Release notes

Engagement Manager 1 October, 2025 release notes

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Audit Intelligence Analyze

Upload and share
  • We improved to version 2.0.
  • Revenue and expenses subledgers/audit areas can be analyzed using Upload and Share data ingestions.
  • Implemented validation messages for required fields for RITs calculation.
Trial balance
Enabled all Engagement Manager users to request ledger data via the
Request Ledger Data
 button and made TB Import functionality available.

Client Communications

General enhancements
  • When preview isn’t supported for a file type, the page now displays a descriptive message and automatically downloads the file.
  • Ensured correct status displays when adding comments to requests.

Engagement Manager

External APIs
We are introducing Trial balance APIs to get trial balance date, update balances, account groupings, and tax code assignments on accounts, export grid data to Excel.
General enhancements
New journal entries:
  • In list view, when selecting account details from the side pane, the debit and credit amounts are now listed under the account and description.
  • Restricted free text input for required dropdowns (Type, Misstatement and Roll forward) that previously caused the TB to fail to update and display properly.
Trial balance:
  • Ensured report creation correctly displays data when generating report grouped by division by ensuring the proper mask and divisions setup.
  • Resolved a data issue that prevented values from displaying for consolidated TB and added a loader on the consolidations screen to prevent multiple clicks on the Save button.
  • Implemented validation and a warning message to restrict tax subcodes to numeric values between 1 and 999, ensuring proper import into tax products.
General functionality and performance upgrades:
  • Modernized code with improved performance and stability for workpapers notes, user preferences, security and firm settings, document management (uploading, unpublishing, preview, adding and checkout), and for finalizing/unfinalizing binders.
  • Updated the Competitive Conversions Utility link (25.8) to preprocess Excel files by converting ProSystem fx Engagement date function formulas to prevent failures.

This article applies to:

  • PRODUCT: Cloud Audit Suite