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_clientnow accepts a Monthly/Quarterly close cadence,get_taskreturns 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.