Roadmap

Roadmap

Under consideration(66)

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

API with recent user history for timesheet population / firm management software

Prior year queries report

Ability to link to more than one section

Ability to pre-set message in shares

Parked(8)

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

Ability to mark attachments as reviewed from the index

Option to include question in requests

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

Links showing up on left sidebar

Audit comment section (required) at bottom of internal control checklist

Disclosure Requirements compliance in each section

Bring back page references top-right to 'jump' to a section

Planned(6)

Ability to add snips into comment boxes

Subsequent receipts testing

Warning when setting deadlines that you are choosing a date earlier than the current date

Able to add attachment via the new "comment" function

Analytical Review - Disclosure notes

'Download' option for underlying leads

Scheduled (v27.2)(6)

Multi Year journals

Color coding follow ups

Cross check that sample agrees to total in sampling pages

More filters on the AR pages

Add screenshots/snips or other graphics to Management Letters and other documents

Ability to change content for CPA firms

Scheduled (v27.1)(11)

Provide tick boxes in the TB to agree to financial statements

Assigning sections to staff

Zapier Integration

Ability to search pages for changes after a certain date

A way for us to receive AA email notifications when review comments/follow ups have been addressed by the staff

ECE template for Tier 3 Charity entities

Letters for clients to sign

Additional review question

Flag partner when review points have been cleared

New Incorporated Societies Act 2023

In Development (v26.2)(18)

Permanent Audit Files

Archive function

Prompts to remind if requests are not sent

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

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

Send queries to multiple contacts

Requests auto follow-up

Update SPFR for FPEs guidelines from the 2014 version to the 2018 version

W4 - Detailed Checklist Wording

Management Letter

Released(98)

Freeze trial balance headings

Dark Mode and High contrast mode

More levels of subtotal in Trial Balance

Add the ability to sort tables by column (such as sorting minutes by date)

Flagging total lines in the T/B B/S sections as a risk

Formatting

Option to star comments in Minute Review

Click and drag/move comments in workpapers

Ability to change the order of attachments

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