September 3, 2026

Interactive Statement of Cash Flows

The Statement of Cash Flows now joins the P&L and Balance Sheet in Interactive Financials — the third and final statement, so clients get a full interactive view of all three.

Drill into rows for a vendor breakdown, and toggle explanations — in both Reporting and the Client Portal.
Currently available for QBO connections only.

Check out the video below to see it in action or read more in our Help article here.

General improvements

Reassign work when someone loses access. When a user is removed from a client, their outstanding tasks can now be unassigned or reassigned instead of being orphaned.
Employees in Receipts. The Employee name list is now supported across all applicable Receipts transaction types, so you can code transactions whose payee is an employee.
Smarter bank-feed notifications. Bank-feed notifications are now far less noisy.
Mask EINs in the 1099s report. New setting to mask vendor SSNs/EINs on the Prepare 1099s report, matching QBO.
Client Portal URL in settings. Your practice's client-portal URL is now shown directly in practice settings.
Ask Double on the client-questions surface. Launch Ask Double right from the client-questions view.
Recurring questions via Ask Double / MCP. New tools to create recurring non-transaction questions through Ask Double and the Double MCP.
Interactive financials on by default for all
new
practices.

Bug fixes

Reprocess a dropped receipt image instead of re-uploading.
Fixed a client getting stuck in transaction extraction and kicking users out of the close.
Fixed 1099 vendor status edits timing out and failing to save.
Invoice description edits now appear immediately instead of only after a refresh.
Fixed Column View on the Final Review P&L for Xero clients.
Journal entries now appear correctly within account reconciliation tasks.
Payee drill-downs now show base-currency amounts for multi-currency transactions.
P&L drill-downs no longer list vendors with no activity in the selected period.
Removed a redundant "client disconnected" pop-up from the close page.
Fixed a Financial Cache pop-up when opening Sage Intacct clients.
Fixed QuickBooks onboarding failures for clients using Turkish lira as base currency.
Fixed transaction questions in the legacy close wrongly showing a "Deleted" tag on active transactions.
Vendor names now display correctly when viewing an accrual.
The accruals table now updates immediately when an accrual is posted.
Fixed Ask Double spinning on very large journal-entry uploads (now staged in batches).
Improved the AI Composer's ability to split large expense receipts across multiple customers.
Ask Double now surfaces the specific QuickBooks reason when a sub-account can't be created.
Improved Ask Double's accuracy on complex calculations.
Close-status emails now reach all configured recipients when a close auto-completes.
Fixed the Save button staying disabled when adding dropdown options to a property with many existing options.
Fixed the Client Portal announcement settings page freezing the browser on load.