Feature Ideas

It's easy to move to another client and miss requests that are drafted but not sent particularly if requests are only sent daily to avoid clogging the clients inbox.. Would be beneficial if a prompt could appear either when you change clients, log out or log back in drawing attention to unsent requests.

At the moment, there is only "Delete Client" function, which will delete Client/job but there is no option to archive/unarchive, which is a pretty common function in software. When we have this function, the Job list will show only active jobs/clients by default and there will be an option (e.g. filter) for users to include archived jobs. Archived jobs/clients could also be unarchived.

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

Would it be possible to improve efficiency by allowing us to drag items across the split screen (example in video "suggestion") instead of having to scroll down, as we currently do?

"Did we send confirmation request letters at planning stage?" in the workpapers has only one yes option which requires a 'follow up'. Recommend adding an option which says 'yes - received and no further follow up required' so that no further prompts are generated and work can continue

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

This is now in testing - Please let us know if you wish to have early access When we attach excel workpapers on AA, and say during review want to update the workpaper, it would be good to have the ability to edit the excel/word/PDF document within AA and have it auto saved. This can save enormous amount of time rather then replacing the document.

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.

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)?

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.

Before marking a request as resolved users will have the option to click another button to prompt the user for more details regarding the request

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

A number of clients have asked whether we have a specific template for MOE childcare funding where the report is just relating to the grant and the payroll.