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.