Roadmap
Under consideration(64)
- 1
Extra level of review on journals
#New Feature 🌟 - 1
Disclosure Requirements compliance in each section
#Template updates 📑#Look and feel 🎨 - 1
Analytical Review - Disclosure notes
- 1
Stars now not in line with the account
- 1
Management letter responses ideas
#New Feature 🌟 - 1
Disclosure of Services from a service provider - R2 - 7, in the new PS-3 standard
- 1
Hold Harmless Template
#New Template 📖 - 2
File notes
- 3
Bring back page references top-right to 'jump' to a section
#New Feature 🌟#Look and feel 🎨#New Template 📖 - 2
SSP Reporting (Internal Controls)
Planned(47)
- 2
Date for Planning Meeting
- 1
Update SPFR for FPEs guidelines from the 2014 version to the 2018 version
- 3
Option for account owners to filter in 'client page' to select a staff member's jobs list
- 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
In Development(7)
- 1
Ability to search pages for changes after a certain date
#New Feature 🌟 - 3
Bring back Status bar on the 'Clients' page?
#Look and feel 🎨#Bug 🐛 - 1
A way for us to receive AA email notifications when review comments/follow ups have been addressed by the staff
#New Feature 🌟 - 1
Adding the name of lead auditor in the view Client/Job page
#New Feature 🌟 - 1
Ability to sort the Expenses and Income from Highest to Lowest in Lead Sheets
- 24
More levels of subtotal in Trial Balance
#Version 3 🆕 - 1
Formatting
#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(30)
- 1
potential issue on the Tier 3 NFP Audit (2024)
#Template updates 📑#Bug 🐛 - 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