Roadmap
Under consideration(56)
- 3
Bring back page references top-right to 'jump' to a section
#New Feature 🌟#Look and feel 🎨#New Template 📖 - 2
SSP Reporting (Internal Controls)
- 2
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
- 1
Add all the other options into the dropdown on conclusions
#Template updates 📑#Version 3 🆕
Planned(45)
- 3
Being able to close a request without deleting it when they don't respond or respond via email
- 1
ECE template for Tier 3 Charity entities
#Template updates 📑#New Template 📖 - 2
Cannot Drag and Drop attachments consistently
#Version 3 🆕#Bug 🐛 - 2
W4 - Detailed Checklist Wording
- 1
Management Letter
- 1
Increase colour variance between TB Totals and flagged items
- 1
Drag & drop into testing areas
- 2
Notifications
- 6
Rotating PDF pages when previewing attachments on AA
#New Feature 🌟#Look and feel 🎨#Integrations 🔗 - 1
Color coding follow ups
#New Feature 🌟#Look and feel 🎨
In Early Release(0)
Delivered(54)
- 1
Review points
- 1
Add Inc Socs 2022 as an option at 1.3 'identify the main legislation relevant to this client'
- 2
Add a filter under clients by balance date
#Look and feel 🎨 - 3
Button or shortcut to go to the next/previous page
#Version 3 🆕 - 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
- 1
Audit Report code of ethics references
- 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 🎨
Resolved(29)
- 1
Error when importing TB using new AA
#Version 3 🆕#Bug 🐛 - 3
Speeding up the New Version- slow compared to Classic version
#Bug 🐛 - 3
TB still not importing correctly
#Version 3 🆕#Bug 🐛 - 2
Trial Balance not importing correctly
#Version 3 🆕#Bug 🐛 - 2
Remove Completeness from autofill when selecting sample tool
#Template updates 📑#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
Suggestions for ECE template
#Template updates 📑