Engagement Manager 27 February, 2025 release notes
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Audit Intelligence Analyze
We’ve improved the analysis of Revenue by incorporating the entire population and subledger details from Accounts Receivable where applicable.
We’ve also enhanced the Trial Balance functionality. It now includes both the current year's trial balance and prior period amounts, offering a more complete financial overview.
Issues resolved
- Consolidation by tax code properly shows data and pulls in data to the trial balance from the child engagements.
- Engagement Manager prevents the deletion of Guided Assurance documents from the recycle bin or on finalize.
- When there are no accounts in a trial balance, the blank state text doesn’t show actions that are not allowed.
- The tax code report for the Prosystem FX and Lacerte vendors includes tax code page numbers and line numbers.
- We've corrected an issue where unexpected account descriptions could appear on accounts in a consolidated engagement.
- We've corrected an issue where Client Communications text detail with more than 1 line may have appeared overlapping in Outlook for the recipient.
- Engagement Manager properly assigns the Account Type when you choose an account classification code and subcode.
- In the United Kingdom environment, the breadcrumb list of engagements now shows the correct date on finalized engagements instead of 1/1/1970.