Feature Ideas

We are currently unable to edit an 'enquire further' nor add additional comments or information once we send one. This leads to emails between ourselves and the clients to clarify in cases where we make a mistake, typo, or do not include enough relevant information to clarify the query. Allowing additional comments under 'enquire further' would avoid the use of external communication outside the AA system and help to streamline requests. Additionally, sometimes we need to refer a client to answers they previously provided but cannot do so directly because the request has been closed. Allowing the request to be reopened would make this easier, save time typing out explanations or copying the client's old replies into a new query.

Current we cannot add another file on client requests if we enquire further, and we can only add one file when sending a request. We often have to email the client copies of additional documents or breakdowns relevant to the request which seems to defeat the purpose of using the request feature. Allowing this would reduce the use of emails external to AA and streamline the requests process, especially for complex audits. It would also assist in keeping everything in one place, reducing the potential of missing a client reply outside the AA system in our emails.

With many audits you have information that was requested in the prior year that could still be useful in the following audit (eg multi-year contracts, internal control policies/explanations, etc). It would be useful to have a dedicated page on AA where all the prior year queries are included on one page, including all the attachments that were sent to us at the time.

Time saver

Is there any way we could look at being able to add multiple contacts within queries, that way if there is a job with multiple contacts, we can send one request which CC's all of the relevant contacts, where any of them can access the same link

Hello When adding comments in a workpaper, it would be useful to be able to click and drag comments and/or attachments to change the order i.e. similar to being able to move minutes into the correct date order. Thanks

A number of users have suggested that it would be great to have general subtotals (say "administration expenses") that tie the trial balance into the financial statements, but also the ability to group items at other levels within that - say all the depreciation codes into one totals. We're not sure the best way to do this but we will make sure this is part of our new version trial balance feature

This is now in testing - Please let us know if you wish to have early access When we attach excel workpapers on AA, and say during review want to update the workpaper, it would be good to have the ability to edit the excel/word/PDF document within AA and have it auto saved. This can save enormous amount of time rather then replacing the document.

So the functionality to click on a column heading on a table and the system can automatically sort it. This can be used to sort things alphabetically, numerically or by date. Feedback for being able to sort the minutes page: "it will make reviews more efficient if the audit director could sequence them after the fact newest to oldest" "some clients are dreadful at supplying a complete set of minutes and there is usually a set that gets entered out of sequence"

A user suggested that "permanent" attachments be possible i.e. automatically flag as permanent so they are brought forward without having to tick - for key documents such as trust deeds or constitutions. It would be good to be able to view all these from one tab also.

Raised during training. If a sample is made based on performance materiality of say 20 items, and the sample reveals errors such that it is decided to extend testing to test say another 20 items, how is this possible without deleting the original sample and starting again (which will get rid of all that testing work)?

When scrolling down the trial balance have the headings, "draft, final, budget, prior" frozen at the top for clarity of what the $-value is you're looking at.

Before marking a request as resolved users will have the option to click another button to prompt the user for more details regarding the request

User settings where font size, style mode (classic, dark, high contrast) can be selected. We could add other custom user preferences here too.

Most of our audit clients use Xero. Integration with Xero would be the highest priority for us. Imagine being able to: sync a client’s Xero file with an AA file automatically search contacts in Xero for related parties identified sync the trial balance confirm that the opening balances agree to prior year audited closing balances pull in account transactions for cumulative monetary sampling (and for the selected items, pull invoice attachments and metadata of the date approved and by who) send adjustment journals from AA to Xero as draft journals for the client to approve We have a couple of clients that use MYOB AccountRight Live so would be great to do this with MYOB too, but Xero would very much be our priority. (Kyle S)