March 26, 2026

Access Client Roles & Properties from the Task List

You can now pull user roles and client properties into your Task List views, giving you all the information needed to triage work without having to jump to the Client List.

This will be gradually rolling out to practices over the next few days.

General Improvements

AI reconciliation analysis results are now automatically saved as a comment on the account reconciliation task, making it easy for your team to reference later.
When creating journal entries with AI, Double will automatically populate a journal number.
New accrual schedules now default to appearing at the top of the Closing section when added, rather than the bottom.

Bug Fixes

Fixed a bug where all accounts and checklists were missing from the Account Reconciliation section of a client's close period.
Fixed a bug where the "Reconciled Through Date" modal was not opening.
Fixed a bug where button text appeared invisible (white on white background) after a page refresh.
Fixed a bug where hiding columns in the Search All Transactions view had no effect.
Fixed a bug where Account Reconciliation task names did not update after renaming accounts in QBO and refreshing the page.
Fixed a bug where transaction questions could not be assigned from the Chrome extension within the QBO bank feed.
Fixed a bug where editing certain Accrual values (that don't affect the schedule) was not saving correctly.
Fixed a bug where sorting clients by close status on the Client List was not working.
Fixed a bug where the success notification was not appearing after completing a recurring task in the Task List.
Fixed a bug where email signatures were not rendering in outgoing emails.
Fixed a bug where certain Zapier triggers were not firing when a close status changed.
Fixed an error that appeared when switching a report's basis to Cash.
Fixed an issue where long transaction descriptions were overflowing outside their display area.
Fixed the Search All Transactions modal appearing too low on the screen.
Fixed the background overlay on the meeting notes modal to improve visibility.
Improved performance in Account Reconciliation by avoiding unnecessary balance refreshes when deleting tasks.