> ## 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: October to December 2026 > Every DualEntry release from October to December 2026, newest first: new features, improvements, and fixes. Every change to DualEntry from October to December 2026, newest first. [Latest](https://docs.dualentry.com/developers/release-notes/changelog.md) Oct to Dec 2026 [Jul to Sep 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q3) [Apr to Jun 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q2) **October 29, 2026** 8 new features, 8 improvements, 16 fixes **New features** * **Custom fields in approval workflows**: You can now use custom fields in approval workflow routing conditions. Pending approvals automatically re-evaluate when you update custom field values on a record. * **Withholding tax remittance pick list and register report**: You can now select open withheld tax amounts from a remittance pick list and lock transactions assigned to active remittances. You can also generate a Withholding Tax Register report to audit remittance status. * **Custom report presets for prior year and year to date**: You can now select date column presets in custom reports for the prior year month, year to date through the report month, and prior year to date. * **Signed download links in messaging tools**: Accounting Intelligence now generates secure, signed download links when you attach DualEntry files to outbound messages in connected applications. * **Other line items on customer refunds**: You can now use the Other tab on customer refunds to record and post standalone adjustment lines directly to specified general ledger accounts. * **Organization currency and monetary format settings**: You can now configure default monetary amount formats and currency symbol positions for your organization. DualEntry automatically applies these settings when you generate invoices. * **Customer and item sync for tax integrations**: DualEntry now exports your unmatched customers and categorized tax items to Anrok, Numeral, and Kintsugi during synchronization. The integration also maps Kintsugi tax registrations to your nexuses. * **Installment payment terms and schedules**: You can now configure installment payment terms with percentage or fixed-amount schedules. DualEntry automatically generates installment summaries that display due dates, amounts, and remaining balances. **Improvements** * **Contextual follow-ups on accounts receivable aging**: Accounting Intelligence now stays in the aging summary view during your conversational follow-ups. The assistant preserves aging buckets and credit balances as you continue the conversation. * **Employee name redaction on Rippling payroll journals**: When you import payroll journal entries from Rippling, line memos now omit worker names to safeguard employee privacy. * **SKU filter on public items endpoint**: You can now filter by SKU on the public items API to look up specific catalog items without fetching the entire catalog. * **Timestamp filtering on public contract sub-resources**: You can now retrieve created and updated timestamps on contract change order, usage, and milestone public API endpoints. You can also filter these endpoints by updated-at timestamps. * **Public API customer and vendor field parity**: You can now use additional customer and vendor fields and validation rules in the public API that match the web application. * **Business identifiers on invoice PDFs**: When you generate invoice PDFs, they now display the business identification numbers for both your organization and your customer. * **Classification line chips in Bank Match rules**: When you review Bank Match rules and approval cards, you now see distinct field chips for each classification line instead of a single collapsed count chip. * **Permission indicators on payment term forms**: Payment term forms now keep the **Save** and **Create** actions visible with explanatory tooltips when you do not have permission to modify terms. **Fixes** * **Default customer addresses on imported invoices**: Invoices you create through bulk upload or the public API now automatically inherit the customer's saved billing and shipping addresses when you do not specify them. * **Ramp vendor address synchronization**: When you import vendor records from Ramp, DualEntry now maps billing and tax addresses into your vendor profiles. * **AvidXchange vendor export filtering**: When you sync vendors to AvidXchange, DualEntry now exports only the vendors you designate for AvidXchange rather than your entire vendor list. * **Rippling payroll retry after archive and replace**: You can now retry synchronization on Rippling pay statements and payroll runs after you use the archive and replace action. * **Record permission checks on public recurring templates**: Public API recurring template endpoints now verify your record-type permissions against the underlying template type when you create or update templates. * **Customer and vendor links on NetSuite journal migrations**: When you migrate journal entries from NetSuite, entry lines now retain their associated customer and vendor relationships. * **Payment receipt email placeholders**: When you send automated payment receipts, emails now populate customer and company names instead of displaying raw template tags. * **User permission enforcement on file exports**: When you export records, DualEntry includes only the transactions you have permission to view. Your download links expire after 15 minutes. * **Bulk company mapping for Finch integrations**: You can now map multiple companies at once using the **Map Companies** bulk action on Finch integrations. When you select a company from the dropdown, DualEntry no longer updates other rows unexpectedly. * **Customer and address editing on contract templates**: When you edit customer details and addresses on contract templates, drawers now open in front of the template window so you can update information without disruption. * **Large customer deposit line loading**: You can now load customer deposits with several hundred lines without encountering URL length limits. * **Sales order approval status filter**: When you filter sales orders by approval status, DualEntry now correctly returns records that have invoiced status options. * **Consolidated exchange rate calculations**: DualEntry now calculates consolidated exchange rates correctly across all accounting periods when you run consolidation. * **Hosted checkout page error**: When you open a hosted checkout payment link, the payment form now loads reliably without returning an error. * **Model Context Protocol authorization screen**: When you authorize connected applications, the Model Context Protocol OAuth consent screen now loads reliably. * **Recover confirmation dialog button labels**: You can now view complete labels on the **Recover as Draft** and **Recover and Post** buttons in the record recovery confirmation dialog without text truncation. **October 28, 2026** 13 new features, 13 improvements, 28 fixes **New features** * **Withholding tax on direct expenses and vendor credits**: You can configure withholding tax categories and rates directly on expense and vendor credit line items. * **Product tax codes for Numeral and Kintsugi**: You can map tax categories from Numeral and Kintsugi integrations on the **Product Tax Codes** settings page. * **Line custom fields on journal entries**: You can add custom fields to individual transaction lines on standard and intercompany journal entries. * **Aging exclusion on intercompany journal entries**: You can exclude intercompany journal entry lines for accounts receivable and accounts payable accounts from aging schedules. * **Installment payment schedules on invoices and bills**: You can apply installment schedules to invoices and bills to split total balances across multiple due dates and track payments against individual installments. * **Product tax codes for Anrok**: You can map tax categories from Anrok on the **Product Tax Codes** settings page to apply Anrok tax codes across items. * **Customer export in Numeral sync**: When you sync customers with Numeral, DualEntry automatically exports unmapped customers to create matching records in Numeral. * **Item export in Numeral sync**: When you sync products with Numeral, DualEntry pushes unmapped items with Numeral product tax codes directly to Numeral as products. * **Custom report creation in Accounting Intelligence**: You can ask Accounting Intelligence to save reports directly to Report Center under a custom name or update existing saved reports. * **Organization default payment terms**: You can designate a default payment term for your organization that automatically applies to new customers and vendors created without an assigned term. * **Organization locale configuration**: You can set an organization-level locale to configure language and regional formatting standards across your organization. * **Selective company and ledger copying**: You can copy an organization with selected companies and optionally exclude transactional ledger data while keeping master records intact. * **Merchant payout destinations in company settings**: You can set up and edit merchant payout destination accounts directly in company settings. **Improvements** * **Account exclusion filter in reconciliation history**: You can filter the reconciliation history view to exclude selected accounts. * **Record code columns in financial reports**: When you enable sequence code allocation, you can view assigned record codes in a separate column alongside default system identifiers on reports. * **Record codes in navigation breadcrumbs**: You can view assigned record codes instead of system record identifiers in breadcrumbs on transaction view and edit pages. * **Billable transaction filter on detail reports**: You can use filter chips to segment transactions by billable status on **General Ledger**, **Income Statement**, and **Balance Sheet** detail reports. * **Desktop microphone permission settings link**: When you use voice dictation in the desktop application, you receive operating system permission guidance and a button to open system audio settings. * **Cached report indicators in Accounting Intelligence**: When you query Accounting Intelligence and it uses cached report data older than five minutes, it indicates the data age and lets you refresh the report. * **Account range matching in Accounting Intelligence**: When you request reports filtered by an account number range, Accounting Intelligence maps the range to the corresponding account types in your chart of accounts. * **Unmatched product mapping in Anrok and Kintsugi sync**: When you sync products with Anrok or Kintsugi, DualEntry leaves unmatched products unmapped with an import error instead of generating new service items. * **Validation parity between public API and web application**: The public API now applies standard IBAN and routing number validations. You can also omit memos on journal entry lines and classifications on purchase orders. * **Bulk send tracking in Audit Trail**: Audit Trail now records bulk document sending actions so you can verify when batches of documents reach recipients. * **Reference number filter in account reconciliation**: You can view transaction reference numbers and filter by reference number during account reconciliation. * **Summary and open transaction counts on payment terms**: You can now view schedule summaries and open transaction counts linked to each term in the payment terms list. * **Installed connector filtering in prompt menu**: You now see only your installed connectors when you open the connectors submenu in the prompt bar. **Fixes** * **Validation for withholding tax effective dates**: When you configure withholding tax rates, the form validates that the effective end date occurs on or after the effective start date. * **Connection status for failed bank syncs**: When a bank connection encounters a synchronization error, you see a **Needs Attention** status instead of an ongoing syncing state. * **Scheduled agent status icons and hover contrast**: You can view scheduled agent run rows with higher hover contrast, and see the correct icon on agent cards for human-in-the-loop workflows. * **Fixed asset currency defaulting**: When you create a fixed asset record, DualEntry defaults its transaction currency to the base currency of the selected entity. * **Ramp account cleanup modal dismissal**: When you run a sync in the Ramp integration, the chart of accounts cleanup modal closes automatically once the request finishes. * **Customer edit navigation state preservation**: When you close or save the customer edit drawer, DualEntry preserves the customer identifier in the browser address bar. * **Period pricing on contract change orders**: When you update period pricing on contract change orders, you can save obligations to the correct list without triggering form submission errors. * **Validation for vendor refunds exceeding balance**: DualEntry prevents you from creating or updating vendor refunds that exceed the remaining balance on the source prepayment or credit. * **Invoiced status filter on inbox sales orders**: You can filter sales orders by invoiced status when reviewing transactions in the approval inbox. * **Line item loading on large customer deposits**: You can now load customer deposits with large numbers of lines reliably without triggering request length errors. * **CLI activity attribution in audit logs**: Activity logs now attribute actions that you perform through the DualEntry CLI to your user account instead of listing them as anonymous API actions. * **Reconnect button dismissal on active bank connections**: When you reconnect an active bank connection, DualEntry clears the prompt and removes the **Reconnect** button from the connection tile. * **Uniqueness errors when clearing offsetting bank transactions**: You can now clear offsetting transactions in Bank Match without triggering database uniqueness errors on balancing stand-in lines. * **Non-numeric search query handling in Bank Match**: When you search in Bank Match, the search ignores non-numeric tokens that resemble amounts instead of raising decimal validation errors. * **Search across Audit Trail tabs**: When you search across Audit Trail tabs, results return stored database records if search indexes do not produce an immediate match. * **Year-over-year trend cutoff for partial months**: When you compare year-over-year reports for partial months, cutoff dates now align consistently between the current and prior year. * **Negative bill conversion on Sage 50 imports**: When you import data from Sage 50, negative bills convert to vendor credits instead of being skipped during migration. * **Customer and vendor names on Sage 50 transactions**: When you view imported Sage 50 transactions, DualEntry displays the customer or vendor name rather than an internal identifier. * **Account mapping for Sage 50 transaction lines**: When you import transactions from Sage 50, specific line accounts now take priority over fallback default income and expense accounts. * **Audit Trail logging for integration reimport archives**: When an integration reimport archives a previously posted transaction, DualEntry creates an Audit Trail entry documenting the change. * **Company access restrictions on dashboard widget previews**: Dashboard widget preview endpoints now enforce entity permissions, preventing you from viewing data for restricted companies. * **Multi-book assignment consistency during rebuilds**: When you run bulk payment processing, DualEntry reads persisted book assignments directly to maintain consistency across linked secondary books. * **Full source amount capture on allocation journal entries**: You can now generate allocation journal entries that capture the full amount from source transactions. * **Filter chip display on report cards**: You can now view complete values on report card filter chips in Accounting Intelligence without text collapsing into ellipsis markers. * **Empty section visibility in Accounting Intelligence sidebar**: You no longer encounter blank views in Accounting Intelligence, as sidebar sections such as **Scheduled** and **Recents** now hide automatically when empty. * **Editing imported customer payments**: You can now open and edit imported customer payment records without encountering drawer loading failures. * **Line amount display for vendor journal entries**: You now see debits and credits from vendor-specific lines in vendor transaction lists rather than total journal entry amounts. * **Bulk locking for consolidated exchange rates**: You can now bulk lock and unlock consolidated exchange rates without triggering validation errors. **October 27, 2026** 8 new features, 8 improvements, 4 fixes **New features** * **Kintsugi sales tax calculation**: You can now calculate US sales tax automatically through Kintsugi for connected companies. * **Numeral sales tax calculation**: You can now calculate US sales tax on transactions using the Numeral tax engine for connected companies. * **Withholding tax remittance records**: You can now create withholding tax remittance records to track payments made to tax agencies for tax withheld on bills, direct expenses, and vendor credits. * **Withholding tax on direct expenses and vendor credits**: You can now apply withholding tax rates to direct expense lines and reverse proportional withheld amounts on vendor credits. * **Product tax codes from Numeral and Kintsugi categories**: You can now map product tax codes directly from live product categories in connected Numeral and Kintsugi integrations. * **Generic data warehouse connector for usage records**: You can now connect external data warehouses to import customer usage records directly into your billing and revenue workflows. * **Line custom fields for journal entries**: You can now capture custom field values on individual lines of journal entries and intercompany journal entries. * **Public API access for accounting reference data**: You can now retrieve reference data through the public API, including terms, books, projects, payment methods, contract templates, accrual templates, and check templates. **Improvements** * **Brex card payments posted as journal entries**: You can now sync Brex card payments and refunds as posted journal entries or intercompany journal entries instead of direct expenses. * **Detailed Rippling W-2 account catalog**: When you sync Rippling payroll, DualEntry dynamically populates detailed W-2 pay statement categories discovered from worker payroll records. * **Intercompany journal lines in aging calculations**: When you calculate accounts receivable and accounts payable aging, DualEntry now includes eligible intercompany journal entry lines to compute open balances. * **Future-date posting enforcement in public API**: **Breaking change:** The public API now enforces your organization's future-date posting limits and rejects record writes dated beyond the allowed threshold. * **Manual tax mode validation in public API**: **Breaking change:** When manual tax mode is active, the public API now rejects your invoice creation requests if you omit tax amounts from document lines. * **Account reconciliation requirements by default**: You can now flag eligible balance sheet accounts as requiring reconciliation so they appear in reconciliation lists by default. * **Transaction detail analysis in Accounting Intelligence**: You can now ask Accounting Intelligence to inspect the underlying transactions behind a specific report line to explain summary totals. * **Classification reporting queries in Accounting Intelligence**: You can now ask Accounting Intelligence questions about unassigned expenses and subdepartments based on your organization classifications. **Fixes** * **Consolidated weighted average exchange rate calculation**: When you calculate consolidated weighted average exchange rates, DualEntry now uses absolute transaction values. This prevents rate spikes when daily debits and credits net near zero. * **Disposal presentation on fixed asset schedules**: When you view fixed asset depreciation schedules and charts, posted asset disposals now display a \$0 ending net book value instead of appearing empty. * **Archived invoice exclusion from waterfall reports**: When you view contract waterfall reports, DualEntry now excludes archived invoices from contract billing schedules. * **Sandbox delivery status for bulk email jobs**: When you run bulk email send jobs, DualEntry now marks items as sent once SendGrid accepts messages in sandbox mode. **October 26, 2026** 12 new features, 22 improvements, 19 fixes **New features** * **Voice input in Accounting Intelligence**: You can now dictate prompts into Accounting Intelligence using the microphone button in the composer. Your speech transcribes directly into your draft for review before you send it. * **Connected apps settings**: You can now review and manage connected applications under organization settings and personal security preferences. * **Customer record merging**: You can now merge duplicate customer profiles into a single primary record to combine transaction history and contact details. * **Line item custom fields on money-in records**: You can now configure and capture custom fields on individual line items across money-in records. * **Bulk send invoices**: You can now select multiple invoices from the invoice list and email them to customers in a single batch. * **Vendor withholding tax defaults**: You can now configure withholding tax applicability and default rates directly on vendor records to populate deductions automatically on new bills. * **Withholding tax calculations on bills**: You can now apply withholding tax categories and rates to individual bill lines and review withheld amounts in the bill summary. * **Numeral integration**: You can now connect Numeral to map product catalogs to existing items and synchronize customer records automatically. * **Task creation and link sharing from comments**: You can now create custom tasks directly from timeline comments and copy direct links to individual comments. * **Intercompany journal entry line application on payments**: You can now apply same-company intercompany journal entry lines to vendor and customer payments, matching the behavior of standard journal entries. * **Default adjusting entries mode for reports**: You can now set an organization-level default mode for adjusting entries in organization settings. DualEntry automatically applies this preference to report runs, exports, and flux analysis when you do not specify a mode. * **Send invoice endpoint in public API**: You can now send invoices directly to customers through the public API. **Improvements** * **Always approve option for connector requests**: You can now select an option on connector approval cards to always approve future requests and streamline automated agent workflows. * **Customer tax ID on invoice PDFs**: You can now view the customer tax identification number in the **Bill To** section of invoice PDFs. * **Optional bank account for zero-net vendor payments**: You can now skip selecting a payment account when applied bills and vendor credits net to zero. * **Bulk update reconciliation requirement in chart of accounts**: You can now update reconciliation requirements across multiple accounts at once using bulk edit in the chart of accounts. * **Kintsugi customer mapping**: You can now map Kintsugi customers within your tax integration settings using company-scoped customer selection. * **Bulk map Rippling employees to companies**: You can now select multiple employees in your Rippling integration settings and assign them to a company in bulk. * **Dot-separated date format support**: You can now choose the DD.MM.YYYY date format across your display preferences. * **Validation highlighting for required custom fields**: Form drawers now highlight missing required custom fields when you trigger validation checks. * **Contract change orders and terminations in month drill-down**: You can now review contract change orders and terminations alongside regular schedule activity in the revenue recognition month drill-down view. * **Inline rule resolution in Bank Match**: You can now resolve rule matches inline using a popover menu on matched transactions in Bank Match. * **Draft transaction filtering in Bank Match**: You can now filter draft transactions in the **To Match** panel to focus only on records ready for reconciliation. * **Sharable links for flux analysis views**: Flux analysis drill-down views and metadata drawers now update the page URL so you can bookmark and share specific balance comparisons. * **Export offer for oversized reports**: DualEntry now prompts you to download a file export when a report exceeds on-screen rendering size limits. * **Automatic exchange rate calculation in public API**: DualEntry now automatically calculates exchange rates for bills, direct expenses, journal entries, and vendor payments when you omit the rate in the public API. * **Bill line fields in Data Analytics**: You can now view item details, account types, tax amounts, party information, and billable tracking fields in the Data Analytics bill lines dataset. * **Linked record book consistency enforcement**: DualEntry now validates that linked records share matching book assignments when you post them, preventing discrepancies across related multi-book transactions. * **Period locks on form date pickers**: Date pickers across transaction forms now enforce period locks so you cannot select dates in locked accounting periods. * **Milestone and usage pricing availability**: You can now use milestone recognition methods and usage pricing models across all contract lines and templates. * **Exchange rate override audit history on bank transfers**: When you create a bank transfer with an exchange rate override, you can now view both the system rate and your custom rate in the activity history. * **Month drill-down General Ledger impact drawer redesign**: When you open the General Ledger impact drawer in revenue month drill-down views, you see detail lines grouped into posted and preview journal entry cards. The drawer also hides empty tabs. * **Billable filter chips on detail reports**: You can now filter General Ledger, Income Statement, and Balance Sheet detail reports by billable status, customer, project, and line status. * **Default elimination toggle for non-bank accounts**: When you enable elimination, newly selected non-bank and non-credit-card accounts default the line elimination toggle to on. **Fixes** * **Scheduled agent card overflow fix**: You can now view long content on scheduled agent cards without text overflowing outside the card borders. * **Full prompt display on approval cards**: You can now view complete question prompts on approval cards, which wrap long text instead of truncating it after two lines. * **Anomaly detection card flicker fix**: You can now open and close the detector drawer without causing anomaly detection cards to flicker. * **Classification attributes navigation in Rippling mapping**: When you select the option to edit classification attributes from the Rippling mapping dropdown, DualEntry now opens the edit page as expected. * **Company drawer overlay navigation**: You can now select a company link in read-only mode to open an overlay drawer without changing your current page URL. * **Contract change order recovery status fix**: When you recover a contract change order, the order now immediately leaves the archived state and clears the recovery prompt. * **Allocation schedule currency indicator fix**: The allocation schedule total row no longer displays a multi-currency warning before you assign currencies to any lines. * **Tasks board lane scrolling fix**: You can now scroll within each Tasks board lane without shifting the outer container. * **Automatic reload for stale report runs**: When underlying transaction data updates while you generate a report, the report grid reloads the run automatically instead of failing page requests. * **Date filter updates on custom report columns**: Custom report columns now refresh their date headings and calculated figures immediately when you adjust the report date filter. * **Report package activity trail alignment fix**: You can now view report package activity logs with the timeline connector line centered between user avatars. * **Line break formatting in invoice emails**: Your sent invoice emails now preserve line breaks, matching the formatting you see in the email template preview. * **Populated custom field validation fix**: You can now save records with populated custom fields without encountering unexpected validation errors. * **Field preservation on VAT rate updates**: DualEntry now preserves existing field values when you omit fields from a VAT rate update request instead of clearing them. * **Cubby integration whitespace handling**: DualEntry now trims whitespace from text fields during Cubby synchronization to prevent repeated record updates and keep your manual transaction matches intact. * **Immediate role permission updates**: When you save a role, DualEntry refreshes cached permissions immediately so you see updated permission grants without reloading the page. * **Tab selection row updates on payment methods list**: When you switch tabs on the payment methods list, the table updates immediately to display records for the selected tab. * **Waiting status badge on scheduled agent cards**: Scheduled agent cards now display a warning badge with a hold icon when an agent run waits for your input. * **Company selection fix on new invoices**: You can now select a company when you create a new invoice without encountering an application error. **October 23, 2026** 5 new features, 3 improvements, 10 fixes **New features** * **Withholding tax on bills**: You can now record withholding tax on bill lines and totals, automatically calculating withheld amounts and posting them to designated withholding tax payable accounts. * **Installment payment terms**: Payment terms now support installment schedules, enabling you to split invoice and bill totals across multiple scheduled due dates by percentage or fixed amounts. * **Public API invoice delivery**: A new `POST /public/v2/invoices/{number}/send/` endpoint allows you to send customer invoices with generated PDF attachments directly through the public API. * **Numeral customer sync**: Customer records can now synchronize between Numeral and DualEntry, automatically matching active customers by exact name within the connected company. * **Revenue subledger tracking**: Tasks now includes a revenue subledger task to help you monitor unbatched draft subledger lines across your organization. **Improvements** * **Financial report filtering**: General Ledger, Income Statement, and Balance Sheet reports now support filtering by billable status, customer, and project. * **Public API report filters**: The public `/general_ledger/` and `/trial_balance/` endpoints now accept optional query filters for company, account, and date ranges. * **Large email attachments**: Accounting Intelligence now checks attachment sizes before sending emails through Gmail and can deliver files that exceed message limits as secure download links. **Fixes** * **Approval workflows for API updates**: Updating customers, vendors, or items through the public API now correctly triggers re-approval workflows when approval rules are active. * **API control rejection errors**: The public API now returns `422 Unprocessable Entity` responses with machine-readable error codes when requests violate period locks, approval policies, or segregation of duties. * **Outstanding balance calculations**: Outstanding balances on customer and vendor records now align with aging reports by factoring in unapplied payments, credits, and journal entries. * **Report drill-down validation**: Report drill-downs now identify customer and vendor columns by ID instead of name, preventing query validation errors on records with address-like names. * **Filtered report links**: Accounting Intelligence now opens interactive report cards with your requested filters and periods pre-applied rather than directing you to unfiltered pages. * **Default classification retention**: Updating accounts or items without specifying default classification line IDs no longer clears existing classification assignments. * **Redundant action prompts**: Accounting Intelligence no longer requests duplicate confirmations before running user-requested skills or approved connector actions. * **NetSuite migration imports**: Historical NetSuite migrations now reliably import open credit memos, vendor credits, and expense reports that lack line-level expense accounts. * **QuickBooks Online deposit mapping**: Migrated deposits and prepayment applications from QuickBooks Online now correctly preserve customer associations on journal entry lines. * **Global data access controls**: The global data endpoint now enforces role permissions and company-scoping rules across all returned datasets. **October 21, 2026** 11 new features, 2 improvements, 23 fixes **New features** * **Contract overview summaries**: The contract overview page now organizes revenue tables, including allocations, invoice summaries, monthly summaries, revenue recognition schedules, and adjustments, into a unified tab panel. * **Accounts receivable prepayments toggle**: AR Aging reports now feature an **Include prepayments** toggle so you can view unapplied customer prepayments alongside open invoices and credits. * **Withholding tax rates**: You can now access a dedicated **Withholding Tax (WHT) Rates** configuration page under **Tax Setup**. * **Accounting Intelligence connector cards**: Accounting Intelligence chat can now prompt integration setup with inline connection cards for third-party tools. * **Account reconciliation requirements**: You can now designate balance sheet accounts that require reconciliation and filter the reconciliation list to show only required accounts. * **Public API approval workflows**: Creating or updating customers, vendors, items, accounts, and classifications through the public API now triggers organization approval workflows and returns approval status fields. * **Bulk invoice delivery**: You can now select multiple invoices in the invoices list to send them in bulk. * **Numeral tax integration**: You can now connect Numeral as a tax provider under **Integrations** to automate sales tax calculations and filings. * **MCP connection filters**: You can now filter the MCP connections list by status, and only administrators can access MCP connection audit logs. * **Xero transaction attachments**: Migration imports from Xero now retrieve and link supporting document attachments for bills, invoices, and credit notes. * **Task creation from comments**: You can now create a task directly from a comment in Tasks (AI & Automation). **Improvements** * **Accounting Intelligence task management**: Accounting Intelligence can now list, create, and update tasks in Tasks (AI & Automation). * **Report date pivoting**: General Ledger, Income Statement Detail, and Balance Sheet Detail reports now support pivoting data by date. **Fixes** * **Rippling account mappings**: Offset account mapping options for Rippling payroll now support additional liability and asset account types rather than only accounts payable accounts. * **Rippling department mappings**: Department mappings in the Rippling integration now respect the configured department classification setting during line selection and bulk mapping. * **Fixed assets tables**: Fixed Assets list views now render table headers and rows without cutting them off. * **Desktop connector authentication**: Authentication flows for third-party connectors initiated in the desktop application now hand back credentials reliably from your external browser. * **Bank Match rule previews**: Bank Match rule preview cards now display account names rather than internal account identifiers. * **Dashboard date ranges**: The six-month date range preset now populates the toolbar date control on initial load. * **Organization settings layout**: The save bar on Organization settings pages now aligns cleanly without overlapping the navigation sidebar. * **Tax supply dates**: Invoices and bills under VAT or GST tax regimes now automatically default to the transaction or posting date when a supply date is omitted. * **Bank connection providers**: Bank account connections and reconnections now route through configured provider overrides instead of defaulting to Plaid. * **Custom role permissions**: Routine system updates no longer overwrite manually customized role permissions. * **Accounting Intelligence confirmation prompts**: Responding to Accounting Intelligence confirmation cards and questions now resumes conversations reliably without generating errors. * **Accounting Intelligence bank rules**: Bank rules created through Accounting Intelligence now preserve assigned vendors alongside expense accounts. * **Fivetran connector schemas**: Schema names for Fivetran connectors now truncate long company names to prevent database identifier length errors during setup. * **Cash sale accounts**: The **Bank or Credit Card Account** field on cash sales now accepts credit card accounts on save. * **Archived transaction balances**: Archived transactions no longer retain general ledger impact. * **Trial balance date ranges**: Trial balance reports now respect custom start dates rather than defaulting to January 1. * **Pivoted report exports**: CSV exports for pivoted reports now preserve the configured pivot layout. * **Balance sheet equity totals**: Total equity calculations on balance sheet reports now correctly include net income and retained earnings. * **Accounts receivable aging exports**: Excel exports for accounts receivable aging reports now calculate and display subtotals and grand totals correctly for large accounts. * **Connectors page loading**: The **Connectors** page now displays a consistent loading state while data loads. * **Dashboard navigation**: Navigating away from the dashboard while it is loading no longer redirects back to the dashboard view. * **Change order contract values**: Month drill-down views for contracts now display total contract value for posted change orders rather than showing \$0.00. * **Contract allocation empty states**: The **Allocations** tab on contract overviews now displays empty state messages within the table while keeping column headers visible. **October 20, 2026** 11 new features, 12 improvements, 23 fixes **New features** * **Elimination currency validation**: Bank and credit card accounts on eliminated journal entry lines must now match the transaction currency. * **Data Analytics customer fields**: Adds all customer profile fields to the Data Analytics customer data source, including contact details, tax codes, parent and subsidiary relationships, billing and shipping addresses, and payment terms. * **Vendor record merging**: You can now merge duplicate vendor records into a single primary vendor. * **Audit Trail actor attribution**: Audit Trail records now indicate when actions are performed via MCP or Accounting Intelligence, and include an **Actor** filter on the **Transactions** tab. * **Inline report cards in Accounting Intelligence**: Accounting Intelligence now renders report cards inline with filter chips, allowing you to open the Report Center with matching filters while preserving your chat session. * **Task comment user mentions**: You can now use @ mentions in custom task comments to notify team members. * **Task assignment to Accounting Intelligence**: Custom tasks can now be assigned directly to Accounting Intelligence for automated handling. * **Vendor credit reference numbers**: Adds an optional **Reference Number** field to vendor credit creation, edit, and view screens. * **Revenue recognition adjustments sync**: Adds a **Sync adjustments** action to contract overviews to recalculate month-end adjustments without reloading the page. * **Classification default settings**: Adds default classification settings under **General Preferences** to configure automatic classification assignment hierarchy. * **HMRC VAT submission declaration**: Submitting a VAT return through Making Tax Digital now requires confirming a legal declaration checkbox, and period dates replace period keys across views. **Improvements** * **Accounting Intelligence custom reports**: Accounting Intelligence now supports querying saved custom reports and exporting report data directly to CSV, XLSX, and PDF files. * **Accounts receivable aging prepayments**: The accounts receivable aging detail and summary reports now support an optional `include_prepayments` parameter to include open customer prepayments as of the report date. * **Dashboard date ranges**: Executive Summary, Cash Management, and Revenue dashboards for new organizations now default to showing the prior six full months plus the current month to date. * **Vendor journal entries widget**: Vendor detail records now include a **Journal Entries** section listing all journal entries associated with the vendor. * **Rich text task descriptions**: Custom task forms now support rich text editing in the **Description** field. * **Bank Match approval badges**: The bank account dropdown and tab headers now display count badges for transactions awaiting approval. * **Invoice email tracking**: The invoice list now supports filtering by email delivery status and sorting by last emailed date. * **Customer credit reference numbers**: Customer credit note PDFs now display the reference number when one is provided. * **Consumed material tracking**: The **Dimensions** drawer on fulfillment, invoice, and cash sale lines now supports tracking consumed counts, dimensions, and excess reasons. * **Customer payment import payment methods**: Customer payment bulk imports now support mapping payment methods. * **Revenue recognition contract drill-down**: The month drill-down view on revenue recognition contracts now displays change orders and contract terminations. * **Default classifications on records**: Customer, vendor, item, and account records now include dedicated **Defaults** sections for pre-populating classifications. **Fixes** * **Customer portal authentication**: Resolves an issue with single sign-on handoffs that prevented you from logging in to the customer portal. * **Export download permissions**: Enforces company access controls on CSV and report exports, returning an authorization error when you attempt to download exports containing data for unauthorized companies. * **Locked period validation**: Standardizes error codes and HTTP response statuses when you attempt to update records within a locked accounting period. * **QuickBooks Desktop sales tax migration**: Fixes an issue where imported US sales tax lines posted as generic item lines instead of dedicated tax lines under the ship-to state nexus. * **Accounting Intelligence amortization schedules**: Resolves an issue where Accounting Intelligence could not open or preview amortization schedules for prepaid assets. * **Classification updates**: Resolves an issue where submitting an identifier in the request body for `PUT /public/v1/classifications/{id}/` could update another organization's classification. Updates now strictly target the classification specified in the URL path. * **Customer prepayment application pagination**: Open invoices in customer prepayment applications now paginate 25 records per page to prevent page freezes on accounts with high invoice volume. * **Fixed asset rollforward drill-down**: Resolves an issue where drilling into rollforward rows without a dedicated destination link navigated to a `404` page. * **Revenue recognition related records**: Resolves an issue where clicking a company link under **Related Records** navigated to a `404` page instead of opening the details drawer. * **Inbox memo copying**: Clicking the copy button inside the **Memo** column now copies the text without opening the record preview drawer. * **Customer payment company dropdown**: Resolves an issue where company names were cut off in the company selection dropdown on new customer payments. * **Customer payment currency symbol**: Restores the currency symbol in the **Payment Amount** field on customer payment records. * **Budget action bar contrast**: Resolves low-contrast styling on the **Copy actuals** and **Clear data** buttons in the budget detail action bar. * **Dashboard currency dropdown**: Fixes an issue where currency and company selection menus opened behind dashboard widgets. * **Bank Match reconnect layout**: Fixes a layout issue that caused the account reconnect button on the Bank Match page to stretch across the full width. * **Bank Match notification placement**: Adjusts success toast positioning on the Bank Match page so notifications no longer cover the **Post & Match** button. * **Elimination journal entry preview**: Elimination preview rows now display the account number, foreign exchange rate, and base currency of the elimination company. * **HMRC VAT accessibility**: Resolves contrast, ARIA role, and page title issues on HMRC VAT screens to meet WCAG 2.1 AA standards. * **Scheduled agent banner background**: Resolves an issue where scrolled chat messages showed through translucent run status banners. * **Accounting Intelligence preview sizing**: Fixes an issue where rejected email and Slack preview messages rendered outside the activity panel. * **Connector management permissions**: Disables configuration actions on the Connectors page for users without administrator privileges. * **Inbox transaction drawer recovery**: Displays a retry option when an inbox transaction drawer fails to load rather than encountering an unhandled error. * **Currency listing alignment**: Resolves an issue where the status cell in the currencies table was not vertically centered. **October 19, 2026** 3 new features, 4 improvements, 14 fixes **New features** * **Vendor record merging**: You can now merge duplicate vendor records into a primary vendor to consolidate transaction history. * **Bulk invoice sending**: You can now send multiple invoices simultaneously and monitor delivery using new email status filters and sorting. * **Public reporting API**: New public API endpoints provide paginated access to general ledger transactions, trial balances, charts of accounts, and consolidated exchange rates. **Improvements** * **Vendor credit reference numbers**: Vendor credits now include an optional **Reference Number** field to record external vendor credit identifiers. * **Payment method mapping for customer payments**: Bulk customer payment imports now support mapping payment method names directly to your organization's payment methods. * **User avatars in tasks**: Tasks now display user avatars and full names for assignees and mentioned team members in task descriptions. * **Expanded Data Analytics account fields**: The accounts data source in Data Analytics now includes additional account attributes, such as category, normal balance, statement type, and account hierarchy. **Fixes** * **Aging report Excel export**: Large Accounts Receivable aging exports in Excel no longer exceed formula limits or display subtotals and grand totals as zero. * **Accounting Intelligence draft memos**: Draft invoices generated by Accounting Intelligence now save successfully when line memos are omitted. * **Accounting Intelligence record context**: Accounting Intelligence now retains the context of the open record when processing initial requests from record pages. * **QuickBooks Desktop migration payments**: Imported payments linked to journal entries or checks no longer remain open as unapplied overpayments. * **QuickBooks Desktop sales tax import**: QuickBooks Desktop data migrations now import sales tax amounts as dedicated tax lines rather than standard line items. * **Public API bill validation**: The public API now correctly enforces required company and vendor fields when creating or updating bills. * **Change order billing cadence**: New change orders now correctly inherit billing cadence defaults configured during contract creation. * **Integrations page performance**: The **Integrations** page now loads faster when retrieving connected integration records. * **Accounting Intelligence action confirmation**: Accounting Intelligence now displays a confirmation card before updating, archiving, or approving records. * **Accounting Intelligence record identifiers**: Accounting Intelligence now correctly resolves revenue contracts and fixed assets from reference numbers on record pages. * **Accounting Intelligence message streaming**: Live responses from Accounting Intelligence no longer fail with `404` errors during message streaming. * **Account number length validation**: Account numbers now validate against your organization's configured maximum digit length during account creation and import. * **Bill.com sync performance**: The Bill.com integration now skips unchanged bills and attachments during synchronization, improving sync speeds. * **NetSuite invoice import**: NetSuite migrations now accept invoices with negative line item quantities by adjusting unit rates, preventing import failures on related payments. **October 17, 2026** 3 new features, 2 improvements, 7 fixes **New features** * **Mentions in Tasks**: You can now tag team members using mentions in task descriptions and comments to collaborate directly within Tasks. * **Default classifications on expense records**: Purchase orders, bills, direct expenses, vendor credits, and fixed assets now automatically inherit default classifications from associated vendors, items, and accounts when tags are omitted. * **Scheduled integration requests**: Scheduled Accounting Intelligence workflows that require a missing or disconnected connector now pause to request authorization rather than failing. **Improvements** * **Stripe card payments**: You can now accept credit and debit card payments through Stripe Connect, securely vault card details, and configure payment links to save cards for future charges. * **Network tokens for saved cards**: Saved customer cards now automatically provision network tokens, helping reduce payment declines and improve authorization rates. **Fixes** * **Reporting currency in flux analysis**: Income statement and balance sheet flux comparisons now convert current, prior, and variance amounts to the selected reporting currency. * **Fixed asset rollforward calculations**: Beginning net book value now excludes in-period asset purchases, and drilling into rollforward figures opens the Fixed Asset Register without errors. * **Elimination journal entry exchange rates**: Intercompany elimination entries now calculate currency amounts using the elimination company's exchange rate instead of copying source rates directly. * **Xero tax account mapping**: Invoice tax synced from Xero now posts to the mapped Sales Tax Payable account instead of defaulting to a synthetic tax liability account. * **Intercompany journal entry validation**: Public API endpoints now reject customer and vendor identifiers from outside the acting organization on intercompany journal entries. * **Contract usage drawdowns**: Updating or archiving usage line items on contracts with usage drawdowns no longer causes an error. * **Invoice modification timestamps**: Editing an invoice or updating its workflow status now refreshes the record's last-updated timestamp. **October 16, 2026** 9 new features, 5 improvements, 18 fixes **New features** * **Contract monthly summaries**: The contract overview now features a monthly summary table with locked and pending status indicators, alongside drill-downs for invoices, credits, revenue recognition entries, and contract adjustments. * **Report navigation and filters**: GST/HST return summaries now link directly to the **Detail Report** with preserved filters, and the **Transactions** tab includes an open items filter toggle. * **Math expressions in amount fields**: Payment forms and allocation schedule lines now evaluate arithmetic expressions and shorthand values directly in amount inputs. * **Anrok customer sync**: You can now sync and map Anrok customer records to ensure tax exemption certificates apply automatically during tax calculations. * **Data Analytics classification columns**: Data Analytics now provides dedicated columns for each user classification tree across general ledger entries, invoice lines, bill lines, customers, and vendors. * **Accounting Intelligence report analysis**: Accounting Intelligence can now answer period-over-period and budget-versus-actual questions and follow up on previously generated reports. It also provides cards to view the underlying transactions in Report Center. * **Flux analysis AI explanations**: AI-generated flux explanations now incorporate key variance drivers, large transactions, and materiality thresholds directly from analysis results. * **Contract API timestamps**: The `/public/v2/contracts/` endpoint now supports `updated_after` and `updated_before` query filters for incremental sync, and contract responses include `created_at` and `updated_at` timestamps. * **Scheduled agent write approvals**: Scheduled agents running in dedicated sessions now pause for review with interactive approval cards before executing write actions. **Improvements** * **Invoice email tracking**: You can now display email delivery status, last emailed timestamp, and related tracking fields in the invoice list table through the column picker. * **Line-item custom fields**: Bills and other transactions now support custom text and date fields at the line-item level. * **Scheduled agent run states**: Scheduled agents now display real-time run statuses and auto-pause indicators across agent lists, the sidebar, the run drawer, and the Tasks board. * **Custom task timeline**: Custom tasks now include an activity timeline that supports user comments. * **QuickBooks migration mappings**: Migration workflows now support mapping zero-cash credit applications directly as customer or vendor payments, and can automatically assign missing invoice associations to parent customers. **Fixes** * **Accounting Intelligence display**: Cards no longer overflow the side pane in bulk workflows, and skill chips no longer flash during composer handoffs. * **Bank match row duplication**: Matched transactions no longer appear as duplicate rows in the Bank Match pane. * **Reconciliation transaction view**: Reconciliation now loads the underlying transaction list instead of only account summaries. * **Revenue recognition posting**: The batch posting page for revenue recognition no longer loads as a blank screen. * **Sales order memo saving**: Saving a sales order with keyboard shortcuts immediately after typing no longer discards recent memo edits. * **Contract unbilled account confirmation**: A confirmation prompt now appears before you change the unbilled account on contracts that include adjustments. * **Invoice waterfall report**: Inactive contracts no longer appear on the invoice waterfall report. * **Payment import mapping**: Payment imports no longer encounter an upload error that blocks mapping creation. * **Amount filter display**: Transaction list filters no longer clip the maximum amount input. * **Customer statement badges**: Status badges now render correctly on customer statements. * **Financial report export totals**: Excel and PDF exports for the Balance Sheet and Trial Balance now calculate summary totals using the final period balance instead of incorrectly summing cumulative period columns. * **Contract change order defaults**: Creating a change order now applies default values for billing and revenue recognition intervals and frequencies, aligning with standard contract creation. * **Elimination entry record numbers**: Journal entry elimination and reversal rows now retain their source record numbers, customers, and vendors on detail reports and Data Analytics views. * **QuickBooks bill tax mapping**: Imported bills from QuickBooks now properly associate taxes with individual line items and tax codes, avoiding incorrect reallocations to general tax asset accounts. * **NetSuite tax import**: NetSuite bill and invoice imports now accurately map line-level VAT and GST rates and calculate appropriate net amounts. * **Accounting Intelligence permissions**: Accounting Intelligence now checks user permissions before creating recurring journal entry schedules or modifying record attachments. * **Accounting Intelligence card approvals**: Approving an expired action card now alerts you that the pause cannot be resumed and starts a new turn without losing entered text. * **Global search permissions**: Global search results now enforce company access restrictions and exclude records from unauthorized entities. **October 15, 2026** 7 new features, 11 improvements, 24 fixes **New features** * **Custom fields on bill lines**: You can now add custom fields at the line level on vendor bills, in addition to the bill header. * **Default classifications on customer transactions**: Sales orders, invoices, cash sales, customer credits, and contracts now automatically inherit default classifications configured on the customer and item when line classifications are omitted. * **Curaçao VAT support**: DualEntry now supports standard (6%), increased (7% and 9%), zero-rated, exempt, and reverse-charge VAT rates for Curaçao. * **External tool connectors in Accounting Intelligence**: Accounting Intelligence now alerts you when a requested action needs an external tool connector that is disconnected or not yet installed, with a link to set it up. Approval prompts for external tools also include an option to always allow the action, so later runs don't prompt again. * **Adjusting entries configuration and reporting**: Adjusting entries are now configured in **General Preferences** with company scoping, and reports include dedicated settings tabs to filter or highlight adjusting entries. * **Assignee filter in Tasks**: The assignee selector in Tasks is now integrated directly into the list filters. * **Money out keyboard shortcuts**: You can now use keyboard shortcuts to create and navigate purchase orders, vendor payments, and vendor prepayment applications. **Improvements** * **Specialist agents in Accounting Intelligence**: Accounting Intelligence now routes every Report Center report to a dedicated reporting agent for more accurate answers. The reporting agent covers EBITDA and D\&A, sales reports, ARR by contract, tax, ownership, the fixed-asset register and rollforward, and flux. A new integrations specialist troubleshoots sync failures, explains why records did not sync, compares records with source systems, and retries syncs. * **Faster aging reports**: Aging reports now load faster by only querying the columns, groupings, and filters you actually select. * **Snowflake financial report exports**: The Snowflake integration now supports opt-in exports for core financial reports, including the Chart of Accounts, General Ledger, Trial Balance, and consolidated exchange rates. * **Open balance filtering on transaction lists**: Customer and vendor transaction lists now support filtering by remaining amount, allowing you to isolate open or partially applied records. * **Audit columns in Data Analytics**: The general ledger dataset in Data Analytics now includes audit columns for creator, approver, and last-modified timestamps. * **Brex discount line support**: The Brex integration now supports syncing transactions that contain discount lines. * **Date preset names on report date chips**: Report date chips now display the name of the active date preset, such as **Year to Date**, rather than static dates, making rolling date ranges clear. * **Contract monthly summary status indicators**: Closed accounting periods in the contract monthly summary now display a lock icon, and open months without posted adjustments display as pending. * **Active record context in Accounting Intelligence**: Accounting Intelligence now reads the display identifier directly from the active record header, such as journal entry or invoice codes, when answering questions about the current page. * **Peppol e-invoicing for Sweden and Germany**: E-invoicing now supports filing Swedish invoices through Peppol BIS Billing 3.0 and German invoices as XRechnung, with shared Peppol participant IDs across supported countries. * **Quote management and approval workflows**: Quote management now includes dedicated quote approval pages, customizable quote sending settings, and frequency and service period overrides on quote lines. Quotes also support bucketed totals summaries, grouped PDF exports, and revision history. **Fixes** * **Brex transfer syncs no longer loop**: Multi-currency Brex transfer expenses no longer re-sync repeatedly because of a mismatched exchange rate. * **Balance sheet equity now includes retained earnings and net income**: Custom **Balance Sheet** reports previously omitted **Retained Earnings** and **Net Income** from the **Equity** section, causing **Total Liabilities and Equity** to not match **Total Assets**. Both amounts now roll into their parent correctly. * **CSV exports with pivots keep their layout**: Summary report CSV exports with pivot columns no longer lose their row structure or column headers. Exports now match the layout shown on screen. * **Cash sales accept credit card accounts**: Saving a cash sale with a credit card account selected in the bank or credit card account field no longer fails. * **Archived bills from Ramp no longer show GL impact**: Bills archived through the Ramp integration now correctly remove their GL impact, even when a bill has more than one transaction. * **Xero sync fixes**: The Xero integration no longer disconnects unexpectedly with an `Integration is not connected` error. Xero syncs now also import all document allocations, including credit notes and prepayments applied to invoices or bills, and calculate realized foreign exchange gains and losses. * **Cross-company visibility in global search**: Global search now enforces company permissions across all record types. Users with restricted company access no longer see records from companies they can't access. * **Archived records clear pending approval tasks**: Archiving a record with an active approval workflow now cancels the workflow and updates the pending approval count in Tasks. * **Bank Match fixes**: Background suggestion jobs that time out now exit cleanly and keep previously matched suggestions. Saving a Bank Match rule is also no longer blocked after you cancel an intermediate step. * **HubSpot sync rate limiting**: HubSpot syncs now automatically retry with backoff when receiving rate limit responses rather than failing the sync. * **QuickBooks Desktop migration fixes**: Invoices migrated from QuickBooks Desktop now keep their ship-to addresses, so sales tax calculates correctly. Credit memos applied to invoices now import as payments, reducing open customer and invoice balances. * **Xero contact classification during migration**: Migrations from Xero now use contact flags to prevent vendors from being created as customers, and import money received from vendors as journal entries. * **QuickBooks Online unapplied payments migration**: Re-migrating unapplied customer payments from QuickBooks Online now preserves and relinks existing customer deposits. * **Immediate form saving**: Saving a form immediately after typing, using either keyboard shortcuts or the **Save** button, now flushes pending inputs and saves the updated values. * **Journal entry display fixes**: The classifications button and column header on intercompany journal entry lines are now centered, and opening journal entry details renders the loading skeleton without layout errors. * **Revenue recognition batch posting display**: The revenue recognition batch posting page no longer renders blank when opening the posting form. * **Bulk import mapping error messages**: Bulk imports now display specific server error messages when column mapping creation fails. * **Reconciliation fixes**: Account reconciliation transaction rows now stay visible and scrollable on shorter screens, and new account reconciliations correctly populate the default company. * **Skill page navigation after editing**: Editing a skill in Accounting Intelligence no longer causes the page to display a `Not Found` error. * **Contract termination with paid invoices**: Terminating a contract is no longer blocked when the contract already contains paid invoices. * **Company filter results in Close Management**: The company filter now accurately filters and displays records across Close Management views. * **Customer prepayment applications filter layout**: Filter buttons and counts on **Customer Prepayment Applications** no longer overlap or wrap incorrectly when filters are applied. * **Customer deposit page performance**: Customer deposits no longer lag when you open or edit them. * **1099 report generation error handling**: Generating 1099 reports now handles `422` validation errors, preventing report creation from failing silently. **October 14, 2026** 7 new features, 10 improvements, 17 fixes **New features** * **Anrok tax integration**: DualEntry now pushes posted sales documents to Anrok, including updates, voids, and refunds. * **Kintsugi tax integration**: DualEntry syncs your Kintsugi product catalog and maps products to items. * **HMRC integration improvements**: Further improvements to the HMRC VAT filing connection following production credential approval. * **Reconciliation summary for view-only users**: View-only users can now see a summary of the items selected in a reconciliation. * **Hierarchical default classifications**: Classification defaults can now resolve from a configurable hierarchy of sources (customer or vendor, item, and account), merging values and flagging conflicts. * **More Data Analytics GL Entries columns**: Added line memo, offset account, reference number, and check number columns to the GL Entries data source. * **Date format resolution**: In-app dates now resolve from your personal date format, then your organization's date format, then your locale, in that order. **Improvements** * **Connector cards in chat**: Accounting Intelligence chat now shows live connection status for connectors and lets you complete OAuth sign-in directly from the chat card. * **Contract obligation tabs and overview metrics**: Contract usage and milestone obligations now show in dedicated **Usage** and **Milestone** tabs, each with its own add, filter, and action controls. Contract overview pages also show a monthly summary table and a contract asset metric. * **Unbilled account change confirmation**: Changing the unbilled account on a contract with month-end adjustments now shows a confirmation before saving, and syncs open months after the change. * **Scheduled agent status and controls**: The scheduled agents sidebar now shows each agent's run status, and you can configure pause behavior directly in the UI. A toast appears when a manually triggered run finishes, and the read-only agent drawer has an updated layout with a clickable version badge and a **Run Now** action in the footer. * **Custom task timeline and preparer filter**: Custom tasks now have a timeline that includes comments, and the task preparer filter now lives in the general filter selector instead of a separate control. * **Multiple item prices**: Items now support multiple list prices, one per currency. * **Bank transfer exchange rate override**: Bank transfers now support a per-account exchange rate override for the sending and receiving accounts. * **Slack and email confirmation cards**: Accounting Intelligence chat now shows dedicated confirmation cards, with connector logos, when you approve a Slack or email message. * **E-invoicing filing corrections**: The invoice filing tab now shows an edit link and correction links when the integration reports available corrections, so you can fix the record and retry the filing. * **Anrok tax calculation logs**: Anrok document pushes now appear in the tax calculation logs, and the Anrok audit actor shows as "Anrok" instead of its domain. **Fixes** * **Xero sync**: Fixed five Xero document types, including prepayments, overpayments, and refunds, that previously failed to sync. * **QuickBooks Online tax on discounted documents**: Fixed GST and QST tax being dropped on QuickBooks Online invoices and credit memos that include a discount line. * **Classification validation**: DualEntry now rejects more than one classification line of the same type on items, accounts, and transaction lines. * **Date format setting**: Fixed the user and organization date format setting to return correctly as unset instead of a default value. * **Browser crash on date format updates**: Fixed a browser crash caused by frequent date format change notifications. * **Bank transfer layout on narrow screens**: Fixed the bank transfer sending, exchange rate, and receiving cards overlapping on narrow screens; they now stack instead. * **Report contract status filter**: Fixed contract status filters on reports not applying because of a mismatched parameter name. * **Filter layout**: Fixed the amount filter overflowing its container and the filter count wrapping onto its own line next to the filter icon. * **E-invoicing settings and status**: Fixed the **Companies** and **Event log** tabs disappearing from e-invoicing settings. The e-invoicing company list also now shows "Status unavailable" instead of "Decision required" for unrecognized decision values. * **Accounting Intelligence chat display**: Fixed the docked composer briefly flashing a skill chip after you send a message, and generated file cards overflowing the floating chat panel. Exported spreadsheet files now show an Excel icon instead of a generic file icon, and a long memo value in a chat result table no longer pushes other columns out of view. * **Badge display**: Fixed a broken badge on customer statements and an oversized badge on integration mapping pages. * **Recover as draft**: Fixed the **Recover as Draft** action missing from allocation journal list recover flows. * **Contract template delete**: Fixed deleting a contract template from the list opening the template's detail page instead of staying on the list. * **Integration ID copy**: Fixed copying an integration ID not working. * **Formula editor accessibility**: Fixed screen readers not announcing the **Insert** menu correctly in the formula row and formula column drawers. * **Reconciliation overview company picker**: Fixed selecting a second company on the Reconciliations Overview tab not updating the displayed rows. * **Audit actor naming**: Audit entries created by Accounting Intelligence now read "via Accounting Intelligence" instead of "via Copilot". **October 12, 2026** 6 new features, 9 improvements, 7 fixes **New features** * **E-invoicing status tracking**: Invoices and customer credits with a filing now show an E-invoicing tab with a three-step progress bar (Prepared, Sent, Confirmed), an activity timeline, and filing details such as country, authority, and references. The registration drawer also warns you when e-invoicing is not yet enabled for a company and country pair. Identity fields now show guidance for filling them in correctly. * **Unbilled receivables account setup**: You can now set a default unbilled receivables account in company settings and on individual contracts, with a prompt to create one if none exists. * **Terminate stays available on integration-locked contracts**: Contracts locked by an integration (for example, a HubSpot deal) now keep the Terminate action available in the More actions menu. Duplicate, archive, recover, import, and change order remain disabled. * **Tax rate display on custom templates**: Custom accounting templates now display the tax rate. * **Ratio presets for period-based pricing splits**: The period-based pricing split timeline on contracts now offers ratio presets to speed up setting up a split. * **Audit trail for elimination toggles**: Turning elimination on or off for a company now records an entry in the audit trail. **Improvements** * **Transactions tab on customer and vendor records**: Customer and vendor records now have a Transactions tab that lists all of a party's transactions with filtering, sorting, column reordering, CSV/XLSX export, and saved views. * **Recent exports from the report Export menu**: The Export menu on reports now includes a "Recent exports" option that opens the Exports window to show earlier exports without starting a new one. * **Default classifications on the chart of accounts**: The chart of accounts now supports default classifications for accounts. * **Reconciliation company defaults**: Starting a reconciliation from the table's Reconcile action now defaults the company to the account's company or the single filtered company. The New Reconciliation button defaults to the single filtered company. * **Bank match card editing**: Bank Match cards now have a Done button that validates the card before closing, and Cancel restores the card's previous values instead of keeping unsaved edits. * **Yapily bank connection consent prompts**: Bank connection tiles now show a region-specific prompt when a Yapily consent expires. The UK extend action is now a clear "Accept" button that only runs after you confirm. * **Invoice date filter on posted invoices**: The billable lines view for posted invoices now includes a filter by invoice date. * **Editable short code on company edit**: The company edit page now includes an editable short code field. * **Recurring journal entry templates inherit elimination**: Journal entries generated from a recurring template now inherit the template's elimination setting. **Fixes** * **Bank reconciliation difference on checked transactions**: Checking a transaction in Bank Reconciliation no longer reverts the Reconciliation Difference while the checkbox stays checked. * **1099 generation errors**: Generating a 1099 for a year with no template now shows an error message instead of silently saving the error as a CSV file. * **Create New button in company details**: The Create New button in the Company Details drawer now works correctly. * **Dialog scrolling**: Dialog bodies now show scroll fades so you can tell when there's more content to scroll through. * **Checklist task icons**: Task type icons in checklists no longer show extra strokes, and the Create button now extends to the footer edge. * **Payment tab table size**: The payment tab table no longer renders at an incorrect size. * **Activity refresh after save**: Saving a record now refreshes its activity timeline immediately, without reloading the page. **October 9, 2026** 3 new features, 6 improvements, 12 fixes **New features** * **Pivot by date on reports**: The General Ledger, Income Statement Detail, and Balance Sheet Detail reports now support pivoting by year, quarter, or month. * **Ratio presets for period splits**: When splitting a contract period, you can now pick a common ratio (such as 1:1, 1:2, or 2:3) instead of only dragging handles. * **Optional non-deductible account on VAT rates**: A VAT rate's non-deduction rate can now be left blank. When it is, the non-deductible account on a bill inherits from the expense line. **Improvements** * **Customer classification on AR Aging**: AR Aging now has a Customer Classification filter and column, matching the existing Vendor Classification support on AP Aging. * **Adjusting entries**: You can mark a GL journal entry as an adjusting entry on a per-company basis. Reports can show adjusting entries excluded, mixed into the period, in an additional period, or alone, and drill-downs follow the selected mode. Users with the right permission can post an adjusting entry into a locked period. * **Search and sort on AR dunning**: The AR dunning list now supports search and column sorting. * **Sortable billable expenses columns**: The Billable Expenses list view columns are now sortable. * **Purchase order expenses**: Purchase orders now have an Expenses tab showing billed and remaining amounts per line, with a vendor default account. * **Vendor and customer creation from the entity picker**: You can now open the vendor or customer creation form directly from the entity select drawer. **Fixes** * **Amortization status after stopping**: The amortization list now shows the correct status immediately after you use "Stop going forward," instead of showing the previous status. * **Allocation schedule destination companies**: The destination company picker in allocation schedules no longer limits results to companies that share the source company's base currency. * **Bank Match crash on malformed data**: Bank Match no longer crashes when a transaction response is malformed or missing items. * **Bank Match column rendering**: Transaction details in the Bank Statement and DualEntry Transaction columns no longer render garbled or overlapping text. * **Approval policy company count**: Bills approval policies now show the correct assigned company count, and "Manage Assignment" responds correctly instead of appearing unresponsive. * **Approval policy modal dismissal**: You can now close or cancel the approval policy setup modal using the close button, Escape key, or an outside click before saving. * **Reconciliation data after save**: Reopening a reconciliation for edits right after saving now shows the correct, up-to-date rows instead of stale data. * **Invoice PDF line descriptions**: Line item descriptions on invoice PDFs no longer change after you edit an item. * **Custom report group drag and drop**: Dragging a group to a new position in a custom report no longer causes it to disappear after saving and running the report. * **Report package Notify User display**: The Notify User field in Report Package details and edit views now shows the user's name instead of a raw user ID. * **Report schedule time display**: Report package schedule summaries now show the correct time instead of converting it to the wrong time zone. * **General Ledger report for large organizations**: The General Ledger report now loads correctly for organizations with very large transaction volumes. [Latest](https://docs.dualentry.com/developers/release-notes/changelog.md) Oct to Dec 2026 [Jul to Sep 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q3) [Apr to Jun 2026](https://docs.dualentry.com/developers/release-notes/changelog-2026-q2) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.