Applied Amount cells on vendor refund details pages and restored proper cell padding. * **Bill listing totals**: Corrected bill total amounts on listing pages to properly include taxes. * **AR aging customer filter**: Fixed customer filter dropdown being incorrectly hidden by company filter selection. * **Tax registration sync**: Fixed tax registration numbers not saving correctly on nexus pages and improved sync with legacy tax fields. * **Payment amount field layout**: Improved payment form layout when no payment type is initially selected. * **Form navigation crashes**: Resolved server-side rendering crashes in form components that prevented page loading. * **Report error handling**: Fixed crashes in Flux Income Statement and other reports when backend data is not found. * **Bulk import job handling**: Improved error handling and status management for bulk import operations. * **Customer filter cascading**: Fixed issue where valid customers were hidden due to incorrect company filter cascading. * **Invoice currency handling**: Fixed issue where base company currency was not preserved correctly on new invoice forms. * **Journal entry retry protection**: Added safeguards against duplicate journal entry creation when backend writes succeed but responses return server errors. * **Bank match audit logging**: Fixed audit log entries to properly show "via API" for organization API key actions instead of "Unknown". * **Embedded copilot loading**: Fixed server-side rendering issues with the embedded copilot component that caused page loading failures. **May 21, 2026** 16 new features, 2 improvements, 16 fixes **New features** * **AI Copilot artifact creation**: Added endpoint for embedded copilot to register surface context artifacts when users navigate within copilot components. * **Bills bulk import**: Added Reference Number column to bills bulk import and update templates for easier bulk management. * **Amortizations**: Added support for negative accumulated balances and one-time billing frequency for contract obligations. * **Customer statements**: Enabled re-sending customer statement emails after initial delivery. * **Contract management**: Added days until expiry field and filter, plus enhanced change order tracking with audit logs and summary endpoints. * **Canadian tax compliance**: Added support for regional nexuses (GST/PST/HST) with tax recoverability validation. * **MCP integration**: Added logo URLs to MCP server responses and improved Slack channel listing with flexible name matching. * **Trial Balance reporting**: Added new trial balance endpoint for comprehensive account balance reporting. * **Brex integration**: Added source links to synced transactions and support for VAT rate data push to Brex. * **Deel integration**: Added support for Deel EOR worker payroll integration. * **Fivetran connectors**: Enabled NetSuite SuiteAnalytics and Sage Intacct migration setup flows. * **Public API**: Added amount due filter to invoices list endpoint and classifications support for customer and vendor credits. * **MCP user authentication**: Added per-user OAuth credential management for MCP servers, allowing individual users to connect and manage their own MCP integrations. * **AI Copilot tool updates**: Extended tool update notifications to handle entity modifications (Customer, Vendor, Item) and notify affected artifacts. * **Bulk import engine**: Added new CSV and XLSX parsers with streaming support, encoding detection, and unified processing interface. * **Canadian tax registration**: Enhanced tax registration numbers logic for Canadian GST with support for multiple jurisdiction-specific registration numbers. **Improvements** * **Payroll accrual**: Added default closing month support and improved accrual line generation for payroll processing. * **Data sync filtering**: Extended integration data sync to filter by transaction date instead of sync date for improved reporting accuracy. **Fixes** * **Bulk import**: Fixed missing classification values in bulk update template rows for proper data export. * **Amortization calculations**: Corrected off-by-one error in remaining period calculations when accumulated through dates are at month end. * **Contract scheduling**: Fixed errors when obligation-level billing or recognition intervals are null by using contract-level defaults. * **Ramp integration**: Resolved sync status issues for reimbursements and improved URL handling for vendor payments. * **Bank matching**: Enhanced inactive account guards in transfer draft creation to prevent validation errors. * **Organization cloning**: Fixed rollback handling for failed partial writes and replaced name-based matching with ID-based lookups. * **Integration records**: Improved performance by eliminating N+1 queries in Finch integration serialization. * **Content type caching**: Optimized database queries by using cached ContentType lookups across multiple API endpoints. * **MCP tools**: Fixed record ID handling for IntercompanyJournalEntry objects and improved error responses for unknown record types. * **Contract metrics**: Fixed null handling in contract change order data and improved integration bulk archive processes. * **Journal entry reversals**: Fixed imported journal entry reversals not posting to the General Ledger by setting correct record status. * **Bank reconciliation**: Fixed statement balance updates when the balance is zero by ensuring zero values are properly persisted. * **Payroll accrual**: Fixed accrual line generation for credit lines by gating each side independently on its own base. * **Ramp integration**: Fixed custom field option reactivation errors by handling already-active options as no-op operations. * **Stripe integration**: Fixed duplicate transaction issues by ignoring archived duplicate transactions during sync. * **Custom field validation**: Added proper date validation for custom fields in bulk import operations. **May 20, 2026** 11 new features, 4 improvements, 8 fixes **New features** * **Customer statements**: Create, preview, and send customer statements with bulk download capabilities and activity tracking. * **Currency revaluation recurring templates**: Added recurring tab to currency revaluations with auto-update functionality for selected accounts. * **Close management task reordering**: Tasks in close checklists can now be reordered using drag and drop, with new tasks appearing at the top by default. * **Vendor credits**: Added support for creating and managing vendor credit transactions. * **Direct expenses**: New transaction type for recording direct business expenses. * **Vendor payments and prepayments**: Enhanced vendor payment workflows including prepayment applications and management. * **Payroll integration bulk mapping**: Enable bulk mapping for pay statement line items across payroll integrations. * **Revenue recognition contract visibility**: Completed contracts are now visible in customer views. * **AI Copilot payroll accrual worksheet**: Added AI-generated worksheet artifacts for payroll accrual calculations. * **Canada tax nexus configuration**: Enhanced tax nexus setup for Canadian operations with country and region selection. * **Revenue recognition invoice memo display**: Added memo visibility for performance obligations in invoice grouping views. **Improvements** * **Chart of Accounts default sorting**: Accounts now load in financial statement order (by account type, then number) for improved navigation. * **Custom cash flow reports**: Enhanced account picker to include Balance Sheet accounts and improved row editing capabilities. * **Eval cases tag-based categorization**: Updated evaluation case filtering and display to use tag-based organization. * **Report package management**: Improved design and user interface for creating and managing report packages. **Fixes** * **AI journal entry archiving**: Fixed system error when archiving AI-created journal entries. * **Archive/recover modal state**: Resolved modal state conflicts when transitioning between archived and posted entries. * **Trial Balance date range**: Corrected Trial Balance to use single as-of-date picker aligned with company tax period configuration. * **Integration source links**: Fixed list page source badges to link to correct per-record URLs instead of generic integration sites. * **Multi-currency form defaults**: Resolved hardcoded USD currency defaults to use company base currency across forms. * **Revenue recognition contract termination**: Fixed 404 errors when redirecting to contract termination pages. * **Authentication error handling**: Improved handling of 401/403 authentication errors to reduce noise in error reporting. * **Archived report package actions**: Fixed archived report package detail view to show "Recover" action instead of "Archive" button. **May 18, 2026** 2 new features, 1 improvement, 7 fixes **New features** * **Bulk update for direct expenses**: You can now update multiple direct expense records at once using CSV upload, streamlining expense management workflows. * **Brex tax code integration settings**: New integration settings allow you to control which tax rates are pushed to Brex, giving you more control over tax code synchronization. **Improvements** * **Fixed asset accounts in amortizations**: Asset account dropdown in amortization setup now includes fixed asset account types for more accurate depreciation tracking. **Fixes** * **Multi-currency form defaults**: New invoices, cash sales, customer payments, deposits, refunds, credits, and purchase orders now default to your company's base currency instead of hardcoded USD. * **Chart drilldowns in AI Copilot**: Fixed missing click interactions on waterfall, line, area, and donut charts so you can drill down into chart elements as expected. * **Close checklist template saving**: Resolved issue where large checklist template changes would fail to save with a toast error message. * **Customer payment invoice selection**: Fixed bug where invoices remained selected after changing the customer on a payment form. * **Form field alignment**: Improved visual alignment of company/vendor fields on bills and customer prepayment application forms. * **Report subtotal controls**: Removing subtotals in report settings now properly removes them from the displayed report. * **Customer prepayment application footer**: Fixed footer positioning on customer prepayment application lists to stay at the bottom of the viewport. **May 16, 2026** 2 fixes **Fixes** * **Intercompany posting options**: Fixed issue where the "Enable Intercompany Posting" option was missing from invoice creation and editing forms. * **Money-in record operations**: Improved reliability of archive and recovery operations for cash sales and customer payment records. **May 15, 2026** 11 new features, 3 improvements, 15 fixes **New features** * **Revenue recognition contract tools**: Added AI copilot tools for searching, viewing details, and creating revenue recognition contracts with full obligation and schedule support. * **Bank transaction API**: New public API endpoints for managing bank transactions and matching operations. * **Payroll series detection**: AI copilot can now identify recurring payroll journal entries with confidence scores to assist with month-end accrual preparation. * **Scheduled chat access**: Organization admins can now access scheduled chat sessions created by any team member for proper oversight and audit purposes. * **Surface context schema**: Added backend support for embedded copilot with page-specific context awareness across record views, entity views, and reports. * **Revenue recognition contract change orders**: Added support for adding, canceling, and modifying contract obligations with quantity, rate, and discount changes in a single change order. * **PATCH API support**: Added PATCH endpoints for Customer, Vendor, and Classification resources to update specific fields without full record replacement. * **Prepayment suggestions**: Bank matching now suggests prepayment transactions when a vendor or customer is identified but no open bills or invoices exist. * **Customer statements list page**: Added redesigned customer statements list with filtering, search, and bulk actions. * **Multi-currency exchange rates**: Exchange rate defaults now derive from company base currency settings instead of hardcoded USD fallbacks. * **Async report exports**: Added progress tracking for report exports with real-time status updates during long-running export operations. **Improvements** * **Customer credit contract filtering**: Customer credit list API now supports filtering by contract ID for better revenue recognition workflows. * **Smart record filtering**: Invoice, bill, and credit forms now automatically filter related records by selected customer or vendor for faster data entry. * **Fixed asset account filtering**: Added fixed asset account type to accumulated amortization account filters for improved asset management workflows. **Fixes** * **Bulk import validation**: CSV imports for customers, vendors, and journal entries now properly validate data and reject invalid values with clear error reporting. * **Audit trail user roles**: Fixed audit log to display actual user roles instead of showing all users as Admin. * **Cross-company payments**: Corrected general ledger accounting for cross-company payments with custom AP accounts to use the bill's specific AP account instead of system default. * **Invoice API performance**: Eliminated N+1 query issues in public invoice API endpoints for improved response times. * **Fixed asset performance**: Resolved N+1 query in custom schedule item deletion to improve fixed asset save operations. * **Customer type validation**: Fixed API response errors for customers with non-standard type values imported via CSV or integrations. * **Ramp integration stability**: Improved error handling for malformed JSON responses from Ramp API. * **Python 3.13 compatibility**: Updated tracing library to resolve runtime errors during async request handling. * **Organization copy payment lines**: Fixed cloned organizations to correctly preserve payment-to-invoice and payment-to-bill associations for accurate Outstanding AR and AP balances. * **Document classification filtering**: Improved AI copilot to reject non-financial documents when classify intent is triggered through validation workflow. * **Bank Match API validation**: Bank match API now properly rejects invalid is\_highest\_ranked parameter values and returns clear error messages. * **Revenue recognition MCP error handling**: Improved error messages and field validation for contract creation through AI copilot tools. * **Flux activity feed display**: Fixed flux analysis activity logs to show proper user names and avatars instead of generic timestamps. * **Failed import status**: Bulk import screens now correctly display error status for imports that completed with zero records processed. * **Customer children API**: Fixed customer hierarchy API to properly handle paginated responses when loading child customer relationships. **May 14, 2026** 4 new features, 1 fix **New features** * **Customer statement email**: Added email functionality for customer statements, allowing you to send statements directly to customers from within DualEntry. * **Sales order currency defaulting**: New sales orders now automatically default to your company's base currency for streamlined order creation. * **Customer receipt functionality**: Added support for creating and managing customer receipts within the accounts receivable workflow. * **Integration header enhancement**: Integration pages now display your company name in the header for clearer context when managing multiple entities. **Fixes** * **Customer payment PDF layout**: Improved PDF formatting to ensure all data fits properly on single lines for better readability and printing. **May 13, 2026** 4 new features, 1 improvement, 8 fixes **New features** * **QuickBooks Online currency handling**: Deposits with currency mismatches are now converted to journal entries instead of failing import. * **Custom fields for fixed assets**: You can now add custom fields to fixed assets for better categorization and tracking. * **Revenue recognition reports**: New reporting capabilities for revenue recognition contracts and obligations with pagination support. * **Increased API pagination limits**: Vendor payments and vendor prepayment applications endpoints now support up to 10,000 records per page for bulk operations. **Improvements** * **OCR upload validation**: File uploads now validate that documents are financial in nature before processing, reducing errors from screenshots or non-financial content. **Fixes** * **Enhanced bulk import support**: Excel files with whole-number cells (like 12345.0) now import correctly without validation errors. * **Organization cloning stability**: Clone jobs that fail mid-process now automatically retry instead of getting stuck indefinitely. * **Account copying performance**: Organization cloning now uses bulk operations for copying accounts, significantly improving speed. * **Classification lookup in bulk imports**: Fixed import failures for organizations with classification names containing spaces. * **Stripe refund processing**: Refunds are now properly imported for invoices without subscription aggregation records. * **Integration sync performance**: Reduced database query load during Ramp and Stripe synchronization to eliminate slow query alerts. * **Transaction origin preservation**: Bulk CSV updates now preserve transaction origin information correctly. * **N+1 query elimination**: Fixed multiple database performance issues in vendor payment validation and Bills API responses. **April 29, 2026** 1 new feature, 1 improvement, 1 fix **New features** * **File uploads in Copilot chat**: You can now attach files directly in the Copilot chat interface. Uploads are more reliable and handle larger files without errors. **Improvements** * **VAT Return redesign**: The VAT Return report now displays a 15-column detail layout grouped by country and transaction direction, with a dedicated filter bar for country, company, direction, and rate type. A new HMRC-ready summary view renders the 9-box grid alongside a rate-type breakdown table, with KPIs for VAT on Sales, VAT on Purchases, and Net VAT shown at a glance. **Fixes** * **Bill form improvements**: The bill entry form has been updated for a smoother, more consistent experience when creating and editing vendor bills. **April 28, 2026** 10 new features, 6 improvements, 22 fixes **New features** * **Payment Method: "Exclude from 1099" flag**: You can now mark a payment method as excluded from 1099 reporting. This flag is available when creating or editing a payment method and is reflected in vendor payment records. * **Payment Method audit log**: Changes to payment methods are now recorded in the audit log, giving you a full history of who created, modified, or deleted each payment method. * **Bank Rules permissions**: Access to Bank Rules is now governed by role-based permissions, giving administrators control over who can create and manage bank matching rules. * **Brex: Accounting entity push sync**: DualEntry now pushes company and accounting entity data to Brex during integration sync, keeping your Brex configuration aligned with your DualEntry entity structure. * **Journal Entries: Bulk update via CSV import**: You can now update multiple journal entries at once by uploading a CSV, matching the existing bulk update flow available for bills, accounts, vendors, and customers. * **HR user role**: A new built-in HR role is available for users who manage HRIS integrations. The HR role includes view access to chart of accounts, classifications, and company settings, plus permission to create and manage integrations. * **Stripe: Auto-create customer payments from Payment Links**: When a customer pays via a Stripe Payment Link, DualEntry now automatically creates the corresponding customer payment record, removing the need for manual entry. * **Ramp: Intercompany vendor payment support**: The Ramp integration now detects and records cross-company vendor payments as intercompany transactions, keeping your intercompany accounting accurate when payments are made across entities. * **Xero migration: VAT rates imported as line-level tax**: When migrating from Xero, VAT rates are now brought into DualEntry as proper per-line tax amounts rather than separate liability line items. This ensures VAT is correctly reflected in tax reports and eliminates double-counting on inclusive invoices. * **Customer statements**: DualEntry now supports customer statement records, giving you a structured view of outstanding balances and transaction history per customer. **Improvements** * **AI Copilot: Interactive drill-down on charts and tables**: Clicking a numeric value in Copilot scorecards, charts, and tables now opens the corresponding filtered report (Income Statement, Sales by Customer, and others). Drill-down is available for expense, revenue, and vendor-level views across Q11-Q16. * **BAI bank statement imports**: The financial transactions bulk import now accepts BAI bank statement files (`.bai`, `.bai2`, `.txt`) in addition to CSV and Excel. Use this to import bank transactions directly from your financial institution's BAI export. * **Migrations: Sync outstanding transactions only**: The data migration sync trigger now supports a "Sync all outstanding transactions" mode that re-syncs only records in Ready-to-sync or Error status, skipping rows that are already mapped. This reduces sync time after fixing mapping errors. * **Xero: VAT support for vendor credits**: Vendor credits synced through the Xero integration now include VAT data, ensuring credit notes are reflected accurately in your tax records. * **HubSpot: Contracts now appear in list responses**: HubSpot-sourced records are now included when retrieving contract lists, so your HubSpot-linked contracts are visible alongside natively created contracts. * **Dashboard: Faster AR and AP aging widgets**: The Outstanding and Overdue AR/AP aging widgets on the default dashboard view now load significantly faster, with load times reduced by approximately 3× for large data sets. **Fixes** * **Dashboard: Incorrect currency display**: The dashboard was showing amounts in the wrong currency for some multi-currency setups. Amounts now display in the correct currency. * **Customer and vendor outstanding balances: Consolidated exchange rate**: Outstanding balances for customers and vendors now use the consolidated exchange rate, matching the values shown in AR and AP aging reports. * **Contracts: Locked-period validation with cutover date**: Contracts with a cutover date were incorrectly blocked by locked-period validation for dates before the cutover, even though no records would be created for those periods. The validation now only checks dates on or after the cutover date. * **Bulk import CSV templates: Standardized column names and date format**: Bulk import CSV templates now use consistent column names and a uniform date format. Previously downloaded templates continue to work; old column names remain supported. * **Bill.com: Connection failures on reconnect**: Reconnecting a Bill.com integration was failing when the company ID was not in the expected format. The reconnect flow now accepts the credentials Bill.com provides without requiring manual reformatting. * **Plaid: Incorrect last-synced timestamp**: Plaid bank connections were recording the sync timestamp as the current time rather than the actual aggregation time, causing sync status to appear more recent than it was. The timestamp is now set correctly. * **Stripe: Sync errors on locked periods**: The Stripe integration was encountering errors when syncing contracts whose revenue recognition or invoice dates fell within a locked period. These sync errors are now handled gracefully. * **Stripe: Payment Link fee recording**: Fees recorded via Stripe Payment Link webhooks were being applied incorrectly in some cases. Fee amounts are now recorded accurately, and stale payment intent records no longer cause sync failures. * **Cubby: Account type filtering in account picker**: When editing a Cubby account mapping, the account picker was showing all account types instead of filtering to the correct type. The picker now correctly filters based on the source account type from Cubby. * **Cash flow waterfall chart: Opening balance display**: The opening cash balance bar was not reliably appearing in the waterfall chart due to an internal comparison issue. The opening balance now renders correctly in all cases. * **Migrations: SQL format errors**: Certain data migration operations were failing due to a SQL formatting issue. Affected migrations now complete successfully. * **Bank Match AI: Performance improvements**: Matching suggestions now load faster. Several database query inefficiencies in the AI matching process have been resolved, reducing the number of queries executed per matched payment. * **Bill.com: Sync errors from skipped account mappings**: The Bill.com sync was failing when item imports encountered skipped or stale account mappings, causing records to not be created. Skipped mappings are now handled correctly and no longer block the sync. * **Fixed assets: Spurious archive error message**: Archiving a fixed asset from the Asset Overview was displaying a "Failed to archive fixed asset" error even when the archive succeeded. The error no longer appears, and archiving now correctly cascades to associated disposals and recalculations. * **Fixed assets: Half-month and mid-month depreciation convention calculations**: Depreciation amounts calculated using the half-month and mid-month conventions were incorrect in some cases. Calculations now produce the correct values. * **Plaid: Stale sync cursors not cleared on pagination errors**: Plaid transaction sync was not correctly recognizing cursor invalidation errors during pagination, causing stale cursors to persist and preventing fresh transaction data from loading. Cursors are now cleared correctly when Plaid signals invalidation. * **AI Copilot: Analytics table rendering**: Aggregate and breakdown tables in the AI Copilot were rendering incorrectly due to schema mismatches, including string-formatted currency values and missing column type hints. Tables now render correctly with properly formatted numbers and totals. * **Zoho: Invoice items failing to sync**: Zoho invoice items with names exceeding field length limits were failing to create master records in DualEntry, which also blocked the creation of associated customer payments. Item names are now trimmed automatically during sync. * **HR role: Access to recurring transactions**: Users assigned the HR role were unable to view recurring transactions. HR users can now view recurring transactions, consistent with all other non-admin roles. * **Ramp: Vendor payment sync errors**: The Ramp integration was failing in certain cases when optional vendor payment detail fields were absent. These fields now default correctly, preventing sync errors. * **Bank connections: Daily health check retry behavior**: The bank connection health check task was re-entering its lock window immediately on retry, causing retries to no-op. Retry timing is now aligned with the lock duration so retries execute as expected. * **Integrations: Transient sync failures during daily transaction sync**: Some bank connections were experiencing 502 errors during daily transaction sync due to transient provider errors. The sync now retries automatically on these errors, reducing failed syncs. [Latest](https://docs.dualentry.com/developers/release-notes/changelog.md) [Oct to Dec 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q4) [Jul to Sep 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q3) Apr to Jun 2026 This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.