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.