Introducing Our New Trial Balance Import Tool

We’re excited to introduce a major upgrade to Audit Assistant’s trial balance import tool! Previously, importing a trial balance required exact column names for recognition, making the process rigid and sometimes frustrating. With our new tool, you can now upload trial balances with any column names and easily map them to the required fields, streamlining the process for a more seamless experience.

The new import tool offers multiple ways to upload your files, including selecting from your computer, dragging and dropping, or pulling directly from SharePoint. It intelligently detects common trial balance formats and suggests mappings, while also allowing for manual adjustments when needed. Additionally, the tool provides a detailed import report, helping you identify any skipped rows and ensuring data accuracy.

Watch the video below for a full walkthrough of the new trial balance import tool in action. We believe this update will make your workflow smoother and more efficient. As always, we welcome your feedback—let us know how it’s working for you!

General Release: 17 March 2025

Delayed Release: 1 April 2025