Announcements

New updates and improvements to Audit Assistant

  1. The New Audit Assistant Experience (Pre-Release)

    We're excited to release a pre-release of the new Audit Assistant experience. This is the first of a number of version 3 features that we will be releasing.

    You can try the new Audit Assistant today by clicking the 'Try Now' button that appears in the banner on a client. While in pre-release, you will be able to switch between the the current classic version of Audit Assistant and the new Audit Assistant Experience at any time.

    A picture tells a thousand words, and a video tells even more so see the below video for a quick 2 minute introduction or learn more here. 

     

  2. Single Sign on (SSO) for Audit Assistant

    New Feature

    Audit Assistant users now have the option to sign in with either their Microsoft work or school account or their Xero login.

    This feature can be turned on and off in the Security Settings, under 'Sign In.'

    Screenshot 2024-09-16 at 1.01.53 PM

    For more information, please view our support article: https://support.auditassistant.com/hc/en-us/articles/360000355716-Security-options 

    The general release has already been deployed, and there will be a final release on the 1st of October for any remaining firms that require extra time to prepare for the change.

    6

    Make single sign on option so users can log in using their Microsoft or Xero credentials

    Now delivered! Single sign-on with Azure and Xero - this means when you go to sign in with AA, you can use the same login as Azure or Xero. This is a a firm decision - under security - which logins can you allow - user name & password, or Xero login, or Azure. You can turn things on or off depending on what the firm wants.You would want to link AA account within Azure. So you do it once, then can log in with each user. So from an administrative perspective, it is very simple. It makes things very centralised and can be administratively managed. Is this something that would be useful?

    Clive McKegg
    Delivered

    0

    Like

  3. New Client Page

    Improvement

    We've just introduced the clients page into our v3 product which has been in development for the last 6 weeks, an important update that will allow us to open up new templates and jobs built on the new Audit Assistant platform over the coming months.

    We've tried to keep the page familiar while taking advantage of wider screens (while making it mobile compatible) and improving the search and filter functionality. Over time, we will be making a change to our language, changing 'clients' to 'jobs'. This change has started to appear in this release.

    The general release has already been deployed, and there will be a final release on the 1st of September for any remaining firms that require extra time to prepare for the change.

    Our documentation websites have now been updated to reflect the new client page.

    2024-08-16_10-41-35
    1

    New Clients Page Coming Soon!

    We are thrilled to announce that a brand-new clients page will be launched soon, and we need your help! We are looking for volunteers to test it out and provide early feedback. If you're interested, please leave your name below or contact support. Check our community post for details: https://support.auditassistant.com/hc/en-us/community/posts/10228870482447--Details-About-the-New-Clients-Page

    Swikrit K
    Delivered

    8

    Like

  4. Two Factor Authentication (2FA) icon added

    New Feature
    Improvement

    We have recently deployed an updated security feature for 2FA. Account admin's can now see which users have 2FA activated via an authentication app with a 2FA icon added next to the users name in the 'Users & Teams' page in the settings (see the green icon circled in red on the attached screenshot).

    This new feature allows account managers to easily identify users without 2FA app turned on.

    Screenshot 2024-07-30 at 11.11.48 AM

    Like

  5. Updated Header responsiveness and design

    Improvement

    We have updated the Audit Assistant Header to enhance readability when in the mobile view and when viewing it in a narrow window on a computer.

    The Dashboard also resizes to fit the screen shape as can also be seen in the below clip.

    348582023-0013f951-6bdb-4d28-91bc-6064dfedda32

    Like