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List view & UI enchancements

We’ve redesigned DualEntry to help finance teams move faster—with less clicking, more doing.

Audit trial & activity tab

Get automatic logs of every line-level JE change, user login, period-locking activity, and transaction activity.

Switch organizations

Switch to view different orgs in a click, from your settings menu, without re-authenticating every time.

Quick actions

In one click, convert sales orders to invoices, turn POs into bills, record payments from invoices, and more. AI auto-fill means you never enter data twice.

Custom reports

Take repetitive work out of reporting by creating, customizing, and saving reports in one place. Reuse or adapt them any time.

GL period locking

Lock down specific periods and subledgers to keep your close secure, and set granular controls so only select users can view, unlock and re-lock periods.

Spotlight search

AI scans your whole system in seconds. Access everything from individual bills to entire customer records instantly, wherever you are in DualEntry.

Close-management checklists

Every to-do is automatically tracked so you can spot bottlenecks and reallocate resources as needed.