Feature Ideas

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

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

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.

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.

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)

When sending requests it is not possible for the client to see the question that the response relates to, it would be good to have an option to include the question and where applicable their response when looking for clarification.

A user asked if we can improve our letters - take out commas from greeting and sign-off, take out address as they email all their letters, add more lines for signatures and extra spaces, take out sir/madam and add partners name on rep letter.

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"

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.

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.

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

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.

Often in larger clients, there are a few main client contacts and sometimes it is beneficial to assign a single request to multiple people rather than only one person per request. Having multiple responders means more people have oversight of queries and potentially another feature would be allowing the client to re-assign queries to another person in the organisation.

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.