Feature Ideas

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  1. When refreshing page

    Hi. When refreshing the page, it seems to go back to the top of the page always when I am already on W section. I want it to just refresh but don't take me to the top.

    Luani P

    0

  2. Bring back Status bar on the 'Clients' page?

    Michelle B

    1

  3. Dark Mode and High contrast mode

    User settings where font size, style mode (classic, dark, high contrast) can be selected. We could add other custom user preferences here too.

    Swikrit K

    1

  4. A way to zoom in and out of just one screen

    The suggestion is a way to enlarge just one screen. When there are multiple windows or tabs open, zooming in one one will zoom in on all of them.

    Swikrit K

    0

  5. More levels of subtotal in Trial Balance

    A number of users have suggested that it would be great to have general subtotals (say "administration expenses") that tie the trial balance into the financial statements, but also the ability to group items at other levels within that - say all the depreciation codes into one totals. We're not sure the best way to do this but we will make sure this is part of our new version trial balance feature

    Clive McKegg

    0

  6. Click and drag/move comments in workpapers

    Hello When adding comments in a workpaper, it would be useful to be able to click and drag comments and/or attachments to change the order i.e. similar to being able to move minutes into the correct date order. Thanks

    Laura A

    2

  7. Add the ability to sort tables by column (such as sorting minutes by date)

    So the functionality to click on a column heading on a table and the system can automatically sort it. This can be used to sort things alphabetically, numerically or by date. Feedback for being able to sort the minutes page: "it will make reviews more efficient if the audit director could sequence them after the fact newest to oldest" "some clients are dreadful at supplying a complete set of minutes and there is usually a set that gets entered out of sequence"

    Swikrit K

    2

  8. Mark some attachments as 'permanent'

    A user suggested that "permanent" attachments be possible i.e. automatically flag as permanent so they are brought forward without having to tick - for key documents such as trust deeds or constitutions. It would be good to be able to view all these from one tab also.

    Clive McKegg

    1

  9. Freeze trial balance headings

    When scrolling down the trial balance have the headings, "draft, final, budget, prior" frozen at the top for clarity of what the $-value is you're looking at.

    Laura A

    1

  10. Ability to separate response to questions

    For example when doing proof in total on revenue all work needs to be completed in one section however in most case there is more than one proof in total. It's difficult to distinguish where one proof in total starts and another finishes and also not possible to add additional support if required in the correct place. Providing a way to add additional areas would resolve this.

    Tracey H

    0

  11. Change back to the old system. This is very difficult to navigate!!!!!!!!!!

    Chris T

    1

  12. A way to extend substantive testing to test more items without deleting the existing sample

    Raised during training. If a sample is made based on performance materiality of say 20 items, and the sample reveals errors such that it is decided to extend testing to test say another 20 items, how is this possible without deleting the original sample and starting again (which will get rid of all that testing work)?

    Clive McKegg

    1

  13. Cross-referencing between grouped clients

    If two clients are in the same group, then having the ability to cross reference to something in another grouped client.

    Swikrit K

    1

  14. Tests sections - dragging docs to the workpapers

    Hi Team, just a suggestion which will save the time for all who perform substantive testings. Under the Tests is it possible to add an option to drag documents, instead of using attachment option, for example for real estates clients K1-1.1 - Monthly Returns and other substantive tests where the attachments are required.

    Alena D

    2

  15. Rotating PDF pages when previewing attachments on AA

    This would help reviewers significantly as they would no longer need to download the files first, instead they can just use the preview tool and rotate pages as needed.

    Keagan P

    2