April 30, 2026

Allocations

You can now split account balances and individual transactions across classes, locations, or other accounts as part of your month-end close. Define percentage-based or amount splits, and Double will handle the journal entries — no more tracking allocations in a separate spreadsheet.

Choose Account to distribute a full account balance (like Rent Expense across multiple departments), or select an individual Transaction to allocate specific spend or income details. Available now for Scale clients.

To learn more, read our help article here.

General Improvements

The AI Journal Entry composer can now create new vendors and chart of accounts entries on the fly, supports deposits and credit card credits natively, and remembers your workflows as reusable skills to reduce back-and-forth on repeat transactions.
Client reminder emails now include organizers, e-signature requests, and bank feed connection requests alongside transaction questions, so clients see everything they owe in one place.
Mark attachments on recurring custom tasks to roll forward automatically when the task recurs — no more re-uploading the same working files each month.
CSV bank feed imports now support up to 5,000 transactions in a single upload, up from the previous 500-row limit.
The comment inbox now remembers your last-used filter (Open, Unread, or All) across sessions so you land exactly where you left off.
Applying a custom task template now correctly overrides existing tasks on a client.
Metrics visuals no longer show duplicate legend entries, and the Break-Even Point formula has been corrected for edge cases.
Merged file previews in Client Uploads now scroll correctly so all pages are accessible.
Zapier's "status changed" trigger now reliably includes the new status value on every run.
Improved transaction report column widths on the close page for Safari users.
Several fixes to comment box UI polish, attachment window display in upload review, and Chrome extension transaction question syncing.

Bug Fixes

Fixed an issue where merged vendors in Xero were still appearing as separate entries in the Custom 1099 report.
Fixed a bug causing 1099 filing requirement selections and entity types to revert to "No" after saving and refreshing the page.
Fixed a bug where disposed assets were incorrectly showing positive starting and ending balances on the accruals schedule report in periods after disposal.
Fixed a bug where notification preferences for the client digest defaulted to the user who created the client, ignoring the selections made when adding a new unconnected client.
Fixed a page crash caused by the Cmd+K shortcut conflicting between the global command palette and the rich text editor's link insertion on the Client Info page.
Fixed an issue where admin users in firms with branches enabled could not view capacity planning reports that included deleted team members.
Fixed a bug where sent emails appeared under multiple clients in the email history, even though the email was only sent once to the correct recipients.
Fixed a bug where vendor name tooltips overlapped text in the AI Bank Feeds auto-classifications table, making vendor names unreadable on hover.
Fixed a bug where the "Analyze difference" button in the Chrome extension did nothing when clicked on the QBO Reconciliation page.
Fixed an issue with by-client aggregations in Firm Analytics not displaying correctly.