Roadmap
Under consideration(58)
- 3
Bring back page references top-right to 'jump' to a section
#New Feature 🌟#Look and feel 🎨#New Template 📖 - 1
Management Letter
- 1
Suggestions for ECE template
#Template updates 📑 - 1
Adding notes in the index page
- 1
Ability to request client confirms process notes are correct
- 1
Related Parties Table
#New Feature 🌟#Template updates 📑 - 2
Autofill for contacts
#New Feature 🌟 - 1
Break down team meeting page to prompt comments
#Template updates 📑 - 1
Improvements to Audit Quality Management tool
#Template updates 📑 - 2
Passing Journals
Planned(44)
- 2
Add a filter under clients by balance date
#Look and feel 🎨 - 2
Cannot Drag and Drop attachments consistently
#Version 3 🆕#Bug 🐛 - 4
Links showing up on left sidebar
#Look and feel 🎨#New Template 📖 - 3
Button or shortcut to go to the next/previous page
#Version 3 🆕 - 2
W4 - Detailed Checklist Wording
- 1
Increase colour variance between TB Totals and flagged items
- 1
Drag & drop into testing areas
- 2
Notifications
- 1
Color coding follow ups
#New Feature 🌟#Look and feel 🎨 - 2
Letters for clients to sign
In Early Release(0)
Delivered(49)
- 1
Only able to share pages that are marked for sharing
#New Feature 🌟 - 1
Review file to Include reference to PES 1 for predecessor clearance
- 2
Editing comments on review points
- 1
internal control questionaire - what program does the entity use - could you add "Farm Focus" please
- 2
Document preview in systems testing
#Look and feel 🎨 - 1
Extrapolation of errors added to the sampling page
#New Feature 🌟#Template updates 📑#Version 3 🆕 - 1
4.1 of Internal Controls checklist - 'What payroll system is used?'
- 1
New Clients Page Coming Soon!
#New Feature 🌟#Version 3 🆕#Software Updates 👍 - 1
Reference to "proper tax invoices"
#Template updates 📑 - 1
New Audit Assistant Dashboard
#New Feature 🌟
Resolved(25)
- 3
TB still not importing correctly
#Version 3 🆕#Bug 🐛 - 2
Trial Balance not importing correctly
#Version 3 🆕#Bug 🐛 - 2
'try now' option for the new AA is disappearing
#Bug 🐛 - 8
Add Back Shares completed bar or something similar
#Look and feel 🎨#Version 3 🆕#Software Updates 👍 - 4
Show Performance Materiality on bottom bar on new audit assistant
#Look and feel 🎨#Version 3 🆕#Software Updates 👍 - 1
Open TB once loaded
- 1
For email notifications, it would be ideal to know what client the notification relates to. will help with prioritizing correspondence.
- 1
New Version suggestions
#Version 3 🆕 - 1
(Context menu) - Ability to review attachments from the sidebar
#New Feature 🌟#Version 3 🆕#Software Updates 👍 - 1
Dashboard Deadlines all have today's date
#Bug 🐛