Feature Ideas

Is there an option for AA to recognise a sole practitioner so that, when the engagement letters, audit and review reports are generated, they are automatically populated with "I & my" rather than "We & our"? It takes time to replace these, so an option to recognise this would be helpful.

The new version of the software has at least doubled the number of times a user clicks on things in the file. I would like to suggest that a project is undertaken to streamline and simplify access to common activities within a file to reduce the number of times a mouse needs to be clicked. As a tool the latest version has made the programme less efficent to use.

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

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.

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.

I wasn't sure whether there is currently an option from the client's perspective. One of our clients recently requested copies of the questionnaires they had completed. It would be beneficial if, once the questionnaire is submitted, the client/external party has an option to print or save a copy of their completed questionnaire from their end. This would make it easier for them to retain a copy for their records and wouldn't need to include any of our internal comments or links.

When opening the current to prior option in a split view from a lead sheet the split view opens at the top of the page and you then have to locate the appropriate blurb - would be beneficial for it to automatically open on the aligning GL code.

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.

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)?

Most of our audit clients use Xero. Integration with Xero would be the highest priority for us. Imagine being able to: sync a client’s Xero file with an AA file automatically search contacts in Xero for related parties identified sync the trial balance confirm that the opening balances agree to prior year audited closing balances pull in account transactions for cumulative monetary sampling (and for the selected items, pull invoice attachments and metadata of the date approved and by who) send adjustment journals from AA to Xero as draft journals for the client to approve We have a couple of clients that use MYOB AccountRight Live so would be great to do this with MYOB too, but Xero would very much be our priority. (Kyle S)

Some clients are particularly bad at responding to requests. An auto follow-up of requests would be useful. If not responded to after the initial follow-up then a more urgently worded follow-up could be sent.

When multiple staff members are working on the same audit file, it would be really helpful if a manager could allocate specific sections to each team member. This way, it would be clearly visible within the file who is responsible for each section.

Add a permanent file area against each client record for documents that carry over largely unchanged year on year, such as constitutions and rules, trust deeds, registration certificates and signed engagement letters. When attaching a document to an engagement, the upload dialogue should let the user search that permanent file and link an existing document rather than only browsing the local drive. This keeps a single current version of each standing document, and cuts the time spent locating prior-year copies during file setup. It also means the whole engagement team draws on the same source document, which limits the risk of team members working from different or superseded versions.

For the new format AA, attachments show up on the left hand panel which is great - however it would be very helpful if attachments that were included via Links were also displayed in this list of attachments also.