Roadmap

Roadmap

Under consideration(65)

New Version suggestions

Rotating PDF pages when previewing attachments on AA

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

Adding notes in the index page

Ability to request client confirms process notes are correct

Related Parties Table

Color coding follow ups

Autofill for contacts

Break down team meeting page to prompt comments

Letters for clients to sign

Planned(32)

Drag & drop into testing areas

Audit Report code of ethics references

Testing of Members Deposits page

Addition of a doubtful debts workpaper

More filters on the AR pages

Download button on Analytical Review tables

Biological Assets

Charities Deadline

Additional review question

Expanding the select request box to show the send option after typing a message

In Development(8)

Only able to share pages that are marked for sharing

Dragging & dropping attachments in testing areas (Payments, Journals, Fees etc)

Client portal instead of requests feature

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

Formatting

Risk Selection

Ability to move steps to different jobs when updating templates

Ability to open up a the page parent page of a workpaper from the index

In Early Release(1)

Edit workpapers on AA

Delivered(47)

Review file to Include reference to PES 1 for predecessor clearance

Editing comments on review points

internal control questionaire - what program does the entity use - could you add "Farm Focus" please

Document preview in systems testing

Extrapolation of errors added to the sampling page

4.1 of Internal Controls checklist - 'What payroll system is used?'

New Clients Page Coming Soon!

Reference to "proper tax invoices"

New Audit Assistant Dashboard

Financial statements instead of performance report

Resolved(14)

Dashboard Deadlines all have today's date

Initial assessment of going concern

Timekeeping app

new Tier thresholds effctive periods on or after 28 March 24

planning letter in LCEA templates

Request attachments requiring login from client

Dating of requests is too generic

Duplication in initial assessment of going concern

Uncorrected misstatements not pulling through to management rep letter

Being able to screen shot from AA pages into help request page