Feature Ideas

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.

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

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.

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

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"

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.

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.

Where you have Yes and No boxes, could you also add a Comment box? It would be quicker to work through a page this way rather than using the little drop-down arrow on the side.

In the event that you forget to click management letter point / point forward / disclosure the ability to change from comment would reduce the need to copy and paste, delete and then create new point.

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.

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

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)?

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