Engagement Manager 30 June, 2025 release notes

Audit Intelligence Analyze

New implementations have been introduced in the Microsite for Dynamic 365 and Netsuite connector.
Added tabs in Step 3 of Decide Extent of Testing within Journal Entries to test for completeness.
Display of a message on all segment tabs when a user saves a WP without performing DET.

Updated the text of the Edit items button in DET within the Journal Entries Subledger.
Transaction IDs are now included when saving to Workpapers Excel within the Journal Entries Subledger.
Corrected the accurate currency type display for all Subledgers.

Updates to the unit balance screen and existing analysis processes as part of the migration process in the AIA Pricing module.
Changes to the usage report now include Order Net Value column linked to the Order Document number.
Overage units are now displayed when exhausting all active tokens.

Improved the reindexing process for client information within the AIA module.
Prevent sample generation when using Back, Continue, and Back to overview buttons, ensuring only selections made are saved.
An error message will be displayed if a tolerable misstatement exceeds 12 digits in all subledgers.
Corrected a validation message for Update Subscription notification, Test for completeness, and Describe Selection Method and Testing Procedures text box.
Restored the acknowledgement message and info icon data for checkboxes when the Analyze screen is maximized.
The Risk score column has been removed from tables where the risk score equals zero.
Edit Items and View Items will correctly be displayed when adjusting zoom.
The Save changes pop-up will be shown only for first-time use.
We ensured the proper load of the Request Ledger Data Screen in the Analyze tab.
The opening balance now displays in workpapers for cash and accounts payable at cash accounts and balance level to test.
Corrected the transaction level to test in inventories/journal entry workpapers.
Corrected the column order in all population tables in the workpaper for Original Transaction Amount.
Addressed an exception that occurred when the user clicked Reset more than twice after selecting a company from the list.
Resolved issues present during the NetSuite upload process.
Restored email notifications for failed data uploads.
Ensured samples are generated when 'Save and Continue' is selected after changing the sample size.
Restored inventories subledger with the Validis accounting package.
Secured bulk delete functionality is working for ledger requests.
Corrected transaction IDs with a reporting amount of zero from incorrectly displaying in the WP.
Addressed an issue where the unit balance screen reflected incorrect data when cancelled and suspended statuses were updated.

Client communications

Content in textboxes will now completely be displayed in PDFs for non-ICA client forms.
Restored the sign-out button in the communication tab, ensuring visibility.
Addressed an issue where property fields were not getting updated until the user refreshed the screen for larger files.
The audit disclosure form has been integrated into the microsite.
Performance improvements have been made to upload documents larger than 95 MB from client communications to workpapers.

Engagement Manager

The last distribution row will now automatically fill in the difference amount needed for journal entry balancing.
When selecting the reference for a journal entry, it will open in the same browser window instead of the pop-out window.
Improved functionality for searching and adding accounts for engagements involving many accounts (~15k).
Filter settings on the listing page are now reliably retained when changing tabs or re-entering engagements.
Ensured seamless navigation through the distribution grid using the Tab key when adding or editing entries.
The screen reader will properly announce changes made to the columns of the distribution grid.
Tooltips have been enhanced to maintain visibility when column widths are reduced.
The UI improvements have removed the overlap of the breadcrumb dropdown with the grids.
Restored alert messages when attempting to add journal entries without selecting any accounts.

Improved user awareness of ongoing progress during copying, pasting or adding multiple workpapers has been achieved through key updates:
A loading icon has been introduced to indicate processing activity.
An informative validation modal is displayed when uploading password-protected PDF files.
The Save or Next buttons are temporarily disabled to prevent repeated clicking.
Corrected unintended suffixes appearing in WP references when attempting to move finalized workpapers to the recycle bin.
The previous fix will additionally ensure that alert messages are displayed correctly.
Ensured consistent display of Roll Forward Properties when adding workpapers through existing engagement templates, and when copying/pasting Checkpoint tools WP.
The preview panel will allow users to adjust zoom levels and scroll through content.

Amended the ability to continue with and import process for Trial Balance comparison.
Resolved an issue where a new Trial Balance account would prepopulate with a previously added JE account.
Enhanced performance and reduced memory usage to ensure the successful import of large trial balances.
More detailed and specific error alerts will appear and guide users to resolve issues when attempting to add existing accounts to the Trial balance.

Improvements have been made to enhance the EM dashboard by loading all data, upgrading response times, and preventing timeouts.
Reinstated email notifications for user-defined notifications rules.
Addressed an inconsistency where the "Replace with Placeholder" option was unavailable on random documents during the Roll Forward process.
Ensured the client's name and number were properly loaded in the Roll Forward wizard, securing successful completion of the process.
Enhanced the UI to ensure consistent and accurate language for both US and UK users.
Ensured that customized column widths are retained when editing Workpaper properties, modifying views in Trial Balance tab and selecting accounts in the New Journal Entries screen.
Resolved discrepancies in Letter case between GFR and EM when creating or reindexing client names.
Modernized code in the Manage Users area for improved performance and stability.
Upgraded performance in the reading process to import large trial balances, load consolidated binders, saving accounts, workpaper search and roll forward actions.