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Changelog

Follow up on the latest improvements and updates.

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new

improved

fixed

Accruals

AI

August 27, 2026

Allocations by Revenue Share
Allocations can now split an amount across classes or locations automatically, based on each destination's share of revenue — no more working out the percentages in a spreadsheet first.
  • A new Revenue share method sits alongside Percentage and Amount, for both transaction- and account-type allocations by class or location.
  • Pick the income accounts and a timeframe (rolling month/3/6/12 months, or calendar/fiscal YTD/QTD) and Double computes each destination's share for you.
  • For Scale users only
Check out the video below to see it in action or read more in our Help article here.
Loan Receivables
Loan Amortization isn't just for loans owed anymore — you can now set up and amortize loans your clients made.
  • Mark a loan as a payable or a receivable at setup; the language adapts across the whole flow.
  • Receivables use an interest income account and a loan receivable account instead of interest expense / loan payable.
  • For Scale users only
Check out the video below to see it in action or read more in our Help article here.
Private Betas: Faster Load Times & AI Agents
There's still time to join two new private beta tests designed to make your accounting workflows faster and more automated:
  • Faster Close Page Load Times: Test our new Close page architecture featuring a simple top toggle to switch between the new, optimized version and standard Close at any time.
  • Double AI Agents: Build custom AI agents to automate recurring accounting tasks across selected clients on a schedule or event trigger, handing work off to your team when human review is needed. (Free for beta testers!)
Sign up for one or both of the Private Betas here
General improvements
  • See what a chat costs. Hover a chat title in Ask Double to see the total cost of that session.
  • Bundle products & services in AI transactions. AI invoices and sales receipts now handle QBO bundle items correctly, so rate, amount, and class come through on bundle lines.
  • Sign e-signature requests without leaving Double. When a signature request — like a tax return — is assigned to you as a Double user, review and sign it right in the product instead of hunting through email.
  • Clearer bank-feed setup. Bank feeds now make it obvious when a bank is connected versus when accounts still need mapping — "Connect bank" is separated from adding accounts, empty states are clearer, and the Map accounts button shows how many accounts are mapped.
  • Open journal entry drafts in a new tab, so it's easier to review entries in the right client context.
  • Import time entries with their workstreams, through Ask Double and the API.
  • Transfers in bank feeds now lock class, location, and customer fields, preventing values that wouldn't carry through when posting.
  • Clearer error when you open a close with an intercompany reconciliation task but don't have access to all the associated clients.
  • Clearer errors when editing an allocation in a closed period.
Bug fixes
  • Organizers now refresh right after Ask Double makes a change, so you won't see stale draft/published state.
  • Fixed contact search so recipients can be found by name or partial email and duplicate results are removed.
  • Fixed the report type picker on the Configure report screen.
  • Files you moved (matching to a transaction or out of the Uploads Inbox) no longer appear in Trash as if deleted.
  • Bank-feed and accruals imports now show a clean status when they finish instead of a raw internal label.
  • Fixed being unable to click "Message client" from the close page.
  • Fixed an error when connecting an intercompany account in the reconciliation section.
  • Fixed the Executive Summary graph so it labels and compares fiscal years correctly for clients whose fiscal year doesn't follow the calendar year.
  • Fixed the totals row misaligning with the Debits and Credits columns in the Sage journal entry modal.
  • Fixed transactions with attachments incorrectly appearing in the "Expenses & Bills without Attachments" report.
  • Fixed prepaid expense dates showing one day behind in some timezones.
  • Fixed re-linking a prepaid installment transaction to an installment contract after it had been unlinked.
  • Fixed uploading attachments to Client Info property fields via the Chrome extension.
  • Fixed the first sign-in link sent to a client contact sometimes failing and needing a resend.
  • Fixed an error that could appear when clicking the home button.
  • Fixed published organizers not downloading as PDFs.
  • Fixed organizers containing emojis failing to download from Ask Double.
  • Fixed dragging a close status option in Practice Settings moving another option along with it.
  • Fixed the Accruals action column appearing greyed-out even though it was still clickable.
  • Fixed the file-review staging area being unreachable when empty — it now has a deep link and a "no files pending review" message.

new

improved

fixed

Accruals

AI

August 20, 2026

Import bank transactions with Ask Double
Upload a CSV, PDF, or image, and Ask Double helps prepare it for import into a new or existing bank account.
  • Import formatted or unformatted CSVs, images, or PDFs (like a bank statement)
  • Let Ask Double ask the right questions to structure your data
  • Review a preview before confirming the import
  • Add a new bank account or update an existing bank feed without manual reformatting
  • For Scale users only
Check out the video below to see it in action or read more in our Help article here.
New Private Betas: Faster Load Times & AI Agents
We are excited to invite you to join two new private beta tests designed to make your accounting workflows faster and more automated:
Faster Close Page Load Times: Test our new Close page architecture featuring a simple top toggle to switch between the new, optimized version and standard Close at any time.
Double AI Agents: Build custom AI agents to automate recurring accounting tasks across selected clients on a schedule or event trigger, handing work off to your team when human review is needed. (Free for beta testers!)
Sign up for one or both of the Private Betas here
General improvements
  • Create accrued expenses with Ask Double (Scale). Ask Double can now book a full accrued expense through the Accruals feature — account, vendor, amount, recognition start, duration, and reversal method — including multiple at once from a review table.
  • Batch your sign-off completion emails. The "Batch related sign-off notifications" setting now also batches completion emails, so a full review no longer sends 20–30 separate messages — you get one rolling email per 30 minutes.
  • Skip duplicate transactions on CSV import. When uploading a CSV to an existing bank feed, flip on "Skip duplicate transactions" to drop rows that already exist in that account (matched on date, amount, and description).
  • Answers from Ask Double now include deep links — to settings surfaces, tasks, closes, clients, files, organizers, and more — so you can jump directly to the right place.
  • Deep links to client question threads. Link directly to a specific transaction or non-transaction question thread.
  • Faster, calmer Ask Double notifications. The "response ready" notification now auto-dismisses and won't interrupt you when you're already viewing the thread.
  • Attach files to Notes from the MCP / Ask Double. File attachments on Notes are now supported through the Double MCP and Ask Double.
  • See how many clients you selected before previewing a template.
  • Wider file previews. Excel files in Posted Transactions now open in a full-width preview.
  • Skip the extra login. If you're already signed in, visiting the login page now sends you straight to your client list.
  • Faster accruals report on clients with large amounts of data.
Bug fixes
  • Fixed a generated PDF becoming inaccessible in chat after it was moved.
  • Fixed bank-feed reconnect showing the wrong router.
  • Fixed bank-feed vendor creation to reuse existing QuickBooks vendors and avoid duplicate-name errors.
  • Fixed duplicate MX reconnection banners so users see a single prompt per login.
  • Fixed duplicate file-review tasks when reconnecting a previously disconnected QBO client.
  • Fixed UI so that team members without access to Accruals no longer see the Accruals tab, even if Accruals feature is active for that client.
  • Fixed an issue that allowed non-Tax Suite practices to create tax-only clients hidden from the client list.
  • Clearer "not found" errors when an email or attachment no longer exists at the provider, instead of a generic failure.
  • Retrying a failed accrual entry now regenerates the entry number, avoiding QuickBooks number collisions.
  • Fixed the tracking-categories dropdown formatting for Xero-connected clients.
  • "Reply all" now keeps the original CC recipients when replying to an email you sent yourself.
  • Fixed an error when adding an attachment from the client portal.
  • Fixed files in the client uploads inbox that wouldn't open or appeared duplicated.
  • AI Journal Entries no longer hangs when you edit a duplicated transaction.
  • "Draft with AI" now generates content for the Summary note on the Reporting Executive Summary.
  • Deleted loans no longer appear in loan lists.
  • Loan tasks now keep their order when you open a new close.
  • Fixed the total tax field staying empty when a vendor rule applied a tax code.
  • The scroll bar in the transaction file-review modal can now be dragged with the mouse.
  • The Prepare 1099 Report column manager now shows the year matching the close period.
  • Receipts matched to credit card payments now stay attached to the transaction and appear in QuickBooks.
  • Clients who are no longer connected will stop receiving reminders about old unanswered transaction questions.
  • Fixed a sign-in error that appeared after entering a two-factor authentication code.
  • Fixed an issue that prevented importing accruals from an exported schedule file.
  • Ask Double now registers your click when you select one of its suggested responses.
  • Very long section names no longer overlap neighboring section names.
  • The client list progress flyout no longer extends past the top of the browser window.
  • "Completed at" and "completed by" details are back on the task status hover.

new

improved

fixed

Accruals

AI

August 13, 2026

Installment-based Prepaids in Accruals
Accruals now handles multi-payment prepaid contracts, so you can set up a prepaid that's paid in installments instead of a single upfront amount.
  • Link each new installment payment to the existing contract instead of spinning up a separate schedule, so one continuous schedule replenishes as payments come in.
  • Post a period's amortization even when no payment landed that month, with automatic handling if amortization ever runs ahead of what's been paid.
Read more in our Help article here.
Attach files directly to Notes
Notes now support file attachments, so the document a note refers to lives right alongside it instead of in a separate folder.
Read more in our Help article here.
General Improvements
  • Clearer web-alert copy with step-by-step troubleshooting, so config errors can be resolved before escalating.
  • Fully depreciated assets now appear on the Accruals tab, with a toggle to show disposals.
  • The AI Executive Summary now matches its analysis period to the report's configured time frame.
  • Ask Double now sends prepaid-expense imports to the accruals importer instead of creating AI journal entries.
  • Export straight from the Variables page on the Metrics tab.
  • Ask Double now places multiple metric visuals on the same row for cleaner dashboards.
  • New columns and clearer column names in Firm Analytics.
  • Redesigned the client-portal file-download email so it no longer looks like spam.
  • Long option lists in Ask Double prompts now show the first three choices with a "show more" expander.
  • Bank feed rules now validate transaction type, so you can't create a rule with an invalid one.
  • More reliable loading of Double Academy course enrollments.
Bug Fixes
  • Fixed the file-attachment popover needing a page refresh to update.
  • Fixed the transaction-attachment upload modal showing "$NaN" with blank fields.
  • Fixed the password-reset email link failing for client-portal contacts.
  • Fixed accrual feature access being determined by billing plan instead of user permissions.
  • Fixed the wrong year appearing in the Prepare 1099 Report column manager.
  • Fixed very long section names overlapping neighboring sections.
  • Fixed the client-list progress flyout extending beyond the page.
  • Fixed task completion details no longer appearing on hover.
  • Fixed the practice inbox staying disabled after reconnecting an email account.
  • Fixed signed PDFs failing to parse when encrypted.
  • Fixed using "last" in a recurring task template creating a duplicate recurrence date.
  • Fixed text overflowing in the files modal.
  • Fixed QBO questions not uploading through the browser extension.
  • Fixed tasks not being created when a template was applied.
  • Fixed being unable to create a custom status in a practice.
  • Fixed the Ask Client pop-up rendering partially off-screen.
  • Fixed an error when viewing bank feed transactions.
  • Fixed the attachments modal not appearing when copying an attachment.
  • Fixed being unable to turn an Ask Double conversation into a skill.
  • Fixed clients receiving digest notifications after losing access or unsubscribing.
  • Fixed property editing in CRM client records.
  • Fixed an extra line appearing in profit & loss reports.
  • Fixed applying a template not reassigning all preparer and reviewer roles.
  • Fixed an error when removing a profile photo in user settings.
  • Fixed intercompany accounts that could become unlinked.
  • Fixed ghost tasks appearing in the task list.
  • Fixed being unable to text clients.
  • Fixed profit & loss reports not matching connected Xero data.
  • Fixed balance sheet reports not matching QuickBooks data.
  • Fixed preparer, reviewer, manager, and status columns reordering unexpectedly in the default view.

new

August 6, 2026

Client property edit permissions
Firms that invest in setting up client properties can now control who's allowed to change them. Standard users could previously edit, add, or overwrite any property.
Now, admins can restrict property editing to the roles you choose.
Configure it in Practice Settings → Workflows.
image
Check transactions in Receipts and AI Transactions
Check is now a supported transaction type in AI Transactions. Turn a client's check register straight into checks.
  • Turn a photo or scan of a check register into multiple check transactions
  • Add a one-off check to the register without the Expense workaround
General Improvements
  • Post only part of a receipt. When one receipt produces several transactions, post the ones you're ready for instead of all or nothing — previously a partial post only happened when something failed against QBO.
  • Escaping out of an edit, duplicate, or reverse flow no longer discards your unsaved changes.
  • See Ask Double credit spend broken out by user, so you can tell where your practice's credits are actually going.
  • File edits made in Double now sync back to your connected file storage provider.
  • In Loan Amortizations, confirm the cash payment that actually hit the loan account before pushing the interest adjusting JE — catching the discrepancy here avoids unwinding the entry during reconciliation later.
  • The fixed asset schedule export now includes fully depreciated assets, giving auditors the complete listing.
  • Gross Profit now appears on QBO P&Ls without a custom layout.
  • Thumbs up and down on Ask Double's default prompts, so weak prompts can be tuned.
  • The AI button now opens in every task modal, including Task List and Inbox.
  • Ask Double shows a banner when the model you've selected is having a provider outage, instead of just looking broken.
  • Cmd/Ctrl-click an Ask Double chat to open it in a new tab.
  • Paste larger screenshots into Ask Double — the 2000px dimension limit is gone.
  • Opening a chat link you don't have access to now says so instead of failing silently.
  • Adding a checklist focuses the first item so you can start typing.
  • Clicking the Double logo takes you back to the client list.
  • Double's bank feeds now prevent adding a vendor to transfers.
  • The Add files button is now disabled in the client portal when the client uploads inbox is turned off.
Bug Fixes
  • Fixed P&L and Balance Sheet reports showing a line-level vendor instead of the customer on invoices, invoice payments, AR adjustments, and refunds.
  • Fixed the ordering of QuickBooks accounts on Profit & Loss statements so they match your chart of accounts.
  • Fixed dimension filters not persisting in the UI or applying when generating Balance Sheet and P&L reports.
  • Fixed the client list layout error and misplaced expand caret new users hit immediately after signing up.
  • Fixed bank feed accounts loading indefinitely, and previously categorized transactions reappearing.
  • Reconnecting a bank account now respects the import start date you set instead of pulling a full year of transactions.
  • Fixed a Sage sync failure that occurred when a client's account didn't support project or cost-type dimensions.
  • Fixed an error that stopped some Sage deposits with negative amounts from importing.
  • Fixed a connection failure that prevented some NetSuite clients from connecting.
  • Fixed QBO attachments failing to open.
  • Fixed an issue where importing a QuickBooks payments CSV into AI Transactions could finish without posting anything.
  • Filing a receipt from Transactions now moves the file instead of copying it, and deleting a receipt persists.
  • Fixed an error that appeared when running AI skills.
  • Fixed an Ask Double error that could break a conversation and persist into a new chat.
  • Ask Double now shows a loader during file uploads instead of appearing frozen.
  • Fixed an issue where Excel files downloaded from Double opened as read-only on Mac.
  • Fixed the task sign-off icon color in the expanded view.

new

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fixed

Workflow / Task Management

Accruals

AI

July 30, 2026

Connections in Ask Double - now in private beta
Almost everything you need is already in Double. But every so often there's one piece that isn't — a Slack thread, a note in Notion, something in your CRM. Connections let Ask Double reach those tools directly, so you can ask "catch me up on this client before my call" and get an answer that draws on both.
  • Three tools to start
    — Slack, Notion, and HubSpot, with more on the way.
  • You decide what it can do.
    Every connection separates read tools from write tools, so you can let Ask Double look things up on its own while requiring your approval before it sends or changes anything.
  • Sign up for the private beta
    here
Check out the video below to see it in action or read more in our Help article here.
General Improvements
  • The AI Composer's "use similar transactions" now works across all transaction types, not just the one you started in.
  • Better search, filters, and date matching when finding similar transactions.
  • Post expenses without requiring a vendor, matching the earlier deposits change.
  • Cleaner transaction references that hide internal numbers that weren't meaningful.
  • Admin and superadmin users are now grouped in the Client Settings user list, making removable users easier to find.
  • Column-width preferences now save to your account and follow you across devices and browsers.
  • Creating subtasks is faster — start typing right away instead of adding then clicking an empty subtask.
  • Sign-off columns on the Tasks page got alignment and label polish.
  • The activity log now records when a transaction or non-transaction question is marked resolved.
  • Reduced the checkbox click area on the new-user modal to prevent mis-clicks.
  • Reviewing dimensions on multi-line Sage journal entries is now easier — see them without opening each line individually.
  • Improved load times for Profit and Loss reports on large Sage accounts.
  • Branch admins can now see contacts with no associated clients in Practice Settings.
  • Simplified the accruals view down to a single "Actions" column.
Bug Fixes
  • Fixed a visible divider line on the Bank Feeds page in the custom tasks/files modal.
  • Fixed SharePoint file sync, which had stopped working.
  • New 1099 vendor requests now appear immediately instead of requiring a refresh.
  • Subtasks copied between tasks now appear right away instead of only after a refresh.
  • Fixed transaction-type validation and prefilter behavior in the AI prompt table.
  • Fixed an invalid PDF upload that could break an Ask Double conversation.
  • Fixed a bug where a Xero connection could show as successful while the account remained unconnected.
  • Fixed an issue affecting how 1099 bill payments synced with QuickBooks Online.
  • Fixed an issue causing bank feed connections to get stuck in a "Disconnecting" status.
  • Fixed a bug where the bank feeds account-setup window could get stuck open with no way to dismiss it.
  • Fixed a bug where the client portal preview didn't match what clients saw using "Ask a question."
  • Fixed an issue where importing and reconciling fixed asset accruals could produce an empty Excel export.
  • Fixed an issue affecting the fixed asset import process.
  • Fixed a bug causing the AI transaction composer to fail with a "something went wrong" error.
  • Fixed an issue where Ask Double could generate metric formulas that broke charts.
  • Fixed a bug where receipt PDFs no longer resized when the viewer window was adjusted.
  • Fixed an issue that could cause saving an organizer template to fail.
  • Removed a duplicate "Actions" column that appeared in allocations.
  • Fixed a bug where transactions could be posted using an incorrect account reference.
  • Fixed a bug that caused task assignment to fail after creating a review task.
  • Fixed an issue where user roles could silently revert to Admin.
  • Fixed a bug causing Ask Double to loop repeatedly when creating time entries.
  • Fixed an issue where organizer permissions were not applied correctly.
  • Fixed a bug where the client upload inbox wouldn't open from the client list.
  • Fixed an issue where a disconnected client's contact appeared as "Unknown" in client communications.
  • Fixed a bug where filtering the client list by property didn't show all matching clients.
  • Fixed an issue where Ask Double could return an empty spreadsheet.
  • Fixed a bug where the organizer link from the client list opened client communication instead.
  • Fixed a bug where certain links opened the wrong page due to a routing conflict.
  • Fixed a layout issue causing the close progress panel to overflow the screen.
  • Fixed a bug where Ask Double could stop partway through a workflow.
  • Fixed an issue where Practice Settings tabs weren't clickable while viewing the reporting tab.
  • Fixed a bug causing the file preview modal to render off-screen.

new

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fixed

AI

July 23, 2026

Talk to Ask Double - just tap the mic
Ask Double now takes voice input. Tap the new microphone icon in the chat composer, speak your question, and Ask Double handles the rest — no typing required. Perfect for quick questions while you're reviewing books, or longer messages you'd rather say than type.
  • Speak, review, send
    — dictate your message, then send it straight through or stop to edit before it goes.
  • Your mic, your choice
    — pick from any connected audio device, so it works whether you're on a headset, laptop, or desktop microphone.
Check out the video below to see it in action.
General Improvements
  • Duplicate a transaction from the Quick Add menu
  • Bulk-post staged transactions in Ask Double in a single action
  • Return to Ask Double automatically after posting a transaction from it
  • Post bank deposits without requiring a customer or vendor
  • Ask Double can now surface similar transactions to speed up your workflow
  • Launch Ask Double directly from a client's row in the client list
  • Contacts in Ask Double now respect each user's client access
  • Branch admins can now view timers for deleted users in their branch
  • Open the client and close switchers in a new tab with Cmd/Ctrl+click or middle-click
  • Consolidated Accruals actions into a single Action column
  • Refreshed the AI composer and Ask Double task icons
  • Updated copy from "AI practice chat" to "Ask Double" within AI Settings > Usage
  • Improved the speed of AI flux analysis so jobs complete faster instead of stalling
Bug Fixes
  • Fixed a bug where adding your first client could create duplicate connected clients
  • Fixed an error that could occur when editing and saving a draft email
  • Fixed an issue where your Xero profit & loss layout could gradually fall out of sync with your chart of accounts, so all accounts now appear correctly on the report
  • Fixed a bug that prevented some users from saving product or service changes while editing a transaction
  • Fixed a journal entry error that occurred when writing off a negative depreciating asset
  • Fixed an issue where linking a receipt attachment to a QuickBooks Online bill could fail
  • Fixed a display issue that made multi-line transactions too wide and difficult to resize during close
  • Fixed a bug where manually uploaded CSV bank feed transactions could appear to post but silently fail — the result is now surfaced clearly
  • Fixed an issue with moving receipt files from the Files window
  • Fixed a bug where reconciling through the Chrome extension didn't populate the QuickBooks Online statement balance in the "compare to" column
  • Fixed a display issue where long account names on the Balance Sheet could hide the file attachments icon
  • Fixed a bug where closing tasks appeared with no due date in the task list even when a due date was set
  • Fixed a bug that caused the client portal preview to display a blank content area with no way to scroll or resize
  • Fixed a bug that let unsupported transaction types be opened for edit/duplicate and throw an error
  • Fixed the Ask Double unread dot not clearing without navigating away
  • Fixed QBO vendor merge so merged transactions now appear in the drill-down
  • Fixed the inflated "New" count on Accruals and prepaid expenses
  • Fixed the synced-status badge when an entity was missing
  • Fixed a false "Sync failed" banner for clients with long ledger history
  • Fixed an accrual entry failure that occurred after import
  • Fixed a bug when creating a transaction allocation
  • Fixed custom tab order not being kept when copied between clients
  • Fixed organizer slide settings not updating for slides inside a section
  • Fixed an organizer template save failure
  • Fixed account-ID handling when posting transactions
  • Fixed a Fixed-Asset import list discrepancy
  • Fixed Practice Settings tabs not being clickable on the Reporting tab
  • Fixed a file modal that could render off screen
  • Fixed a banner overlapping the header

new

improved

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July 16, 2026

Metrics with Ask Double
You can now create and manage client metrics through Ask Double and the Double MCP/API — no more rebuilding a metrics setup tab by tab.
  • Ask Double can create metrics — tabs, variables, and visuals.
  • Standardize metrics across your whole book of clients at once, instead of setting them up one client at a time - just say "copy the metrics from client A to all of my other clients," and it flags any conflicts before overwriting.
Check out the video below to see it in action or read more in our Help article here.
General Improvements
  • You can now edit and duplicate transactions with Ask Double.
  • You can now buy additional AI credits for your practice.
  • The Loan Amortization feature is out of beta and available to all Scale clients.
  • You can now create a reversal directly from the Duplicate flow on a transaction.
  • Receipts with multiple transactions now show the specific posting error for any line that fails, so you know exactly what to fix.
  • The receipt image preview now has zoom in/out controls that won't cover the transaction input fields.
  • A new "Refresh account numbers from Xero" button re-pulls current bank account numbers and keeps reconciliation tasks grouped across all closes when a number changes.
  • You can now start a new Ask Double chat straight from the quick-add (+) menu.
  • MCP now supports creating and editing sub-tasks (checklists) on any task type — custom, close, firm, and project.
  • The Ask Double button and "Working…" state now shimmer so it's clear when it's actively working.
  • The Sage browser extension now lets you pick a client manually when it can't detect one automatically, instead of showing an error.
  • Improved the reliability of bank feed processing for clients with very large transaction volumes.
  • Ask Double can now turn work it just finished into a reusable skill — just say "create a skill for this." after a sub-agent work.
Bug Fixes
  • Fixed an error some users hit when connecting their email.
  • Fixed an issue that stopped automated client portal reminder emails from sending.
  • Fixed an error that appeared when opening a client's Uploads inbox.
  • Fixed an issue where editing a loan payment amount could unexpectedly add extra payments to the schedule.
  • Fixed a failure when creating a loan schedule through Ask Double that could leave behind a task that couldn't be deleted.
  • Fixed an error that could occur when using the AI composer on a client upload or emailed receipt.
  • Fixed an issue where Ask Double chat messages could show up blank.
  • Fixed an issue where Ask Double couldn't find certain transactions that exist in both Double and QuickBooks Online.
  • Fixed a display glitch when deleting a prompt in the AI Transaction modal.
  • Fixed the color of the "Message Client" button.
  • Fixed the "Compare To" column so auto-synced statement balances now display correctly without a manual re-sync.
  • Fixed an issue where a transaction question could be posted under the wrong client.
  • Fixed an issue where the Task List could go blank after completing a task.
  • Fixed a comment window that could render partially off screen, making it hard to reply.
  • Fixed comment scrolling on the Client List so the Send button stays reachable.
  • Fixed comment navigation so jumping to a linked transaction no longer forces a full page reload, and auto-opened comment windows can now be closed.
  • Fixed draft transactions from edit/duplicate flows lingering in the uploads inbox — abandoned drafts are now discarded when you close the modal, with a warning before you lose changes.
  • Fixed file names with unsupported characters (like : or |) breaking on rename and on files arriving via email or MMS.
  • Fixed an issue that prevented viewing files under the Client Portal tab in Files.
  • Fixed an account setup issue that prevented some newly invited users from appearing in the user list.

new

improved

fixed

Workflow / Task Management

Management Reporting

AI

July 9, 2026

AI Workpapers with Ask Double
Ask Double can now help build workpapers by reconciling accounts against supporting documents and turning that work into a ready-to-review workpaper.
  • Match account balances to supporting docs
  • Create a workpaper faster with less manual tie-out work
Check out the video below to see it in action or read more in our Help article here.
Import Accruals with Ask Double
Ask Double can now import accruals for you — just drop in your supporting file, answer a couple quick questions, and let it handle the setup.
  • Upload files directly in chat
  • Import prepaid expenses, fixed assets, and more with guided review before posting
Check out the video below to see it in action or read more in our Help article here.
General Improvements
  • Standard users can now bulk edit assignees and due dates for custom tasks directly from the Task List.
  • Improved handling of negative transaction amounts when syncing from Sage Intacct.
  • Added a clearer message when your Xero session expires while recoding, so it's obvious when you need to reconnect.
  • Ask Double has a refreshed look — new top-right button, updated branding, smoother expand/collapse — plus in-app prompts on the Close and Tasks pages to start a quality review or see what to work on next.
  • Search your chat history inside Ask Double.
  • Interactive financials can now be aggregated by class and location, in both reporting and the client portal.
  • Recurring custom and firm tasks now support bi-monthly and multi-day-per-week cadences.
  • Turn off "Shorten task descriptions" to see the full, untruncated description again.
  • Added a Resend Code button to MFA login so you don't have to restart if a code doesn't arrive.
  • Clarified the Account Reconciliations toggle label.
  • Updated Xero upgrade copy to reference Ask Double.
  • MCP:
    create_client
    now accepts a Monthly/Quarterly close cadence,
    get_task
    returns due-date recurrence info, and you can create account-reconciliation tasks via MCP.
Bug Fixes
  • Fixed an issue where expenses and bills without attachments could load indefinitely.
  • Fixed a bug that prevented some firm notes from opening.
  • Fixed a display issue where the client list could overflow when a client had many tasks.
  • Fixed the Performance column tooltip so it stays visible on hover.
  • Fixed a bug where clicking "Info" on a client took you to Files instead.
  • Fixed an issue where quarterly closing task due dates weren't appearing in the Task List.
  • Fixed an issue where task context wasn't carried into the Ask Double window.
  • Fixed an issue where Ask Double could incorrectly block task assignments for admins with branch-scoped access.
  • Fixed commenting on posted receipts, which previously failed on some transactions.
  • Fixed Ask Double incorrectly reporting no classes when creating a journal entry.
  • Fixed the AI composer error on client uploads.
  • Fixed bank-feed transaction clustering on large clients.
  • Fixed missing variables in the Metrics tab of Interactive Reports.
  • Centered the loading animation on the create-password page after accepting an invite.
  • Display polish: removed the grey border on the Ask Double modal, fixed client-list button sizing, corrected ••• menu sizing, and restored task-description colors.

new

fixed

improved

AI

July 2, 2026

Introducing: Live Spreadsheets in Ask Double
Double will begin rolling out improved spreadsheet support over the next few days. With this new update, users can create, preview, and edit spreadsheets live in Ask Double—without leaving the chat. You can also view any spreadsheet attached to a task in the new editor.
  • Create, preview, and edit spreadsheets directly inside Ask Double.
  • Open Excel files in a side panel with familiar spreadsheet controls.
  • Download finished spreadsheets when you're ready or attach them to a task.
  • View and edit existing spreadsheet attachments in the new editor.
Check out the video below to see it in action or read more in our Help article here.
General Improvements
  • Refreshed the Ask Double empty-chat state with prompt cards to help you get started faster.
  • Post a reversing journal entry in one step with the new reverse toggle and Reverse action button.
  • Added an account mapper to Client settings for Sage Intacct clients.
  • Improved handling of duplicate QuickBooks Online vendor names when creating a new vendor.
  • The skill selector now surfaces the available skills that match your personalization settings.
  • Improved the composer layout when copying or editing multiple transactions at once.
  • Ask Double now supports editing end-close due dates over MCP.
  • The MCP tools list_users and get_user now return a last_seen timestamp.
  • Transaction Review Reports for Class now populate automatically.
  • Updated the client-page "home" icon to match the primary nav.
Bug Fixes
  • Fixed a connection issue that could cause the email confirmation page to hang while setting up your practice inbox.
  • Fixed a bug that prevented raising questions on uncategorized transactions.
  • Fixed an issue where the Bank Feeds tab would not fully load.
  • Fixed a bug where a receipt attached to both a transaction and the upload inbox couldn't be deleted from the inbox.
  • Fixed an error that blocked importing an accrual schedule when the source account already existed.
  • Restored the missing "Ask client" button in the Chrome extension for QuickBooks Online.
  • Fixed the delete button on transaction attachments so the confirmation prompt opens no matter where you click.
  • Fixed an issue that prevented transactions from uploading in Bank Feeds.
  • Fixed a bug where only the Close tab appeared for connected clients upgraded to Scale for Accruals.
  • Fixed invalid role options that could appear when adding a new team member via Ask Double.
  • Fixed chat titles that were defaulting to the prompt instructions instead of a relevant title.
  • Fixed QBO bill payments failing due to an invalid PayType value.
  • Fixed "Post & Review Next" not working for grouped transactions.
  • Fixed monthly P&L and Balance Sheet reports rendering with blank month-column headers.
  • Fixed the last reconciled transaction displaying incorrectly.
  • Fixed AI Transactions not working for Sage Intacct users.
  • You can now edit file names containing backslashes via MCP and Ask Double.

new

improved

fixed

Workflow / Task Management

AI

June 25, 2026

Create transactions with Ask Double
Ask Double can create transactions for you directly in the chat. You can start from an uploaded document or just describe the transaction in plain language, and Ask Double will extract the details, ask about anything that's missing, and post it once you approve. Available for QBO users on Scale only.
Check out the video below to see it in action or read more in our Help article here.
General Improvements
  • AI Flux analysis notes can now be bulk added to your Comments or Footnotes. Learn more in our help article here.
  • Posted transactions now show a status card (and a table for batches) in Ask Double, with click-through to the transaction in QBO.
  • You can now switch a transaction's type mid-conversation in Ask Double instead of restarting the flow.
  • Admins can now add new team members directly through Ask Double.
  • Ask Double can now create monthly closes for one or more clients at once via MCP.
  • AI Flux Analysis variance explanations are now included in Final Review P&L and Balance Sheet CSV/Excel exports.
  • Clicking "Run skill" now inserts the skill into your prompt instead of running it immediately, so you can edit before sending.
  • The skill editor now renders Markdown properly, making tables and formatting far easier to read.
  • Account Reconciliation and Final Review now open Ask Double directly from their AI buttons.
  • Project header chips, client list, and close-page headers received design-system polish (sentence-case labels, consistent menu sizing, cleaner padding).
Bug Fixes
  • Fixed Ask Double chat scrolling back to the top after each message.
  • Fixed the chat input not showing its focused state until you started typing.
  • Fixed standard users getting a generic error instead of a clear "contact your admin" permission message in Ask Double.
  • Fixed posting large transaction groups (100+) failing against QBO rate limits.
  • Fixed the unmapped-accounts message to read "Finish mapping your accounts" so it's clear mapping is still needed.
  • Removed Xero from an upsell banner since Xero isn't supported.
  • Fixed the error boundary not displaying on production errors after the router migration.
  • Fixed the clipped "+" icon on the Add close button.
  • Fixed South African (ZA/ZAF) tax code mapping for QBO VAT clients.
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