August 29th release notes

Issues resolved

  • Single Audit Engagements
    - When using CX-1.5 for Major Program Determination to assess Federal Awards, users encountered an issue where these programs were not automatically populated in the dropdown of CX-8.5 Tests of Compliance.
  • Disclosure Engagements
      - When users added child topics to an unselected parent topic that had no other children, the parent topic was correctly marked as selected in the user interface. However, if the child topic was subsequently deleted, the parent topic incorrectly remained selected when it should have been unselected automatically. Selections can now be seamlessly managed without any interruptions. For some users, requirements in the disclosure checklist did not filter correctly when some requirements were marked as "N/A".
  • Employee Benefits Plan Engagements
    - When assessing the risk of material misstatement in CX-7.1 for Participant Accounts, users who selected the basic approach encountered an issue where the basic procedures for Participant Accounts were not automatically pulled into the selected procedures pane. However, users were still able to manually drag procedures from the available pane into the selected pane if needed.
  • Planning Data and PDF Export
    - Data and/or information copied and pasted from external documents (such as Word or Outlook) into Planning Form fields was not visible in exported PDF documents.
  • Audit Program Generation
    - Sometimes comments for procedures in audit programs copied and/or moved into other comment fields when form procedures in the program were expand and collapsed. When the workpaper was closed and opened again, comments for procedures moved back their intended positions.
  • Performance
    -  In Risk Assessment Summary forms (CX-7.1), some users reported that characters were populating slowly in comment boxes, making it difficult to type quickly and accurately. Users should no longer experience this issue.