Roadmap

Roadmap

Under consideration(88)

drag items in draft TB across the split screen

Ability to scroll through separately uploaded PDFs within one question

Bring forward option on Deadlines

Point forward option after Conclusion

Click and drag adjustments on the reports generated at W1

Unadjusted Errors - Separate adjustments/disclosure changes option for letter of rep

Ability to mark attachments as reviewed from the index

Ability to add snips into comment boxes

Prior year queries report

Subsequent receipts testing

Planned(47)

Archive function

"Did we send confirmation request letters at planning stage?" - additional option

Prompts to remind if requests are not sent

Provide tick boxes in the TB to agree to financial statements

Update questions relating to list of trustees / committee members / directors to ask for full legal names

K section data counting as income - wrong for schools

Assigning sections to staff

Multi Year journals

Zapier Integration

Date for Planning Meeting

In Development(4)

APi into firm management software

Allow additional 'enquire further' entries and reopening of closed client requests

Requests auto follow-up

Ability to sort the Expenses and Income from Highest to Lowest in Lead Sheets

In Early Release(16)

Governance checklists

Add Engagement Letter into Z14 - Finalization Checklist

Option for account owners to filter in 'client page' to select a staff member's jobs list

Comment Box

Improvements to letters

Summary of audit page

Adding the name of lead auditor in the view Client/Job page

Ability to change the order of attachments

Click and drag/move comments in workpapers

Option to star comments in Minute Review

Delivered(60)

Being able to close a request without deleting it when they don't respond or respond via email

Review points

Add Inc Socs 2022 as an option at 1.3 'identify the main legislation relevant to this client'

Add a filter under clients by balance date

Cannot Drag and Drop attachments consistently

Button or shortcut to go to the next/previous page

Only able to share pages that are marked for sharing

Review file to Include reference to PES 1 for predecessor clearance

Audit Report code of ethics references

Editing comments on review points

Resolved(32)

potential issue on the Tier 3 NFP Audit (2024)

Change back to the old system. This is very difficult to navigate!!!!!!!!!!

Bring back Status bar on the 'Clients' page?

Error when importing TB using new AA

Speeding up the New Version- slow compared to Classic version

TB still not importing correctly

Trial Balance not importing correctly

Remove Completeness from autofill when selecting sample tool

'try now' option for the new AA is disappearing

Add Back Shares completed bar or something similar

Low Priority(3)

Option to include question in requests

Email address required to be entered for clients opening up a request

Links showing up on left sidebar