Follow up on the latest improvements and updates.

RSS

October 8, 2026

new

fixed

improved

Workflow / Task Management

Management Reporting

Time Tracking

October 8, 2026

Free Scale Week has ended

In case you missed it, from October 1-7, Scale features were available to all Core and Plus users in Double. If you didn't get a chance to test things out, flip on your two week free trial of Scale for a client from the practice settings page.

Already like what you see, and want to roll things out more broadly? Talk to us about how we can support!

Custom Fields in Invoices

Invoices created in Double can now carry your QBO custom fields — Job Name, PO Number, or whatever your client's QuickBooks file defines. Fill them in when you build the invoice from Client Uploads, Quick add, or Ask Double.

Custom fields appear automatically based on the client's QBO configuration.
Works with AI Transactions and Ask Double.
For QBO users only.

Check out the video below to see it in action:

General improvements

Split or copy files in Ask Double.
Ask Double can now split a PDF by page range or into one file per page, and copy any file without changing the original — so when a merged PDF covers several QuickBooks transactions, each one gets its own supporting document. Works with files from the File Library or Uploads Inbox once they're loaded into chat.
Year-over-year comparisons on the Executive Summary.
Monthly and quarterly summaries now compare against the same period last year (July vs. last July, Q3 vs. last Q3) rather than the immediately prior period.
Bulk move files from client questions.
Select multiple attachments on a non-transaction question and move them to a folder in one step.
Pick templates when connecting a client.
Connecting an unconnected client now lets you choose which close (and tax) templates to apply — or none — instead of defaulting to the practice template.
Time Tracking and Analytics for corporate practices
. Corporate Close practices can now turn these on in Practice settings → Workflows → Global settings.
Client-list task counts update live when Ask Double, the Double MCP, or an agent creates or completes a task.
Skill chips are now preserved when copying messages in Ask Double.
Ask Double now refers to non-closing tasks as custom tasks, matching the rest of Double.

Bug fixes

Revenue share allocations now include sub-accounts when a parent income account is selected.
Restored the missing legend bar on printed metrics graphs.
Importing a fully depreciated asset through Ask Double now updates the existing asset instead of creating a duplicate, so the depreciation schedule balances.
AI Invoices once again carry rate, amount, and class on QuickBooks bundle lines.
Fixed an issue where custom file review reports built in the new Close experience broke when switching back to the previous Close.
Restored the "try account or split" flag on account-only custom file review reports.
Fixed a crash that could interrupt QuickBooks attachment syncing when attachment metadata was missing.
Fixed tab-completing a contact in the Inbox composer's To field filling in the email address instead of the contact's name.
Fixed balances not importing into Accruals schedules properly.
Fixed vendors not showing in the Accruals table.
Fixed the entity type updated in the Prepare 1099s table not showing in vendor details.
Fixed the "Upload report to task" button not showing for reconciliation reports in the Chrome extension.
Fixed the Chrome extension showing the "Client info" button three times.
Fixed Ask Double listing a hidden transaction as eligible when creating accruals.
Fixed Ask Double generating blank workpapers.
Fixed file search not working in spreadsheet previews.
Fixed several failures when running learned skills in Ask Double.
Fixed transaction questions marked as ready not displaying.
Fixed a missing Connectors tab in Ask Double.
Fixed the "Expenses & Bills Without Attachments" reports showing transactions that already had attachments for Xero clients, in both the current and new Close experience.

October 1, 2026

new

improved

fixed

Workflow / Task Management

Management Reporting

Accruals

October 1, 2026

Scale is on us this week: October 1-7

Enjoy free access to AI Transactions, AI Flux Analysis, Accruals, and more for all your clients. Explore what’s included and try it out as your work through your close.

AI usage is billed as usual. No additional AI credits are included.

Connectors: Now available to everyone

Connectors let Ask Double reach the tools that live outside Double — Slack, Notion, HubSpot, Google, and now any MCP server you point it at — so "catch me up on this client before my call" can pull from everything you use. Since the start of the beta, we've added:

Google as a built-in connection.
Connecting to any MCP by URL.
Admins decide who connects what.
Changes are recorded in the practice activity log.

Find

Connectors

within

Ask Double

then

Personalization

September 24, 2026

Deposit Undeposited Funds and match them in bank feeds

Payments sitting in Undeposited Funds can now be grouped into a bank deposit — and matched from the bank feed — right inside Double.

Pick the payments to deposit.
When you create a bank deposit from Quick add or Client uploads, you're now able to select payments sitting in Undeposited Funds.
Add loose cash and checks as manual lines alongside them
, so the deposit total matches what actually hit the bank.
Bank feed matching sees them too
. Incoming deposits are matched against both grouped deposits and individual Undeposited Funds payments, clearly labeled so you can tell them apart.
Works with AI transactions and Ask Double
.
Currently for QBO only.

Check out the video below to see it in action.

General improvements

Recognize deferred revenue across multiple invoices (Scale)
. Set up a contract's total value and term once, and Double recognizes revenue monthly based on the contract — not on when each invoice lands. Link installments to the contract as they're issued, and start recognizing before the first invoice if the engagement has already begun.
Interest-only periods on new loans (Scale).
When adding a payable or receivable loan, turn on "Start with an interest-only period" and set the number of months. Payments cover interest only until principal kicks in — common for SBA loans.
0% interest loans.
Loan amortization schedules now support loans with a 0% interest rate.
Ask Double tells you when something isn't supported yet.
If you ask for an accrual, allocation, or loan action Ask Double can't perform, it says so up front instead of attempting and failing.
Confirmation before completing organizers with unanswered required slides.
Ask Double and the Double MCP now ask before finalizing an organizer that still has required questions blank.
Cleaner contract values in Accruals.
Amounts now display with thousands separators and two decimal places everywhere you enter or view them.
Improved timer export labels
and added 4th option to export rounded (two decimal places).
Branches settings refresh.
The tab is now called Branches, with a filter, an Add branch button, and a full-width table. Branch deletion is handled by our support team — reach out and we'll take care of it.
Try Scale from inside Ask Double.
When a request needs a Scale feature the client doesn't have, Ask Double offers to start a trial on the spot.

Bug fixes

Denying Ask Double access to a tool no longer causes the chat to fail.
Fixed accrual imports failing when a row was missing its source account.
Fixed an error when editing an accrual with no duration.
Bank feed imports through Ask Double now only target accounts that are actually connected in Bank Feeds.
Fixed the Prepare 1099 download button not becoming enabled after the report finished loading.
Fixed the aging summary failing to load for clients without a connected accounting platform.
Fixed an error when saving a transaction edited with a custom sales tax rate.
The "Reorder accounts" option now works correctly in the Account Reconciliation section for QBO and NetSuite clients.
Fixed content overflowing in the Organizer builder.
Fixed the transaction questions counter showing items as ready for review when none were.
Editing a file during a rollforward no longer modifies the file attached to a prior, closed period.
Managers can once again update their own name in User Settings.
Fixed incorrect numbers in management report graphs.
Fixed Cash-basis report packages rendering Accrual-basis P&L and Balance Sheet figures.
"Hide subclasses" now rolls child classes into parent class columns on the P&L.
Fixed receipt scanning reading the wrong date on Canadian files.
Fixed files in the Client Uploads Inbox appearing blank.

September 17, 2026

new

improved

fixed

September 17, 2026

Invoices now include sales tax, addresses, payment terms, and discounts

Invoices and sales receipts created in Double — from Client Uploads, the quick-add menu, or Ask Double — now carry additional fields:

Sales tax, calculated for you.
Mark line items taxable or non-taxable (defaults come from the product's QBO tax category), and Double calculates the rate and total from the ship-to address using QBO's automated sales tax.
Bill-to and ship-to addresses
, with a one-click option to reuse bill-to as ship-to. Override the Ship From address on invoices and Location of Sale on sales receipts per transaction, too.
Payment terms.
Choose Net 30, Net 45, or any term configured in QBO, and the due date fills in automatically.
Discounts
. Apply a dollar or percentage discount to the whole invoice; tax is calculated on the post-discount amount.
Currently for QBO only.

Check out the video below to see it in action.

General improvements

See who consented to 1099 e-delivery.
The Prepare 1099s report now shows whether each vendor opted into electronic delivery when they submitted their W-9, so you know exactly who still needs a paper copy — plus a refreshed report UI.
Accrual schedules attach themselves to reconciliation tasks.
Turn on the new setting in Client Settings → Workflow → Account reconciliations, and when an account rec task tied to an accrual is marked Done, Double generates the schedule for that period and attaches it to the task — for every linked account, including accumulated depreciation and depreciation expense. Clients reviewing a close get the support without you exporting it by hand.
Create accruals from transactions with Ask Double.
Ask Double can now build an accrual directly from a ledger transaction in the New tab, linking the two so the transaction clears from your list.
Completion times in the task list.
The Completed at column now shows the time of day, not just the date.
Archive a loan, or delete it.
Loans with posted payments can be archived — past closes keep their tasks and schedule, future closes stop generating them, and auto-posting turns off. Delete remains available for loans with nothing posted yet.
Quick-add now supports creating multiple transactions at once.
A better default "Create a task" prompt in Ask Double
— it no longer sets high priority automatically and pre-fills the selected client.
Ask Double now filters client lists by status more reliably
when you ask for a list of clients.
More reliable new-client setup
, including fixes to setup, access, and onboarding.
Know when a long chat is costing you.
Ask Double now shows a banner when a single chat has run long enough that starting a new one would be cheaper.
Faster Reporting and Capacity Planning
on practices with large time-tracking volumes.

Bug fixes

Ask Double can once again read standard PDF uploads that were being reported as corrupted.
Clicking your user icon no longer opens Ask Double by mistake.
Uploading a fully depreciated fixed-asset schedule in Ask Double no longer triggers an unnecessary books-closed check.
Flux analysis now picks up section-level rows in report payee drilldowns.
Fixed an issue where the exclude list would load indefinitely when faster close was enabled.
Fixed Compare To loan balances not appearing int the account reconciliation section when faster close was enabled.
Fixed a bug that could let client setup be copied from a client the user didn't have access to.
Fixed an error that occurred when connecting to Sage Intacct.
Fixed an issue where accounts weren't showing up when creating a custom 1099 report after reconnecting to QuickBooks Online.
Fixed an issue causing the sales by customer report to fail to load for some QuickBooks Online connections.
Fixed the publish button getting stuck in a loading state when pushing reports to the client portal.
Fixed an issue where a failed optional setup step could leave a client's onboarding incomplete and prevent report creation.
Fixed a bug where practice default templates could overwrite workflows that had been explicitly copied to a new client.
Fixed a bug that could create duplicate clients when NetSuite onboarding ran more than once at the same time.
Fixed an issue where the bank feed account setup window wouldn't close.
Fixed an issue where viewing a journal entry in AI Transactions wasn't specific to the correct ledger.
Fixed task reordering for closing, tax, and firm tasks.
Fixed a missing "View comment" button in comment notification emails.
Fixed the Ask Double icon display in the add transaction window.
Fixed errors that could occur when deleting files.
Fixed an issue where certain fields in Client Details couldn't be edited.

September 10, 2026

new

improved

fixed

File Reviews

Workflow / Task Management

Management Reporting

Time Tracking

September 10, 2026

Smarter and more affordable AI models

We've made Ask Double's AI both smarter and cheaper to run. Three things to know:

A new Standard model that's great for most tasks — up to 93% more affordable than Expert.
It's a real workhorse: for the majority of what you do in Ask Double, it's all you need.
A new Auto option that routes each message to the right model automatically
, based on how hard the task is — up to 50% more affordable than running Expert throughout, with no switching on your part.
Expert now runs on the upgraded Claude Opus 5
— our most capable model, for your most complex analysis.

Prefer to choose yourself? Advanced still lets you pick any model, with Cost and Intelligence ratings to weigh credits against capability.

Check out the video below to see it in action or read more in our Help article here.

General improvements

Require an attachment before sign-off. Tasks that require sign-off can now block completion until a file is attached, with a clear tooltip - so supporting documentation is never missed.
See uncategorized dollars, not just counts. The uncategorized report now shows the total dollar amount uncategorized, so you can gauge the size of a cleanup at a glance. (Currently for faster close UX only).
Rounded timer exports. Export time entries three ways: unrounded, rounded up to the quarter-hour, or rounded down to the quarter-hour.
Know which bank network you're searching. Institution search now labels whether you're connecting via Finicity, MX, or Plaid, with guidance for finding your bank if it isn't listed.
More reliable interactive report publishing. Large interactive report packages no longer time out during publishing.

Bug fixes

Bank-feed rows now stay in place after you set a vendor, instead of jumping position.
Smoother Ask Double startup — the composer no longer flickers or locks on open, and you can start typing before it finishes loading.
Filter dropdowns no longer get cut off on tables with only a few rows.
Xero authorization no longer loses your setup selections after a delay, and two simultaneous connection attempts can no longer overwrite each other.
NetSuite client connections no longer fail when copying task setup or user access from an existing client.
Fixed a tax-code issue affecting Canadian VAT clients.
Restored bulk actions when reviewing transaction client questions.
The "Outstanding transactions" count on the client list now stays in sync with bank feeds.
Fixed Ask Double being unable to update the "Reconciled through" field.
Filtering financial reports by class in Double MCP no longer returns empty results.
Fixed an error when comparing files.
Fixed the download button for PDFs in the client portal.
Ask Double no longer switches client context mid-conversation.

September 3, 2026

new

improved

fixed

Client Portal

File Reviews

Receipts

September 3, 2026

Interactive Statement of Cash Flows

The Statement of Cash Flows now joins the P&L and Balance Sheet in Interactive Financials — the third and final statement, so clients get a full interactive view of all three.

Drill into rows for a vendor breakdown, and toggle explanations — in both Reporting and the Client Portal.
Currently available for QBO connections only.

Check out the video below to see it in action or read more in our Help article here.

General improvements

Reassign work when someone loses access. When a user is removed from a client, their outstanding tasks can now be unassigned or reassigned instead of being orphaned.
Employees in Receipts. The Employee name list is now supported across all applicable Receipts transaction types, so you can code transactions whose payee is an employee.
Smarter bank-feed notifications. Bank-feed notifications are now far less noisy.
Mask EINs in the 1099s report. New setting to mask vendor SSNs/EINs on the Prepare 1099s report, matching QBO.
Client Portal URL in settings. Your practice's client-portal URL is now shown directly in practice settings.
Ask Double on the client-questions surface. Launch Ask Double right from the client-questions view.
Recurring questions via Ask Double / MCP. New tools to create recurring non-transaction questions through Ask Double and the Double MCP.
Interactive financials on by default for all
new
practices.

Bug fixes

Reprocess a dropped receipt image instead of re-uploading.
Fixed a client getting stuck in transaction extraction and kicking users out of the close.
Fixed 1099 vendor status edits timing out and failing to save.
Invoice description edits now appear immediately instead of only after a refresh.
Fixed Column View on the Final Review P&L for Xero clients.
Journal entries now appear correctly within account reconciliation tasks.
Payee drill-downs now show base-currency amounts for multi-currency transactions.
P&L drill-downs no longer list vendors with no activity in the selected period.
Removed a redundant "client disconnected" pop-up from the close page.
Fixed a Financial Cache pop-up when opening Sage Intacct clients.
Fixed QuickBooks onboarding failures for clients using Turkish lira as base currency.
Fixed transaction questions in the legacy close wrongly showing a "Deleted" tag on active transactions.
Vendor names now display correctly when viewing an accrual.
The accruals table now updates immediately when an accrual is posted.
Fixed Ask Double spinning on very large journal-entry uploads (now staged in batches).
Improved the AI Composer's ability to split large expense receipts across multiple customers.
Ask Double now surfaces the specific QuickBooks reason when a sub-account can't be created.
Improved Ask Double's accuracy on complex calculations.
Close-status emails now reach all configured recipients when a close auto-completes.
Fixed the Save button staying disabled when adding dropdown options to a property with many existing options.
Fixed the Client Portal announcement settings page freezing the browser on load.

August 27, 2026

new

improved

fixed

Accruals

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!)

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.

August 20, 2026

new

improved

fixed

Accruals

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!)

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.

August 13, 2026

new

improved

fixed

Accruals

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.

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.

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.

→