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

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)?

Would it be possible to include an option to add a comment under a question but not mark the question as complete. We currently use follow ups but when these are closed off to conclude the page ready for review these disappear.

A user suggests: Can you please consider a dual function for posting journals.  It’s handy for the team to post journals when passing them so they can use the final figures in reconciliation etc, but would be good to have a review function where we could pass them for external adjustment.  I normally post them as I review them however this is not useful to the team re final figures.

There is a checkbox in each audit section for the P&L and balance sheet items to confirm that disclosure requirements have been met (refers to the later disclosure checklist). This prevents sections of the audit being signed off as complete and so makes it difficult to identify where you're at in the audit as these sections are showing as red as the disclosure checklist is completed later in the audit and so can waste time opening sections that are showing as red but have nothing further to be done other than this one tickbox. Would it be possible to remove the disclosure sign-off for each individual section?

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

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.

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

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.

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.

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)